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Cornerstone Strategic Value Fund (CLM) Institutional Ownership

Cornerstone Strategic Value Fund logo
$8.09
+0.06 (+0.75%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Value Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
44
Number of
Institutional Sellers
(last 12 months)
16
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CLM Institutional Buying and Selling by Quarter

Cornerstone Strategic Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Clarity Capital Partners LLC46,790$359K0.2%-42.7%0.019%
10/29/2024 Chicago Partners Investment Group LLC31,007$247K0.0%+19.5%0.013%
10/28/2024 Creative Financial Designs Inc. ADV88,736$681K0.1%-1.6%0.037%
10/24/2024 J.W. Cole Advisors Inc.78,176$600K0.0%N/A0.032%
10/24/2024 Wealth Enhancement Advisory Services LLC13,297$102K0.0%N/A0.005%
10/24/2024 PFG Investments LLC53,978$415K0.0%-2.9%0.022%
10/23/2024 Dakota Wealth Management88,803$682K0.0%+6.0%0.037%
10/23/2024 Grimes & Company Inc.42,490$326K0.0%+98.6%0.018%
10/22/2024 International Assets Investment Management LLC27,264$209K0.0%N/A0.011%
10/22/2024 Private Advisor Group LLC56,996$438K0.0%+8.4%0.024%
10/22/2024 Sequoia Financial Advisors LLC21,400$164K0.0%N/A0.009%
10/21/2024 Evernest Financial Advisors LLC34,251$263K0.1%+143.2%0.014%
10/16/2024 SeaCrest Wealth Management LLC53,950$414K0.0%+14.1%0.022%
10/15/2024 Prairie Sky Financial Group LLC15,605$120K0.1%N/A0.006%
10/11/2024 Creative Planning46,441$357K0.0%-57.2%0.019%
10/8/2024 CWM LLC26,084$200K0.0%-69.5%0.011%
10/8/2024 Dynamic Advisor Solutions LLC35,663$274K0.0%+25.8%0.015%
10/2/2024 Doliver Advisors LP287,300$2.21M0.6%N/A0.119%
9/23/2024Centaurus Financial Inc.374,029$2.88M0.2%-68.4%0.154%
8/22/2024Cetera Investment Advisers457,175$3.52M0.0%+64.0%0.000%
8/19/2024B. Riley Wealth Advisors Inc.14,676$113K0.0%+11.4%0.000%
8/16/2024Quarry LP470,246$3.62M0.8%+2.9%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.18,579$143K0.0%N/A0.000%
8/16/2024 Creative Planning108,430$835K0.0%+344.1%0.000%
8/15/2024Sea Otter Advisors LLC500,000$3.85M27.4%N/A0.000%
8/13/2024Garden State Investment Advisory Services LLC54,288$418K0.1%+55.4%0.000%
8/10/2024Perennial Investment Advisors LLC394,021$3.03M0.4%+3.6%0.000%
8/7/2024Choreo LLC16,176$125K0.0%N/A0.000%
8/7/2024Wedbush Securities Inc.20,900$161K0.0%+50.4%0.000%
8/6/2024Strategic Financial Concepts LLC509,390$39K0.0%+800.0%0.000%
7/31/2024Commonwealth Equity Services LLC183,825$1.42M0.0%+4.6%0.000%
7/29/2024 TrueMark Investments LLC584,405$4.50M1.5%N/A0.000%
7/26/2024BCR Wealth Strategies LLC52,309$402K0.3%N/A0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.144,704$1.11M0.0%+54.1%0.000%
7/25/2024Raymond James Trust N.A.43,303$333K0.0%+9.1%0.000%
7/24/2024 Capital Wealth Alliance LLC56,987$439K0.3%+12.4%0.000%
7/22/2024Atria Wealth Solutions Inc.229,849$1.77M0.0%+1.5%0.000%
7/22/2024 Dakota Wealth Management83,777$645K0.0%+3.1%0.000%
7/19/2024Raymond James & Associates316,244$2.44M0.0%-1.0%0.000%
7/17/2024 Redhawk Wealth Advisors Inc.22,200$171K0.0%+25.7%0.000%
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7/16/2024 Voisard Asset Management Group Inc.9,334$72K0.0%N/A0.000%
7/15/2024 Dynamic Advisor Solutions LLC28,353$218K0.0%-11.9%0.000%
7/13/2024 Capital CS Group LLC40,676$313K0.3%-3.2%0.000%
7/10/2024 CWM LLC85,559$659K0.0%+3.6%0.000%
5/24/2024Cetera Advisors LLC91,153$685K0.0%+80.4%0.000%
5/24/2024Cetera Investment Advisers278,738$2.10M0.0%+1,164.7%0.000%
5/15/2024Alpine Global Management LLC5,399,519$40.60M10.2%+0.3%0.000%
5/14/2024Sheaff Brock Investment Advisors LLC13,830$104K0.0%-10.9%0.000%
5/14/2024Karpus Management Inc.1,944,212$14.62M0.4%+224.1%0.000%
5/11/2024 Capital Wealth Alliance LLC50,680$381K0.2%+25.9%0.000%
5/10/2024Osaic Holdings Inc.2,071,970$15.58M0.0%-6.1%0.000%
5/7/2024Significant Wealth Partners LLC475,332$3.57M2.3%-13.2%0.000%
5/3/2024 Clarity Capital Partners LLC89,547$673K0.4%+3.3%0.000%
5/1/2024StoneX Group Inc.36,418$274K0.0%+84.9%0.000%
4/30/2024Commonwealth Equity Services LLC175,745$1.32M0.0%+2.7%0.000%
4/22/2024Strategic Financial Concepts LLC56,600$426K0.1%N/A0.000%
4/22/2024 PFG Investments LLC54,574$410K0.0%N/A0.000%
4/18/2024 SeaCrest Wealth Management LLC46,928$353K0.0%+37.9%0.000%
4/16/2024Pasadena Private Wealth LLC15,170$114K0.0%-59.3%0.000%
4/5/2024 NBC Securities Inc.10,550$79K0.0%-19.6%0.000%
2/12/2024StoneX Group Inc.19,700$144K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC43,857$315K0.0%+27.7%0.000%
