Free Trial
→ Elon’s BIGGEST warning yet? (From Brownstone Research) (Ad) Free CLM Stock Alerts

Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$8.24 +0.10 (+1.23%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$48.56M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$18.64M
Get CLM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cornerstone Strategic Investment 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 Investment Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Integrity Alliance LLC.52,160$388K0.0%N/A0.022%
5/19/2025Jane Street Group LLC35,714$265K0.0%N/A0.015%
5/16/2025Ursa Fund Management LLC25,000$186K0.5%N/A0.010%
5/16/2025NewEdge Advisors LLC23,000$171K0.0%-27.5%0.009%
5/16/2025Integrated Wealth Concepts LLC12,392$92K0.0%N/A0.005%
5/16/2025Boothbay Fund Management LLC5,900,547$43.84M1.2%-0.1%2.436%
5/16/2025Banque Transatlantique SA4,070$28K0.0%N/A0.002%
5/16/2025Almitas Capital LLC48,565$361K0.1%N/A0.020%
5/15/2025Alpine Global Management LLC6,276,279$46.63M12.4%-0.4%2.591%
5/15/2025Quarry LP12,018$89K0.0%-19.9%0.005%
5/15/2025Baird Financial Group Inc.92,646$688K0.0%-46.0%0.038%
5/14/2025Ieq Capital LLC54,535$405K0.0%N/A0.023%
5/14/2025Thomas J. Herzfeld Advisors Inc.88,892$660K0.2%-48.3%0.037%
5/14/2025RPG Investment Advisory LLC10,000$74K0.0%N/A0.004%
5/13/2025Aptus Capital Advisors LLC215,052$1.60M0.0%+1.2%0.089%
5/13/2025Sit Investment Associates Inc.35,000$260K0.0%N/A0.014%
5/13/2025HighTower Advisors LLC106,129$789K0.0%-10.8%0.044%
5/12/2025Meridian Wealth Management LLC10,000$74K0.0%N/A0.004%
5/12/2025Virtu Financial LLC148,325$1.10M0.1%+448.2%0.061%
5/12/2025Benjamin Edwards Inc.122,569$911K0.0%-22.3%0.051%
5/12/2025AlphaCore Capital LLC10,000$74K0.0%N/A0.004%
5/9/2025Atria Wealth Solutions Inc.203,776$1.52M0.0%-2.4%0.084%
5/8/2025US Bancorp DE256,505$1.91M0.0%+732,771.4%0.106%
5/8/2025Pasadena Private Wealth LLC11,603$86K0.0%-23.5%0.005%
5/7/2025LPL Financial LLC1,113,258$8.27M0.0%-14.8%0.460%
5/6/2025Cetera Investment Advisers505,121$3.75M0.0%+80.8%0.209%
5/6/2025Wedbush Securities Inc.19,924$148K0.0%-18.2%0.008%
5/6/2025Tabor Asset Management LP662,760$4.92M1.3%N/A0.274%
5/5/2025J.W. Cole Advisors Inc.165,907$1.23M0.0%+24.9%0.068%
5/5/2025Kestra Private Wealth Services LLC20,279$151K0.0%+22.1%0.008%
5/5/2025Private Advisor Group LLC51,035$379K0.0%-3.5%0.021%
5/5/2025Tabor Asset Management LP662,760$4.92M1.9%N/A0.274%
4/30/2025Stratos Wealth Partners LTD.366,334$2.72M0.0%+913.7%0.151%
4/29/2025Envestnet Asset Management Inc.51,549$383K0.0%+8.2%0.021%
4/28/2025Clarity Capital Partners LLC66,190$492K0.2%+49.7%0.027%
4/28/2025Strategic Financial Concepts LLC72,100$536K0.1%-3.4%0.030%
4/23/2025Creative Financial Designs Inc. ADV70,975$527K0.0%-21.5%0.029%
4/23/2025Valmark Advisers Inc.10,000$74K0.0%N/A0.004%
4/22/2025Cambridge Investment Research Advisors Inc.521,955$3.88M0.0%+28.0%0.215%
4/17/2025Grimes & Company Inc.44,886$334K0.0%+4.9%0.019%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
4/17/2025Janney Montgomery Scott LLC27,058$201K0.0%N/A0.011%
4/17/2025Dynamic Advisor Solutions LLC39,442$293K0.0%-5.5%0.016%
