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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$6.28 +0.13 (+2.03%)
As of 12:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Investment Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$115.64M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$116.92M
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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
11/10/2026OneAscent Family Office LLC40,268$258K0.1%-9.0%0.016%
11/9/2026 ODonnell Financial Services LLC10,102$65K0.0%N/A0.004%
11/3/2026 StoneX Group Inc.198,840$1.27M0.0%+30.9%0.079%
11/2/2026 Commonwealth Equity Services LLC310,281$1.99M0.0%-2.8%0.123%
10/31/2026 Chicago Partners Investment Group LLC38,849$233K0.0%+55.3%0.015%
10/30/2026 Integrity Alliance LLC.44,639$286K0.0%+167.4%0.018%
10/29/2026 Vise Technologies Inc.16,188$104K0.0%N/A0.006%
10/29/2026 MGO One Seven LLC42,449$272K0.0%+20.3%0.017%
10/26/2026 Oppenheimer & Co. Inc.12,000$77K0.0%N/A0.005%
10/22/2026 SeaCrest Wealth Management LLC50,322$322K0.0%+28.5%0.020%
10/22/2026 Smith Chas P & Associates PA Cpas10,000$62K0.0%-36.2%0.004%
10/14/2026 Firethorn Wealth Partners LLC44,393$284K0.1%+5.3%0.018%
10/14/2026 B. Riley Wealth Advisors Inc.10,850$69K0.0%N/A0.004%
10/8/2026 Farther Finance Advisors LLC5,379$34K0.0%+100.3%0.002%
10/8/2026 CoreCap Advisors LLC17,392$111K0.0%-70.9%0.007%
10/8/2026 Winebrenner Capital Management LLC135,754$869K0.6%-14.1%0.054%
9/11/2026 Smith Chas P & Associates PA Cpas15,663$118K0.0%-24.2%0.006%
9/9/2026Baird Financial Group Inc.178,155$1.35M0.0%+11.6%0.070%
8/27/2026Corient Private Wealth LP11,424$86K0.0%-22.5%0.005%
8/26/2026HighTower Advisors LLC59,049$446K0.0%-10.4%0.023%
8/22/2026 Advisory Solutions Group LLC97,879$740K0.2%N/A0.039%
8/22/2026 Compass Financial Management LLC6,960$52K0.0%N/A0.003%
8/22/2026 Highland Investment Advisors LLC8,161$62K0.0%N/A0.003%
8/21/2026 Secure Asset Management LLC17,065$129K0.0%+36.2%0.007%
8/20/2026Susquehanna International Group LLP16,550$125K0.0%-83.4%0.007%
8/20/2026Two Sigma Securities LLC13,184$100K0.0%N/A0.005%
8/20/2026Benjamin Edwards Inc.74,406$562K0.0%+2.5%0.029%
8/19/2026Kingsview Wealth Management LLC11,128$84K0.0%N/A0.004%
8/17/2026Almitas Capital LLC661,789$5.00M1.2%N/A0.262%
8/17/2026Corient Private Wealth LP14,795$112K0.0%N/A0.006%
8/17/2026Perennial Investment Advisors LLC484,530$3.66M0.2%N/A0.192%
8/15/2026Sculptor Capital LP3,325,694$25.14M0.2%N/A1.316%
8/14/2026Cable Car Capital LP1,274,106$9.63M0.2%N/A0.504%
8/13/2026Sanctuary Advisors LLC20,084$152K0.0%N/A0.008%
8/12/2026 Compass Financial Management LLC6,960$52K0.0%N/A0.003%
8/12/2026 Capital CS Group LLC17,437$132K0.1%N/A0.007%
8/12/2026EP Wealth Advisors LLC28,733$217K0.0%N/A0.011%
8/11/2026OneAscent Family Office LLC44,268$335K0.2%N/A0.018%
8/11/2026 Allworth Financial LP11,910$90K0.0%N/A0.005%
8/7/2026BlackRock Inc.41,258$312K0.0%N/A0.016%
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8/7/2026OneDigital Investment Advisors LLC10,760$81K0.0%N/A0.004%
8/3/2026 BIP Wealth LLC20,898$158K0.0%N/A0.008%
8/3/2026 Everett Harris & Co. CA10,205$77K0.0%N/A0.004%
7/7/2026 Mirador Capital Partners LP78,738$595K0.1%N/A0.031%
7/7/2026 Dynamic Advisor Solutions LLC54,125$409K0.0%+10.9%0.021%
7/7/2026 CoreCap Advisors LLC59,850$452K0.0%+212.1%0.024%
5/15/2026Sculptor Capital LP3,143,589$22.89M0.2%+5.9%1.244%
5/13/2026Cetera Investment Advisers1,355,378$9.87M0.0%+12.9%0.536%
5/4/2026WJ Financial Advisors LLC444,915$3.24M2.6%+69.2%0.176%
4/30/2026 Kestra Advisory Services LLC52,220$380K0.0%+54.3%0.021%
4/28/2026Howe & Rusling Inc.20,142$147K0.0%N/A0.008%
4/27/2026PFG Investments LLC4,123,031$30.02M1.4%+37.5%1.631%
4/23/2026Pasadena Private Wealth LLC23,661$172K0.0%+15.7%0.009%
3/13/2026World Investment Advisors19,654$164K0.0%N/A0.008%
3/9/2026Corient Private Wealth LLC15,177$127K0.0%N/A0.006%
3/3/2026 NWF Advisory Services Inc.12,500$104K0.0%N/A0.005%
2/26/2026Alpine Global Management LLC1,139,813$9.53M1.6%-83.7%0.451%
2/19/2026Corient Private Wealth LLC15,177$127K0.0%N/A0.006%
2/18/2026Ameriflex Group Inc.28,000$234K0.1%-56.7%0.011%
2/18/2026EP Wealth Advisors LLC28,732$240K0.0%N/A0.011%
2/18/2026NewEdge Advisors LLC16,919$141K0.0%+33.4%0.007%
2/18/2026Millennium Management LLC10,171$85K0.0%-61.7%0.004%
2/18/2026Boothbay Fund Management LLC1,285,340$10.75M0.2%-79.9%0.509%
2/17/2026Cetera Investment Advisers1,200,246$10.03M0.0%+12.5%0.475%
2/17/2026Kovack Advisors Inc.211,213$1.77M0.1%N/A0.084%
2/17/2026Osaic Holdings Inc.3,371,147$28.18M0.0%-3.3%1.334%
2/16/2026Sculptor Capital LP2,967,736$24.81M0.3%+5.5%1.174%
2/16/2026Yakira Capital Management Inc.487,207$4.07M1.4%-52.3%0.193%
2/16/2026Mariner LLC20,890$175K0.0%+52.5%0.008%
2/16/2026Arax Advisory Partners3,731$31K0.0%+94.0%0.001%
2/16/2026Aptus Capital Advisors LLC201,751$1.69M0.0%+1.3%0.080%
2/13/2026CreativeOne Wealth LLC76,189$637K0.0%+10.3%0.030%
2/13/2026Stifel Financial Corp46,859$392K0.0%-7.3%0.019%
2/13/2026Quarry LP1,235,307$10.33M1.9%+353.6%0.489%
2/13/2026 A4 Wealth Advisors LLC15,972$134K0.1%-42.4%0.006%
2/13/2026Cohen & Steers Inc.654,931$5.48M0.0%-2.2%0.259%
2/13/2026Summit Financial LLC19,427$162K0.0%-10.8%0.008%
2/12/2026Jane Street Group LLC180,282$1.51M0.0%+166.9%0.071%
2/12/2026 Commonwealth Equity Services LLC284,559$2.38M0.0%+11.1%0.113%
2/12/2026 StoneX Group Inc.142,949$1.20M0.1%-10.1%0.057%
2/12/2026Sit Investment Associates Inc.4,640,226$38.79M0.8%-22.4%1.836%
2/12/2026Kovack Advisors Inc.211,213$1.77M0.1%N/A0.084%
2/11/2026 LPL Financial LLC1,802,318$15.07M0.0%+24.1%0.713%
2/11/2026 J.W. Cole Advisors Inc.219,637$1.81M0.0%-2.0%0.087%
2/10/2026Goldman Sachs Group Inc.15,000$125K0.0%N/A0.006%
2/10/2026Pasadena Private Wealth LLC20,457$171K0.0%+44.9%0.008%
2/9/2026 Integrity Alliance LLC.17,642$147K0.0%-11.6%0.007%
2/9/2026 Prospera Financial Services Inc87,691$733K0.0%+6.1%0.035%
2/6/2026 Creative Financial Designs Inc. ADV91,109$762K0.0%+9.2%0.036%
2/6/2026HighTower Advisors LLC60,900$509K0.0%-11.4%0.024%
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2/5/2026 Allworth Financial LP11,910$100K0.0%-17.7%0.005%
2/4/2026World Investment Advisors19,654$164K0.0%N/A0.008%
2/4/2026 Meridian Wealth Management LLC19,459$163K0.0%+27.3%0.008%
2/4/2026 Money Concepts Capital Corp10,601$89K0.0%-33.3%0.004%
2/3/2026Vantage Financial Partners LLC16,927$142K0.0%-20.4%0.007%
2/3/2026 Encompass More Asset Management80,973$677K0.1%-3.4%0.032%
2/2/2026WJ Financial Advisors LLC263,015$2.20M2.0%+74.3%0.104%
2/2/2026Benjamin Edwards Inc.77,735$650K0.0%-13.5%0.031%
1/29/2026 Kestra Private Wealth Services LLC24,909$208K0.0%-6.9%0.010%
1/26/2026PFG Investments LLC2,997,808$25.06M1.2%+7,582.9%1.186%


