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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$7.82 +0.02 (+0.26%)
Closing price 05/14/2026 04:10 PM Eastern
Extended Trading
$7.60 -0.22 (-2.81%)
As of 09:14 AM 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 Massive. 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)
75
Total
Institutional Inflows
(last 12 months)
$124.16M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$134.14M
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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
5/13/2026 Cetera Investment Advisers1,355,378$9.87M0.0%+12.9%0.536%
5/4/2026 WJ 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%
3/13/2026 World 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%
2/17/2026 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%
2/16/2026 Mariner 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%
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%
2/12/2026 Jane 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%
2/12/2026StoneX 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%
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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%
2/5/2026Allworth Financial LP11,910$100K0.0%-17.7%0.005%
2/4/2026 World 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%
2/2/2026 WJ 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%
11/17/2025NewEdge 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%
11/14/2025 Creative 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%
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%
11/12/2025US 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%
11/7/2025 Capital CS Group LLC16,287$135K0.2%-27.8%0.006%
11/6/2025 WJ Financial Advisors LLC150,899$1.25M1.2%N/A0.060%
11/6/2025 Wedbush Securities Inc.17,150$142K0.0%+23.8%0.007%
11/6/2025 Stratos Wealth Partners LTD.508,478$4.21M0.0%-7.3%0.201%
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11/6/2025 Prospera Financial Services Inc82,665$684K0.0%+16.9%0.033%
11/5/2025 J.W. Cole Advisors Inc.224,152$1.86M0.0%+8.8%0.089%
11/4/2025 Atlantic Union Bankshares Corp5,500$46K0.0%N/A0.002%
11/4/2025 Money Concepts Capital Corp15,901$132K0.0%N/A0.006%
11/4/2025 A4 Wealth Advisors LLC27,744$230K0.2%N/A0.011%
11/4/2025 Meridian Wealth Management LLC15,283$127K0.0%-20.1%0.006%
11/3/2025 AE Wealth Management LLC67,617$560K0.0%+34.8%0.027%
10/31/2025 OneAscent Family Office LLC34,000$282K0.2%N/A0.013%
10/31/2025 Winebrenner Capital Management LLC133,754$1.11M0.8%+23.4%0.053%
10/31/2025 PFG Investments LLC39,019$323K0.0%+4.6%0.015%


CLM Institutional Ownership - Frequently Asked Questions

During the previous two years, 145 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 ($24.81M), 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 133 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 ($3.00M), Tabor Asset Management LP ($1.33M), Absolute Investment Advisers LLC ($1.23M), Cetera Investment Advisers ($1.05M), Strategic Financial Concepts LLC ($1.02M), and Thomas J. Herzfeld Advisors Inc. ($986.07K).

Institutional investors have bought a total of 15,269,618 shares in the last 24 months. This purchase volume represents approximately $124.16M in transactions.

Of the 45 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 ($5.13M), 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 16,117,372 shares in the last 24 months. This volume of shares sold represents approximately $134.14M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 5/15/2026 by MarketBeat.com Staff.
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