4/16/2025Wealth Enhancement Advisory Services LLC17,907$133K0.0%-29.1%0.007%
4/11/2025SeaCrest Wealth Management LLC18,907$140K0.0%-64.1%0.008%
4/9/2025Buska Wealth Management LLC16,519$123K0.0%+46.4%0.007%
4/9/2025Capital CS Group LLC17,555$130K0.2%-58.7%0.007%
4/9/2025NBC Securities Inc.18,455$137K0.0%+131,721.4%0.008%
3/17/2025Wealth Enhancement Advisory Services LLC25,239$217K0.0%+89.8%0.010%
2/28/2025Park Square Financial Group LLC5,695$49K0.0%N/A0.002%
2/25/2025Armis Advisers LLC19,425$167K0.0%N/A0.008%
2/24/2025Ameriflex Group Inc.91,100$813K0.4%N/A0.038%
2/18/2025Mosaic Family Wealth Partners LLC10,102$87K0.0%N/A0.004%
2/17/2025Sculptor Capital LP181,573$1.56M0.0%N/A0.075%
2/17/2025Millennium Management LLC11,215$96K0.0%-67.2%0.005%
2/17/2025CoreCap Advisors LLC48,156$414K0.0%+64.5%0.020%
2/17/2025Cetera Investment Advisers279,306$2.40M0.0%-0.9%0.115%
2/17/2025Baird Financial Group Inc.171,473$1.47M0.0%-5.0%0.071%
2/17/2025Bank of America Corp DE197,934$1.70M0.0%+111.4%0.082%
2/17/2025Benjamin Edwards Inc.157,689$1.36M0.0%-11.4%0.065%
2/17/2025BIP Wealth LLC16,000$137K0.0%N/A0.007%
2/17/2025Aptus Capital Advisors LLC212,493$1.83M0.0%+8.5%0.088%
2/14/2025Mercer Global Advisors Inc. ADV11,187$96K0.0%-58.6%0.005%
2/14/2025Quarry LP15,013$129K0.0%-96.8%0.006%
2/14/2025Boothbay Fund Management LLC5,903,781$50.71M1.3%0.0%2.437%
2/14/2025MGO One Seven LLC28,963$249K0.0%N/A0.012%
2/14/2025Alpine Global Management LLC6,301,760$54.13M11.7%+6.7%2.602%
2/14/2025Stifel Financial Corp42,118$362K0.0%+49.8%0.017%
2/13/2025Garden State Investment Advisory Services LLC51,624$444K0.1%-14.4%0.021%
2/13/2025NewEdge Advisors LLC31,730$273K0.0%+61.3%0.013%
2/13/2025Kane Investment Management Inc.38,634$332K0.2%N/A0.016%
2/13/2025Cohen & Steers Inc.607,198$5.22M0.0%+11.0%0.251%
2/13/2025Townsquare Capital LLC12,086$104K0.0%+12.2%0.005%
2/13/2025Rockefeller Capital Management L.P.25,702$221K0.0%N/A0.011%
2/13/2025Raymond James Financial Inc.311,701$2.68M0.0%N/A0.129%
2/13/2025Yakira Capital Management Inc.34,173$294K0.1%-91.6%0.014%
2/13/2025Envestnet Asset Management Inc.47,653$409K0.0%+82.3%0.020%
2/13/2025Wedbush Securities Inc.24,350$209K0.0%+15.7%0.010%
2/13/2025Perennial Investment Advisors LLC434,677$3.73M0.4%+5.9%0.179%
2/12/2025Thomas J. Herzfeld Advisors Inc.171,852$1.48M0.5%-77.3%0.071%
2/12/2025StoneX Group Inc.84,325$724K0.0%+39.6%0.035%
2/12/2025TrueMark Investments LLC647,416$5.56M1.8%+6.2%0.267%
2/11/2025LPL Financial LLC1,306,485$11.22M0.0%+37.2%0.539%
2/11/2025Virtu Financial LLC27,058$232K0.0%-24.1%0.011%
2/10/2025Thrivent Financial for Lutherans114,452$983K0.0%-27.2%0.047%
2/10/2025Creative Financial Designs Inc. ADV90,367$776K0.1%+1.8%0.037%
2/10/2025Commonwealth Equity Services LLC247,311$2.12M0.0%+32.7%0.102%
2/10/2025SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co37,567$323K0.3%N/A0.016%
2/7/2025HighTower Advisors LLC118,993$1.02M0.0%N/A0.049%
2/7/2025Independent Advisor Alliance34,697$298K0.0%N/A0.014%
2/7/2025PNC Financial Services Group Inc.11,700$101K0.0%-67.0%0.005%
Something very strange is happening... (Ad)

