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Cornerstone Strategic Value Fund (CLM) Institutional Ownership

Cornerstone Strategic Value Fund logo
$8.73 +0.07 (+0.81%)
As of 01/14/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cornerstone Strategic Value Fund (NYSEAMERICAN:CLM)

Number of
Institutional Buyers
(last 12 months)
51
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$10.75K
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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
1/14/2025SeaCrest Wealth Management LLC52,699$453K0.0%-2.3%0.022%
12/10/2024Garden State Investment Advisory Services LLC60,341$464K0.1%+11.1%0.025%
12/3/2024Rivernorth Capital Management LLC597,293$4.59M0.2%-70.2%0.247%
11/25/2024Sanctuary Advisors LLC18,810$144K0.0%N/A0.008%
11/20/2024Virtu Financial LLC35,666$274K0.0%-43.1%0.015%
11/15/2024Jane Street Group LLC43,292$332K0.0%+303.7%0.018%
11/15/2024Quarry LP474,958$3.65M0.9%+1.0%0.196%
11/15/2024Rivernorth Capital Management LLC597,292$4.59M0.2%-70.2%0.247%
11/15/2024Garden State Investment Advisory Services LLC60,341$464K0.1%+11.1%0.025%
11/15/2024Benjamin Edwards Inc.178,053$1.37M0.0%N/A0.074%
11/14/2024Encompass More Asset Management72,292$555K0.2%N/A0.030%
11/13/2024Townsquare Capital LLC10,769$83K0.0%N/A0.004%
11/12/2024Centaurus Financial Inc.230,148$1.77M0.1%-38.5%0.095%
11/12/2024Larson Financial Group LLC6,767$52K0.0%+51.4%0.003%
11/7/2024Thrivent Financial for Lutherans157,255$1.21M0.0%+716.2%0.065%
11/6/2024Planning Capital Management Corp3,481$27K0.0%+2,598.4%0.001%
11/6/2024Oppenheimer & Co. Inc.13,970$107K0.0%N/A0.006%
11/5/2024Aptus Capital Advisors LLC195,808$1.50M0.0%+44.4%0.081%
10/30/2024Clarity Capital Partners LLC46,790$359K0.2%-42.7%0.019%
10/29/2024Chicago Partners Investment Group LLC31,007$247K0.0%+19.5%0.013%
10/28/2024Creative Financial Designs Inc. ADV88,736$681K0.1%-1.6%0.037%
10/24/2024J.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%
10/24/2024PFG Investments LLC53,978$415K0.0%-2.9%0.022%
10/23/2024Dakota Wealth Management88,803$682K0.0%+6.0%0.037%
10/23/2024Grimes & Company Inc.42,490$326K0.0%+98.6%0.018%
10/22/2024 International Assets Investment Management LLC27,264$209K0.0%N/A0.011%
10/22/2024Private Advisor Group LLC56,996$438K0.0%+8.4%0.024%
10/22/2024Sequoia Financial Advisors LLC21,400$164K0.0%N/A0.009%
10/21/2024Evernest Financial Advisors LLC34,251$263K0.1%+143.2%0.014%
10/16/2024SeaCrest Wealth Management LLC53,950$414K0.0%+14.1%0.022%
10/15/2024Prairie Sky Financial Group LLC15,605$120K0.1%N/A0.006%
10/11/2024Creative Planning46,441$357K0.0%-57.2%0.019%
10/8/2024CWM LLC26,084$200K0.0%-69.5%0.011%
10/8/2024Dynamic 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%
8/16/2024Creative 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%
7/29/2024TrueMark Investments LLC584,405$4.50M1.5%N/A0.000%
7/26/2024BCR Wealth Strategies LLC52,309$402K0.3%N/A0.000%
7/26/2024Cambridge 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%
7/24/2024Capital 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%
7/22/2024Dakota Wealth Management83,777$645K0.0%+3.1%0.000%
7/19/2024Raymond James & Associates316,244$2.44M0.0%-1.0%0.000%
7/17/2024Redhawk Wealth Advisors Inc.22,200$171K0.0%+25.7%0.000%
7/16/2024Voisard Asset Management Group Inc.9,334$72K0.0%N/A0.000%
7/15/2024Dynamic Advisor Solutions LLC28,353$218K0.0%-11.9%0.000%
7/13/2024Capital CS Group LLC40,676$313K0.3%-3.2%0.000%
7/10/2024CWM 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%
5/11/2024Capital 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%
5/3/2024Clarity 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%
4/22/2024PFG Investments LLC54,574$410K0.0%N/A0.000%
4/18/2024SeaCrest Wealth Management LLC46,928$353K0.0%+37.9%0.000%
4/16/2024Pasadena Private Wealth LLC15,170$114K0.0%-59.3%0.000%
4/5/2024NBC 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%
1/25/2024Firethorn 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%
1/10/2024Creative 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%
11/4/2023NBC Securities Inc.13,120$105K0.0%N/A0.000%
11/3/2023Private 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%
10/11/2023Dynamic Advisor Solutions LLC33,854$273K0.0%-20.1%0.000%
10/10/2023Outlook 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%
(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, 93 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 81 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 ($1.63M), 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 10,553,999 shares in the last 24 months. This purchase volume represents approximately $23.02M in transactions.

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

Of the 38 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), Rivernorth Capital Management LLC ($2.82M), Ursa Fund Management LLC ($2.12M), Centaurus Financial Inc. ($953.28K), Thomas J. Herzfeld Advisors Inc. ($517.55K), Yakira Capital Management Inc. ($448.61K), and Osaic Holdings Inc. ($133.84K).

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

Institutional investors have sold a total of 10,799,054 shares in the last 24 months. This volume of shares sold represents approximately $28.16M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 1/15/2025 by MarketBeat.com Staff
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