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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$7.51 +0.02 (+0.21%)
As of 09:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Investment Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$124.12M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$134.05M
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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
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%
4/27/2026PFG 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%
2/11/2026J.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%
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2/9/2026Integrity Alliance LLC.17,642$147K0.0%-11.6%0.007%
2/9/2026Prospera 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%
2/3/2026Encompass 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%
1/26/2026PFG 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%
1/14/2026Redhawk Wealth Advisors Inc.11,892$99K0.0%-52.0%0.005%
1/14/2026Spire Wealth Management3,572$30K0.0%N/A0.001%
1/9/2026Dynamic Advisor Solutions LLC44,746$374K0.0%+14.9%0.018%
1/8/2026Firethorn Wealth Partners LLC19,762$165K0.1%+10.2%0.008%
1/8/2026Wealth Enhancement Advisory Services LLC34,039$288K0.0%+16.8%0.013%
1/7/2026Winebrenner 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%
11/13/2025SeaCrest 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%
11/12/2025Buska Wealth Management LLC28,317$234K0.1%+57.2%0.011%
11/12/2025US Bancorp DE6,505$54K0.0%-97.5%0.003%
11/10/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management12,100$100K0.0%N/A0.005%
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%
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11/6/2025Stratos Wealth Partners LTD.508,478$4.21M0.0%-7.3%0.201%
11/6/2025Prospera Financial Services Inc82,665$684K0.0%+16.9%0.033%
11/5/2025J.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%
11/3/2025AE Wealth Management LLC67,617$560K0.0%+34.8%0.027%
10/31/2025OneAscent Family Office LLC34,000$282K0.2%N/A0.013%
10/31/2025Winebrenner Capital Management LLC133,754$1.11M0.8%+23.4%0.053%


CLM Institutional Ownership - Frequently Asked Questions

During the previous two years, 144 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 132 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 15,267,570 shares in the last 24 months. This purchase volume represents approximately $124.12M in transactions.

Of the 45 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 16,105,408 shares in the last 24 months. This volume of shares sold represents approximately $134.05M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 7/6/2026 by MarketBeat.com Staff.
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