Purchases and Sales Made in Q4 2024 in Cornerstone Total Return Fund Inc (CRF)
This table provides information about the institutional ownership of Cornerstone Total Return Fund Inc (CRF) during Q4 2024. The information is specifically focused on institutions that hold shares of CORNERSTONE TOTAL RETURN FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
257K+ 539.5% |
$2.06M - $2.48M
|
305K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
169KNew |
$1.36M - $1.63M
|
169K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
143K+ 5.55% |
$1.14M - $1.38M
|
2.71M
$24.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
110KNew |
$882K - $1.06M
|
110K
$983K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
108K+ 25.42% |
$869K - $1.05M
|
535K
$4.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.5K+ 8.53% |
$718K - $865K
|
1.14M
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.8K+ 45.36% |
$552K - $665K
|
221K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
59.3K+ 74.49% |
$475K - $573K
|
139K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
53.6KNew |
$430K - $518K
|
53.6K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
39.5KNew |
$317K - $382K
|
39.5K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
37.6KNew |
$301K - $363K
|
37.6K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.8KNew |
$239K - $288K
|
29.8K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24K+ 6.33% |
$192K - $232K
|
403K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
23.3K+ 2988.73% |
$187K - $225K
|
24.1K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23KNew |
$184K - $222K
|
23K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$175K - $211K
|
21.8K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.7KNew |
$174K - $209K
|
21.7K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.3KNew |
$163K - $196K
|
20.3K
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
18.9KNew |
$152K - $183K
|
18.9K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.6KNew |
$141K - $170K
|
17.6K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$128K - $155K
|
16K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 6.49% |
$82.4K - $99.2K
|
169K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.33K+ 35.83% |
$42.7K - $51.4K
|
20.2K
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.78K+ 1.93% |
$30.3K - $36.5K
|
200K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.1K+ 4.18% |
$24.8K - $29.9K
|
77.1K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3KNew |
$24.1K - $29K
|
3K
$26.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.85K+ 35.85% |
$14.9K - $17.9K
|
7.02K
$62.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.69K+ 1.97% |
$13.6K - $16.3K
|
87.4K
$782K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$13.4K - $16.1K
|
1.67K
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.64K+ 6.76% |
$13.1K - $15.8K
|
25.8K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.19K+ 4.9% |
$9.57K - $11.5K
|
25.6K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 8.17% |
$9.09K - $11K
|
15K
$134K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
944+ 3.58% |
$7.57K - $9.12K
|
27.3K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
666+ 1.5% |
$5.34K - $6.43K
|
45K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
500+ 2.26% |
$4.01K - $4.83K
|
22.6K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
406+ 2.48% |
$3.26K - $3.92K
|
16.8K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
202+ 4.62% |
$1.62K - $1.95K
|
4.57K
$40.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
47+ 0.47% |
$377 - $454
|
10.1K
$90.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
41+ 0.01% |
$329 - $396
|
660K
$5.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69- 27.49% |
$553 - $667
|
182
$1.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-681- 5.45% |
$5.46K - $6.58K
|
11.8K
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.61K- 1.18% |
$12.9K - $15.5K
|
135K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.63K- 0.14% |
$29.1K - $35K
|
2.66M
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.85K- 8.58% |
$30.9K - $37.2K
|
41K
$367K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-8.55K- 99.99% |
$68.5K - $82.6K
|
1
$8.94
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.2K- 10.11% |
$73.8K - $88.9K
|
81.8K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-14.3K- 30.97% |
$115K - $138K
|
31.9K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22K- 48.66% |
$176K - $212K
|
23.2K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.8K- 13.16% |
$191K - $230K
|
157K
$1.4M
|