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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$8.15 -0.04 (-0.49%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$8.15 +0.00 (+0.06%)
As of 07/25/2025 07:58 PM 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 Polygon.io. 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)
92
Total
Institutional Inflows
(last 12 months)
$58.84M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$20.56M
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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
7/25/2025Atria Wealth Solutions Inc.32,531$268K0.0%-84.0%0.013%
7/25/2025MGO One Seven LLC35,300$287K0.0%+42.8%0.014%
7/21/2025 Clarity Capital Partners LLC14,089$114K0.0%-78.7%0.006%
7/18/2025 PFG Investments LLC37,318$303K0.0%-26.3%0.015%
7/15/2025 Absolute Investment Advisers LLC1,229,119$9.98M1.2%N/A0.486%
7/14/2025 Buska Wealth Management LLC18,017$146K0.0%+9.1%0.007%
7/14/2025 Capital CS Group LLC22,568$183K0.3%+28.6%0.009%
7/11/2025 Farther Finance Advisors LLC4,804$39K0.0%+55.5%0.002%
7/11/2025 SeaCrest Wealth Management LLC23,938$194K0.0%+26.6%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC31,100$256K0.0%+73.7%0.012%
5/20/2025Integrity Alliance LLC.52,160$388K0.0%N/A0.022%
5/19/2025Jane Street Group LLC35,714$265K0.0%N/A0.015%
5/16/2025Ursa Fund Management LLC25,000$186K0.5%N/A0.010%
5/16/2025NewEdge Advisors LLC23,000$171K0.0%-27.5%0.009%
5/16/2025Integrated Wealth Concepts LLC12,392$92K0.0%N/A0.005%
5/16/2025Boothbay Fund Management LLC5,900,547$43.84M1.2%-0.1%2.436%
5/16/2025Banque Transatlantique SA4,070$28K0.0%N/A0.002%
5/16/2025Almitas Capital LLC48,565$361K0.1%N/A0.020%
5/15/2025Alpine Global Management LLC6,276,279$46.63M12.4%-0.4%2.591%
5/15/2025Quarry LP12,018$89K0.0%-19.9%0.005%
5/15/2025Baird Financial Group Inc.92,646$688K0.0%-46.0%0.038%
5/14/2025Ieq Capital LLC54,535$405K0.0%N/A0.023%
5/14/2025Thomas J. Herzfeld Advisors Inc.88,892$660K0.2%-48.3%0.037%
5/14/2025RPG Investment Advisory LLC10,000$74K0.0%N/A0.004%
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%
5/12/2025Meridian Wealth Management LLC10,000$74K0.0%N/A0.004%
5/12/2025Virtu Financial LLC148,325$1.10M0.1%+448.2%0.061%
5/12/2025Benjamin Edwards Inc.122,569$911K0.0%-22.3%0.051%
5/12/2025AlphaCore Capital LLC10,000$74K0.0%N/A0.004%
5/9/2025Atria 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%
5/8/2025Pasadena Private Wealth LLC11,603$86K0.0%-23.5%0.005%
5/7/2025LPL Financial LLC1,113,258$8.27M0.0%-14.8%0.460%
5/6/2025Cetera Investment Advisers505,121$3.75M0.0%+80.8%0.209%
5/6/2025Wedbush Securities Inc.19,924$148K0.0%-18.2%0.008%
5/6/2025Tabor Asset Management LP662,760$4.92M1.3%N/A0.274%
5/5/2025J.W. Cole Advisors Inc.165,907$1.23M0.0%+24.9%0.068%
5/5/2025Kestra Private Wealth Services LLC20,279$151K0.0%+22.1%0.008%
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5/5/2025Private Advisor Group LLC51,035$379K0.0%-3.5%0.021%
5/5/2025Tabor Asset Management LP662,760$4.92M1.9%N/A0.274%
4/30/2025Stratos Wealth Partners LTD.366,334$2.72M0.0%+913.7%0.151%
4/29/2025Envestnet 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%
4/28/2025Strategic Financial Concepts LLC72,100$536K0.1%-3.4%0.030%
4/23/2025Creative Financial Designs Inc. ADV70,975$527K0.0%-21.5%0.029%
4/23/2025 Valmark Advisers Inc.10,000$74K0.0%N/A0.004%
4/22/2025Cambridge 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%
2/25/2025 Armis Advisers LLC19,425$167K0.0%N/A0.008%
2/24/2025 Ameriflex 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%
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%
2/13/2025Envestnet 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%
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2/12/2025TrueMark 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%
2/10/2025Creative 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%
(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, 123 institutional investors and hedge funds held shares of Cornerstone Strategic Investment Fund. The most heavily invested institutionals were Alpine Global Management LLC ($46.63M), Boothbay Fund Management LLC ($43.84M), Osaic Holdings Inc. ($15.58M), Karpus Management Inc. ($14.62M), Absolute Investment Advisers LLC ($9.98M), LPL Financial LLC ($8.27M), and TrueMark Investments LLC ($5.56M).Learn more on Cornerstone Strategic Investment Fund's institutional investors.

Which institutional investors have been buying Cornerstone Strategic Investment Fund's stock?

Of the 109 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: Karpus Management Inc. ($1.34M), Tabor Asset Management LP ($1.33M), Absolute Investment Advisers LLC ($1.23M), Strategic Financial Concepts LLC ($1.08M), Osaic Holdings Inc. ($1.01M), Cetera Investment Advisers ($660.95K), and Raymond James Financial Inc. ($623.40K).

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

Institutional investors have bought a total of 10,253,920 shares in the last 24 months. This purchase volume represents approximately $58.84M in transactions.

Which of Cornerstone Strategic Investment Fund's major shareholders have been selling company stock?

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: Rivernorth Capital Management LLC ($2.82M), Centaurus Financial Inc. ($953.28K), Thomas J. Herzfeld Advisors Inc. ($667.40K), Quarry LP ($462.94K), Yakira Capital Management Inc. ($373.15K), LPL Financial LLC ($193.23K), and Atria Wealth Solutions Inc. ($176.18K).

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

Institutional investors have sold a total of 6,435,988 shares in the last 24 months. This volume of shares sold represents approximately $20.56M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 7/27/2025 by MarketBeat.com Staff
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