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Cornerstone Total Return Fund (CRF) Institutional Ownership

Cornerstone Total Return Fund logo
$8.00 +0.04 (+0.50%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$8.04 +0.04 (+0.45%)
As of 09/12/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
56
Total
Institutional Inflows
(last 12 months)
$54.19M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.30M
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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
9/4/2025 Osaic Holdings Inc.274,499$2.13M0.0%+50.9%0.235%
8/19/2025 Newbridge Financial Services Group Inc.3,700$29K0.0%N/A0.003%
8/15/2025 Sculptor Capital LP2,442,757$18.93M0.3%N/A2.088%
8/15/2025 Boothbay Fund Management LLC2,775,870$21.51M0.4%+4.3%2.373%
8/14/2025 Raymond James Financial Inc.399,919$3.10M0.0%+41.7%0.342%
8/13/2025 StoneX Group Inc.191,398$1.48M0.1%+31.2%0.164%
8/13/2025 Fisher Asset Management LLC12,508$97K0.0%-85.7%0.011%
8/13/2025 Northwestern Mutual Wealth Management Co.3,729$29K0.0%+902.4%0.003%
8/11/2025 Anfield Capital Management LLC6,657$52K0.0%N/A0.006%
8/11/2025 Perennial Investment Advisors LLC457,215$3.54M0.3%+12.6%0.391%
8/8/2025 Cetera Investment Advisers48,911$379K0.0%+3.3%0.042%
8/7/2025 Allworth Financial LP8,600$67K0.0%N/A0.007%
8/6/2025 Moors & Cabot Inc.13,726$106K0.0%N/A0.012%
8/4/2025 Creative Financial Designs Inc. ADV36,516$283K0.0%+9.6%0.031%
8/4/2025 Wolverine Asset Management LLC17,837$138K0.0%N/A0.015%
7/29/2025 Chicago Partners Investment Group LLC75,791$595K0.0%-3.4%0.065%
7/29/2025 Stratos Wealth Partners LTD.28,110$218K0.0%N/A0.024%
7/25/2025 Atria Wealth Solutions Inc.51,398$404K0.0%-69.0%0.044%
7/22/2025 Red Tortoise LLC3,202$25K0.0%N/A0.003%
7/22/2025 Firethorn Wealth Partners LLC29,957$232K0.1%+4.9%0.026%
7/18/2025 PFG Investments LLC179,492$1.39M0.1%+33.3%0.153%
7/15/2025 Absolute Investment Advisers LLC1,274,973$9.88M1.2%N/A1.090%
7/11/2025 Mallini Complete Financial Planning LLC64,424$499K0.4%+13.8%0.055%
7/10/2025 Wealth Enhancement Advisory Services LLC11,042$88K0.0%N/A0.009%
5/20/2025Integrity Alliance LLC.24,772$178K0.0%N/A0.000%
5/19/2025Jane Street Group LLC62,438$448K0.0%N/A0.000%
5/16/2025Ursa Fund Management LLC50,000$359K0.9%N/A0.000%
5/15/2025Alpine Global Management LLC2,701,559$19.40M5.1%-0.4%0.000%
5/15/2025Baird Financial Group Inc.93,782$673K0.0%-40.2%0.000%
5/14/2025Ieq Capital LLC34,000$244K0.0%N/A0.000%
5/13/2025Sit Investment Associates Inc.35,000$251K0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.166,018$1.20M0.0%-1.5%0.000%
5/7/2025LPL Financial LLC1,206,414$8.66M0.0%+5.9%0.000%
5/6/2025Cetera Investment Advisers47,360$340K0.0%+15.4%0.000%
5/6/2025Brookwood Investment Group LLC12,529$90K0.0%N/A0.000%
5/6/2025AE Wealth Management LLC14,873$107K0.0%-15.3%0.000%
5/6/2025Tabor Asset Management LP368,799$2.65M0.7%N/A0.000%
5/5/2025Tabor Asset Management LP368,799$2.65M1.0%N/A0.000%
4/24/2025Mallini Complete Financial Planning LLC56,604$406K0.4%+43.1%0.000%
4/23/2025Creative Financial Designs Inc. ADV33,326$239K0.0%-61.9%0.000%
4/23/2025Oppenheimer & Co. Inc.22,185$159K0.0%+9.9%0.000%
4/23/2025Valmark Advisers Inc.12,000$86K0.0%N/A0.000%
4/22/2025Cambridge 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%
2/13/2025Envestnet 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%
2/12/2025TrueMark Investments LLC534,692$4.65M1.5%+25.4%0.519%
2/11/2025LPL Financial LLC1,139,010$9.90M0.0%+8.5%1.107%
2/10/2025Creative 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%
2/5/2025Oppenheimer & Co. Inc.20,185$175K0.0%+35.8%0.020%
2/3/2025Winebrenner 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%
1/22/2025PFG Investments LLC135,266$1.18M0.1%-1.2%0.131%
1/21/2025Grimes & 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%
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%
11/6/2024Oppenheimer & Co. Inc.14,860$120K0.0%N/A0.014%
10/29/2024Chicago Partners Investment Group LLC74,007$616K0.0%+7.0%0.072%
10/28/2024Creative Financial Designs Inc. ADV85,737$694K0.1%+2.7%0.083%
10/22/2024Private Advisor Group LLC10,071$81K0.0%-28.1%0.010%
10/15/2024Prairie Sky Financial Group LLC16,663$135K0.1%N/A0.016%
10/2/2024Doliver 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%
8/7/2024PFG Investments LLC136,769$1.07M0.1%+17.5%0.133%
7/31/2024Commonwealth Equity Services LLC199,318$1.57M0.0%-2.8%0.194%
7/29/2024TrueMark 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%
(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, 71 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were Boothbay Fund Management LLC ($21.51M), Alpine Global Management LLC ($19.40M), Sculptor Capital LP ($18.93M), Absolute Investment Advisers LLC ($9.88M), LPL Financial LLC ($8.66M), Cable Car Capital LLC ($4.67M), and TrueMark Investments LLC ($4.65M).Learn more on Cornerstone Total Return Fund's institutional investors.

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

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

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

Of the 63 institutional investors that purchased Cornerstone Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sculptor Capital LP ($2.44M), Absolute Investment Advisers LLC ($1.27M), Tabor Asset Management LP ($737.60K), Cable Car Capital LLC ($661.78K), Raymond James Financial Inc. ($456.20K), TrueMark Investments LLC ($379.19K), and Bank of America Corp DE ($257.08K).

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

Institutional investors have bought a total of 6,892,315 shares in the last 24 months. This purchase volume represents approximately $54.19M in transactions.

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

Of the 15 institutional investors that sold Cornerstone Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Wealth Solutions Inc. ($117.16K), Baird Financial Group Inc. ($86.90K), Fisher Asset Management LLC ($74.73K), Creative Financial Designs Inc. ADV ($54.10K), Centaurus Financial Inc. ($49.21K), Millennium Management LLC ($23.89K), and Main Street Financial Solutions LLC ($14.29K).

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

Institutional investors have sold a total of 452,013 shares in the last 24 months. This volume of shares sold represents approximately $3.30M in transactions.



This page (NYSEAMERICAN:CRF) was last updated on 9/14/2025 by MarketBeat.com Staff
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