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% |
| LPL FINANCIAL LLC | 02/11/2025 | 1.14 M | $9.90 M | 8.53% | 1.03% |
| CABLE CAR CAPITAL LLC | 02/14/2025 | 659.93 K | $5.73 M | 0.01% | 0.60% |
| TRUEMARK INVESTMENTS, LLC | 02/12/2025 | 534.69 K | $4.65 M | 25.42% | 0.48% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 02/13/2025 | 402.65 K | $3.50 M | 6.33% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 304.73 K | $2.65 M | 539.50% | 0.27% |
| MORGAN STANLEY | 02/14/2025 | 220.54 K | $1.92 M | 45.36% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 200.10 K | $1.74 M | 1.93% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 169.21 K | $1.47 M | 100.00% | 0.15% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 168.56 K | $1.46 M | 6.49% | 0.15% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 156.90 K | $1.36 M | -13.16% | 0.14% |
| STONEX GROUP INC. | 02/12/2025 | 138.84 K | $1.21 M | 74.49% | 0.13% |
| PFG INVESTMENTS, LLC | 01/22/2025 | 135.27 K | $1.18 M | -1.18% | 0.12% |
| 02/03/2025 | 110.00 K | $955.91 K | 100.00% | 0.10% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/10/2025 | 87.43 K | $759.74 K | 1.97% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 81.76 K | $661.78 K | -10.11% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/24/2025 | 77.10 K | $686.61 K | 4.18% | 0.07% |
| 02/13/2025 | 53.59 K | $465.73 K | 100.00% | 0.05% | |
| 02/24/2025 | 51.80 K | $459.47 K | 100.00% | 0.05% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 44.96 K | $390.71 K | 1.50% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 41.04 K | $356.60 K | -8.58% | 0.04% |
| 02/10/2025 | 39.55 K | $343.68 K | 100.00% | 0.04% | |
| 02/10/2025 | 37.57 K | $326.48 K | 100.00% | 0.03% | |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 02/13/2025 | 31.85 K | $276.80 K | -30.97% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 29.83 K | $259.19 K | 100.00% | 0.03% |
| FIRETHORN WEALTH PARTNERS, LLC | 01/21/2025 | 27.33 K | $237.46 K | 3.58% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 25.84 K | $225.00 K | 6.76% | 0.02% |
| GRIMES & COMPANY, INC. | 01/21/2025 | 25.56 K | $222.08 K | 4.90% | 0.02% |
| UBS GROUP AG | 02/14/2025 | 24.12 K | $209.63 K | 2,988.73% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 23.18 K | $201.42 K | -48.66% | 0.02% |
| APTUS CAPITAL ADVISORS, LLC | 02/14/2025 | 22.97 K | $199.58 K | 100.00% | 0.02% |
| VANTAGE FINANCIAL PARTNERS, LLC | 02/06/2025 | 22.64 K | $196.70 K | 2.26% | 0.02% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 21.82 K | $189.62 K | 100.00% | 0.02% |
| INDEPENDENT ADVISOR ALLIANCE | 02/07/2025 | 21.66 K | $188.22 K | 100.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 20.30 K | $176.42 K | 100.00% | 0.02% |
| OPPENHEIMER & CO INC | 02/05/2025 | 20.19 K | $175.41 K | 35.83% | 0.02% |
| 02/03/2025 | 18.91 K | $164.32 K | 100.00% | 0.02% | |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 17.55 K | $152.54 K | 100.00% | 0.02% |
| HF ADVISORY GROUP, LLC | 01/15/2025 | 16.76 K | $145.67 K | 2.48% | 0.02% |
| BIP WEALTH, LLC | 02/14/2025 | 16.00 K | $139.04 K | 100.00% | 0.01% |
| MARINER, LLC | 02/13/2025 | 15.02 K | $130.49 K | 8.17% | 0.01% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 14.85 K | $129.08 K | 0.00% | 0.01% |
| OUTLOOK WEALTH ADVISORS, LLC | 01/14/2025 | 14.18 K | $123.22 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 02/14/2025 | 11.82 K | $102.72 K | -5.45% | 0.01% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/07/2025 | 11.00 K | $95.59 K | 0.00% | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 10.45 K | $90.77 K | -69.58% | 0.01% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 10.12 K | $87.93 K | 0.47% | 0.01% |
| QUARRY LP | 02/14/2025 | 7.02 K | $61.02 K | 35.85% | 0.01% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/14/2025 | 6.21 K | $53.18 K | 0.00% | 0.01% |
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Cornerstone Total Return Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of Cornerstone Total Return Fund, Inc.. The most heavily invested institutionals were:
SIGNATUREFD, LLC: 0
WASHINGTON TRUST Co: 0
TrueMark Investments, LLC: 0
Alpine Global Management, LLC: 2.71 M
BOOTHBAY FUND MANAGEMENT, LLC: 2.66 M
LPL Financial LLC: 1.14 M
9.68% of Cornerstone Total Return Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.88 M shares in the last 24 months. This purchase volume represents approximately $67.95 M in transactions.