Latest Institutional Transactions on Cornerstone Total Return Fund Inc (CRF)
This table provides information on the latest institutional transactions involving Cornerstone Total Return Fund Inc (CRF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1KNew |
$7.17K - $9.1K
|
1K
$7.81K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
685+ 2.68% |
$4.91K - $6.23K
|
26.2K
$205K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3KNew |
$24.1K - $29K
|
3K
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$128K - $155K
|
16K
$125K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
108K+ 25.42% |
$869K - $1.05M
|
535K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$13.4K - $16.1K
|
1.67K
$13K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
37.6KNew |
$301K - $363K
|
37.6K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.7KNew |
$174K - $209K
|
21.7K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-8.55K- 99.99% |
$68.5K - $82.6K
|
1
$7.81
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.7K+ 70.34% |
$54.7K - $62.3K
|
18.6K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.21KNew |
$44.1K - $50.2K
|
6.21K
$48.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-19.4K- 51.25% |
$138K - $157K
|
18.4K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
22.8KNew |
$162K - $184K
|
22.8K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22.9K- 64.18% |
$163K - $185K
|
12.8K
$99.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.3K- 11.54% |
$152K - $172K
|
163K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
16.7KNew |
$118K - $135K
|
16.7K
$130K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
40.5KNew |
$288K - $328K
|
40.5K
$316K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
499New |
$3.55K - $3.92K
|
499
$3.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
230New |
$1.64K - $1.81K
|
230
$1.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
100KNew |
$712K - $785K
|
100K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-340K- 66.7% |
$2.42M - $2.67M
|
170K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.5KNew |
$96.1K - $106K
|
13.5K
$105K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
43.9KNew |
$312K - $344K
|
43.9K
$343K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.36KNew |
$66.6K - $73.5K
|
9.36K
$73.1K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89.7K- 21.13% |
$625K - $674K
|
335K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9KNew |
$103K - $112K
|
14.9K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26New |
$181 - $195
|
26
$203
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.57KNew |
$59.6K - $64.3K
|
8.57K
$66.9K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
72.7K+ 15.87% |
$506K - $546K
|
531K
$4.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2New |
$13.9 - $15
|
2
$15.6
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.23K- 58.44% |
$15.5K - $16.7K
|
1.58K
$12.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
97.4KNew |
$593K - $772K
|
97.4K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29KNew |
$176K - $230K
|
29K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
400New |
$2.44K - $3.17K
|
400
$3.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14.7KNew |
$89.6K - $117K
|
14.7K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.66K- 6.94% |
$16.2K - $21.1K
|
35.6K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.45KNew |
$14.9K - $19.4K
|
2.45K
$19.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
47.1KNew |
$287K - $373K
|
47.1K
$368K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7K- 96.31% |
$42.6K - $55.5K
|
268
$2.09K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.19K- 17.92% |
$63.1K - $69.6K
|
37.5K
$293K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
512+ 4.64% |
$3.94K - $4.35K
|
11.6K
$90.3K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-59- 88.06% |
$425 - $472
|
8
$62.5
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.86K- 22.39% |
$26.7K - $31.4K
|
13.4K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 21.31% |
$163K - $191K
|
134K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1.56K+ 12.47% |
$10.8K - $12.7K
|
14.1K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.07K- 11.7% |
$42K - $49.4K
|
45.8K
$358K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
500New |
$3.46K - $4.07K
|
500
$3.91K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.3KNew |
$122K - $153K
|
17.3K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14KNew |
$99.1K - $124K
|
14K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
1.06M+ 963.84% |
$7.5M - $9.4M
|
1.17M
$9.16M
|
|