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Disclosery

FLC FLAHERTY & CRUMRINE TOTAL RE

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COM (common), issuer CIK 1245648

44 managers (44 13F filers) reported a position in FLC shares at 2024-12-31, 2,545,446 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
13
Reduced
15
Sold out
1
Shares held by filers
2,545,446

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC559,576$9.35M0.21%+309,58513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/311,606$5.2M<0.01%-6,87513F-HRTimelineGroup
Sowell Financial Services LLC208,369$3.48M0.18%+11,65113F-HRTimeline
Noble Wealth Management PBC147,767$2.47M1.71%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.143,839$2.4M<0.01%+5,47313F-HRTimelineGroup
Smith Asset Management Co., LLC140,242$2.34M2.28%13F-HRTimeline
LPL Financial LLC131,427$2.19M<0.01%-5,92913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC119,882$2M0.01%+31,36913F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC103,093$1.72M0.04%-27,62013F-HRTimelineGroup
Matisse Capital95,300$1.59M0.81%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY88,557$1.48M<0.01%+41,58513F-HR/ATimelineGroup
Independent Advisor Alliance83,202$1.39M0.02%new13F-HRTimeline
NorthCoast Asset Management LLC52,968$885K<0.01%-3,68713F-HR/ATimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC50,316$840K0.04%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC32,625$545K<0.01%+13,19413F-HRTimelineGroup
UBS Group AGin group UBS Group AG24,388$407K<0.01%-14,59813F-HRTimelineGroup
Pathway Financial Advisers, LLC21,966$367K0.12%-48113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC20,790$347K0.24%-1,88813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,937$333K<0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC19,424$324K<0.01%-1,61813F-HRTimeline
Mallini Complete Financial Planning LLC18,061$302K0.29%13F-HRTimeline
Hennion & Walsh Asset Management, Inc.16,634$278K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,036$268K<0.01%+8,53413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,945$266K<0.01%-9813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,487$258K<0.01%+1,06313F-HRTimelineGroup
Koshinski Asset Management, Inc.12,560$210K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,272$205K<0.01%-2513F-HRTimeline
NewEdge Advisors, LLC10,830$181K<0.01%-89013F-HRTimeline
Capital Investment Advisors, LLC10,680$178K<0.01%-55513F-HRTimeline
MRA Advisory Group10,356$173K0.09%+12213F-HRTimeline
Catalina Capital Group, LLC10,177$170K0.06%-10013F-HRTimeline
WEDBUSH SECURITIES INC10,000$167K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,491$58K<0.01%-50913F-HRTimelineGroup
MeadowBrook Investment Advisors LLC2,720$45.4K0.04%+1,10013F-HRTimeline
Geneos Wealth Management Inc.1,343$22.4K<0.01%+32813F-HRTimeline
SRH ADVISORS, LLC1,000$16.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…700$11.7K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC504$8.41K<0.01%new13F-HRTimeline
Luminist Capital LLC426$7.11K0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC351$6K<0.01%+113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC291$4.86K<0.01%-70913F-HRTimeline
Tortoise Investment Management, LLC168$2.8K<0.01%+413F-HR/ATimeline
Sunbelt Securities, Inc.140$2.31K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.