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Cornerstone Total Return Fund (CRF) Institutional Ownership

Cornerstone Total Return Fund logo
$7.20 +0.14 (+1.98%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Cornerstone Total Return Fund (NYSEAMERICAN:CRF)

Current
Institutional Ownership
Percentage
10.41%
Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$20.74M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$1.81M
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CRF Institutional Buying and Selling by Quarter

Cornerstone Total Return Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC62,438$448K0.0%N/A0.000%
5/16/2025 Ursa Fund Management LLC50,000$359K0.9%N/A0.000%
5/15/2025 Alpine Global Management LLC2,701,559$19.40M5.1%-0.4%0.000%
5/15/2025 Baird Financial Group Inc.93,782$673K0.0%-40.2%0.000%
5/14/2025 Ieq Capital LLC34,000$244K0.0%N/A0.000%
5/13/2025 Sit Investment Associates Inc.35,000$251K0.0%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.166,018$1.20M0.0%-1.5%0.000%
5/7/2025 LPL Financial LLC1,206,414$8.66M0.0%+5.9%0.000%
5/6/2025 Cetera Investment Advisers47,360$340K0.0%+15.4%0.000%
5/6/2025 Brookwood Investment Group LLC12,529$90K0.0%N/A0.000%
5/6/2025 AE Wealth Management LLC14,873$107K0.0%-15.3%0.000%
5/6/2025 Tabor Asset Management LP368,799$2.65M0.7%N/A0.000%
5/5/2025 Tabor Asset Management LP368,799$2.65M1.0%N/A0.000%
4/24/2025 Mallini Complete Financial Planning LLC56,604$406K0.4%+43.1%0.000%
4/23/2025 Creative Financial Designs Inc. ADV33,326$239K0.0%-61.9%0.000%
4/23/2025 Oppenheimer & Co. Inc.22,185$159K0.0%+9.9%0.000%
4/23/2025 Valmark Advisers Inc.12,000$86K0.0%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.23,502$169K0.0%-9.0%0.000%
2/24/2025 Ameriflex Group Inc.51,800$459K0.2%N/A0.000%
2/17/2025 Millennium Management LLC10,445$91K0.0%-69.6%0.010%
2/17/2025 Cetera Investment Advisers41,036$357K0.0%-8.6%0.040%
2/17/2025 Baird Financial Group Inc.156,901$1.36M0.0%-13.2%0.152%
2/17/2025 Bank of America Corp DE304,728$2.65M0.0%+539.5%0.296%
2/17/2025 BIP Wealth LLC16,000$139K0.0%N/A0.016%
2/17/2025 Aptus Capital Advisors LLC22,967$200K0.0%N/A0.022%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.3,000$26K0.0%N/A0.003%
2/14/2025 Quarry LP7,022$61K0.0%+35.8%0.007%
2/14/2025 Boothbay Fund Management LLC2,662,319$23.14M0.6%-0.1%2.587%
2/14/2025 Alpine Global Management LLC2,712,560$23.57M5.1%+5.6%2.635%
2/13/2025 Main Street Financial Solutions LLC31,853$277K0.0%-31.0%0.031%
2/13/2025 Kane Investment Management Inc.53,593$466K0.3%N/A0.052%
2/13/2025 Mariner LLC15,016$130K0.0%+8.2%0.015%
2/13/2025 Raymond James Financial Inc.169,213$1.47M0.0%N/A0.164%
2/13/2025 Envestnet Asset Management Inc.29,826$259K0.0%N/A0.029%
2/13/2025 Perennial Investment Advisors LLC402,653$3.50M0.4%+6.3%0.391%
2/12/2025 StoneX Group Inc.138,840$1.21M0.1%+74.5%0.135%
2/12/2025 TrueMark Investments LLC534,692$4.65M1.5%+25.4%0.519%
2/11/2025 LPL Financial LLC1,139,010$9.90M0.0%+8.5%1.107%
2/10/2025 Creative Financial Designs Inc. ADV87,427$760K0.1%+2.0%0.085%
2/10/2025 Commonwealth Equity Services LLC200,102$1.74M0.0%+1.9%0.194%
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2/10/2025 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co37,569$326K0.3%N/A0.036%
2/7/2025 HighTower Advisors LLC21,821$190K0.0%N/A0.021%
2/7/2025 Independent Advisor Alliance21,659$188K0.0%N/A0.021%
2/6/2025 Raymond James Financial Inc.169,213$1.47M0.0%N/A0.164%
2/5/2025 Oppenheimer & Co. Inc.20,185$175K0.0%+35.8%0.020%
2/3/2025 Winebrenner Capital Management LLC110,001$956K0.7%N/A0.107%
