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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$8.13 -0.02 (-0.25%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$8.14 +0.00 (+0.06%)
As of 08/29/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Investment Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$96.26M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$36.35M
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CLM Institutional Buying and Selling by Quarter

Cornerstone Strategic Investment Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Evolution Wealth Management Inc.19,425$158K0.2%N/A0.008%
8/26/2025 Thrivent Financial for Lutherans145,939$1.19M0.0%+45.3%0.058%
8/19/2025 Newbridge Financial Services Group Inc.10,000$81K0.0%N/A0.004%
8/15/2025 Sculptor Capital LP2,666,574$21.65M0.3%N/A1.055%
8/15/2025 Garden State Investment Advisory Services LLC61,706$501K0.1%+21.6%0.024%
8/15/2025 Benjamin Edwards Inc.109,511$889K0.0%-10.7%0.043%
8/15/2025 Boothbay Fund Management LLC6,135,929$49.82M1.0%+4.0%2.428%
8/15/2025 Bank of America Corp DE3,904$32K0.0%-99.8%0.002%
8/14/2025 Jane Street Group LLC65,005$528K0.0%+82.0%0.026%
8/14/2025 Raymond James Financial Inc.351,430$2.85M0.0%+13.1%0.139%
8/14/2025 NewEdge Advisors LLC29,865$243K0.0%+29.8%0.012%
8/13/2025 StoneX Group Inc.133,949$1.09M0.1%+45.5%0.053%
8/13/2025 Thomas J. Herzfeld Advisors Inc.1,074,966$8.73M3.1%+1,109.3%0.425%
8/13/2025 Baird Financial Group Inc.91,397$742K0.0%-1.3%0.036%
8/13/2025 Northwestern Mutual Wealth Management Co.9,755$79K0.0%-30.9%0.004%
8/13/2025 Choreo LLC14,969$122K0.0%N/A0.006%
8/12/2025 J.W. Cole Advisors Inc.205,931$1.67M0.0%+24.1%0.081%
8/12/2025 CreativeOne Wealth LLC39,112$318K0.0%N/A0.015%
8/12/2025 MAI Capital Management19,865$161K0.0%+6.7%0.008%
8/11/2025 Perennial Investment Advisors LLC451,228$3.66M0.4%+3.3%0.179%
8/8/2025 Rockefeller Capital Management L.P.25,702$209K0.0%-5.2%0.010%
8/8/2025 Cetera Investment Advisers610,585$4.96M0.0%+20.9%0.242%
8/8/2025 Creative Planning120,974$982K0.0%+26.9%0.048%
8/8/2025 Meridian Wealth Management LLC19,126$155K0.0%+91.3%0.008%
8/7/2025 Allworth Financial LP14,463$117K0.0%+2,229.0%0.006%
8/6/2025 Prospera Financial Services Inc70,726$574K0.0%+11.3%0.028%
8/6/2025 AE Wealth Management LLC50,164$407K0.0%N/A0.020%
8/6/2025 Wedbush Securities Inc.13,850$112K0.0%-30.5%0.005%
8/5/2025 Strategic Financial Concepts LLC64,700$525K0.1%-10.3%0.026%
8/4/2025 Creative Financial Designs Inc. ADV81,742$664K0.0%+15.2%0.032%
8/1/2025 Pasadena Private Wealth LLC13,945$113K0.0%+20.2%0.006%
8/1/2025 Envestnet Asset Management Inc.45,212$367K0.0%-12.3%0.018%
7/29/2025 Chicago Partners Investment Group LLC26,351$213K0.0%-15.4%0.010%
7/29/2025 Stratos Wealth Partners LTD.548,477$4.45M0.1%+49.7%0.217%
7/25/2025 Atria Wealth Solutions Inc.32,531$268K0.0%-84.0%0.013%
7/25/2025 MGO One Seven LLC35,300$287K0.0%+42.8%0.014%
7/21/2025 Clarity Capital Partners LLC14,089$114K0.0%-78.7%0.006%
