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Cornerstone Strategic Value Fund (CLM) Institutional Ownership

Cornerstone Strategic Value Fund logo
$7.40 -0.20 (-2.57%)
As of 03:55 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)
80
Total
Institutional Inflows
(last 12 months)
$27.76M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$14.56M
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CLM Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC25,239$217K0.0%+89.8%0.010%
2/28/2025 Park Square Financial Group LLC5,695$49K0.0%N/A0.002%
2/25/2025 Armis Advisers LLC19,425$167K0.0%N/A0.008%
2/24/2025 Ameriflex Group Inc.91,100$813K0.4%N/A0.038%
2/18/2025 Mosaic Family Wealth Partners LLC10,102$87K0.0%N/A0.004%
2/17/2025 Sculptor Capital LP181,573$1.56M0.0%N/A0.075%
2/17/2025 Millennium Management LLC11,215$96K0.0%-67.2%0.005%
2/17/2025 CoreCap Advisors LLC48,156$414K0.0%+64.5%0.020%
2/17/2025 Cetera Investment Advisers279,306$2.40M0.0%-0.9%0.115%
2/17/2025 Baird Financial Group Inc.171,473$1.47M0.0%-5.0%0.071%
2/17/2025 Bank of America Corp DE197,934$1.70M0.0%+111.4%0.082%
2/17/2025 Benjamin Edwards Inc.157,689$1.36M0.0%-11.4%0.065%
2/17/2025 BIP Wealth LLC16,000$137K0.0%N/A0.007%
2/17/2025 Aptus Capital Advisors LLC212,493$1.83M0.0%+8.5%0.088%
2/14/2025 Mercer Global Advisors Inc. ADV11,187$96K0.0%-58.6%0.005%
2/14/2025 Quarry LP15,013$129K0.0%-96.8%0.006%
2/14/2025 Boothbay Fund Management LLC5,903,781$50.71M1.3%0.0%2.437%
2/14/2025 MGO One Seven LLC28,963$249K0.0%N/A0.012%
2/14/2025 Alpine Global Management LLC6,301,760$54.13M11.7%+6.7%2.602%
2/14/2025 Stifel Financial Corp42,118$362K0.0%+49.8%0.017%
2/13/2025 Garden State Investment Advisory Services LLC51,624$444K0.1%-14.4%0.021%
2/13/2025 NewEdge Advisors LLC31,730$273K0.0%+61.3%0.013%
2/13/2025 Kane Investment Management Inc.38,634$332K0.2%N/A0.016%
2/13/2025 Cohen & Steers Inc.607,198$5.22M0.0%+11.0%0.251%
2/13/2025 Townsquare Capital LLC12,086$104K0.0%+12.2%0.005%
2/13/2025 Rockefeller Capital Management L.P.25,702$221K0.0%N/A0.011%
2/13/2025 Raymond James Financial Inc.311,701$2.68M0.0%N/A0.129%
2/13/2025 Yakira Capital Management Inc.34,173$294K0.1%-91.6%0.014%
2/13/2025 Envestnet Asset Management Inc.47,653$409K0.0%+82.3%0.020%
2/13/2025 Wedbush Securities Inc.24,350$209K0.0%+15.7%0.010%
2/13/2025 Perennial Investment Advisors LLC434,677$3.73M0.4%+5.9%0.179%
2/12/2025 Thomas J. Herzfeld Advisors Inc.171,852$1.48M0.5%-77.3%0.071%
2/12/2025 StoneX Group Inc.84,325$724K0.0%+39.6%0.035%
2/12/2025 TrueMark Investments LLC647,416$5.56M1.8%+6.2%0.267%
2/11/2025 LPL Financial LLC1,306,485$11.22M0.0%+37.2%0.539%
2/11/2025 Virtu Financial LLC27,058$232K0.0%-24.1%0.011%
2/10/2025 Thrivent Financial for Lutherans114,452$983K0.0%-27.2%0.047%
2/10/2025 Creative Financial Designs Inc. ADV90,367$776K0.1%+1.8%0.037%
2/10/2025 Commonwealth Equity Services LLC247,311$2.12M0.0%+32.7%0.102%
2/10/2025 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co37,567$323K0.3%N/A0.016%
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2/7/2025 HighTower Advisors LLC118,993$1.02M0.0%N/A0.049%
