Overview
- TickerCRF on NYSE2
- HeadquartersAsheville, United States2
- Incorporated inNY3
- Business address225 Pictoria Drive, Suite 450, Cincinnati, Oh 452463
- Legal formBusiness Corporation2
- LEI5493000TUAHPA5P8NM982
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O C T CORPORATION SYSTEM, 10005 New York, United States2
- Registered withCorporation and Business Entity Database (Division of Corporations, State Records and UCC, Department of State), 2565122
Corporate structure
CORNERSTONE TOTAL RETURN FUND INC sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of CORNERSTONE TOTAL RETURN FUND INC
- SIT INVESTMENT ASSOCIATES INC Filed SCHEDULE 13G/A on CORNERSTONE TOTAL RETURN FUND INC, latest Apr 6, 2026 (4 filings since Feb 7, 2023)
- CORNERSTONE TOTAL RETURN FUND INC Asheville, North Carolina, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led CORNERSTONE TOTAL RETURN FUND INC, and when. Pick a name to see everywhere that person has worked.
President
- PresidentRalph W. Bradshaw Feb 14, 2006 to now4
Board members and other officers (15)
- Chief Compliance OfficerBenjamin Mollozzi May 7, 2024 to May 7, 20245
- TreasurerBrian James Lutes Mar 17, 2022 to Mar 17, 20226
- SecretaryHoyt M. Peters Feb 15, 2019 to Feb 15, 20197
- TreasurerAlan M. Mandel Feb 16, 2018 to Feb 16, 20188
- TreasurerFrank J. Maresca May 17, 2013 to May 17, 20139
- TreasurerTheresa Minogue Bridge May 9, 2012 to Jun 13, 201810
- Board memberJoshua Bradshaw Nov 10, 2022 to Nov 10, 202211
- Board memberDaniel Bradshaw Nov 15, 2021 to Nov 15, 202112
- Board memberMarcia Emilia Malzahn Jan 15, 2020 to Jan 15, 202013
- Board memberFrank J. Maresca Aug 17, 2020 to Aug 17, 202014
- Board memberMatthew Morris Nov 15, 2017 to now15
- Board memberRobert E. Dean Nov 19, 2014 to Nov 19, 201416
- Board memberGlenn W. Wilcox Sr. Dec 23, 2010 to May 26, 202117
- Board memberRalph W. Bradshaw Feb 14, 2006 to now4
- Board memberAndrew A. Strauss Mar 3, 2006 to Mar 3, 200618
Former names
Timeline
- Mar 16, 1973Founded CORNERSTONE TOTAL RETURN FUND INC is founded2
Filings
77 filings to the SEC since October 2021: 12 insider forms, 4 large holders, 61 other. The latest 20:
- Sep 1, 20264 EDGAR
- Aug 27, 2026N-PX EDGAR
- Aug 27, 2026N-CSRS EDGAR
- Aug 21, 2026NPORT-P EDGAR
- Aug 14, 2026N-2 EDGAR
- May 21, 2026NPORT-P EDGAR
- Apr 6, 2026SCHEDULE 13G/A EDGAR
- Mar 12, 2026N-CEN EDGAR
- Mar 4, 2026N-CSR EDGAR
- Feb 26, 2026DEF 14A EDGAR
- Feb 25, 2026NPORT-P EDGAR
- Nov 21, 2025NPORT-P EDGAR
- Sep 11, 20254 EDGAR
- Sep 5, 20254 EDGAR
- Aug 26, 2025N-CSRS EDGAR
- Aug 22, 2025NPORT-P EDGAR
- Aug 20, 2025N-PX EDGAR
- Jul 7, 2025SCHEDULE 13G EDGAR
- May 27, 20254 EDGAR
- May 22, 2025NPORT-P EDGAR
The 77 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
5 open-market trades by officers, directors and large owners since October 2021: 1 buys and 4 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Greer PeterDirector | Buy | 1,500 | $6.41 | $9.6K | Form 4 |
| Sep 10, 2025 | Morris MatthewDirector | Sale | 1 | $7.92 | $10 | Form 4 |
| Sep 4, 2025 | Morris MatthewDirector | Sale | 35,000 | $7.90 | $276.5K | Form 4 |
| Sep 3, 2025 | Morris MatthewDirector | Sale | 18,272 | $7.87 | $143.8K | Form 4 |
| Aug 8, 2023 | Morris MatthewDirector | Sale | 40,000 | $8.43 | $337.2K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- SIT INVESTMENT ASSOCIATES INCSCHEDULE 13G/A, 4 filings Feb 7, 2023 to Apr 6, 202619
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 87. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Alpine Global Management, LLC | 2,989,499 | $21.5M | 3.5% | +9,387 |
| Sculptor Capital LP | 2,768,415 | $19.9M | 0.3% | −3,147 |
| Quarry LP | 2,525,950 | $18.1M | 2.9% | −3,139 |
| Boothbay Fund Management, LLC | 2,349,542 | $16.9M | 0.3% | +4,296 |
| LPL Financial LLC | 2,099,602 | $15.1M | 0.0% | +120,509 |
| Almitas Capital LLC | 1,572,309 | $11.3M | 2.7% | +456,961 |
| Osaic Holdings, Inc. | 1,201,408 | $8.6M | 0.0% | +319,230 |
| Raymond James Financial Inc | 1,009,329 | $7.2M | 0.0% | +160,419 |
| Cable Car Capital, LP | 662,510 | $4.8M | 0.1% | +12,511 |
| Advisory Solutions Group, LLC | 594,180 | $4.3M | 1.5% | New |
| Yakira Capital Management, Inc. | 518,315 | $3.7M | 1.1% | +13,155 |
| Perennial Investment Advisors, LLC | 500,924 | $3.6M | 0.2% | +15,078 |
| Commonwealth Equity Services, LLC | 265,416 | $1.9M | 0.0% | +31,945 |
| Morgan Stanley | 237,677 | $1.7M | 0.0% | +6,016 |
| PFG Investments, LLC | 231,737 | $1.7M | 0.1% | +21,375 |
| Clear Street Group Inc. | 190,486 | $1.4M | 0.0% | New |
| Baird Financial Group, Inc. | 186,644 | $1.3M | 0.0% | +7,382 |
| Cetera Investment Advisers | 172,308 | $1.2M | 0.0% | +9,907 |
| StoneX Group Inc. | 145,192 | $1.0M | 0.0% | +2,469 |
| Winebrenner Capital Management LLC | 143,051 | $1.0M | 0.6% | +5,050 |
| Marex Group Ltd | 141,702 | $1.0M | 0.0% | New |
| Kovack Advisors, Inc. | 122,033 | $876.1K | 0.0% | −27,339 |
| Citadel Advisors LLC | 95,992 | $689.2K | 0.0% | +85,632 |
| Creative Financial Designs Inc /adv | 86,397 | $620.3K | 0.0% | +34,385 |
| Mallini Complete Financial Planning LLC | 85,676 | $615.2K | 0.5% | +6,710 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How CORNERSTONE TOTAL RETURN FUND INC is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARCORNERSTONE TOTAL RETURN FUND INC1
- CIK0000033934
- Employer ID (EIN)13-27270131
- Incorporated inNew York1
- Fiscal year endsDecember 311
- Business address225 Pictoria Drive, Suite 450, Cincinnati, OH 452461
- Phone(513) 587-34001
- On EDGAR sinceJan 15, 19971
- Filings561 in all: 4 (36), SC 13G/A (36), CORRESP (34), DEF 14A (32), N-Q (31), SC 13D/A (28), NPORT-P (26), 40-17G (25)1
All 53 form types
N-CSR (24), N-CSRS (24), N-PX (23), NSAR-B (23), NSAR-A (22), N-30D (18), 497 (16), N-2/A (16), 3 (14), DEFA14A (13), N-2 (12), N-30B-2 (12), EFFECT (11), N-23C-1 (10), UPLOAD (10), PRE 14A (9), N-CEN (8), DFAN14A (7), SC 13G (7), 424B3 (3), 425 (2), 5 (2), DEFC14A (2), DEL AM (2), NSAR-B/A (2), PREC14A (2), 4/A (1), 40-17G/A (1), 40-6C (1), 40-6C/A (1), 8-A12B (1), AW (1), CERTAMX (1), DEFS14A (1), N-14 (1), N-14 8C (1), N-14 8C/A (1), N-CEN/A (1), N-CSR/A (1), N-CSRS/A (1), PRES14A (1), PRRN14A (1), RW (1), SCHEDULE 13G (1), SCHEDULE 13G/A (1)
- Latest filingsProxy statement (DEF 14A) Feb 26, 2026
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4SEC EDGARRalph W. Bradshaw, President
- 5
- 6SEC EDGARBrian James Lutes, Treasurer
- 7SEC EDGARHoyt M. Peters, Secretary
- 8SEC EDGARAlan M. Mandel, Treasurer
- 9SEC EDGARFrank J. Maresca, Treasurer
- 10SEC EDGARTheresa Minogue Bridge, Treasurer
- 11SEC EDGARJoshua Bradshaw, Board member
- 12SEC EDGARDaniel Bradshaw, Board member
- 13SEC EDGARMarcia Emilia Malzahn, Board member
- 14SEC EDGARFrank J. Maresca, Board member
- 15SEC EDGARMatthew Morris, Board member
- 16SEC EDGARRobert E. Dean, Board member
- 17SEC EDGARGlenn W. Wilcox Sr., Board member
- 18SEC EDGARAndrew A. Strauss, Board member
- 19