Recent Quarter Total Invested
$80.10 M
Recent Quarter Institutional Ownership Percentage
9.75%
Total Invested of Last Quarter
$78.30 M
Ownership Percentage of Last Quarter
10.09%
Cornerstone Total Return Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 2.66 M | $20.87 M | 0.07% | 2.54% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2024 | 2.57 M | $20.17 M | 0.02% | 2.46% |
| LPL FINANCIAL LLC | 08/07/2024 | 987,883 | $7.75 M | 2.06% | 0.95% |
| CABLE CAR CAPITAL LLC | 08/14/2024 | 659,971 | $5.18 M | 0.00% | 0.63% |
| ROYAL BANK OF CANADA | 11/06/2024 | 424,638 | $3.33 M | 26.80% | 0.41% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/09/2024 | 380,195 | $2.98 M | 3.59% | 0.36% |
| TRUEMARK INVESTMENTS, LLC | 07/29/2024 | 270,805 | $2.13 M | 100.00% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 199,318 | $1.57 M | -2.77% | 0.19% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 184,770 | $1.45 M | 330.15% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 176,068 | $1.38 M | 0.00% | 0.17% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 173,084 | $1.36 M | 2.57% | 0.17% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/13/2024 | 169,724 | $1.33 M | -66.70% | 0.16% |
| PFG INVESTMENTS, LLC | 08/07/2024 | 136,769 | $1.07 M | 17.45% | 0.13% |
| MORGAN STANLEY | 10/17/2024 | 133,642 | $1.05 M | 112.34% | 0.13% |
| SEA OTTER ADVISORS LLC | 08/14/2024 | 100,000 | $785,000 | 100.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 85,760 | $673,239 | -13.79% | 0.08% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 08/06/2024 | 83,464 | $655,195 | 2.71% | 0.08% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/31/2024 | 69,172 | $537,466 | -1.02% | 0.07% |
| STONEX GROUP INC. | 08/07/2024 | 63,229 | $496,000 | 36.12% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 61,040 | $479,164 | -52.72% | 0.06% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 44,920 | $352,622 | 0.02% | 0.04% |
| BCR WEALTH STRATEGIES, LLC | 07/26/2024 | 43,869 | $344,000 | 100.00% | 0.04% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 08/08/2024 | 43,247 | $339,491 | 46.38% | 0.04% |
| NOMURA HOLDINGS INC | 08/14/2024 | 37,840 | $297,044 | 35.92% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/12/2024 | 36,360 | $285,431 | 32.02% | 0.03% |
| CENTAURUS FINANCIAL, INC. | 09/23/2024 | 35,693 | $280,000 | -42.43% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 33,995 | $266,861 | 100.00% | 0.03% |
| VANTAGE FINANCIAL PARTNERS, LLC | 08/13/2024 | 27,193 | $213,462 | 2.22% | 0.03% |
| CITADEL ADVISORS LLC | 08/14/2024 | 27,063 | $212,445 | 100.00% | 0.03% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 26,231 | $205,910 | -4.35% | 0.03% |
| FIRETHORN WEALTH PARTNERS, LLC | 07/25/2024 | 25,369 | $199,146 | 4.11% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 24,607 | $193,000 | 0.90% | 0.02% |
| GRIMES & COMPANY, INC. | 07/22/2024 | 23,528 | $184,698 | 4.11% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 17,690 | $138,867 | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 17,391 | $136,519 | -6.96% | 0.02% |
| HF ADVISORY GROUP, LLC | 07/18/2024 | 15,921 | $124,978 | 2.79% | 0.02% |
| OUTLOOK WEALTH ADVISORS, LLC | 07/18/2024 | 14,957 | $232,245 | -4.60% | 0.01% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 14,854 | $116,604 | 0.00% | 0.01% |
| MARINER, LLC | 08/13/2024 | 14,406 | $113,087 | -31.58% | 0.01% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 14,007 | $109,958 | 10.18% | 0.01% |
| WEDBUSH SECURITIES INC | 08/07/2024 | 13,500 | $106,000 | 100.00% | 0.01% |
| AVIANCE CAPITAL PARTNERS, LLC | 08/09/2024 | 10,985 | $86,232 | 0.00% | 0.01% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 10,941 | $86,000 | -25.18% | 0.01% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 07/15/2024 | 9,360 | $73,476 | 100.00% | 0.01% |
| WASHINGTON TRUST CO | 07/15/2024 | 8,547 | $67,094 | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 4,176 | $32,778 | 4.77% | 0.00% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 07/10/2024 | 3,685 | $28,927 | 0.00% | 0.00% |
| CYPRESS CAPITAL, LLC | 08/22/2024 | 499 | $3,917 | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 372 | $2,920 | 0.00% | 0.00% |
| CWM, LLC | 07/10/2024 | 268 | $2,000 | 0.00% | 0.00% |
Cornerstone Total Return Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of CRF shares?
During the previous two years, 38 institutional investors and hedge funds held shares of Cornerstone Total Return Fund, Inc.. The most heavily invested institutionals were:
Thomas J. Herzfeld Advisors, Inc.: 0
BCR Wealth Strategies, LLC: 0
VOISARD ASSET MANAGEMENT GROUP, INC.: 0
Cypress Capital, LLC: 0
JONES FINANCIAL COMPANIES LLLP: 0
First Command Advisory Services, Inc.: 0
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What percentage of Cornerstone Total Return Fund, Inc. stock is owned by institutional investors?
9.75% of Cornerstone Total Return Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CRF ?
Institutional investors have bought a total of 8.61 M shares in the last 24 months. This purchase volume represents approximately $78.67 M in transactions.