Latest Institutional Transactions on Cornerstone Total Return Fund Inc (CRF)
This table provides information on the latest institutional transactions involving Cornerstone Total Return Fund Inc (CRF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.68K- 15.27% |
$19.2K - $24.4K
|
14.9K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
369KNew |
$2.64M - $3.36M
|
369K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
835+ 8.25% |
$5.99K - $7.6K
|
11K
$84.7K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.2K+ 24.13% |
$51.6K - $65.5K
|
37K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
700+ 6.36% |
$5.02K - $6.37K
|
11.7K
$90.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1KNew |
$7.17K - $9.1K
|
1K
$7.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-54.1K- 61.88% |
$388K - $492K
|
33.3K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.34K- 9.04% |
$16.8K - $21.3K
|
23.5K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12KNew |
$86K - $109K
|
12K
$92.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 9.91% |
$14.3K - $18.2K
|
22.2K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
685+ 2.68% |
$4.91K - $6.23K
|
26.2K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.23K+ 4.52% |
$8.85K - $11.2K
|
28.6K
$221K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.6K- 45.95% |
$671K - $808K
|
98.3K
$760K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
238New |
$1.91K - $2.3K
|
238
$1.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$128K - $155K
|
16K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3KNew |
$24.1K - $29K
|
3K
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23.9K- 69.58% |
$192K - $231K
|
10.4K
$80.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
53.6KNew |
$430K - $518K
|
53.6K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
108K+ 25.42% |
$869K - $1.05M
|
535K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$13.4K - $16.1K
|
1.67K
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.7KNew |
$174K - $209K
|
21.7K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
37.6KNew |
$301K - $363K
|
37.6K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
110KNew |
$882K - $1.06M
|
110K
$850K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-8.55K- 99.99% |
$68.5K - $82.6K
|
1
$7.73
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.7K+ 70.34% |
$54.7K - $62.3K
|
18.6K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.21KNew |
$44.1K - $50.2K
|
6.21K
$48K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-19.4K- 51.25% |
$138K - $157K
|
18.4K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
22.8KNew |
$162K - $184K
|
22.8K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22.9K- 64.18% |
$163K - $185K
|
12.8K
$98.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-778- 5.2% |
$5.53K - $6.29K
|
14.2K
$110K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.3K- 11.54% |
$152K - $172K
|
163K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
16.7KNew |
$118K - $135K
|
16.7K
$129K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
40.5KNew |
$288K - $328K
|
40.5K
$313K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
499New |
$3.55K - $3.92K
|
499
$3.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
230New |
$1.64K - $1.81K
|
230
$1.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.1KNew |
$193K - $212K
|
27.1K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
100KNew |
$712K - $785K
|
100K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-340K- 66.7% |
$2.42M - $2.67M
|
170K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.5KNew |
$96.1K - $106K
|
13.5K
$104K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
43.9KNew |
$312K - $344K
|
43.9K
$339K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.36KNew |
$66.6K - $73.5K
|
9.36K
$72.4K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89.7K- 21.13% |
$625K - $674K
|
335K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9KNew |
$103K - $112K
|
14.9K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122+ 48.8% |
$849 - $916
|
372
$2.88K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.81K- 5.6% |
$47.4K - $51.2K
|
115K
$887K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26New |
$181 - $195
|
26
$201
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.57KNew |
$59.6K - $64.3K
|
8.57K
$66.2K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
72.7K+ 15.87% |
$506K - $546K
|
531K
$4.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2New |
$13.9 - $15
|
2
$15.5
|
|