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Cornerstone Total Return Fund (CRF) Institutional Ownership

Cornerstone Total Return Fund logo
$6.88 +0.15 (+2.23%)
Closing price 04:10 PM Eastern
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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)
40
Total
Institutional Inflows
(last 12 months)
$13.52M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.24M
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Skip Chart & View Institutional Buying and Selling Data

CRF Institutional Buying and Selling by Quarter

Cornerstone Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/24/2025Ameriflex Group Inc.51,800$459K0.2%N/A0.000%
2/17/2025Millennium Management LLC10,445$91K0.0%-69.6%0.010%
2/17/2025Cetera Investment Advisers41,036$357K0.0%-8.6%0.040%
2/17/2025Baird Financial Group Inc.156,901$1.36M0.0%-13.2%0.152%
2/17/2025Bank of America Corp DE304,728$2.65M0.0%+539.5%0.296%
2/17/2025BIP Wealth LLC16,000$139K0.0%N/A0.016%
2/17/2025Aptus Capital Advisors LLC22,967$200K0.0%N/A0.022%
2/14/2025Marshall & Sterling Wealth Advisors Inc.3,000$26K0.0%N/A0.003%
2/14/2025Quarry LP7,022$61K0.0%+35.8%0.007%
2/14/2025Boothbay Fund Management LLC2,662,319$23.14M0.6%-0.1%2.587%
2/14/2025Alpine Global Management LLC2,712,560$23.57M5.1%+5.6%2.635%
2/13/2025Main Street Financial Solutions LLC31,853$277K0.0%-31.0%0.031%
2/13/2025Kane Investment Management Inc.53,593$466K0.3%N/A0.052%
2/13/2025Mariner LLC15,016$130K0.0%+8.2%0.015%
2/13/2025Raymond 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%
2/13/2025Perennial Investment Advisors LLC402,653$3.50M0.4%+6.3%0.391%
2/12/2025StoneX 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%
2/11/2025LPL 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%
2/10/2025Commonwealth Equity Services LLC200,102$1.74M0.0%+1.9%0.194%
2/10/2025SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co37,569$326K0.3%N/A0.036%
2/7/2025HighTower Advisors LLC21,821$190K0.0%N/A0.021%
2/7/2025Independent Advisor Alliance21,659$188K0.0%N/A0.021%
2/6/2025Raymond 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%
2/3/2025Wealth Management Nebraska18,909$164K0.0%N/A0.018%
1/31/2025Atria Wealth Solutions Inc.168,557$1.47M0.0%+6.5%0.164%
1/24/2025Chicago 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%
11/20/2024Virtu Financial LLC18,637$151K0.0%+70.3%0.018%
11/15/2024Quarry LP5,169$42K0.0%N/A0.005%
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11/14/2024Rockefeller Capital Management L.P.44,295$358K0.0%+21.8%0.043%
11/12/2024Centaurus Financial Inc.12,786$103K0.0%-64.2%0.012%
11/6/2024Main Street Financial Solutions LLC46,143$373K0.0%+6.7%0.045%
11/6/2024 Oppenheimer & Co. Inc.14,860$120K0.0%N/A0.014%
10/29/2024Chicago 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%
10/22/2024Private 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%
9/23/2024Centaurus Financial Inc.35,693$280K0.0%-42.4%0.035%
8/15/2024Sea Otter Advisors LLC100,000$785K5.6%N/A0.097%
8/10/2024Perennial Investment Advisors LLC380,195$2.99M0.4%+3.6%0.369%
8/8/2024Main Street Financial Solutions LLC43,247$339K0.0%+46.4%0.042%
8/7/2024Wedbush Securities Inc.13,500$106K0.0%N/A0.013%
8/7/2024 PFG Investments LLC136,769$1.07M0.1%+17.5%0.133%
7/31/2024Commonwealth Equity Services LLC199,318$1.57M0.0%-2.8%0.194%
7/29/2024 TrueMark Investments LLC270,805$2.13M0.7%N/A0.263%
7/26/2024BCR Wealth Strategies LLC43,869$344K0.2%N/A0.043%
7/22/2024Atria 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%
7/16/2024Voisard Asset Management Group Inc.9,360$73K0.0%N/A0.009%
5/20/2024Virtu Financial LLC14,624$110K0.0%-43.1%0.014%
