Cornerstone Total Return Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 11.46 M | $92.18 M | 3.51% | 7.45% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/21/2025 | 3.37 M | $27.13 M | 17.24% | 2.19% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 3.04 M | $24.41 M | 9.40% | 1.97% |
| SCULPTOR CAPITAL LP | 11/14/2025 | 2.57 M | $20.70 M | 5.41% | 1.67% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.78 M | $14.31 M | 7.42% | 1.16% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2025 | 1.60 M | $12.84 M | -19.85% | 1.04% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.35 M | $10.83 M | -31.12% | 0.87% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 667.90 K | $5.25 M | 143.32% | 0.43% |
| CABLE CAR CAPITAL LLC | 11/14/2025 | 661.45 K | $5.32 M | -0.03% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 503.56 K | $4.05 M | 25.92% | 0.33% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 11/12/2025 | 461.29 K | $3.71 M | 0.89% | 0.30% |
| COHEN & STEERS, INC. | 11/14/2025 | 290.00 K | $2.33 M | 0.00% | 0.19% |
| QUARRY LP | 11/14/2025 | 262.60 K | $2.11 M | -48.73% | 0.17% |
| MORGAN STANLEY | 11/14/2025 | 244.47 K | $1.97 M | 3.01% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 205.43 K | $1.65 M | -1.26% | 0.13% |
| STONEX GROUP INC. | 11/14/2025 | 201.69 K | $1.62 M | 5.38% | 0.13% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 192.34 K | $1.55 M | 7.16% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 133.28 K | $1.07 M | 172.50% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 121.92 K | $980.25 K | 31.69% | 0.08% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 10/31/2025 | 110.00 K | $884.41 K | 0.00% | 0.07% |
| CANTOR FITZGERALD, L. P. | 12/01/2025 | 100.41 K | $807.30 K | -34.62% | 0.07% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 10/20/2025 | 68.55 K | $551.13 K | 6.40% | 0.04% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 61.76 K | $496.56 K | -18.51% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 49.00 K | $393.98 K | 4.35% | 0.03% |
| AMERIFLEX GROUP, INC. | 11/12/2025 | 46.00 K | $369.84 K | 100.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 39.76 K | $319.69 K | 6.60% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 38.00 K | $305.51 K | 4.06% | 0.02% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 34.09 K | $274.08 K | 0.00% | 0.02% |
| FIRETHORN WEALTH PARTNERS, LLC | 10/08/2025 | 31.30 K | $251.66 K | 100.00% | 0.02% |
| JANE STREET GROUP, LLC | 11/14/2025 | 30.37 K | $244.18 K | -51.76% | 0.02% |
| TORONTO DOMINION BANK | 11/14/2025 | 30.00 K | $241.20 K | 0.00% | 0.02% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 28.24 K | $227.02 K | 0.45% | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 24.29 K | $195.32 K | 0.00% | 0.02% |
| BUSKA WEALTH MANAGEMENT, LLC | 11/12/2025 | 23.15 K | $186.15 K | 100.00% | 0.02% |
| ONEASCENT FINANCIAL SERVICES LLC | 10/31/2025 | 22.18 K | $178.31 K | 100.00% | 0.01% |
| BECKER CAPITAL MANAGEMENT INC | 11/12/2025 | 21.79 K | $175.15 K | 100.00% | 0.01% |
| VANTAGE FINANCIAL PARTNERS, LLC | 11/05/2025 | 20.89 K | $167.94 K | 1.95% | 0.01% |
| WEALTH MANAGEMENT NEBRASKA | 11/03/2025 | 20.56 K | $165.27 K | 0.87% | 0.01% |
| MARINER, LLC | 11/14/2025 | 19.56 K | $157.24 K | 2.54% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 18.28 K | $146.96 K | -14.53% | 0.01% |
| MARSHALL FINANCIAL GROUP LLC | 10/08/2025 | 18.07 K | $145.24 K | 100.00% | 0.01% |
| HF ADVISORY GROUP, LLC | 10/06/2025 | 17.77 K | $142.90 K | 3.36% | 0.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 16.75 K | $135.00 K | 2.36% | 0.01% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 14.85 K | $119.43 K | 0.00% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 14.37 K | $115.53 K | -3.39% | 0.01% |
| MOORS & CABOT, INC. | 11/14/2025 | 14.25 K | $114.58 K | 3.82% | 0.01% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 14.17 K | $113.92 K | 13.27% | 0.01% |
| OUTLOOK WEALTH ADVISORS, LLC | 10/30/2025 | 13.76 K | $110.61 K | -2.97% | 0.01% |
| VALMARK ADVISERS, INC. | 10/24/2025 | 12.67 K | $101.84 K | 0.00% | 0.01% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 11/14/2025 | 12.64 K | $101.62 K | -13.30% | 0.01% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Cornerstone Total Return Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of Cornerstone Total Return Fund, Inc.. The most heavily invested institutionals were:
UBS Group AG: 0
Newbridge Financial Services Group, Inc.: 0
SIT INVESTMENT ASSOCIATES INC: 11.46 M
Alpine Global Management, LLC: 3.37 M
BOOTHBAY FUND MANAGEMENT, LLC: 3.04 M
Sculptor Capital LP: 2.57 M
19.65% of Cornerstone Total Return Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 30.15 M shares in the last 24 months. This purchase volume represents approximately $238.50 M in transactions.