Cornerstone Strategic Value Fund (CLM) Institutional Ownership

$7.50
+0.04 (+0.54%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Value Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$20.74M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$27.44M
Get CLM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cornerstone Strategic Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CLM Institutional Buying and Selling by Quarter

Cornerstone Strategic Value Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Clarity Capital Partners LLC89,547$673K0.4%+3.3%0.000%
5/1/2024 StoneX Group Inc.36,418$274K0.0%+84.9%0.000%
4/30/2024Commonwealth Equity Services LLC175,745$1.32M0.0%+2.7%0.000%
4/22/2024 Strategic Financial Concepts LLC56,600$426K0.1%N/A0.000%
4/22/2024 PFG Investments LLC54,574$410K0.0%N/A0.000%
4/18/2024 SeaCrest Wealth Management LLC46,928$353K0.0%+37.9%0.000%
4/16/2024 Pasadena Private Wealth LLC15,170$114K0.0%-59.3%0.000%
4/5/2024 NBC Securities Inc.10,550$79K0.0%-19.6%0.000%
2/12/2024 StoneX Group Inc.19,700$144K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC43,857$315K0.0%+27.7%0.000%
1/25/2024 Firethorn Wealth Partners LLC12,997$93K0.1%-44.3%0.000%
1/11/2024 Raymond James Trust N.A.40,229$289K0.0%+23.6%0.000%
1/11/2024 Pasadena Private Wealth LLC37,261$268K0.1%+94.4%0.000%
1/10/2024 Creative Financial Designs Inc. ADV85,868$617K0.1%+15.0%0.000%
11/14/2023Alpine Global Management LLC5,381,672$43.32M11.0%-0.1%0.000%
11/4/2023 NBC Securities Inc.13,120$105K0.0%N/A0.000%
11/3/2023 Private Advisor Group LLC46,940$378K0.0%+11.9%0.000%
10/23/2023Commonwealth Equity Services LLC135,655$1.09M0.0%-20.3%0.000%
10/11/2023AE Wealth Management LLC11,075$89K0.0%N/A0.000%
10/11/2023 Dynamic Advisor Solutions LLC33,854$273K0.0%-20.1%0.000%
10/10/2023 Outlook Wealth Advisors LLC10,781$87K0.0%N/A0.000%
8/21/2023Osaic Holdings Inc.1,950,421$16.35M0.0%+34.8%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.171,305$1.44M0.6%-75.1%0.000%
8/15/2023Boothbay Fund Management LLC5,379,877$45.08M1.0%+10.0%0.000%
8/14/2023CSS LLC IL69,854$585K0.0%-25.3%0.000%
8/14/2023Perennial Investment Advisors LLC348,565$2.92M0.5%-1.1%0.000%
8/10/2023Osaic Holdings Inc.1,950,421$16.35M0.0%+34.8%0.000%
8/10/2023Commonwealth Equity Services LLC170,105$1.43M0.0%+3.4%0.000%
8/10/2023Cetera Advisors LLC53,177$446K0.0%-15.3%0.000%
8/10/2023Cetera Advisor Networks LLC103,945$871K0.0%-42.5%0.000%
8/10/2023Sit Investment Associates Inc.16,480,216$138.10M3.6%-5.2%0.000%
8/8/2023Vantage Financial Partners LLC24,780$208K0.1%+120.7%0.000%
8/8/2023Prospera Financial Services Inc41,355$347K0.0%-38.2%0.000%
8/3/2023Atria Wealth Solutions Inc.265,777$2.23M0.0%+15.8%0.000%
8/3/2023 Dynamic Advisor Solutions LLC42,393$355K0.0%+4.3%0.000%
8/1/2023 Firethorn Wealth Partners LLC22,525$189K0.1%+5.5%0.000%
7/31/2023LPL Financial LLC600,354$5.03M0.0%+22.6%0.000%
7/27/2023Virtu Financial LLC26,714$224K0.0%N/A0.000%
7/26/2023 Creative Financial Designs Inc. ADV71,654$600K0.1%+9.2%0.000%
7/25/2023 Raymond James & Associates128,856$1.08M0.0%+2.2%0.000%
Elon’s New Device is About to Shock the World (Ad)

Using this device you see above… Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in… “The next step in human evolution.”

