Institutional Ownership Cornerstone Total Return Fund Inc (CRF)
This table provides information about the institutional ownership of Cornerstone Total Return Fund Inc (CRF). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 9.65 Million shares, which have been reported (via 13F filing form) to have a value of $85.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
22,777
shares
|
$200,665
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
22,135
shares
|
$195,009
0.05% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
18,637
shares
|
$164,191
0.01% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
18,447
shares
|
$162,518
0.0% of portfolio
|
Q3 2024
Reduced 51.25%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
16,763
shares
|
$147,682
0.07% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
14,860
shares
|
$130,916
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
14,854
shares
|
$130,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,179
shares
|
$124,916
0.04% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,882
shares
|
$122,300
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
13,500
shares
|
$118,935
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,786
shares
|
$112,644
0.01% of portfolio
|
Q3 2024
Reduced 64.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,501
shares
|
$110,133
0.0% of portfolio
|
Q3 2024
Reduced 52.34%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
11,000
shares
|
$96,910
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,071
shares
|
$88,725
0.0% of portfolio
|
Q3 2024
Reduced 28.1%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
8,547
shares
|
$75,299
0.0% of portfolio
|
Q1 2024
Reduced 36.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
6,205
shares
|
$54,666
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,169
shares
|
$45,538
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,371
shares
|
$38,508
0.0% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,685
shares
|
$32,464
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,000
shares
|
$17,620
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
781
shares
|
$6,880
0.0% of portfolio
|
Q3 2024
Reduced 95.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
372
shares
|
$3,277
0.0% of portfolio
|
Q1 2024
Added 48.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
268
shares
|
$2,361
0.0% of portfolio
|
Q4 2023
Reduced 96.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
251
shares
|
$2,211
0.0% of portfolio
|
Q3 2024
Added 1040.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$881
0.0% of portfolio
|
Q3 2022
New holding
|