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 | 11/14/2024 | 2.67 M | $21.57 M | 0.27% | 2.41% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2024 | 2.57 M | $20.79 M | 0.00% | 2.32% |
| LPL FINANCIAL LLC | 11/08/2024 | 1.05 M | $8.49 M | 6.23% | 0.95% |
| CABLE CAR CAPITAL LLC | 11/14/2024 | 659,884 | $5.34 M | -0.01% | 0.60% |
| TRUEMARK INVESTMENTS, LLC | 10/16/2024 | 426,306 | $3.45 M | 57.42% | 0.38% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 11/14/2024 | 378,680 | $3.06 M | -0.40% | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 196,320 | $1.59 M | -1.50% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 180,677 | $1.46 M | 2.62% | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 163,451 | $1.32 M | -11.54% | 0.15% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 158,285 | $1.28 M | -8.55% | 0.14% |
| MORGAN STANLEY | 11/14/2024 | 151,725 | $1.23 M | 13.53% | 0.14% |
| PFG INVESTMENTS, LLC | 10/24/2024 | 136,875 | $1.11 M | 0.08% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 90,958 | $735,846 | 6.06% | 0.08% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10/28/2024 | 85,737 | $693,610 | 2.72% | 0.08% |
| STONEX GROUP INC. | 11/12/2024 | 79,568 | $644,000 | 25.84% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/29/2024 | 74,007 | $615,738 | 6.99% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 47,651 | $385,496 | 174.00% | 0.04% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 11/05/2024 | 46,143 | $373,294 | 6.70% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 45,142 | $365,199 | 32.79% | 0.04% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 44,886 | $363,128 | -0.08% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 44,295 | $358,354 | 21.82% | 0.04% |
| DOLIVER ADVISORS, LP | 10/02/2024 | 40,500 | $327,645 | 100.00% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 34,335 | $277,770 | -43.75% | 0.03% |
| FIRETHORN WEALTH PARTNERS, LLC | 10/16/2024 | 26,382 | $213,431 | 3.99% | 0.02% |
| GRIMES & COMPANY, INC. | 10/22/2024 | 24,363 | $197,097 | 3.55% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 24,204 | $196,000 | -1.64% | 0.02% |
| EVOKE WEALTH, LLC | 11/13/2024 | 22,777 | $184,266 | 100.00% | 0.02% |
| VANTAGE FINANCIAL PARTNERS, LLC | 11/08/2024 | 22,135 | $179,070 | -18.60% | 0.02% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 18,637 | $151,000 | 70.34% | 0.02% |
| NOMURA HOLDINGS INC | 11/14/2024 | 18,447 | $149,236 | -51.25% | 0.02% |
| PRAIRIE SKY FINANCIAL GROUP LLC | 10/15/2024 | 16,663 | $134,804 | 100.00% | 0.02% |
| HF ADVISORY GROUP, LLC | 10/30/2024 | 16,357 | $132,327 | 2.74% | 0.01% |
| OPPENHEIMER & CO INC | 11/05/2024 | 14,860 | $120,217 | 100.00% | 0.01% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 14,854 | $120,169 | 0.00% | 0.01% |
| OUTLOOK WEALTH ADVISORS, LLC | 10/23/2024 | 14,179 | $114,708 | -5.20% | 0.01% |
| MARINER, LLC | 11/13/2024 | 13,882 | $112,305 | -3.64% | 0.01% |
| WEDBUSH SECURITIES INC | 11/08/2024 | 13,500 | $109,000 | 0.00% | 0.01% |
| CENTAURUS FINANCIAL, INC. | 11/12/2024 | 12,786 | $103,000 | -64.18% | 0.01% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 12,501 | $101,129 | -52.34% | 0.01% |
| AVIANCE CAPITAL PARTNERS, LLC | 11/07/2024 | 11,000 | $88,990 | 0.14% | 0.01% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 10,071 | $81,475 | -28.10% | 0.01% |
| WASHINGTON TRUST CO | 10/25/2024 | 8,547 | $69,145 | 0.00% | 0.01% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2024 | 6,205 | $49,454 | 100.00% | 0.01% |
| QUARRY LP | 11/14/2024 | 5,169 | $41,817 | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 4,371 | $35,362 | 4.67% | 0.00% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10/09/2024 | 3,685 | $29,812 | 0.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 781 | $6,318 | -95.59% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 372 | $3,009 | 0.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 268 | $2,000 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 251 | $2,027 | 1,040.91% | 0.00% |
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:
BOOTHBAY FUND MANAGEMENT, LLC: 2.67 M
Alpine Global Management, LLC: 2.57 M
LPL Financial LLC: 1.05 M
Cable Car Capital LLC: 659,884
TrueMark Investments, LLC: 426,306
Perennial Investment Advisors, LLC: 378,680
8.76% of Cornerstone Total Return Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.96 M shares in the last 24 months. This purchase volume represents approximately $85.27 M in transactions.