FLAHERTY & CRUMRINE TOTAL RETURN FUND INC
Institutional Ownership & Holdings Analysis
About
flaherty--crumrine-total-return-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
# | Institution | Value |
---|---|---|
1 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $9.0M |
2 | BANK OF AMERICA CORP /DE/(2025-03-31) | $5.0M |
3 | Sowell Financial Services LLC(2025-03-31) | $3.5M |
4 | Noble Wealth Management PBC(2025-03-31) | $2.7M |
5 | Invesco Ltd.(2025-03-31) | $2.4M |
6 | Smith Asset Management Co., LLC(2025-03-31) | $2.3M |
7 | LPL Financial LLC(2025-03-31) | $2.2M |
8 | Pathstone Holdings, LLC(2025-03-31) | $2.2M |
9 | Advisors Asset Management, Inc.(2025-03-31) | $1.7M |
10 | AQR Arbitrage LLC(2025-03-31) | $1.5M |
11 | MORGAN STANLEY(2025-03-31) | $1.4M |
12 | Independent Advisor Alliance(2024-12-31) | $1.4M |
13 | Matisse Capital(2025-03-31) | $1.3M |
14 | RIVERNORTH CAPITAL MANAGEMENT, LLC(2025-03-31) | $884.7K |
15 | Kovitz Investment Group Partners, LLC(2025-03-31) | $868.1K |
16 | Strategic Advocates LLC(2025-03-31) | $835.3K |
17 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $725.2K |
18 | Hennion & Walsh Asset Management, Inc.(2025-03-31) | $562.1K |
19 | ENVESTNET ASSET MANAGEMENT INC(2025-03-31) | $379.0K |
20 | SEAMOUNT FINANCIAL GROUP INC(2025-03-31) | $348.9K |
As of 2025-03-31
Value:$9.0M
As of 2025-03-31
Value:$5.0M
As of 2025-03-31
Value:$3.5M
As of 2025-03-31
Value:$2.7M
As of 2025-03-31
Value:$2.4M
As of 2025-03-31
Value:$2.3M
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$1.7M
As of 2025-03-31
Value:$1.5M
As of 2025-03-31
Value:$1.4M
As of 2024-12-31
Value:$1.4M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$884.7K
As of 2025-03-31
Value:$868.1K
As of 2025-03-31
Value:$835.3K
As of 2025-03-31
Value:$725.2K
As of 2025-03-31
Value:$562.1K
As of 2025-03-31
Value:$379.0K
As of 2025-03-31
Value:$348.9K
Total Institutional Holders:50
Top 10 Holders Own:72.0%