7/18/2025 PFG Investments LLC37,318$303K0.0%-26.3%0.015%
7/15/2025 Absolute Investment Advisers LLC1,229,119$9.98M1.2%N/A0.486%
7/14/2025 Buska Wealth Management LLC18,017$146K0.0%+9.1%0.007%
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7/14/2025 Capital CS Group LLC22,568$183K0.3%+28.6%0.009%
7/11/2025 Farther Finance Advisors LLC4,804$39K0.0%+55.5%0.002%
7/11/2025 SeaCrest Wealth Management LLC23,938$194K0.0%+26.6%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC31,100$256K0.0%+73.7%0.012%
5/20/2025 Integrity Alliance LLC.52,160$388K0.0%N/A0.022%
5/19/2025 Jane Street Group LLC35,714$265K0.0%N/A0.015%
5/16/2025 Ursa Fund Management LLC25,000$186K0.5%N/A0.010%
5/16/2025 NewEdge Advisors LLC23,000$171K0.0%-27.5%0.009%
5/16/2025 Integrated Wealth Concepts LLC12,392$92K0.0%N/A0.005%
5/16/2025 Boothbay Fund Management LLC5,900,547$43.84M1.2%-0.1%2.436%
5/16/2025 Banque Transatlantique SA4,070$28K0.0%N/A0.002%
5/16/2025 Almitas Capital LLC48,565$361K0.1%N/A0.020%
5/15/2025 Alpine Global Management LLC6,276,279$46.63M12.4%-0.4%2.591%
5/15/2025 Quarry LP12,018$89K0.0%-19.9%0.005%
5/15/2025 Baird Financial Group Inc.92,646$688K0.0%-46.0%0.038%
5/14/2025 Ieq Capital LLC54,535$405K0.0%N/A0.023%
5/14/2025 Thomas J. Herzfeld Advisors Inc.88,892$660K0.2%-48.3%0.037%
5/14/2025 RPG Investment Advisory LLC10,000$74K0.0%N/A0.004%
5/13/2025 Aptus Capital Advisors LLC215,052$1.60M0.0%+1.2%0.089%
5/13/2025 Sit Investment Associates Inc.35,000$260K0.0%N/A0.014%
5/13/2025 HighTower Advisors LLC106,129$789K0.0%-10.8%0.044%
5/12/2025 Meridian Wealth Management LLC10,000$74K0.0%N/A0.004%
5/12/2025 Virtu Financial LLC148,325$1.10M0.1%+448.2%0.061%
5/12/2025 Benjamin Edwards Inc.122,569$911K0.0%-22.3%0.051%
5/12/2025 AlphaCore Capital LLC10,000$74K0.0%N/A0.004%
5/9/2025 Atria Wealth Solutions Inc.203,776$1.52M0.0%-2.4%0.084%
5/8/2025 US Bancorp DE256,505$1.91M0.0%+732,771.4%0.106%
5/8/2025 Pasadena Private Wealth LLC11,603$86K0.0%-23.5%0.005%
5/7/2025 LPL Financial LLC1,113,258$8.27M0.0%-14.8%0.460%
5/6/2025 Cetera Investment Advisers505,121$3.75M0.0%+80.8%0.209%
5/6/2025 Wedbush Securities Inc.19,924$148K0.0%-18.2%0.008%
5/6/2025 Tabor Asset Management LP662,760$4.92M1.3%N/A0.274%
5/5/2025 J.W. Cole Advisors Inc.165,907$1.23M0.0%+24.9%0.068%
5/5/2025 Kestra Private Wealth Services LLC20,279$151K0.0%+22.1%0.008%
5/5/2025 Private Advisor Group LLC51,035$379K0.0%-3.5%0.021%
5/5/2025 Tabor Asset Management LP662,760$4.92M1.9%N/A0.274%
4/30/2025 Stratos Wealth Partners LTD.366,334$2.72M0.0%+913.7%0.151%
4/29/2025 Envestnet Asset Management Inc.51,549$383K0.0%+8.2%0.021%
4/28/2025 Clarity Capital Partners LLC66,190$492K0.2%+49.7%0.027%
4/28/2025 Strategic Financial Concepts LLC72,100$536K0.1%-3.4%0.030%
4/23/2025 Creative Financial Designs Inc. ADV70,975$527K0.0%-21.5%0.029%
4/23/2025 Valmark Advisers Inc.10,000$74K0.0%N/A0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.521,955$3.88M0.0%+28.0%0.215%
