Cornerstone Total Return Fund Inc
CRF- Exchange
- NYSE
- SEC CIK
- 0000033934
In the last 90 days, Cornerstone Total Return Fund Inc insiders filed 1 open-market purchase and 0 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $190.0M in total; no superinvestor holds it.
Q4 2024 vs. Q3 2024
How the institutions holding Cornerstone Total Return Fund Inc changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 53 | 1 | 63 | +11 |
| Shares | 9.72M | 163.5K | 10.9M | +1.32M (+13.8%) |
| Value | $78.7M | $1.32M | $94.5M | +$17.2M (+22.2%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 169,213 | $1.47M | 0.00% |
| Marex Group plc | 124,307 | $1.08M | 0.02% |
| Winebrenner Capital Management LLC | 110,001 | $955.9K | 0.74% |
| Kane Investment Management, Inc. | 53,593 | $465.7K | 0.26% |
| Ameriflex Group, Inc. | 51,800 | $459.5K | 0.21% |
| Mallini Complete Financial Planning LLC | 39,549 | $343.7K | 0.33% |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 37,569 | $326.5K | 0.32% |
| Envestnet Asset Management Inc | 29,826 | $259.2K | 0.00% |
| Aptus Capital Advisors, LLC | 22,967 | $199.6K | 0.00% |
| HighTower Advisors, LLC | 21,821 | $189.6K | 0.00% |
| Independent Advisor Alliance | 21,659 | $188.2K | 0.00% |
| Kestra Advisory Services, LLC | 20,301 | $176.4K | 0.00% |
| Wealth Management Nebraska | 18,909 | $164.3K | 0.03% |
| AE Wealth Management LLC | 17,554 | $152.5K | 0.00% |
| BIP Wealth, LLC | 16,000 | $139.0K | 0.01% |
| Marshall & Sterling Wealth Advisors Inc. | 3,000 | $26.1K | 0.02% |
| Signaturefd, LLC | 1,666 | $14.5K | 0.00% |
| Aventura Private Wealth, LLC | 1,000 | $8.69K | 0.00% |
| Semmax Financial Advisors Inc. | 300 | $2.73K | 0.00% |
| Wood Tarver Financial Group, LLC | 238 | $2.00K | 0.00% |
Sold out (9)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Doliver Advisors, LP | 40,500 | $327.6K |
| Evoke Wealth, LLC | 22,777 | $184.3K |
| Virtu Financial LLC | 18,637 | $151.0K |
| Nomura Holdings Inc | 18,447 | $149.2K |
| Prairie Sky Financial Group LLC | 16,663 | $134.8K |
| Wedbush Securities Inc | 13,500 | $109.0K |
| Centaurus Financial, Inc. | 12,786 | $103.0K |
| Tower Research Capital LLC (TRC) | 22 | $178 |
| FMR LLC | 1 | $8 |
Not filed for Q4 2024 yet (1)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 163,451 | $1.32M |