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 89 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
51,398
shares
|
$401,418
0.01% of portfolio
|
Q2 2025
Reduced 69.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
49,001
shares
|
$382,697
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
46,000
shares
|
$359,260
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
39,762
shares
|
$310,541
0.0% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
37,999
shares
|
$296,772
0.02% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
34,090
shares
|
$266,242
0.0% of portfolio
|
Q1 2025
Added 48.43%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
31,301
shares
|
$244,460
0.11% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
30,371
shares
|
$237,197
0.0% of portfolio
|
Q3 2025
Reduced 51.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$234,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
28,236
shares
|
$220,523
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
24,293
shares
|
$189,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
23,153
shares
|
$180,824
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
22,178
shares
|
$173,210
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
21,785
shares
|
$170,140
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
20,888
shares
|
$163,135
0.04% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
20,556
shares
|
$160,542
0.02% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,557
shares
|
$152,740
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
18,279
shares
|
$142,758
0.0% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
18,065
shares
|
$141,087
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
17,774
shares
|
$138,814
0.05% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,746
shares
|
$130,786
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,854
shares
|
$116,009
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,369
shares
|
$112,221
0.0% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,251
shares
|
$111,300
0.01% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
14,168
shares
|
$110,652
0.0% of portfolio
|
Q3 2025
Added 13.27%
|
|