CLM Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 institutional investors and hedge funds held shares of Cornerstone Strategic Investment Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($38.79M), PFG Investments LLC ($30.02M), Osaic Holdings Inc. ($28.18M), Sculptor Capital LP ($25.14M), LPL Financial LLC ($15.07M), Boothbay Fund Management LLC ($10.75M), and Quarry LP ($10.33M).Learn more on Cornerstone Strategic Investment Fund's institutional investors.

Of the 129 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 ($6.50M), PFG Investments LLC ($4.09M), Tabor Asset Management LP ($1.33M), Cable Car Capital LP ($1.27M), Absolute Investment Advisers LLC ($1.23M), Thomas J. Herzfeld Advisors Inc. ($986.07K), and Quarry LP ($967.68K).

Institutional investors have bought a total of 14,694,736 shares in the last 24 months. This purchase volume represents approximately $115.64M in transactions.

Of the 36 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: Alpine Global Management LLC ($5.85M), Boothbay Fund Management LLC ($5.12M), Sit Investment Associates Inc. ($1.34M), Yakira Capital Management Inc. ($710.56K), US Bancorp DE ($250K), Quarry LP ($234.66K), and Osaic Holdings Inc. ($113.52K).

Institutional investors have sold a total of 14,021,679 shares in the last 24 months. This volume of shares sold represents approximately $116.92M in transactions.


Related Companies

Institutional ownership data for NYSEAMERICAN:CLM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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