Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Flaherty & Crumrine Total Return Fund Inc. comprennent Kovack Advisors, Inc., Wetherby Asset Management Inc, Traub Capital Management LLC, et Chung Wu Investment Group, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
