Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Flaherty & Crumrine Total Return Fund Inc. termasuk Kovack Advisors, Inc., Wetherby Asset Management Inc, Traub Capital Management LLC, dan Chung Wu Investment Group, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
