CRF Insider Trading

10.41% of Cornerstone Total Return Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Cornerstone Total Return Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/15/2024	Sea Otter Advisors LLC	100,000	$0.79M	5.6%	N/A	0.097%
8/10/2024	Perennial Investment Advisors LLC	380,195	$2.99M	0.4%	+3.6%	0.369%
8/8/2024	Main Street Financial Solutions LLC	43,247	$0.34M	0.0%	+46.4%	0.042%
8/7/2024	Wedbush Securities Inc.	13,500	$0.11M	0.0%	N/A	0.013%
8/7/2024	PFG Investments LLC	136,769	$1.07M	0.1%	+17.5%	0.133%
7/31/2024	Commonwealth Equity Services LLC	199,318	$1.57M	0.0%	-2.8%	0.194%
7/29/2024	TrueMark Investments LLC	270,805	$2.13M	0.7%	N/A	0.263%
7/26/2024	BCR Wealth Strategies LLC	43,869	$0.34M	0.2%	N/A	0.043%
7/22/2024	Atria Wealth Solutions Inc.	173,084	$1.36M	0.0%	+2.6%	0.168%
7/19/2024	Raymond James & Associates	184,770	$1.45M	0.0%	+330.1%	0.180%
7/16/2024	Voisard Asset Management Group Inc.	9,360	$73K	0.0%	N/A	0.009%
5/20/2024	Virtu Financial LLC	14,624	$0.11M	0.0%	-43.1%	0.014%
5/15/2024	Alpine Global Management LLC	2,569,324	$19.30M	4.9%	+0.3%	2.496%
5/7/2024	Significant Wealth Partners LLC	530,604	$3.99M	2.6%	+15.9%	0.515%
5/1/2024	StoneX Group Inc.	46,451	$0.35M	0.0%	+36.4%	0.045%
4/29/2024	Commonwealth Equity Services LLC	204,988	$1.54M	0.0%	+3.5%	0.199%
4/23/2024	WASHINGTON TRUST Co	8,547	$64K	0.0%	-36.9%	0.008%
4/22/2024	PFG Investments LLC	116,445	$0.87M	0.1%	N/A	0.113%
2/26/2024	Centaurus Financial Inc.	67,339	$0.48M	0.0%	-28.1%	0.065%
2/26/2024	Virtu Financial LLC	25,713	$0.18M	0.0%	N/A	0.025%
2/20/2024	Cable Car Capital LLC	661,783	$4.67M	5.2%	N/A	0.643%
2/8/2024	Main Street Financial Solutions LLC	26,626	$0.19M	0.0%	+61.8%	0.026%
2/6/2024	Private Advisor Group LLC	11,810	$83K	0.0%	-31.4%	0.011%
2/2/2024	Atria Wealth Solutions Inc.	168,515	$1.19M	0.0%	-3.7%	0.164%
1/16/2024	Raymond James & Associates	41,759	$0.30M	0.0%	-19.0%	0.041%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	85,941	$0.69M	0.3%	-76.2%	0.083%
8/15/2023	Boothbay Fund Management LLC	2,658,768	$21.27M	0.5%	-0.2%	2.583%
8/14/2023	Perennial Investment Advisors LLC	359,285	$2.87M	0.5%	-0.4%	0.349%
8/10/2023	Private Advisor Group LLC	17,225	$0.14M	0.0%	+57.7%	0.017%
8/10/2023	Cetera Advisors LLC	40,242	$0.32M	0.0%	+5.2%	0.039%
8/10/2023	Sit Investment Associates Inc.	3,735,347	$29.88M	0.8%	-20.8%	3.629%
8/8/2023	Vantage Financial Partners LLC	19,893	$0.16M	0.1%	N/A	0.019%
8/8/2023	Chicago Partners Investment Group LLC	62,260	$0.52M	0.0%	+10.4%	0.060%
8/3/2023	Atria Wealth Solutions Inc.	216,365	$1.73M	0.0%	+20.7%	0.210%
8/1/2023	Firethorn Wealth Partners LLC	21,166	$0.17M	0.1%	+53.4%	0.021%
7/31/2023	LPL Financial LLC	883,473	$7.07M	0.0%	+36.0%	0.858%
7/28/2023	AlphaMark Advisors LLC	6,021	$48K	0.0%	+327.6%	0.006%
7/27/2023	WASHINGTON TRUST Co	13,546	$0.11M	0.0%	N/A	0.013%
7/27/2023	Virtu Financial LLC	49,937	$0.40M	0.0%	+154.9%	0.049%
7/26/2023	Creative Financial Designs Inc. ADV	76,210	$0.61M	0.1%	+2.5%	0.074%
7/25/2023	Raymond James & Associates	51,352	$0.41M	0.0%	-13.8%	0.050%
7/21/2023	Kovack Advisors Inc.	45,732	$0.37M	0.0%	-31.3%	0.044%
7/11/2023	Capital CS Group LLC	11,046	$88K	0.1%	N/A	0.011%
5/15/2023	Boothbay Fund Management LLC	2,665,317	$19.70M	0.4%	+1.0%	2.589%
5/12/2023	Yakira Capital Management Inc.	38,503	$0.29M	0.1%	-69.1%	0.037%
5/12/2023	Perennial Investment Advisors LLC	360,765	$2.67M	0.5%	N/A	0.350%
5/11/2023	Sit Investment Associates Inc.	4,715,872	$34.85M	0.9%	-22.9%	4.582%
5/10/2023	LPL Financial LLC	649,505	$4.80M	0.0%	+10.0%	0.631%
5/8/2023	Wolverine Asset Management LLC	17,602	$0.13M	0.0%	-79.4%	0.017%
