Go Pro

Cornerstone Total Return Fund (CRF) Institutional Ownership

Cornerstone Total Return Fund logo
$6.13 -0.01 (-0.16%)
Closing price 04:10 PM Eastern
Extended Trading
$6.12 0.00 (-0.08%)
As of 07:30 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 Massive. 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)
51
Total
Institutional Inflows
(last 12 months)
$75.73M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$65.57M
Get CRF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cornerstone Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
9/9/2026Integrated Wealth Concepts LLC13,523$97K0.0%+32.9%0.012%
9/9/2026Baird Financial Group Inc.186,644$1.34M0.0%+4.1%0.160%
8/22/2026Advisory Solutions Group LLC594,180$4.27M1.4%N/A0.508%
8/22/2026Concurrent Investment Advisors LLC11,302$81K0.0%N/A0.010%
8/20/2026Susquehanna International Group LLP67,544$485K0.0%N/A0.058%
8/20/2026Two Sigma Securities LLC10,009$72K0.0%N/A0.009%
8/17/2026Almitas Capital LLC1,572,309$11.29M2.7%N/A1.344%
8/17/2026Perennial Investment Advisors LLC500,924$3.60M0.2%N/A0.428%
8/15/2026Sculptor Capital LP2,768,415$19.88M0.2%N/A2.366%
8/14/2026Cable Car Capital LP662,510$4.76M0.1%N/A0.566%
8/11/2026OneAscent Financial Services LLC17,797$128K0.0%N/A0.015%
8/11/2026Allworth Financial LP8,600$62K0.0%N/A0.007%
8/8/2026Main Street Financial Solutions LLC34,093$245K0.0%+25.9%0.029%
8/7/2026BlackRock Inc.29,834$214K0.0%N/A0.025%
7/8/2026Mallini Complete Financial Planning LLC85,676$615K0.4%+8.5%0.073%
7/7/2026Mirador Capital Partners LP79,017$567K0.1%N/A0.068%
7/7/2026CoreCap Advisors LLC14,072$101K0.0%+93.5%0.012%
5/15/2026Sculptor Capital LP2,771,562$19.26M0.2%+2.1%2.369%
5/13/2026Cetera Investment Advisers162,401$1.13M0.0%+8.3%0.139%
5/4/2026Chicago Partners Investment Group LLC64,188$459K0.0%+3.7%0.055%
4/30/2026Kestra Advisory Services LLC28,200$196K0.0%+52.3%0.024%
4/30/2026Money Concepts Capital Corp12,727$88K0.0%N/A0.011%
4/28/2026Ascentis Independent Advisors4,771$33K0.0%N/A0.004%
4/27/2026PFG Investments LLC210,362$1.46M0.1%+5.9%0.180%
3/17/2026Rockefeller Capital Management L.P.51,106$409K0.0%+4.3%0.044%
2/26/2026Alpine Global Management LLC1,211,454$9.70M1.7%-64.1%1.035%
2/23/2026Virtu Financial LLC48,222$386K0.0%N/A0.041%
2/18/2026Ameriflex Group Inc.21,800$175K0.1%-52.6%0.019%
2/18/2026Rivernorth Capital Management LLC48,453$388K0.0%-96.4%0.041%
2/18/2026Millennium Management LLC11,181$90K0.0%-54.0%0.010%
2/18/2026Main Street Financial Solutions LLC23,365$187K0.0%+84.9%0.020%
2/18/2026Boothbay Fund Management LLC1,269,891$10.17M0.2%-58.2%1.085%
2/17/2026Almitas Capital LLC86,417$692K0.2%N/A0.074%
2/17/2026Cetera Investment Advisers149,998$1.20M0.0%+12.5%0.128%
2/17/2026Kovack Advisors Inc.269,987$2.16M0.1%N/A0.231%
2/17/2026Osaic Holdings Inc.801,306$6.42M0.0%+20.0%0.685%
2/16/2026Sculptor Capital LP2,714,710$21.75M0.2%+5.4%2.320%
2/16/2026Yakira Capital Management Inc.798,556$6.40M2.2%-50.0%0.683%
2/16/2026Mariner LLC21,351$171K0.0%+9.2%0.018%
2/16/2026Destination Wealth Management10,000$80K0.0%N/A0.009%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

