Institutional Ownership Cornerstone Total Return Fund Inc (CRF)
This table provides information about the institutional ownership of Cornerstone Total Return Fund Inc (CRF). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
47,360
shares
|
$366,092
0.0% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
46,926
shares
|
$362,737
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
37,023
shares
|
$286,187
0.0% of portfolio
|
Q1 2025
Added 24.13%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
35,000
shares
|
$270,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
34,090
shares
|
$263,515
0.0% of portfolio
|
Q1 2025
Added 48.43%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
34,000
shares
|
$262,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
33,326
shares
|
$257,609
0.02% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
30,000
shares
|
$231,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
28,560
shares
|
$220,768
0.1% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
26,241
shares
|
$202,842
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
24,772
shares
|
$191,487
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
23,502
shares
|
$181,670
0.0% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
23,386
shares
|
$180,773
0.05% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
22,931
shares
|
$177,256
0.0% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
22,185
shares
|
$171,490
0.0% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
19,243
shares
|
$148,748
0.02% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,786
shares
|
$137,485
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,494
shares
|
$135,228
0.0% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
17,196
shares
|
$132,925
0.05% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,032
shares
|
$131,657
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
16,000
shares
|
$123,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,873
shares
|
$114,968
0.0% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
14,854
shares
|
$114,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,179
shares
|
$109,603
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
13,898
shares
|
$107,431
0.01% of portfolio
|
Q1 2025
Reduced 56.37%
|