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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$6.73 -0.02 (-0.30%)
As of 09/4/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Investment Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$117.18M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$117.05M
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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
8/27/2026 Corient Private Wealth LP11,424$86K0.0%-22.5%0.005%
8/26/2026 HighTower Advisors LLC59,049$446K0.0%-10.4%0.023%
8/22/2026 Advisory Solutions Group LLC97,879$740K0.2%N/A0.039%
8/22/2026 Compass Financial Management LLC6,960$52K0.0%N/A0.003%
8/22/2026 Highland Investment Advisors LLC8,161$62K0.0%N/A0.003%
8/21/2026 Secure Asset Management LLC17,065$129K0.0%+36.2%0.007%
8/20/2026 Susquehanna International Group LLP16,550$125K0.0%-83.4%0.007%
8/20/2026 Two Sigma Securities LLC13,184$100K0.0%N/A0.005%
8/20/2026 Benjamin Edwards Inc.74,406$562K0.0%+2.5%0.029%
8/19/2026 Kingsview Wealth Management LLC11,128$84K0.0%N/A0.004%
8/17/2026 Almitas Capital LLC661,789$5.00M1.2%N/A0.262%
8/17/2026 Corient Private Wealth LP14,795$112K0.0%N/A0.006%
8/17/2026 Perennial Investment Advisors LLC484,530$3.66M0.2%N/A0.192%
8/15/2026 Sculptor Capital LP3,325,694$25.14M0.2%N/A1.316%
8/14/2026 Cable Car Capital LP1,274,106$9.63M0.2%N/A0.504%
8/13/2026 Sanctuary Advisors LLC20,084$152K0.0%N/A0.008%
8/12/2026 Compass Financial Management LLC6,960$52K0.0%N/A0.003%
8/12/2026 Capital CS Group LLC17,437$132K0.1%N/A0.007%
8/12/2026 EP Wealth Advisors LLC28,733$217K0.0%N/A0.011%
8/11/2026 OneAscent Family Office LLC44,268$335K0.2%N/A0.018%
8/11/2026 Allworth Financial LP11,910$90K0.0%N/A0.005%
8/7/2026 BlackRock Inc.41,258$312K0.0%N/A0.016%
8/7/2026 OneDigital Investment Advisors LLC10,760$81K0.0%N/A0.004%
8/3/2026 BIP Wealth LLC20,898$158K0.0%N/A0.008%
8/3/2026 Everett Harris & Co. CA10,205$77K0.0%N/A0.004%
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%
5/15/2026 Sculptor Capital LP3,143,589$22.89M0.2%+5.9%1.244%
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%
3/9/2026 Corient Private Wealth LLC15,177$127K0.0%N/A0.006%
3/3/2026 NWF Advisory Services Inc.12,500$104K0.0%N/A0.005%
2/26/2026 Alpine Global Management LLC1,139,813$9.53M1.6%-83.7%0.451%
2/19/2026 Corient Private Wealth LLC15,177$127K0.0%N/A0.006%
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2/18/2026 Ameriflex Group Inc.28,000$234K0.1%-56.7%0.011%
2/18/2026 EP Wealth Advisors LLC28,732$240K0.0%N/A0.011%
2/18/2026 NewEdge Advisors LLC16,919$141K0.0%+33.4%0.007%
2/18/2026 Millennium Management LLC10,171$85K0.0%-61.7%0.004%
2/18/2026 Boothbay 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%
2/17/2026 Osaic Holdings Inc.3,371,147$28.18M0.0%-3.3%1.334%
2/16/2026 Sculptor Capital LP2,967,736$24.81M0.3%+5.5%1.174%
2/16/2026 Yakira 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%
2/13/2026 CreativeOne Wealth LLC76,189$637K0.0%+10.3%0.030%
2/13/2026 Stifel Financial Corp46,859$392K0.0%-7.3%0.019%
2/13/2026 Quarry LP1,235,307$10.33M1.9%+353.6%0.489%
2/13/2026 A4 Wealth Advisors LLC15,972$134K0.1%-42.4%0.006%
2/13/2026 Cohen & Steers Inc.654,931$5.48M0.0%-2.2%0.259%
2/13/2026 Summit 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%
2/12/2026 StoneX 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%
2/10/2026 Goldman 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%
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%
2/5/2026 Allworth 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%
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1/7/2026 Winebrenner Capital Management LLC136,754$1.14M0.8%+2.2%0.054%
11/21/2025 Alpine 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%
11/17/2025 NewEdge Advisors LLC12,682$105K0.0%-57.5%0.005%
11/17/2025 Susquehanna International Group LLP39,962$331K0.0%+41.9%0.016%
11/17/2025 Quarry 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%
11/17/2025 Larson Financial Group LLC11,578$96K0.0%+14.4%0.005%
11/17/2025 Citadel Advisors LLC25,111$208K0.0%-33.8%0.010%
11/17/2025 Boothbay Fund Management LLC6,408,552$53.06M0.8%+4.4%2.535%


CLM Institutional Ownership - Frequently Asked Questions

During the previous two years, 148 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 ($25.14M), 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: Sculptor Capital LP ($6.50M), PFG Investments LLC ($4.09M), Tabor Asset Management LP ($1.33M), Cable Car Capital LP ($1.27M), Absolute Investment Advisers LLC ($1.23M), Thomas J. Herzfeld Advisors Inc. ($986.07K), and Quarry LP ($967.68K).

Institutional investors have bought a total of 14,842,691 shares in the last 24 months. This purchase volume represents approximately $117.18M in transactions.

Of the 37 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), Sit Investment Associates Inc. ($1.34M), Yakira Capital Management Inc. ($710.56K), US Bancorp DE ($250K), Quarry LP ($234.66K), and Osaic Holdings Inc. ($113.52K).

Institutional investors have sold a total of 14,018,058 shares in the last 24 months. This volume of shares sold represents approximately $117.05M in transactions.


Related Companies

Institutional ownership data for NYSEAMERICAN:CLM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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