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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
12,529
shares
|
$96,849
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
12,172
shares
|
$94,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
12,000
shares
|
$92,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
11,700
shares
|
$90,441
0.01% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,042
shares
|
$85,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,953
shares
|
$84,666
0.0% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
7,351
shares
|
$56,823
0.01% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,235
shares
|
$40,466
0.0% of portfolio
|
Q1 2025
Reduced 55.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,806
shares
|
$37,150
0.0% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,685
shares
|
$28,485
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,000
shares
|
$23,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,000
shares
|
$15,460
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$7,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
835
shares
|
$6,454
0.0% of portfolio
|
Q2 2025
Added 50.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
539
shares
|
$4,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
372
shares
|
$2,875
0.0% of portfolio
|
Q1 2024
Added 48.8%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
317
shares
|
$2,450
0.0% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
268
shares
|
$2,071
0.0% of portfolio
|
Q4 2023
Reduced 96.31%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
238
shares
|
$1,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
200
shares
|
$1,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
184
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$773
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
26
shares
|
$200
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3
shares
|
$23
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|