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CORNERSTONE TOTAL RETURN FUND INC hedge fund holdings

CRFNYSE
$6.12+0.06 (+0.99%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CRF · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-24.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254020$142M$14M78Aug 14, 2025
Q3 20252622$16.9M$24.5M78Nov 14, 2025
Q4 20252918$17.7M$60.1M85Feb 14, 2026
Q1 20263717$43.7M$34.7M89May 15, 2026
Q2 20263516$18.9M$18.5M88Aug 14, 2026

Quarterly action breakdown

Q2 2026
88 filers
New position
12
$5.05M+703K sh
Increased
23
$13.8M+1.92M sh
Reduced
6
-$16.2M-2.26M sh
Out / sold
10
-$2.32M-323K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncReduce 38.57%-$15.9M$25.4M0.48%Aug 12, 2026
Mirador Capital Partners LPNew Buy+$567K$567K0.07%Jul 7, 2026
Silver Oak Securities, IncorporatedNew Buy+$303K$303K0.02%Aug 7, 2026
Kovack Advisors, Inc.Reduce 18.30%-$196K$876K0.04%Jul 29, 2026
BIP Wealth, LLCNew Buy+$170K$170K0.00%Aug 3, 2026
PFG Investments, LLCAdded 10.16%+$153K$1.66M0.06%Jul 23, 2026
Secure Asset Management, LLCSell 100%-$152K$00.00%Jul 15, 2026
Independent Advisor AllianceSell 100%-$148K$00.00%Aug 12, 2026
OneAscent Financial Services LLCNew Buy+$128K$128K0.01%Aug 11, 2026
Perennial Investment Advisors, LLCAdded 3.10%+$108K$3.6M0.24%Aug 14, 2026
RMR Wealth BuildersNew Buy+$89.7K$89.7K0.01%Jul 24, 2026
Money Concepts Capital CorpSell 100%-$88.5K$00.00%Aug 4, 2026
Concurrent Investment Advisors, LLCNew Buy+$81.2K$81.2K0.00%Jul 27, 2026
Baird Financial Group, Inc.Added 4.12%+$53K$1.34M0.00%Aug 12, 2026
Main Street Financial Solutions, LLCAdded 25.93%+$50.4K$245K0.02%Aug 7, 2026
Mallini Complete Financial Planning LLCAdded 8.50%+$48.2K$615K0.44%Jul 8, 2026
Winebrenner Capital Management LLCAdded 3.66%+$36.3K$1.03M0.63%Jul 15, 2026
Quarry LPReduce 0.12%-$22.5K$18.1M1.51%Aug 14, 2026
Valmark Advisers, Inc.Added 12.78%+$12.2K$108K0.00%Aug 6, 2026
Firethorn Wealth Partners, LLCAdded 4.92%+$12.1K$258K0.08%Jul 15, 2026
Becker Capital Management IncAdded 4.56%+$7.66K$176K0.00%Jul 31, 2026
Wealth Management NebraskaReduce 3.71%-$5.79K$150K0.01%Jul 27, 2026
Stratos Wealth Partners, LTD.Added 3.79%+$5.71K$156K0.00%Aug 11, 2026
Buska Wealth Management, LLCAdded 3.09%+$5.34K$178K0.06%Jul 10, 2026
HF Advisory Group, LLCAdded 3.81%+$5.21K$142K0.04%Jul 9, 2026
Moors & Cabot, Inc.Added 4.94%+$4.93K$105K0.00%Aug 10, 2026
Aptus Capital Advisors, LLCAdded 0.90%+$2.69K$302K0.00%Aug 12, 2026
Integrity Alliance, LLC.Added 2.56%+$2.05K$82.2K0.00%Jul 31, 2026
Outlook Wealth Advisors, LLCAdded 1.49%+$1.44K$97.7K0.02%Aug 3, 2026
Parvin Asset Management, LLCSell 100%-$487$00.00%Aug 17, 2026
Roble, Belko & Company, IncAdded 4.94%+$376$8K0.00%Jul 24, 2026
TSFG, LLCAdded 5.85%+$166$3K0.00%Jul 23, 2026
HUB Investment Partners, LLCAdded 0.02%+$22$86.8K0.00%Jul 31, 2026

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