4/17/2025 Grimes & Company Inc.44,886$334K0.0%+4.9%0.019%
4/17/2025 Janney Montgomery Scott LLC27,058$201K0.0%N/A0.011%
4/17/2025 Dynamic Advisor Solutions LLC39,442$293K0.0%-5.5%0.016%
4/16/2025 Wealth Enhancement Advisory Services LLC17,907$133K0.0%-29.1%0.007%
4/11/2025 SeaCrest Wealth Management LLC18,907$140K0.0%-64.1%0.008%
4/9/2025 Buska Wealth Management LLC16,519$123K0.0%+46.4%0.007%
4/9/2025 Capital CS Group LLC17,555$130K0.2%-58.7%0.007%
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4/9/2025 NBC Securities Inc.18,455$137K0.0%+131,721.4%0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC25,239$217K0.0%+89.8%0.010%
2/28/2025 Park Square Financial Group LLC5,695$49K0.0%N/A0.002%
2/25/2025 Armis Advisers LLC19,425$167K0.0%N/A0.008%
2/24/2025 Ameriflex Group Inc.91,100$813K0.4%N/A0.038%
2/18/2025 Mosaic Family Wealth Partners LLC10,102$87K0.0%N/A0.004%
2/17/2025 Sculptor Capital LP181,573$1.56M0.0%N/A0.075%
2/17/2025 Millennium Management LLC11,215$96K0.0%-67.2%0.005%
2/17/2025 CoreCap Advisors LLC48,156$414K0.0%+64.5%0.020%
2/17/2025 Cetera Investment Advisers279,306$2.40M0.0%-0.9%0.115%
(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, 125 institutional investors and hedge funds held shares of Cornerstone Strategic Investment Fund. The most heavily invested institutionals were Boothbay Fund Management LLC ($49.82M), Alpine Global Management LLC ($46.63M), Sculptor Capital LP ($21.65M), Osaic Holdings Inc. ($15.58M), Karpus Management Inc. ($14.62M), Absolute Investment Advisers LLC ($9.98M), and Thomas J. Herzfeld Advisors Inc. ($8.73M).Learn more on Cornerstone Strategic Investment Fund's institutional investors.

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

Of the 113 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: Sculptor Capital LP ($2.85M), Karpus Management Inc. ($1.34M), Tabor Asset Management LP ($1.33M), Absolute Investment Advisers LLC ($1.23M), Strategic Financial Concepts LLC ($1.08M), Thomas J. Herzfeld Advisors Inc. ($986.07K), and Cetera Investment Advisers ($766.41K).

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

Institutional investors have bought a total of 12,965,910 shares in the last 24 months. This purchase volume represents approximately $96.26M in transactions.

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

Of the 41 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), Bank of America Corp DE ($1.90M), Centaurus Financial Inc. ($953.28K), Thomas J. Herzfeld Advisors Inc. ($667.40K), Quarry LP ($462.94K), Yakira Capital Management Inc. ($373.15K), and LPL Financial LLC ($193.23K).

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

Institutional investors have sold a total of 8,379,999 shares in the last 24 months. This volume of shares sold represents approximately $36.35M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 8/31/2025 by MarketBeat.com Staff
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