Go Pro
→ The comeback story of the century (ticker inside) (From InvestorPlace) (Ad)tc pixel Free CLM Stock Alerts

Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$7.28 +0.12 (+1.68%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$7.28 0.00 (0.00%)
As of 07/24/2026 07:34 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Investment Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$114.78M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$132.13M
Get CLM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cornerstone Strategic Investment Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CLM Institutional Buying and Selling by Quarter

Cornerstone Strategic Investment Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/13/2026Cetera 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%
4/30/2026Kestra Advisory Services LLC52,220$380K0.0%+54.3%0.021%
4/28/2026Howe & Rusling Inc.20,142$147K0.0%N/A0.008%
4/27/2026 PFG Investments LLC4,123,031$30.02M1.4%+37.5%1.631%
4/23/2026Pasadena Private Wealth LLC23,661$172K0.0%+15.7%0.009%
3/13/2026World Investment Advisors19,654$164K0.0%N/A0.008%
3/9/2026Corient Private Wealth LLC15,177$127K0.0%N/A0.006%
3/3/2026NWF 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%
2/17/2026Cetera Investment Advisers1,200,246$10.03M0.0%+12.5%0.475%
2/17/2026Kovack 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%
2/16/2026Arax Advisory Partners3,731$31K0.0%+94.0%0.001%
2/16/2026Aptus Capital Advisors LLC201,751$1.69M0.0%+1.3%0.080%
2/13/2026CreativeOne Wealth LLC76,189$637K0.0%+10.3%0.030%
2/13/2026Stifel Financial Corp46,859$392K0.0%-7.3%0.019%
2/13/2026Quarry LP1,235,307$10.33M1.9%+353.6%0.489%
2/13/2026A4 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%
2/12/2026Jane Street Group LLC180,282$1.51M0.0%+166.9%0.071%
2/12/2026Commonwealth 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%
2/12/2026Sit Investment Associates Inc.4,640,226$38.79M0.8%-22.4%1.836%
2/12/2026Kovack Advisors Inc.211,213$1.77M0.1%N/A0.084%
2/11/2026LPL Financial LLC1,802,318$15.07M0.0%+24.1%0.713%
The comeback story of the century (ticker inside) (Ad)

In 2013, this struggling PC maker went private amid skepticism from Forbes and the New York Times. Instead of fading, it transformed into what the Wall Street Journal called a globe-straddling AI supercomputer builder. The company has drawn attention from both Elon Musk and President Trump, who awarded it a five-year, 9.7 billion dollar Pentagon contract. Louis Navellier's system recently assigned it an A rating, the same grade given to Comfort Systems, Supermicro, and Applovin before their historic runs. Louis believes a major event on August 6 could bring new attention to this company's role in AI infrastructure.tc pixel

Watch Louis Navellier's free presentation to learn the company's name and ticker
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%
2/10/2026Pasadena Private Wealth LLC20,457$171K0.0%+44.9%0.008%
2/9/2026Integrity Alliance LLC.17,642$147K0.0%-11.6%0.007%
2/9/2026 Prospera Financial Services Inc87,691$733K0.0%+6.1%0.035%
2/6/2026Creative Financial Designs Inc. ADV91,109$762K0.0%+9.2%0.036%
2/6/2026HighTower Advisors LLC60,900$509K0.0%-11.4%0.024%
2/5/2026Allworth Financial LP11,910$100K0.0%-17.7%0.005%
2/4/2026World Investment Advisors19,654$164K0.0%N/A0.008%
2/4/2026Meridian Wealth Management LLC19,459$163K0.0%+27.3%0.008%
2/4/2026Money 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%
2/2/2026Benjamin Edwards Inc.77,735$650K0.0%-13.5%0.031%
1/29/2026Kestra 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%
1/23/2026Assetmark Inc.7,960$67K0.0%+303.9%0.003%
1/20/2026Savvy Advisors Inc.108,760$909K0.0%N/A0.043%
1/20/2026Stratos 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%
11/17/2025Kestra 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%
11/17/2025Northwestern 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%
11/13/2025CreativeOne Wealth LLC69,080$572K0.0%+76.6%0.027%
11/13/2025Ameriflex Group Inc.64,600$535K0.2%N/A0.026%
11/12/2025Aptus 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%
11/12/2025Becker Capital Management Inc.17,630$146K0.0%N/A0.007%
11/12/2025Fisher Asset Management LLC25,604$212K0.0%N/A0.010%
11/12/2025Creative 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%
Universal basic income is not impossible. It exist (kind of) (Ad)

Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income Plan - direct ownership in 14 entities controlling U.S. pipelines, terminals, and processing plants, targeting 10% annually. The plan issues 42 payouts per year and is on pace to distribute $53 billion in 2025 - a record. The next distribution drops in days.tc pixel

See how to enroll in the Patriot Income Plan before the next payout
11/7/2025Capital CS Group LLC16,287$135K0.2%-27.8%0.006%
11/6/2025WJ Financial Advisors LLC150,899$1.25M1.2%N/A0.060%
11/6/2025Wedbush Securities Inc.17,150$142K0.0%+23.8%0.007%
11/6/2025Stratos Wealth Partners LTD.508,478$4.21M0.0%-7.3%0.201%
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%
11/4/2025Atlantic Union Bankshares Corp5,500$46K0.0%N/A0.002%
11/4/2025Money Concepts Capital Corp15,901$132K0.0%N/A0.006%
11/4/2025A4 Wealth Advisors LLC27,744$230K0.2%N/A0.011%
11/4/2025Meridian Wealth Management LLC15,283$127K0.0%-20.1%0.006%


CLM Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 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 127 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), Strategic Financial Concepts LLC ($1.02M), Thomas J. Herzfeld Advisors Inc. ($986.07K), and Quarry LP ($980.74K).

Institutional investors have bought a total of 14,126,157 shares in the last 24 months. This purchase volume represents approximately $114.78M in transactions.

Of the 42 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 15,868,744 shares in the last 24 months. This volume of shares sold represents approximately $132.13M in transactions.


Related Companies

This page (NYSEAMERICAN:CLM) was last updated on 7/26/2026 by MarketBeat.com Staff.
From Our Partners
The comeback story of the century (ticker inside)
In 2013, this struggling PC maker went private amid skepticism from Forbes and the New York Times. Instead of ...
InvestorPlace | Sponsoredtc pixel
The pact that ran the world and dollar just expired
In 1974, a U.S.-Saudi deal tied oil sales exclusively to dollars, forcing nations worldwide to hold dollars an...
Golden Portfolio | Sponsoredtc pixel
Universal basic income is not impossible. It exist (kind of)
Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income P...
Freedom Financial | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
This tiny piece of glass could be bigger than GPUs
Jensen Huang says AI can't scale without it. Google Ventures calls it the future of AI compute. Sequoia Capita...
Brownstone Research | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
The 90%-off options that empty accounts
A call that cost $3.00 last month now trades for $0.30 - a 90% discount that looks tempting. It's not a bar...
Profits Run | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel