Comparable stake leader
SIT INVESTMENT ASSOCIATES INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000033934.
Comparable stake leader
SIT INVESTMENT ASSOCIATES INC
Disclosed value leader
SIT INVESTMENT ASSOCIATES INC
Comparable rows
50/50
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13D/G
13F
Company
|
3.5%
|
$41,126,085
5,751,900 shares
|
-$38,064,655 | 31 Mar 2026 |
| Ralph W. Bradshaw |
3/4/5
President, Director
|
0.04%
|
$497,036
73,352 shares
|
— | 22 May 2025 |
| Matthew Morris |
3/4/5
Director
|
0.01%
|
$90,841
11,467 shares
|
-$420,310 | 10 Sep 2025 |
| Alpine Global Management, LLC |
13F
Company
|
1.8%
|
$20,711,779
2,980,112 shares
|
— | 31 Mar 2026 |
| Sculptor Capital LP |
13F
Company
|
1.7%
|
$19,262,355
2,771,562 shares
|
— | 31 Mar 2026 |
| Quarry LP |
13F
Company
|
1.5%
|
$17,577,169
2,529,089 shares
|
— | 31 Mar 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
Company
|
1.4%
|
$16,299,462
2,345,246 shares
|
— | 31 Mar 2026 |
| LPL Financial LLC |
13F
Company
|
1.2%
|
$13,754,694
1,979,093 shares
|
— | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$420,310.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 1.2 | $0 | $9.48 | -$9.48 |
| 9-12 | 0 | 53,272 | $0 | $420,301 | -$420,301 |
Reporting owners
Showing 1-8 of 8 reporting-owner rows connected to CORNERSTONE TOTAL RETURN FUND INC. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Ralph W. Bradshaw | President, Director | $497,036 | Mixed | 22 May 2025 | ||
| Matthew Morris | Director | $90,841 | -$420,310 | -82% | Filing P/S | 10 Sep 2025 |
| Glenn W. Wilcox Sr. | Director | $68,258 | Mixed | 25 May 2021 | ||
| Daniel Bradshaw | Director | $44,793 | Mixed | 05 Nov 2021 | ||
| Joshua Bradshaw | Director | $4,080 | Mixed | 04 Nov 2022 | ||
| Peter Greer | Director | $8 | Mixed | 07 Feb 2025 | ||
| Brian J. Lutes | Treasurer | Mixed | 02 Mar 2022 | |||
| Benjamin Mollozzi | Chief Compliance Officer | Mixed | 03 May 2024 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew Morris | CRF | Common Stock | Sale | -0.01% | $9.48 | $7.92 | -1.2 | 11,467 | 10 Sep 2025 | Direct |
| Matthew Morris | CRF | Common Stock | Sale | -75.3% | $276,500 | $7.90 | -35,000 | 11,468 | 04 Sep 2025 | Direct |
| Matthew Morris | CRF | Common Stock | Sale | -28.2% | $143,801 | $7.87 | -18,272 | 46,468 | 03 Sep 2025 | Direct |