Cornerstone Total Return Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALPINE GLOBAL MANAGEMENT, LLC | 02/18/2025 | 2.71 M | $23.57 M | 5.55% | 2.45% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/14/2025 | 2.66 M | $23.14 M | -0.14% | 2.40% |
| CABLE CAR CAPITAL LLC | 02/14/2025 | 659,925 | $5.73 M | 0.01% | 0.60% |
| TRUEMARK INVESTMENTS, LLC | 02/12/2025 | 534,692 | $4.65 M | 25.42% | 0.48% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 02/13/2025 | 402,653 | $3.50 M | 6.33% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 200,102 | $1.74 M | 1.93% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 169,213 | $1.47 M | 100.00% | 0.15% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 168,557 | $1.46 M | 6.49% | 0.15% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 156,901 | $1.36 M | -13.16% | 0.14% |
| STONEX GROUP INC. | 02/12/2025 | 138,840 | $1.21 M | 74.49% | 0.13% |
| PFG INVESTMENTS, LLC | 01/22/2025 | 135,266 | $1.18 M | -1.18% | 0.12% |
| 02/03/2025 | 110,001 | $955,906 | 100.00% | 0.10% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/10/2025 | 87,427 | $759,744 | 1.97% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 81,760 | $661,779 | -10.11% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/24/2025 | 77,104 | $686,611 | 4.18% | 0.07% |
| 02/13/2025 | 53,593 | $465,727 | 100.00% | 0.05% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 44,961 | $390,714 | 1.50% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 41,036 | $356,603 | -8.58% | 0.04% |
| 02/10/2025 | 39,549 | $343,678 | 100.00% | 0.04% | |
| 02/10/2025 | 37,569 | $326,477 | 100.00% | 0.03% | |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 02/13/2025 | 31,853 | $276,804 | -30.97% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 29,826 | $259,188 | 100.00% | 0.03% |
| FIRETHORN WEALTH PARTNERS, LLC | 01/21/2025 | 27,326 | $237,459 | 3.58% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 25,839 | $225,000 | 6.76% | 0.02% |
| GRIMES & COMPANY, INC. | 01/21/2025 | 25,556 | $222,081 | 4.90% | 0.02% |
| UBS GROUP AG | 02/14/2025 | 24,123 | $209,629 | 2,988.73% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 23,178 | $201,417 | -48.66% | 0.02% |
| APTUS CAPITAL ADVISORS, LLC | 02/14/2025 | 22,967 | $199,583 | 100.00% | 0.02% |
| VANTAGE FINANCIAL PARTNERS, LLC | 02/06/2025 | 22,635 | $196,698 | 2.26% | 0.02% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 21,821 | $189,621 | 100.00% | 0.02% |
| INDEPENDENT ADVISOR ALLIANCE | 02/07/2025 | 21,659 | $188,216 | 100.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 20,301 | $176,416 | 100.00% | 0.02% |
| OPPENHEIMER & CO INC | 02/05/2025 | 20,185 | $175,408 | 35.83% | 0.02% |
| 02/03/2025 | 18,909 | $164,318 | 100.00% | 0.02% | |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 17,554 | $152,544 | 100.00% | 0.02% |
| HF ADVISORY GROUP, LLC | 01/15/2025 | 16,763 | $145,671 | 2.48% | 0.02% |
| BIP WEALTH, LLC | 02/14/2025 | 16,000 | $139,040 | 100.00% | 0.01% |
| MARINER, LLC | 02/13/2025 | 15,016 | $130,489 | 8.17% | 0.01% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 14,854 | $129,081 | 0.00% | 0.01% |
| OUTLOOK WEALTH ADVISORS, LLC | 01/14/2025 | 14,179 | $123,216 | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 02/14/2025 | 11,820 | $102,716 | -5.45% | 0.01% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/07/2025 | 11,000 | $95,590 | 0.00% | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 10,445 | $90,767 | -69.58% | 0.01% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 10,118 | $87,925 | 0.47% | 0.01% |
| QUARRY LP | 02/14/2025 | 7,022 | $61,021 | 35.85% | 0.01% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/14/2025 | 6,205 | $53,177 | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 4,573 | $39,743 | 4.62% | 0.00% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 01/14/2025 | 3,685 | $32,023 | 0.00% | 0.00% |
| 02/14/2025 | 3,000 | $26,070 | 100.00% | 0.00% | |
| SIGNATUREFD, LLC | 02/10/2025 | 1,666 | $14,478 | 100.00% | 0.00% |
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Cornerstone Total Return Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of Cornerstone Total Return Fund, Inc.. The most heavily invested institutionals were:
Alpine Global Management, LLC: 2.71 M
BOOTHBAY FUND MANAGEMENT, LLC: 2.66 M
Cable Car Capital LLC: 659,925
TrueMark Investments, LLC: 534,692
Perennial Investment Advisors, LLC: 402,653
COMMONWEALTH EQUITY SERVICES, LLC: 200,102
9.63% of Cornerstone Total Return Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.38 M shares in the last 24 months. This purchase volume represents approximately $83.73 M in transactions.