2/3/2025 Wealth Management Nebraska18,909$164K0.0%N/A0.018%
1/31/2025 Atria Wealth Solutions Inc.168,557$1.47M0.0%+6.5%0.164%
1/24/2025 Chicago Partners Investment Group LLC77,104$687K0.0%+4.2%0.075%
1/22/2025 PFG Investments LLC135,266$1.18M0.1%-1.2%0.131%
1/21/2025 Grimes & Company Inc.25,556$222K0.0%+4.9%0.025%
11/20/2024 Virtu Financial LLC18,637$151K0.0%+70.3%0.018%
11/15/2024 Quarry LP5,169$42K0.0%N/A0.005%
11/14/2024 Rockefeller Capital Management L.P.44,295$358K0.0%+21.8%0.043%
11/12/2024 Centaurus Financial Inc.12,786$103K0.0%-64.2%0.012%
11/6/2024 Main Street Financial Solutions LLC46,143$373K0.0%+6.7%0.045%
11/6/2024 Oppenheimer & Co. Inc.14,860$120K0.0%N/A0.014%
10/29/2024 Chicago Partners Investment Group LLC74,007$616K0.0%+7.0%0.072%
10/28/2024 Creative Financial Designs Inc. ADV85,737$694K0.1%+2.7%0.083%
10/22/2024 Private Advisor Group LLC10,071$81K0.0%-28.1%0.010%
10/15/2024 Prairie Sky Financial Group LLC16,663$135K0.1%N/A0.016%
10/2/2024 Doliver Advisors LP40,500$328K0.1%N/A0.039%
9/23/2024 Centaurus Financial Inc.35,693$280K0.0%-42.4%0.035%
8/15/2024Sea Otter Advisors LLC100,000$785K5.6%N/A0.097%
8/10/2024 Perennial Investment Advisors LLC380,195$2.99M0.4%+3.6%0.369%
8/8/2024 Main Street Financial Solutions LLC43,247$339K0.0%+46.4%0.042%
8/7/2024 Wedbush Securities Inc.13,500$106K0.0%N/A0.013%
8/7/2024 PFG Investments LLC136,769$1.07M0.1%+17.5%0.133%
7/31/2024 Commonwealth Equity Services LLC199,318$1.57M0.0%-2.8%0.194%
7/29/2024 TrueMark Investments LLC270,805$2.13M0.7%N/A0.263%
7/26/2024 BCR Wealth Strategies LLC43,869$344K0.2%N/A0.043%
7/22/2024 Atria Wealth Solutions Inc.173,084$1.36M0.0%+2.6%0.168%
7/19/2024Raymond James & Associates184,770$1.45M0.0%+330.1%0.180%
7/16/2024 Voisard Asset Management Group Inc.9,360$73K0.0%N/A0.009%
5/20/2024 Virtu Financial LLC14,624$110K0.0%-43.1%0.014%
5/15/2024 Alpine Global Management LLC2,569,324$19.30M4.9%+0.3%2.496%
5/7/2024 Significant Wealth Partners LLC530,604$3.99M2.6%+15.9%0.515%
5/1/2024 StoneX Group Inc.46,451$349K0.0%+36.4%0.045%
4/29/2024 Commonwealth Equity Services LLC204,988$1.54M0.0%+3.5%0.199%
4/23/2024 WASHINGTON TRUST Co8,547$64K0.0%-36.9%0.008%
4/22/2024 PFG Investments LLC116,445$874K0.1%N/A0.113%
2/26/2024 Centaurus Financial Inc.67,339$475K0.0%-28.1%0.065%
2/26/2024 Virtu Financial LLC25,713$182K0.0%N/A0.025%
2/20/2024 Cable Car Capital LLC661,783$4.67M5.2%N/A0.643%
2/8/2024 Main Street Financial Solutions LLC26,626$188K0.0%+61.8%0.026%
2/6/2024 Private Advisor Group LLC11,810$83K0.0%-31.4%0.011%
2/2/2024 Atria Wealth Solutions Inc.168,515$1.19M0.0%-3.7%0.164%
1/16/2024Raymond James & Associates41,759$295K0.0%-19.0%0.041%
8/16/2023 Thomas J. Herzfeld Advisors Inc.85,941$688K0.3%-76.2%0.083%
8/15/2023 Boothbay Fund Management LLC2,658,768$21.27M0.5%-0.2%2.583%
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8/14/2023 Perennial Investment Advisors LLC359,285$2.87M0.5%-0.4%0.349%
8/10/2023 Private Advisor Group LLC17,225$138K0.0%+57.7%0.017%
8/10/2023Cetera Advisors LLC40,242$322K0.0%+5.2%0.039%
8/10/2023 Sit Investment Associates Inc.3,735,347$29.88M0.8%-20.8%3.629%
8/8/2023 Vantage Financial Partners LLC19,893$159K0.1%N/A0.019%
8/8/2023 Chicago Partners Investment Group LLC62,260$520K0.0%+10.4%0.060%
8/3/2023 Atria Wealth Solutions Inc.216,365$1.73M0.0%+20.7%0.210%
8/1/2023 Firethorn Wealth Partners LLC21,166$169K0.1%+53.4%0.021%
7/31/2023 LPL Financial LLC883,473$7.07M0.0%+36.0%0.858%
7/28/2023AlphaMark Advisors LLC6,021$48K0.0%+327.6%0.006%
(Data available from 1/1/2016 forward)

