Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Flaherty & Crumrine Total Return Fund Inc. meliputi Kovack Advisors, Inc., Wetherby Asset Management Inc, Traub Capital Management LLC, dan Chung Wu Investment Group, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,701 | 199 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 18,073 | 5.17 | 207 | -28.12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,600 | 180 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 161,245 | 9.12 | 2,706 | 9.65 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 54,688 | 9.86 | 930 | 11.26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,531 | 9.25 | 145 | 10.69 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 400 | 7 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 173 | 1.76 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,141 | 189 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 18,816 | 15.20 | 320 | 16.42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 23,728 | 5.06 | 403 | 6.61 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 145,617 | 2.38 | 2,475 | 3.73 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 683 | 12 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 208,381 | 0.00 | 3,542 | 1.32 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 183,370 | 81.39 | 3,117 | 83.79 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11,464 | 195 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 23,170 | 394 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 41,340 | 105.59 | 703 | 108.31 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 4,193 | 185.43 | 71 | 195.83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 89,220 | 4.88 | 1,517 | 6.24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,421 | 0.18 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 77,378 | 130.98 | 1,315 | 133.99 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 669,089 | 24.71 | 11 | 22.22 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 932 | 628.12 | 16 | 650.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17,196 | 3.80 | 292 | 5.04 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 21,183 | 360 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 482 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19,735 | 17.35 | 335 | 18.79 |