5/2/2023	Firethorn Wealth Partners LLC	13,800	$0.10M	0.1%	N/A	0.013%
5/1/2023	Virtu Financial LLC	19,592	$0.15M	0.0%	-50.5%	0.019%
5/1/2023	CWM LLC	7,268	$54K	0.0%	+2,611.9%	0.007%
4/26/2023	Chicago Partners Investment Group LLC	56,372	$0.42M	0.0%	+48.7%	0.055%
4/21/2023	Kovack Advisors Inc.	66,594	$0.49M	0.1%	-7.8%	0.065%
4/14/2023	Raymond James & Associates	59,549	$0.44M	0.0%	+30.3%	0.058%
3/8/2023	Capital Asset Advisory Services LLC	17,260	$0.12M	0.0%	N/A	0.017%
2/22/2023	Kovack Advisors Inc.	72,256	$0.51M	0.1%	+13.0%	0.000%
2/15/2023	Boothbay Fund Management LLC	2,639,685	$18.74M	0.4%	+5.8%	0.000%
2/15/2023	Bluefin Capital Management LLC	51,900	$0.37M	0.1%	N/A	0.000%
2/14/2023	Alpine Global Management LLC	2,520,421	$17.90M	5.9%	+5.8%	0.000%
2/13/2023	Ford Financial Group LLC	340,594	$2.42M	1.0%	-1.5%	0.000%
2/13/2023	Atria Wealth Solutions Inc.	179,248	$1.27M	0.0%	+6.8%	0.000%
2/10/2023	CoreCap Advisors LLC	20,572	$0.15M	0.0%	N/A	0.000%
2/10/2023	Advisor Group Holdings Inc.	367,215	$2.61M	0.0%	+6.3%	0.000%
2/10/2023	Yakira Capital Management Inc.	124,721	$0.89M	0.2%	-47.7%	0.000%
2/10/2023	Sit Investment Associates Inc.	6,114,278	$43.41M	1.2%	-8.4%	0.000%
2/9/2023	Chicago Partners Investment Group LLC	37,912	$0.31M	0.0%	+191.8%	0.000%
2/8/2023	Belpointe Asset Management LLC	17,248	$0.12M	0.0%	-12.5%	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	13,739	$98K	0.0%	-10.5%	0.000%
2/7/2023	Commonwealth Equity Services LLC	143,085	$1.02M	0.0%	-16.4%	0.000%
2/7/2023	LPL Financial LLC	590,367	$4.19M	0.0%	+1.5%	0.000%
2/7/2023	HF Advisory Group LLC	12,959	$92K	0.1%	N/A	0.000%
2/1/2023	Wolverine Asset Management LLC	85,602	$0.61M	0.0%	+2,201.7%	0.000%
1/25/2023	Grimes & Company Inc.	17,621	$0.13M	0.0%	+8.1%	0.044%
11/15/2022	Ursa Fund Management LLC	108,000	$0.88M	0.6%	-7.8%	0.271%
11/15/2022	Belpointe Asset Management LLC	19,715	$0.16M	0.0%	+7.0%	0.000%
11/14/2022	Boothbay Fund Management LLC	2,494,685	$20.26M	0.5%	N/A	6.260%
11/14/2022	Thomas J. Herzfeld Advisors Inc.	239,420	$1.94M	0.8%	-49.8%	0.601%
11/14/2022	Kovack Advisors Inc.	63,936	$0.52M	0.1%	+12.9%	0.160%
11/10/2022	Wolverine Asset Management LLC	3,719	$30K	0.0%	N/A	0.000%
11/7/2022	Virtu Financial LLC	16,033	$0.13M	0.0%	N/A	0.040%
11/1/2022	Creative Financial Designs Inc. ADV	74,262	$0.60M	0.1%	+12.6%	0.000%
10/28/2022	Grimes & Company Inc.	16,300	$0.13M	0.0%	N/A	0.000%
10/25/2022	Raymond James & Associates	55,156	$0.45M	0.0%	-59.6%	0.000%
10/24/2022	Main Street Financial Solutions LLC	17,196	$0.14M	0.0%	+41.4%	0.043%
10/17/2022	Cambridge Investment Research Advisors Inc.	15,343	$0.13M	0.0%	+22.8%	0.039%
10/14/2022	Private Advisor Group LLC	10,007	$81K	0.0%	-39.9%	0.025%
10/11/2022	Ford Financial Group LLC	345,649	$2.81M	1.2%	+2.7%	0.000%
9/16/2022	Private Trust Co. NA	14,854	$0.12M	0.0%	N/A	0.037%
8/16/2022	Clough Capital Partners L P	99,049	$0.83M	0.1%	N/A	0.000%
8/16/2022	CSS LLC IL	29,722	$0.25M	0.0%	N/A	0.000%
8/15/2022	Bluefin Capital Management LLC	83,396	$0.69M	0.1%	N/A	0.209%
8/11/2022	Cetera Advisor Networks LLC	132,393	$1.10M	0.0%	N/A	0.332%
8/11/2022	CoreCap Advisors LLC	9,857	$82K	0.0%	N/A	0.000%
8/11/2022	Yakira Capital Management Inc.	542,596	$4.52M	0.7%	N/A	0.000%
8/11/2022	Sit Investment Associates Inc.	6,480,699	$53.98M	1.6%	+18,416.3%	0.000%
8/10/2022	Thomas J. Herzfeld Advisors Inc.	476,644	$3.97M	1.6%	+751.7%	1.196%
8/8/2022	Baird Financial Group Inc.	104,945	$0.87M	0.0%	+81.0%	0.263%
8/8/2022	ING Groep NV	372,740	$3.11M	0.0%	N/A	0.935%
8/2/2022	Sheaff Brock Investment Advisors LLC	10,042	$84K	0.0%	-33.2%	0.000%