Click here to see the details because there’s a lot of money at stake.
7/24/2023 Charles Schwab Trust Co21,519$171K0.0%N/A0.000%
7/21/2023Capital Wealth Alliance LLC37,911$318K0.2%-16.8%0.000%
7/21/2023Creative Planning30,528$256K0.0%+158.6%0.000%
7/21/2023 Kovack Advisors Inc.49,641$416K0.1%-45.8%0.000%
7/20/2023 Global Retirement Partners LLC36,946$310K0.0%+8.3%0.000%
7/19/2023 Grimes & Company Inc.22,500$189K0.0%-6.8%0.000%
7/14/2023 SeaCrest Wealth Management LLC32,961$276K0.0%+6.0%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.89,425$749K0.0%+27.9%0.000%
7/11/2023 Capital CS Group LLC45,511$381K0.4%-50.9%0.000%
5/18/2023Centaurus Financial Inc.2,551,189$19.87M1.6%+6.3%0.000%
5/15/2023Boothbay Fund Management LLC4,888,796$38.08M0.8%+1.8%0.000%
5/12/2023Yakira Capital Management Inc.48,780$380K0.1%-84.3%0.000%
5/12/2023 SeaCrest Wealth Management LLC31,107$242K0.0%N/A0.000%
5/12/2023Perennial Investment Advisors LLC352,508$2.75M0.5%N/A0.000%
5/11/2023 PFG Investments LLC20,830$162K0.0%N/A0.000%
5/11/2023Sit Investment Associates Inc.17,380,124$135.39M3.7%-7.7%0.000%
5/10/2023 Private Advisor Group LLC41,923$327K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.23,808$185K0.0%-47.6%0.000%
5/10/2023LPL Financial LLC489,827$3.82M0.0%+6.1%0.000%
5/9/2023Addison Advisors LLC3,889$30K0.0%N/A0.000%
5/9/2023Aptus Capital Advisors LLC33,512$261K0.0%+5.6%0.000%
5/9/2023Wedbush Securities Inc.10,800$84K0.0%N/A0.000%
5/9/2023Brainard Capital Management LLC21,012$164K0.1%N/A0.000%
5/8/2023Vantage Financial Partners LLC11,230$87K0.0%N/A0.000%
5/4/2023Capital Wealth Alliance LLC45,555$355K0.3%+7.4%0.000%
5/3/2023 Raymond James Trust N.A.31,629$246K0.0%+16.1%0.000%
5/3/2023Ursa Fund Management LLC450,139$3.51M1.3%+104.6%0.000%
5/2/2023 Firethorn Wealth Partners LLC21,348$168K0.1%+34.3%0.000%
4/27/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors30,732$238K0.1%-14.5%0.000%
4/26/2023 Chicago Partners Investment Group LLC35,786$275K0.0%+66.2%0.000%
4/24/2023 Center For Asset Management LLC18,388$143K0.1%+22.1%0.000%
4/21/2023 Kovack Advisors Inc.91,566$713K0.1%+12.5%0.000%
4/20/2023 Pasadena Private Wealth LLC35,190$274K0.1%+79.3%0.000%
4/17/2023 GPS Wealth Strategies Group LLC5,924$46K0.0%N/A0.000%
4/14/2023 Raymond James & Associates126,037$982K0.0%-40.8%0.000%
3/15/2023B. Riley Wealth Advisors Inc.16,079$121K0.0%N/A0.000%
3/8/2023 Capital Asset Advisory Services LLC34,811$257K0.0%N/A0.000%
3/6/2023Rockefeller Capital Management L.P.35,170$259K0.0%+13.6%0.000%
2/22/2023 Kovack Advisors Inc.81,393$600K0.1%+7.1%0.000%
2/15/2023Boothbay Fund Management LLC4,799,999$35.38M0.8%+28.0%0.000%
2/15/2023Bluefin Capital Management LLC48,217$355K0.1%N/A0.000%
2/14/2023CSS LLC IL93,154$687K0.0%+4.8%0.000%
2/14/2023Alpine Global Management LLC4,812,029$35.47M11.8%+31.7%0.000%
2/13/2023Ford Financial Group LLC357,878$2.64M1.0%-0.9%0.000%
2/13/2023Atria Wealth Solutions Inc.229,483$1.69M0.0%+5.3%0.000%
2/10/2023CoreCap Advisors LLC14,141$104K0.0%-23.3%0.000%
2/10/2023Advisor Group Holdings Inc.1,334,860$9.84M0.0%+13.5%0.000%
2/10/2023Yakira Capital Management Inc.309,985$2.29M0.5%-37.7%0.000%
2/10/2023Sit Investment Associates Inc.18,838,292$138.84M3.9%-3.3%0.000%
2/9/2023Landscape Capital Management L.L.C.45,468$335K0.0%N/A0.000%
Could Your Accounts Be Frozen? (Ad)