What a "Mar-a-Lago Accord" could mean for the U.S. dollar While protests dominate the news... hardly anyone noticed when the U.S. Senate granted sweeping powers to a Harvard economist who has some dangerous ideas about the U.S. dollar. Now, he's issued a blueprint for what a coming "Mar-a-Lago Accord" could look like. One analyst who predicted the 2008 crisis says this plan could see the dollar fall in value by 40% in months and become a national nightmare.

why you need to get OUT of cash and exactly where to move your money instead.
2/6/2025Raymond James Financial Inc.311,701$2.68M0.0%N/A0.129%
2/6/2025Assetmark Inc.6,984$60K0.0%N/A0.003%
2/6/2025Steward Partners Investment Advisory LLC11,265$97K0.0%-77.1%0.005%
2/5/2025Anfield Capital Management LLC6,528$56K0.0%N/A0.003%
2/5/2025Oppenheimer & Co. Inc.15,970$137K0.0%+14.3%0.007%
2/4/2025IFP Advisors Inc4,250$37K0.0%N/A0.002%
2/3/2025Winebrenner Capital Management LLC108,426$931K0.7%N/A0.045%
2/3/2025Private Advisor Group LLC52,906$454K0.0%-7.2%0.022%
1/31/2025J.W. Cole Advisors Inc.132,835$1.14M0.0%+69.9%0.055%
1/30/2025Strategic Financial Concepts LLC74,650$641K0.0%+3.0%0.031%
(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, 124 institutional investors and hedge funds held shares of Cornerstone Strategic Investment Fund. The most heavily invested institutionals were Alpine Global Management LLC ($46.63M), Boothbay Fund Management LLC ($43.84M), Osaic Holdings Inc. ($15.58M), Karpus Management Inc. ($14.62M), LPL Financial LLC ($8.27M), TrueMark Investments LLC ($5.56M), and Cohen & Steers Inc. ($5.22M).Learn more on Cornerstone Strategic Investment Fund's institutional investors.

Which institutional investors have been buying Cornerstone Strategic Investment Fund's stock?

Of the 109 institutional investors that purchased Cornerstone Strategic Investment Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.34M), Tabor Asset Management LP ($1.33M), Strategic Financial Concepts LLC ($1.08M), Osaic Holdings Inc. ($1.01M), Cetera Investment Advisers ($660.95K), Raymond James Financial Inc. ($623.40K), and TrueMark Investments LLC ($622.19K).

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

Institutional investors have bought a total of 9,123,595 shares in the last 24 months. This purchase volume represents approximately $48.56M in transactions.

Which of Cornerstone Strategic Investment Fund's major shareholders have been selling company stock?

Of the 37 institutional investors that sold Cornerstone Strategic Investment Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($2.82M), Centaurus Financial Inc. ($953.28K), Thomas J. Herzfeld Advisors Inc. ($667.40K), Quarry LP ($462.94K), Yakira Capital Management Inc. ($373.15K), LPL Financial LLC ($193.23K), and Baird Financial Group Inc. ($87.89K).

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

Institutional investors have sold a total of 6,207,551 shares in the last 24 months. This volume of shares sold represents approximately $18.64M in transactions.


Related Companies

This page (NYSEAMERICAN:CLM) was last updated on 7/4/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Revenge
Elon Musk and President Trump's new feud is all over the news... But what no one has reported – yet – is th...
Altimetry | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Gold: Now legal tender in many states
The perfect gold play right now? (currently under $10) Everything in the news now lines up perfectly for an...
Stansberry Research | Sponsored
Revealed: NEW A.I. revolution (nobody is talking about)
Nvidia's CEO says this is: "The next wave of A.I." We're at the cusp of a new "A.I. Upgrade" that is set to...
Behind the Markets | Sponsored
379 passengers walked away from this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored