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 30.5 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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
940
shares
|
$7,341
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
872
shares
|
$6,810
0.0% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
645
shares
|
$5,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
600
shares
|
$4,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
500
shares
|
$3,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$3,124
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
368
shares
|
$2,874
0.0% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
335
shares
|
$2,616
0.0% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
330
shares
|
$2,577
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
268
shares
|
$2,093
0.0% of portfolio
|
Q4 2023
Reduced 96.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$781
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
97
shares
|
$757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
26
shares
|
$203
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2
shares
|
$15
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|