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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$7.50 0.00 (0.00%)
Closing price 04:10 PM Eastern
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$7.50 +0.00 (+0.07%)
As of 06:00 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)
74
Total
Institutional Inflows
(last 12 months)
$103.85M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$131.87M
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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
8/13/2026Sanctuary 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%
8/12/2026 EP Wealth Advisors LLC28,733$217K0.0%N/A0.011%
8/11/2026 OneAscent Family Office LLC44,268$335K0.2%N/A0.018%
8/11/2026 Allworth Financial LP11,910$90K0.0%N/A0.005%
8/7/2026 BlackRock Inc.41,258$312K0.0%N/A0.016%
8/7/2026 OneDigital 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%
5/13/2026 Cetera 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%
4/28/2026 Howe & Rusling Inc.20,142$147K0.0%N/A0.008%
4/27/2026 PFG Investments LLC4,123,031$30.02M1.4%+37.5%1.631%
4/23/2026 Pasadena Private Wealth LLC23,661$172K0.0%+15.7%0.009%
3/13/2026World Investment Advisors19,654$164K0.0%N/A0.008%
3/9/2026 Corient 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%
2/19/2026 Corient Private Wealth LLC15,177$127K0.0%N/A0.006%
2/18/2026Ameriflex Group Inc.28,000$234K0.1%-56.7%0.011%
2/18/2026 EP Wealth Advisors LLC28,732$240K0.0%N/A0.011%
2/18/2026 NewEdge 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%
2/17/2026 Cetera Investment Advisers1,200,246$10.03M0.0%+12.5%0.475%
2/17/2026 Kovack 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%
2/16/2026 Arax Advisory Partners3,731$31K0.0%+94.0%0.001%
2/16/2026 Aptus Capital Advisors LLC201,751$1.69M0.0%+1.3%0.080%
2/13/2026CreativeOne Wealth LLC76,189$637K0.0%+10.3%0.030%
2/13/2026 Stifel Financial Corp46,859$392K0.0%-7.3%0.019%
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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%
2/13/2026 Summit 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%
2/12/2026 Sit Investment Associates Inc.4,640,226$38.79M0.8%-22.4%1.836%
2/12/2026 Kovack 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%
2/10/2026 Pasadena 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%
2/6/2026 HighTower Advisors LLC60,900$509K0.0%-11.4%0.024%
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%
2/2/2026 Benjamin 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%
1/26/2026 PFG Investments LLC2,997,808$25.06M1.2%+7,582.9%1.186%
1/23/2026 Assetmark Inc.7,960$67K0.0%+303.9%0.003%
1/20/2026 Savvy Advisors Inc.108,760$909K0.0%N/A0.043%
1/20/2026 Stratos Wealth Partners LTD.626,085$5.23M0.1%+23.1%0.248%
1/14/2026 Redhawk Wealth Advisors Inc.11,892$99K0.0%-52.0%0.005%
1/14/2026 Spire Wealth Management3,572$30K0.0%N/A0.001%
1/9/2026 Dynamic Advisor Solutions LLC44,746$374K0.0%+14.9%0.018%
1/8/2026 Firethorn Wealth Partners LLC19,762$165K0.1%+10.2%0.008%
1/8/2026 Wealth Enhancement Advisory Services LLC34,039$288K0.0%+16.8%0.013%
1/7/2026 Winebrenner Capital Management LLC136,754$1.14M0.8%+2.2%0.054%
11/21/2025Alpine Global Management LLC6,993,780$57.91M9.2%+5.8%2.767%
11/17/2025 Kestra Private Wealth Services LLC26,756$222K0.0%+10.1%0.011%
11/17/2025 NewEdge Advisors LLC12,682$105K0.0%-57.5%0.005%
11/17/2025Susquehanna International Group LLP39,962$331K0.0%+41.9%0.016%
11/17/2025Quarry LP272,335$2.26M0.5%-46.3%0.108%
11/17/2025 Northwestern Mutual Wealth Management Co.5,647$47K0.0%-42.1%0.002%
11/17/2025Larson Financial Group LLC11,578$96K0.0%+14.4%0.005%
11/17/2025Citadel Advisors LLC25,111$208K0.0%-33.8%0.010%
11/17/2025Boothbay Fund Management LLC6,408,552$53.06M0.8%+4.4%2.535%
11/14/2025Creative Planning198,944$1.65M0.0%+64.5%0.079%
11/14/2025Raymond James Financial Inc.345,578$2.86M0.0%-1.7%0.137%
11/14/2025Virtu Financial LLC26,536$220K0.0%N/A0.010%
11/13/2025 SeaCrest Wealth Management LLC30,490$259K0.0%+27.4%0.012%
11/13/2025Yakira Capital Management Inc.1,021,653$8.46M3.0%-14.7%0.404%
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11/13/2025CreativeOne Wealth LLC69,080$572K0.0%+76.6%0.027%
11/13/2025Ameriflex Group Inc.64,600$535K0.2%N/A0.026%
11/12/2025 Aptus Capital Advisors LLC199,067$1.65M0.0%-8.6%0.079%
11/12/2025Perennial Investment Advisors LLC454,903$3.77M0.3%+0.8%0.180%
11/12/2025 Becker Capital Management Inc.17,630$146K0.0%N/A0.007%
11/12/2025 Fisher Asset Management LLC25,604$212K0.0%N/A0.010%
11/12/2025 Creative Financial Designs Inc. ADV83,436$691K0.0%+2.1%0.033%
11/12/2025 Buska Wealth Management LLC28,317$234K0.1%+57.2%0.011%
11/12/2025 US Bancorp DE6,505$54K0.0%-97.5%0.003%
11/10/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management12,100$100K0.0%N/A0.005%


CLM Institutional Ownership - Frequently Asked Questions

During the previous two years, 144 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 ($22.89M), 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 130 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: PFG Investments LLC ($4.09M), Sculptor Capital LP ($3.18M), Tabor Asset Management LP ($1.33M), Absolute Investment Advisers LLC ($1.23M), Thomas J. Herzfeld Advisors Inc. ($986.07K), Quarry LP ($980.74K), and Cetera Investment Advisers ($798.01K).

Institutional investors have bought a total of 12,794,424 shares in the last 24 months. This purchase volume represents approximately $103.85M 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), Bank of America Corp DE ($1.90M), Sit Investment Associates Inc. ($1.34M), Yakira Capital Management Inc. ($710.56K), US Bancorp DE ($250K), and Quarry LP ($234.66K).

Institutional investors have sold a total of 15,837,109 shares in the last 24 months. This volume of shares sold represents approximately $131.87M 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 8/13/2026. New 13F filings are added each quarter as they're published.
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