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Cornerstone Strategic Investment Fund (CLM) Institutional Ownership

Cornerstone Strategic Investment Fund logo
$7.55 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$7.54 -0.01 (-0.13%)
As of 05/22/2026 07:53 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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
11/14/2025 Creative Planning198,944$1.65M0.0%+64.5%0.079%
11/14/2025 Raymond James Financial Inc.345,578$2.86M0.0%-1.7%0.137%
11/14/2025 Virtu Financial LLC26,536$220K0.0%N/A0.010%
11/13/2025 SeaCrest Wealth Management LLC30,490$259K0.0%+27.4%0.012%
11/13/2025 Yakira Capital Management Inc.1,021,653$8.46M3.0%-14.7%0.404%
11/13/2025 CreativeOne Wealth LLC69,080$572K0.0%+76.6%0.027%
11/13/2025 Ameriflex Group Inc.64,600$535K0.2%N/A0.026%
11/12/2025 Aptus Capital Advisors LLC199,067$1.65M0.0%-8.6%0.079%
11/12/2025 Perennial Investment Advisors LLC454,903$3.77M0.3%+0.8%0.180%
11/12/2025 Becker Capital Management Inc.17,630$146K0.0%N/A0.007%
11/12/2025 Fisher Asset Management LLC25,604$212K0.0%N/A0.010%
11/12/2025 Creative 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%
11/12/2025 US 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%
11/7/2025 Capital CS Group LLC16,287$135K0.2%-27.8%0.006%
11/6/2025 WJ Financial Advisors LLC150,899$1.25M1.2%N/A0.060%
11/6/2025 Wedbush Securities Inc.17,150$142K0.0%+23.8%0.007%
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11/6/2025 Stratos 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%
11/4/2025 Atlantic Union Bankshares Corp5,500$46K0.0%N/A0.002%
11/4/2025 Money Concepts Capital Corp15,901$132K0.0%N/A0.006%
11/4/2025 A4 Wealth Advisors LLC27,744$230K0.2%N/A0.011%
11/4/2025 Meridian Wealth Management LLC15,283$127K0.0%-20.1%0.006%
11/3/2025 AE Wealth Management LLC67,617$560K0.0%+34.8%0.027%
10/31/2025 OneAscent Family Office LLC34,000$282K0.2%N/A0.013%
10/31/2025 Winebrenner 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.



This page (NYSEAMERICAN:CLM) was last updated on 5/26/2026 by MarketBeat.com Staff.
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