The US Dollar Is "Finished" A deteriorating economy, global instability, and a weakened banking system have pushed the U.S. financial system to the brink, imperiling the value of your savings and investments.

Get your Free Wealth Protection Kit
2/9/2023 Chicago Partners Investment Group LLC21,536$181K0.0%+20.7%0.000%
2/8/2023 Raymond James & Associates212,735$1.57M0.0%-5.2%0.000%
2/8/2023Prospera Financial Services Inc63,480$468K0.0%-45.9%0.000%
2/8/2023Thrivent Financial for Lutherans39,242$289K0.0%+5.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.73,074$539K0.0%-9.4%0.000%
2/7/2023Commonwealth Equity Services LLC142,446$1.05M0.0%-8.2%0.000%
2/7/2023LPL Financial LLC461,607$3.40M0.0%+21.6%0.000%
2/7/2023 HF Advisory Group LLC15,684$116K0.1%N/A0.000%
2/7/2023Envestnet Asset Management Inc.23,355$172K0.0%+5.9%0.000%
2/2/2023 Pasadena Private Wealth LLC19,625$145K0.0%+8.5%0.025%
(Data available from 1/1/2016 forward)

CLM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLM shares?

During the previous two years, 81 institutional investors and hedge funds held shares of Cornerstone Strategic Value Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($138.10M), Boothbay Fund Management LLC ($45.08M), Alpine Global Management LLC ($43.32M), Centaurus Financial Inc. ($19.87M), Osaic Holdings Inc. ($16.35M), Advisor Group Holdings Inc. ($9.84M), and LPL Financial LLC ($5.03M).Learn more on CLM's institutional investors.

Which institutional investors have been buying Cornerstone Strategic Value Fund stock?

Of the 79 institutional investors that purchased Cornerstone Strategic Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($17.34M), Boothbay Fund Management LLC ($5.38M), Ursa Fund Management LLC ($3.05M), Yakira Capital Management Inc. ($1.65M), Alpine Global Management LLC ($1.16M), Thomas J. Herzfeld Advisors Inc. ($1.02M), and Osaic Holdings Inc. ($1.01M).

How much institutional buying is happening at Cornerstone Strategic Value Fund?

Institutional investors have bought a total of 35,867,744 shares in the last 24 months. This purchase volume represents approximately $281.77M in transactions.

Which Cornerstone Strategic Value Fund major shareholders have been selling company stock?

Of the 27 institutional investors that sold Cornerstone Strategic Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($3.57M), Ursa Fund Management LLC ($2.60M), Thomas J. Herzfeld Advisors Inc. ($1.30M), Yakira Capital Management Inc. ($448.61K), Raymond James & Associates ($98.45K), Prospera Financial Services Inc ($79.35K), and Cetera Advisor Networks LLC ($76.97K).

How much institutional selling is happening at Cornerstone Strategic Value Fund?

Institutional investors have sold a total of 8,506,285 shares in the last 24 months. This volume of shares sold represents approximately $47.37M in transactions.


This page (NYSEAMERICAN:CLM) was last updated on 5/5/2024 by MarketBeat.com Staff

From Our Partners