Data available starting January 2016

Cornerstone Total Return Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of companies across all market capitalizations. The fund also invests through other closed-end investment companies and ETFs. It benchmarks the performance of its portfolio against the S&P 500 Index. Cornerstone Total Return Fund, Inc. was formed on March 16, 1973 and is domiciled in the United States.

Today's Range

Now: $7.91

$7.90

$7.98

50 Day Range

MA: $7.56

$7.11

$7.90

52 Week Range

Now: $7.91

$6.05

$8.12

Volume

2,780,400 shs

Average Volume

681,874 shs

Market Capitalization

$814.18 million

P/E Ratio

N/A

Dividend Yield

16.30%

Beta

1.13

Who are the company insiders with the largest holdings of Cornerstone Total Return Fund?: Cornerstone Total Return Fund's top insider shareholders include:
Matthew Morris (Director)
Learn More about top insider investors at Cornerstone Total Return Fund.
Who are the major institutional investors of Cornerstone Total Return Fund?: Cornerstone Total Return Fund's top institutional investors include:
Perennial Investment Advisors LLC — 0.37%
TrueMark Investments LLC — 0.26%
Commonwealth Equity Services LLC — 0.19%
Raymond James & Associates — 0.18%
Atria Wealth Solutions Inc. — 0.17%
PFG Investments LLC — 0.13%
Learn More about top institutional investors of Cornerstone Total Return Fund stock.
Which major investors are selling Cornerstone Total Return Fund stock?: During the last quarter, CRF stock was sold by these institutional investors:
Commonwealth Equity Services LLC
Which major investors are buying Cornerstone Total Return Fund stock?: Within the last quarter, CRF stock was acquired by institutional investors including:
TrueMark Investments LLC
Raymond James & Associates
Sea Otter Advisors LLC
BCR Wealth Strategies LLC
PFG Investments LLC
Main Street Financial Solutions LLC
Wedbush Securities Inc.
Perennial Investment Advisors LLC