2/13/2026Quarry LP1,260,432$10.10M1.9%+380.0%1.077%
2/12/2026Jane Street Group LLC116,177$931K0.0%+282.5%0.099%
2/12/2026HRT Financial LP48,414$387K0.0%N/A0.041%
2/12/2026Commonwealth Equity Services LLC234,386$1.88M0.0%+14.1%0.200%
2/12/2026StoneX Group Inc.182,599$1.46M0.1%-9.5%0.156%
2/12/2026Sit Investment Associates Inc.10,090,707$80.83M1.6%-12.0%8.625%
2/12/2026Kovack Advisors Inc.269,987$2.16M0.1%N/A0.231%
2/11/2026LPL Financial LLC1,885,667$15.10M0.0%+5.9%1.612%
2/10/2026Goldman Sachs Group Inc.10,000$80K0.0%N/A0.009%
2/9/2026Fisher Asset Management LLC12,508$100K0.0%-11.7%0.011%
2/6/2026Creative Financial Designs Inc. ADV49,039$393K0.0%+29.1%0.042%
2/5/2026Northwestern Mutual Wealth Management Co.312,716$2.51M0.0%+13,390.8%0.267%
2/3/2026Vantage Financial Partners LLC14,845$119K0.0%-28.9%0.013%
1/26/2026PFG Investments LLC198,640$1.59M0.1%+3.3%0.170%
1/20/2026Stratos Wealth Partners LTD.21,000$168K0.0%-25.6%0.018%
1/13/2026CoreCap Advisors LLC7,272$58K0.0%+165.9%0.006%
1/8/2026Firethorn Wealth Partners LLC32,688$262K0.1%+4.4%0.028%
1/7/2026Winebrenner Capital Management LLC113,001$905K0.6%+2.7%0.097%
1/6/2026Mallini Complete Financial Planning LLC71,906$576K0.5%+4.9%0.061%
11/21/2025Alpine Global Management LLC3,374,217$27.13M4.3%+17.2%2.884%
11/17/2025Kestra Private Wealth Services LLC10,955$88K0.0%N/A0.009%
11/17/2025Quarry LP262,596$2.11M0.5%-48.7%0.224%
11/17/2025Cantor Fitzgerald L. P.100,410$807K0.0%-34.6%0.086%
11/17/2025Boothbay Fund Management LLC3,036,684$24.42M0.4%+9.4%2.595%
11/14/2025Raymond James Financial Inc.503,559$4.05M0.0%+25.9%0.430%
11/13/2025Yakira Capital Management Inc.1,596,540$12.84M4.5%-19.8%1.365%
11/13/2025Ameriflex Group Inc.46,000$370K0.1%N/A0.039%
11/13/2025HUB Investment Partners LLC12,225$98K0.0%N/A0.010%
11/12/2025Perennial Investment Advisors LLC461,291$3.71M0.3%+0.9%0.394%
11/12/2025Kane Investment Management Inc.10,088$81K0.0%N/A0.009%
11/12/2025Becker Capital Management Inc.21,785$175K0.0%N/A0.019%
11/12/2025Fisher Asset Management LLC14,168$114K0.0%+13.3%0.012%
11/12/2025Creative Financial Designs Inc. ADV37,999$306K0.0%+4.1%0.032%
11/12/2025Buska Wealth Management LLC23,153$186K0.1%N/A0.020%
11/5/2025Envestnet Asset Management Inc.39,762$320K0.0%+6.6%0.034%
10/31/2025OneAscent Financial Services LLC22,178$178K0.0%N/A0.019%
10/31/2025PFG Investments LLC192,335$1.55M0.1%+7.2%0.164%
10/30/2025Chicago Partners Investment Group LLC61,762$497K0.0%-18.5%0.053%
10/20/2025Mallini Complete Financial Planning LLC68,548$551K0.4%+6.4%0.059%
10/8/2025Marshall Financial Group LLC18,065$145K0.0%N/A0.015%
10/8/2025Firethorn Wealth Partners LLC31,301$252K0.1%+4.5%0.027%
9/4/2025Osaic Holdings Inc.274,499$2.13M0.0%+50.9%0.235%
8/19/2025Newbridge Financial Services Group Inc.3,700$29K0.0%N/A0.003%
8/15/2025Sculptor Capital LP2,442,757$18.93M0.3%N/A2.088%
8/15/2025Boothbay Fund Management LLC2,775,870$21.51M0.4%+4.3%2.373%
8/14/2025Raymond James Financial Inc.399,919$3.10M0.0%+41.7%0.342%
8/13/2025StoneX Group Inc.191,398$1.48M0.1%+31.2%0.164%
8/13/2025Fisher Asset Management LLC12,508$97K0.0%-85.7%0.011%
8/13/2025Northwestern Mutual Wealth Management Co.3,729$29K0.0%+902.4%0.003%
8/11/2025Anfield Capital Management LLC6,657$52K0.0%N/A0.006%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
8/11/2025Perennial Investment Advisors LLC457,215$3.54M0.3%+12.6%0.391%
8/8/2025Cetera Investment Advisers48,911$379K0.0%+3.3%0.042%
8/7/2025Allworth Financial LP8,600$67K0.0%N/A0.007%
8/6/2025Moors & Cabot Inc.13,726$106K0.0%N/A0.012%
8/4/2025Creative Financial Designs Inc. ADV36,516$283K0.0%+9.6%0.031%
8/4/2025Wolverine Asset Management LLC17,837$138K0.0%N/A0.015%
7/29/2025Chicago Partners Investment Group LLC75,791$595K0.0%-3.4%0.065%
7/29/2025Stratos Wealth Partners LTD.28,110$218K0.0%N/A0.024%
7/25/2025Atria Wealth Solutions Inc.51,398$404K0.0%-69.0%0.044%
7/22/2025Red Tortoise LLC3,202$25K0.0%N/A0.003%


CRF Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($80.83M), Sculptor Capital LP ($19.88M), LPL Financial LLC ($15.10M), Almitas Capital LLC ($11.29M), Boothbay Fund Management LLC ($10.17M), Quarry LP ($10.10M), and Absolute Investment Advisers LLC ($9.88M).Learn more on Cornerstone Total Return Fund's institutional investors.

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

Of the 81 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 ($5.41M), Almitas Capital LLC ($1.66M), Absolute Investment Advisers LLC ($1.27M), Quarry LP ($1.00M), Tabor Asset Management LP ($737.60K), Cable Car Capital LP ($662.51K), and Alpine Global Management LLC ($638.74K).

Institutional investors have bought a total of 10,122,891 shares in the last 24 months. This purchase volume represents approximately $75.73M in transactions.

Of the 14 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: Alpine Global Management LLC ($2.16M), Boothbay Fund Management LLC ($1.77M), Sit Investment Associates Inc. ($1.37M), Rivernorth Capital Management LLC ($1.30M), Yakira Capital Management Inc. ($1.19M), Quarry LP ($249.54K), and Cantor Fitzgerald L. P. ($53.17K).

Institutional investors have sold a total of 8,182,979 shares in the last 24 months. This volume of shares sold represents approximately $65.57M in transactions.



Institutional ownership data for NYSEAMERICAN:CRF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners