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 91 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
13,758
shares
|
$107,449
0.03% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
12,667
shares
|
$98,929
0.0% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
12,639
shares
|
$98,710
0.01% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
12,225
shares
|
$95,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,790
shares
|
$92,079
0.0% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
11,365
shares
|
$88,760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
11,309
shares
|
$88,323
0.0% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
11,184
shares
|
$87,347
0.01% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
10,955
shares
|
$85,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
10,088
shares
|
$78,787
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,600
shares
|
$67,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
7,272
shares
|
$56,794
0.0% of portfolio
|
Q4 2025
Added 165.89%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
6,657
shares
|
$51,991
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,367
shares
|
$41,916
0.0% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,700
shares
|
$28,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
3,685
shares
|
$28,779
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3,061
shares
|
$23,906
0.01% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$23,430
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,318
shares
|
$18,103
0.0% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,000
shares
|
$15,620
0.0% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,000
shares
|
$15,620
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,500
shares
|
$11,715
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,000
shares
|
$7,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$7,810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
966
shares
|
$7,544
0.0% of portfolio
|
Q4 2025
New holding
|
|