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Cornerstone Strategic Value Fund (CLM) Institutional Ownership

Cornerstone Strategic Value Fund logo
$7.02 +0.09 (+1.30%)
Closing price 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)
83
Total
Institutional Inflows
(last 12 months)
$31.72M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$15.23M
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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
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%
2/28/2025Park Square Financial Group LLC5,695$49K0.0%N/A0.002%
2/25/2025Armis Advisers LLC19,425$167K0.0%N/A0.008%
2/24/2025Ameriflex Group Inc.91,100$813K0.4%N/A0.038%
2/18/2025Mosaic 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%
2/17/2025CoreCap Advisors LLC48,156$414K0.0%+64.5%0.020%
2/17/2025Cetera 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%
2/17/2025Benjamin Edwards Inc.157,689$1.36M0.0%-11.4%0.065%
2/17/2025BIP 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%
2/14/2025MGO 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%
2/13/2025Kane Investment Management Inc.38,634$332K0.2%N/A0.016%
2/13/2025Cohen & Steers Inc.607,198$5.22M0.0%+11.0%0.251%
2/13/2025Townsquare Capital LLC12,086$104K0.0%+12.2%0.005%
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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%
2/13/2025Wedbush 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%
2/11/2025LPL Financial LLC1,306,485$11.22M0.0%+37.2%0.539%
2/11/2025Virtu 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%
2/10/2025Commonwealth 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%
2/7/2025Independent Advisor Alliance34,697$298K0.0%N/A0.014%
2/7/2025PNC 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%
2/6/2025Assetmark 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%
2/4/2025IFP Advisors Inc4,250$37K0.0%N/A0.002%
2/3/2025 Winebrenner Capital Management LLC108,426$931K0.7%N/A0.045%
2/3/2025Private Advisor Group LLC52,906$454K0.0%-7.2%0.022%
1/31/2025J.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%
1/28/2025Kingsview Wealth Management LLC10,000$86K0.0%N/A0.004%
1/28/2025 Strategic Financial Concepts LLC641,244$5.51M0.0%+784.5%0.265%
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%
1/23/2025Evernest 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%
1/21/2025Encompass More Asset Management75,751$651K0.2%+4.8%0.031%
1/17/2025Dakota 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%
12/3/2024Rivernorth Capital Management LLC597,293$4.59M0.2%-70.2%0.247%
11/25/2024Sanctuary Advisors LLC18,810$144K0.0%N/A0.008%
11/20/2024Virtu Financial LLC35,666$274K0.0%-43.1%0.015%
11/15/2024Jane Street Group LLC43,292$332K0.0%+303.7%0.018%
11/15/2024Quarry LP474,958$3.65M0.9%+1.0%0.196%
11/15/2024Rivernorth Capital Management LLC597,292$4.59M0.2%-70.2%0.247%
11/15/2024Garden State Investment Advisory Services LLC60,341$464K0.1%+11.1%0.025%
11/15/2024Benjamin Edwards Inc.178,053$1.37M0.0%N/A0.074%
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11/14/2024Encompass More Asset Management72,292$555K0.2%N/A0.030%
11/13/2024Townsquare Capital LLC10,769$83K0.0%N/A0.004%
11/12/2024Centaurus Financial Inc.230,148$1.77M0.1%-38.5%0.095%
11/12/2024Larson Financial Group LLC6,767$52K0.0%+51.4%0.003%
11/7/2024Thrivent Financial for Lutherans157,255$1.21M0.0%+716.2%0.065%
11/6/2024Planning Capital Management Corp3,481$27K0.0%+2,598.4%0.001%
11/6/2024 Oppenheimer & Co. Inc.13,970$107K0.0%N/A0.006%
11/5/2024Aptus Capital Advisors LLC195,808$1.50M0.0%+44.4%0.081%
10/30/2024 Clarity Capital Partners LLC46,790$359K0.2%-42.7%0.019%
10/29/2024Chicago Partners Investment Group LLC31,007$247K0.0%+19.5%0.013%
(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, 116 institutional investors and hedge funds held shares of Cornerstone Strategic Value Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($138.10M), 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 ($11.22M), and TrueMark Investments LLC ($5.56M).Learn more on CLM's institutional investors.

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

Of the 100 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), Strategic Financial Concepts LLC ($1.08M), Osaic Holdings Inc. ($1.01M), Raymond James Financial Inc. ($623.40K), TrueMark Investments LLC ($622.19K), Boothbay Fund Management LLC ($579.88K), and Sea Otter Advisors LLC ($500K).

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

Institutional investors have bought a total of 11,550,367 shares in the last 24 months. This purchase volume represents approximately $54.36M in transactions.

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

Of the 48 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), Sit Investment Associates Inc. ($2.36M), Thomas J. Herzfeld Advisors Inc. ($1.10M), Centaurus Financial Inc. ($953.28K), Yakira Capital Management Inc. ($634.35K), Quarry LP ($459.95K), and Osaic Holdings Inc. ($133.84K).

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

Institutional investors have sold a total of 9,438,644 shares in the last 24 months. This volume of shares sold represents approximately $42.67M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 5/1/2025 by MarketBeat.com Staff
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