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Disclosery

CRF CORNERSTONE TOTAL RETURN FD

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COM (fund), issuer CIK 33934

64 managers (64 13F filers) reported a position in CRF shares at 2024-12-31, 10,873,484 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
64
13F filers
64
New
10
Added
25
Reduced
10
Sold out
9
Shares held by filers
10,873,484

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Alpine Global Management, LLC2,712,560$23.6M7.05%+142,63213F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC2,662,319$23.1M0.71%-3,62613F-HRTimeline
LPL Financial LLC1,139,010$9.9M<0.01%+89,53813F-HRTimeline
Cable Car Capital, LP659,925$5.73M0.44%+4113F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC534,692$4.65M1.48%+108,38613F-HRTimelineGroup
Perennial Investment Advisors, LLC402,653$3.5M0.41%+23,97313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/304,728$2.65M<0.01%+257,07713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY220,540$1.92M<0.01%+68,81513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC200,102$1.74M<0.01%+3,78213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,213$1.47M<0.01%13F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.168,557$1.46M0.02%+10,27213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.156,901$1.36M<0.01%-23,77613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.138,861$1.21M0.07%+45,78513F-HR/ATimelineGroup
PFG Investments, LLC135,266$1.18M0.07%-1,60913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd124,307$1.08M0.02%new13F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC110,001$956K0.74%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,345$855K<0.01%+7,38713F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV87,427$760K0.06%+1,69013F-HRTimeline
Chicago Partners Investment Group LLC77,104$687K0.02%+3,09713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.53,593$466K0.26%13F-HRTimeline
AMERIFLEX GROUP, INC.51,800$459K0.21%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,961$391K<0.01%+66613F-HRTimelineGroup
Cetera Investment Advisers41,036$357K<0.01%-3,85013F-HRTimeline
Mallini Complete Financial Planning LLC39,549$344K0.33%13F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…37,569$326K0.32%13F-HRTimeline
Main Street Financial Solutions, LLC31,853$277K0.03%-14,29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,826$259K<0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC27,326$237K0.12%+94413F-HRTimeline
Cambridge Investment Research Advisors,…25,839$225K<0.01%+1,63513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC25,556$222K0.01%+1,19313F-HRTimeline
UBS Group AGin group UBS Group AG24,123$210K<0.01%+23,34213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,178$201K<0.01%-21,96413F-HRTimelineGroup
Aptus Capital Advisors, LLC22,967$200K<0.01%new13F-HRTimeline
Vantage Financial Partners, LLC22,635$197K0.05%+50013F-HRTimeline
HighTower Advisors, LLC21,821$190K<0.01%new13F-HRTimeline
Independent Advisor Alliance21,659$188K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,301$176K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,185$175K<0.01%+5,32513F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska18,909$164K0.03%13F-HRTimelineGroup
AE Wealth Management LLC17,554$153K<0.01%new13F-HRTimeline
HF Advisory Group, LLC16,763$146K0.07%+40613F-HRTimeline
BIP Wealth, LLC16,000$139K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC15,016$130K<0.01%+1,13413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,854$129K<0.01%013F-HRTimelineGroup
Outlook Wealth Advisors, LLC14,179$123K0.04%013F-HRTimeline
CoreCap Advisors, LLC11,820$103K<0.01%-68113F-HRTimeline
Aviance Capital Partners, LLC11,000$95.6K0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,445$90.8K<0.01%-23,89013F-HRTimelineGroup
Private Advisor Group, LLC10,118$87.9K<0.01%+4713F-HRTimeline
Quarry LP7,022$61K0.01%+1,85313F-HRTimeline
Coppell Advisory Solutions LLC6,205$53.2K0.01%013F-HRTimeline
NewEdge Advisors, LLC4,573$39.7K<0.01%+20213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,685$32K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,000$26.1K0.02%13F-HRTimeline
SIGNATUREFD, LLC1,666$14.5K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC1,000$8.69K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…372$3.23K<0.01%013F-HRTimelineGroup
Semmax Financial Advisors Inc.300$2.73K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC268$2K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC238$2K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN182$1.58K<0.01%-6913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26$232<0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co1$9<0.01%-8,54613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.