1/25/2024 Firethorn Wealth Partners LLC12,997$93K0.1%-44.3%0.000%
1/11/2024Raymond James Trust N.A.40,229$289K0.0%+23.6%0.000%
1/11/2024Pasadena Private Wealth LLC37,261$268K0.1%+94.4%0.000%
1/10/2024 Creative Financial Designs Inc. ADV85,868$617K0.1%+15.0%0.000%
11/14/2023Alpine Global Management LLC5,381,672$43.32M11.0%-0.1%0.000%
11/4/2023 NBC Securities Inc.13,120$105K0.0%N/A0.000%
11/3/2023 Private Advisor Group LLC46,940$378K0.0%+11.9%0.000%
10/23/2023Commonwealth Equity Services LLC135,655$1.09M0.0%-20.3%0.000%
10/11/2023AE Wealth Management LLC11,075$89K0.0%N/A0.000%
10/11/2023 Dynamic Advisor Solutions LLC33,854$273K0.0%-20.1%0.000%
10/10/2023 Outlook Wealth Advisors LLC10,781$87K0.0%N/A0.000%
8/21/2023Osaic Holdings Inc.1,950,421$16.35M0.0%+34.8%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.171,305$1.44M0.6%-75.1%0.000%
8/15/2023Boothbay Fund Management LLC5,379,877$45.08M1.0%+10.0%0.000%
8/14/2023CSS LLC IL69,854$585K0.0%-25.3%0.000%
8/14/2023Perennial Investment Advisors LLC348,565$2.92M0.5%-1.1%0.000%
8/10/2023Osaic Holdings Inc.1,950,421$16.35M0.0%+34.8%0.000%
8/10/2023Commonwealth Equity Services LLC170,105$1.43M0.0%+3.4%0.000%
8/10/2023Cetera Advisors LLC53,177$446K0.0%-15.3%0.000%
8/10/2023Cetera Advisor Networks LLC103,945$871K0.0%-42.5%0.000%
8/10/2023Sit Investment Associates Inc.16,480,216$138.10M3.6%-5.2%0.000%
8/8/2023Vantage Financial Partners LLC24,780$208K0.1%+120.7%0.000%
8/8/2023Prospera Financial Services Inc41,355$347K0.0%-38.2%0.000%
8/3/2023Atria Wealth Solutions Inc.265,777$2.23M0.0%+15.8%0.000%
8/3/2023 Dynamic Advisor Solutions LLC42,393$355K0.0%+4.3%0.000%
8/1/2023 Firethorn Wealth Partners LLC22,525$189K0.1%+5.5%0.000%
7/31/2023LPL Financial LLC600,354$5.03M0.0%+22.6%0.000%
7/27/2023Virtu Financial LLC26,714$224K0.0%N/A0.000%
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Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
7/26/2023 Creative Financial Designs Inc. ADV71,654$600K0.1%+9.2%0.000%
7/25/2023Raymond James & Associates128,856$1.08M0.0%+2.2%0.000%
7/24/2023 Charles Schwab Trust Co21,519$171K0.0%N/A0.000%
7/21/2023 Capital Wealth Alliance LLC37,911$318K0.2%-16.8%0.000%
7/21/2023 Creative Planning30,528$256K0.0%+158.6%0.000%
7/21/2023Kovack Advisors Inc.49,641$416K0.1%-45.8%0.000%
7/20/2023 Global Retirement Partners LLC36,946$310K0.0%+8.3%0.000%
7/19/2023 Grimes & Company Inc.22,500$189K0.0%-6.8%0.000%
7/14/2023 SeaCrest Wealth Management LLC32,961$276K0.0%+6.0%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.89,425$749K0.0%+27.9%0.000%
(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, 84 institutional investors and hedge funds held shares of Cornerstone Strategic Value Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($138.10M), Boothbay Fund Management LLC ($45.08M), Alpine Global Management LLC ($40.60M), Osaic Holdings Inc. ($15.58M), Karpus Management Inc. ($14.62M), Advisor Group Holdings Inc. ($9.84M), and LPL Financial LLC ($5.03M).Learn more on CLM's institutional investors.

Which institutional investors have been buying Cornerstone Strategic Value Fund stock?

Of the 73 institutional investors that purchased Cornerstone Strategic Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boothbay Fund Management LLC ($5.38M), Karpus Management Inc. ($1.34M), Alpine Global Management LLC ($1.17M), Osaic Holdings Inc. ($1.01M), TrueMark Investments LLC ($584.41K), Strategic Financial Concepts LLC ($509.39K), and Sea Otter Advisors LLC ($500K).

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

Institutional investors have bought a total of 14,012,911 shares in the last 24 months. This purchase volume represents approximately $57.32M in transactions.

Which Cornerstone Strategic Value Fund major shareholders have been selling company stock?

Of the 35 institutional investors that sold Cornerstone Strategic Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($2.99M), Ursa Fund Management LLC ($2.60M), Thomas J. Herzfeld Advisors Inc. ($1.30M), Centaurus Financial Inc. ($809.40K), Yakira Capital Management Inc. ($448.61K), Osaic Holdings Inc. ($133.84K), and Raymond James & Associates ($101.50K).

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

Institutional investors have sold a total of 9,090,672 shares in the last 24 months. This volume of shares sold represents approximately $39.12M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 11/2/2024 by MarketBeat.com Staff
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