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Cornerstone Strategic Value Fund (CLM) Institutional Ownership

Cornerstone Strategic Value Fund logo
$7.36 +0.15 (+2.08%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Value Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$46.76M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$17.14M
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CLM Institutional Buying and Selling by Quarter

Cornerstone Strategic Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/12/2025 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%
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%
2/24/2025Ameriflex Group Inc.91,100$813K0.4%N/A0.038%
2/18/2025 Mosaic Family Wealth Partners LLC10,102$87K0.0%N/A0.004%
2/17/2025Sculptor Capital LP181,573$1.56M0.0%N/A0.075%
2/17/2025Millennium Management LLC11,215$96K0.0%-67.2%0.005%
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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%
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%
2/17/2025 Benjamin Edwards Inc.157,689$1.36M0.0%-11.4%0.065%
2/17/2025 BIP 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%
2/14/2025 MGO 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%
2/13/2025 Kane Investment Management Inc.38,634$332K0.2%N/A0.016%
2/13/2025Cohen & Steers Inc.607,198$5.22M0.0%+11.0%0.251%
2/13/2025 Townsquare 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%
2/13/2025 Envestnet Asset Management Inc.47,653$409K0.0%+82.3%0.020%
2/13/2025 Wedbush 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%
2/12/2025 TrueMark Investments LLC647,416$5.56M1.8%+6.2%0.267%
2/11/2025 LPL Financial LLC1,306,485$11.22M0.0%+37.2%0.539%
2/11/2025 Virtu Financial LLC27,058$232K0.0%-24.1%0.011%
2/10/2025Thrivent Financial for Lutherans114,452$983K0.0%-27.2%0.047%
2/10/2025 Creative Financial Designs Inc. ADV90,367$776K0.1%+1.8%0.037%
2/10/2025 Commonwealth 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%
2/7/2025 Independent Advisor Alliance34,697$298K0.0%N/A0.014%
2/7/2025 PNC Financial Services Group Inc.11,700$101K0.0%-67.0%0.005%
2/6/2025Raymond James Financial Inc.311,701$2.68M0.0%N/A0.129%
2/6/2025 Assetmark 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%
2/5/2025 Oppenheimer & Co. Inc.15,970$137K0.0%+14.3%0.007%
2/4/2025 IFP Advisors Inc4,250$37K0.0%N/A0.002%
2/3/2025 Winebrenner Capital Management LLC108,426$931K0.7%N/A0.045%
2/3/2025 Private Advisor Group LLC52,906$454K0.0%-7.2%0.022%
1/31/2025 J.W. Cole Advisors Inc.132,835$1.14M0.0%+69.9%0.055%
1/30/2025 Strategic Financial Concepts LLC74,650$641K0.0%+3.0%0.031%
1/29/2025 Clarity Capital Partners LLC44,226$380K0.2%-5.5%0.018%
1/29/2025Soltis Investment Advisors LLC20,730$178K0.0%+55.9%0.009%
1/28/2025 Kingsview Wealth Management LLC10,000$86K0.0%N/A0.004%
1/28/2025 Strategic Financial Concepts LLC641,244$5.51M0.0%+784.5%0.265%
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1/27/2025 Stratos Wealth Partners LTD.36,139$310K0.0%N/A0.015%
1/24/2025 DAVENPORT & Co LLC12,773$110K0.0%N/A0.005%
1/23/2025 Evernest Financial Advisors LLC22,102$190K0.0%-35.5%0.009%
1/23/2025 Sonora Investment Management Group LLC10,133$87K0.0%N/A0.004%
1/22/2025 PFG Investments LLC50,975$438K0.0%-5.6%0.021%
1/21/2025 Dynamic Advisor Solutions LLC41,749$359K0.0%+17.1%0.017%
1/21/2025 Encompass More Asset Management75,751$651K0.2%+4.8%0.031%
1/17/2025 Dakota Wealth Management29,193$251K0.0%-67.1%0.012%
1/14/2025 SeaCrest Wealth Management LLC52,699$453K0.0%-2.3%0.022%
12/10/2024Garden State Investment Advisory Services LLC60,341$464K0.1%+11.1%0.025%
(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, 117 institutional investors and hedge funds held shares of Cornerstone Strategic Value Fund. The most heavily invested institutionals were Alpine Global Management LLC ($54.13M), Boothbay Fund Management LLC ($50.71M), 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 CLM's institutional investors.

Which institutional investors have been buying Cornerstone Strategic Value Fund stock?

Of the 103 institutional investors that purchased Cornerstone Strategic Value Fund 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 Value Fund?

Institutional investors have bought a total of 12,804,738 shares in the last 24 months. This purchase volume represents approximately $63.40M in transactions.

Which Cornerstone Strategic Value Fund major shareholders have been selling company stock?

Of the 51 institutional investors that sold Cornerstone Strategic Value Fund 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), Thomas J. Herzfeld Advisors Inc. ($1.10M), Centaurus Financial Inc. ($953.28K), Sit Investment Associates Inc. ($899.91K), Quarry LP ($459.95K), Yakira Capital Management Inc. ($373.15K), and LPL Financial LLC ($193.23K).

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

Institutional investors have sold a total of 7,953,625 shares in the last 24 months. This volume of shares sold represents approximately $31.01M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 5/13/2025 by MarketBeat.com Staff
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