5/15/2024Alpine 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%
5/1/2024StoneX Group Inc.46,451$349K0.0%+36.4%0.045%
4/29/2024Commonwealth 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%
2/26/2024Centaurus Financial Inc.67,339$475K0.0%-28.1%0.065%
2/26/2024Virtu Financial LLC25,713$182K0.0%N/A0.025%
2/20/2024Cable Car Capital LLC661,783$4.67M5.2%N/A0.643%
2/8/2024Main Street Financial Solutions LLC26,626$188K0.0%+61.8%0.026%
2/6/2024Private Advisor Group LLC11,810$83K0.0%-31.4%0.011%
2/2/2024Atria Wealth Solutions Inc.168,515$1.19M0.0%-3.7%0.164%
1/16/2024Raymond James & Associates41,759$295K0.0%-19.0%0.041%
8/16/2023Thomas J. Herzfeld Advisors Inc.85,941$688K0.3%-76.2%0.083%
8/15/2023Boothbay Fund Management LLC2,658,768$21.27M0.5%-0.2%2.583%
8/14/2023Perennial Investment Advisors LLC359,285$2.87M0.5%-0.4%0.349%
8/10/2023Private Advisor Group LLC17,225$138K0.0%+57.7%0.017%
8/10/2023Cetera Advisors LLC40,242$322K0.0%+5.2%0.039%
8/10/2023Sit Investment Associates Inc.3,735,347$29.88M0.8%-20.8%3.629%
8/8/2023Vantage Financial Partners LLC19,893$159K0.1%N/A0.019%
8/8/2023Chicago Partners Investment Group LLC62,260$520K0.0%+10.4%0.060%
8/3/2023Atria 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%
7/31/2023LPL Financial LLC883,473$7.07M0.0%+36.0%0.858%
7/28/2023AlphaMark Advisors LLC6,021$48K0.0%+327.6%0.006%
7/27/2023 WASHINGTON TRUST Co13,546$108K0.0%N/A0.013%
7/27/2023Virtu Financial LLC49,937$399K0.0%+154.9%0.049%
7/26/2023 Creative Financial Designs Inc. ADV76,210$610K0.1%+2.5%0.074%
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7/25/2023Raymond James & Associates51,352$411K0.0%-13.8%0.050%
7/21/2023Kovack Advisors Inc.45,732$366K0.0%-31.3%0.044%
7/11/2023 Capital CS Group LLC11,046$88K0.1%N/A0.011%
5/15/2023Boothbay Fund Management LLC2,665,317$19.70M0.4%+1.0%2.589%
5/12/2023Yakira Capital Management Inc.38,503$285K0.1%-69.1%0.037%
5/12/2023Perennial Investment Advisors LLC360,765$2.67M0.5%N/A0.350%
5/11/2023Sit Investment Associates Inc.4,715,872$34.85M0.9%-22.9%4.582%
5/10/2023LPL Financial LLC649,505$4.80M0.0%+10.0%0.631%
5/8/2023Wolverine Asset Management LLC17,602$130K0.0%-79.4%0.017%
5/2/2023 Firethorn Wealth Partners LLC13,800$104K0.1%N/A0.013%
(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, 59 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($29.88M), Alpine Global Management LLC ($23.57M), Boothbay Fund Management LLC ($23.14M), LPL Financial LLC ($9.90M), Cable Car Capital LLC ($4.67M), TrueMark Investments LLC ($4.65M), and Significant Wealth Partners LLC ($3.99M).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 49 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: Cable Car Capital LLC ($661.78K), Perennial Investment Advisors LLC ($397.92K), LPL Financial LLC ($382.64K), 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 3,945,686 shares in the last 24 months. This purchase volume represents approximately $19.91M 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. ($2.38M), Thomas J. Herzfeld Advisors Inc. ($274.42K), Yakira Capital Management Inc. ($86.22K), Centaurus Financial Inc. ($75.53K), Wolverine Asset Management LLC ($68K), Creative Financial Designs Inc. ADV ($54.10K), and Millennium Management LLC ($23.89K).

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

Institutional investors have sold a total of 3,095,091 shares in the last 24 months. This volume of shares sold represents approximately $23.05M in transactions.


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This page (NYSEAMERICAN:CRF) was last updated on 5/2/2025 by MarketBeat.com Staff
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