CRF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CRF shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were Boothbay Fund Management LLC ($23.14M), Alpine Global Management LLC ($19.40M), LPL Financial LLC ($8.66M), Cable Car Capital LLC ($4.67M), TrueMark Investments LLC ($4.65M), Significant Wealth Partners LLC ($3.99M), and Perennial Investment Advisors LLC ($3.50M).Learn more on CRF's institutional investors.

What percentage of Cornerstone Total Return Fund stock is owned by institutional investors?

10.41% of Cornerstone Total Return Fund stock is owned by institutional investors. Learn more on CRF's institutional investor holdings.

Which institutional investors have been buying Cornerstone Total Return Fund stock?

Of the 55 institutional investors that purchased Cornerstone Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tabor Asset Management LP ($737.60K), Cable Car Capital LLC ($661.78K), LPL Financial LLC ($390.91K), TrueMark Investments LLC ($379.19K), Raymond James Financial Inc. ($338.43K), Bank of America Corp DE ($257.08K), and Alpine Global Management LLC ($149.28K).

How much institutional buying is happening at Cornerstone Total Return Fund?

Institutional investors have bought a total of 4,491,644 shares in the last 24 months. This purchase volume represents approximately $23.73M in transactions.

Which Cornerstone Total Return Fund major shareholders have been selling company stock?

Of the 21 institutional investors that sold Cornerstone Total Return Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($980.53K), Thomas J. Herzfeld Advisors Inc. ($274.42K), Baird Financial Group Inc. ($86.90K), Centaurus Financial Inc. ($75.53K), Creative Financial Designs Inc. ADV ($54.10K), Millennium Management LLC ($23.89K), and Kovack Advisors Inc. ($20.86K).

How much institutional selling is happening at Cornerstone Total Return Fund?

Institutional investors have sold a total of 1,621,807 shares in the last 24 months. This volume of shares sold represents approximately $12.15M in transactions.



This page (NYSEAMERICAN:CRF) was last updated on 5/19/2025 by MarketBeat.com Staff
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