2/7/2025 Independent Advisor Alliance34,697$298K0.0%N/A0.014%
2/7/2025 PNC Financial Services Group Inc.11,700$101K0.0%-67.0%0.005%
2/6/2025 Raymond James Financial Inc.311,701$2.68M0.0%N/A0.129%
2/6/2025 Assetmark Inc.6,984$60K0.0%N/A0.003%
2/6/2025 Steward Partners Investment Advisory LLC11,265$97K0.0%-77.1%0.005%
2/5/2025 Anfield Capital Management LLC6,528$56K0.0%N/A0.003%
2/5/2025 Oppenheimer & Co. Inc.15,970$137K0.0%+14.3%0.007%
2/4/2025 IFP Advisors Inc4,250$37K0.0%N/A0.002%
2/3/2025 Winebrenner Capital Management LLC108,426$931K0.7%N/A0.045%
2/3/2025 Private Advisor Group LLC52,906$454K0.0%-7.2%0.022%
1/31/2025 J.W. Cole Advisors Inc.132,835$1.14M0.0%+69.9%0.055%
1/30/2025 Strategic Financial Concepts LLC74,650$641K0.0%+3.0%0.031%
1/29/2025 Clarity Capital Partners LLC44,226$380K0.2%-5.5%0.018%
1/29/2025 Soltis Investment Advisors LLC20,730$178K0.0%+55.9%0.009%
1/28/2025 Kingsview Wealth Management LLC10,000$86K0.0%N/A0.004%
1/28/2025 Strategic Financial Concepts LLC641,244$5.51M0.0%+784.5%0.265%
1/27/2025 Stratos Wealth Partners LTD.36,139$310K0.0%N/A0.015%
1/24/2025 DAVENPORT & Co LLC12,773$110K0.0%N/A0.005%
1/23/2025 Evernest Financial Advisors LLC22,102$190K0.0%-35.5%0.009%
1/23/2025 Sonora Investment Management Group LLC10,133$87K0.0%N/A0.004%
1/22/2025 PFG Investments LLC50,975$438K0.0%-5.6%0.021%
1/21/2025 Dynamic Advisor Solutions LLC41,749$359K0.0%+17.1%0.017%
1/21/2025 Encompass More Asset Management75,751$651K0.2%+4.8%0.031%
1/17/2025 Dakota Wealth Management29,193$251K0.0%-67.1%0.012%
1/14/2025 SeaCrest Wealth Management LLC52,699$453K0.0%-2.3%0.022%
12/10/2024 Garden State Investment Advisory Services LLC60,341$464K0.1%+11.1%0.025%
12/3/2024 Rivernorth Capital Management LLC597,293$4.59M0.2%-70.2%0.247%
11/25/2024 Sanctuary Advisors LLC18,810$144K0.0%N/A0.008%
11/20/2024 Virtu Financial LLC35,666$274K0.0%-43.1%0.015%
11/15/2024 Jane Street Group LLC43,292$332K0.0%+303.7%0.018%
11/15/2024 Quarry LP474,958$3.65M0.9%+1.0%0.196%
11/15/2024 Rivernorth Capital Management LLC597,292$4.59M0.2%-70.2%0.247%
11/15/2024 Garden State Investment Advisory Services LLC60,341$464K0.1%+11.1%0.025%
11/15/2024 Benjamin Edwards Inc.178,053$1.37M0.0%N/A0.074%
11/14/2024 Encompass More Asset Management72,292$555K0.2%N/A0.030%
11/13/2024 Townsquare Capital LLC10,769$83K0.0%N/A0.004%
11/12/2024 Centaurus Financial Inc.230,148$1.77M0.1%-38.5%0.095%
11/12/2024 Larson Financial Group LLC6,767$52K0.0%+51.4%0.003%
11/7/2024 Thrivent 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%
11/6/2024 Oppenheimer & Co. Inc.13,970$107K0.0%N/A0.006%
11/5/2024 Aptus Capital Advisors LLC195,808$1.50M0.0%+44.4%0.081%
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%
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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%
(Data available from 1/1/2016 forward)

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CLM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLM shares?

During the previous two years, 116 institutional investors and hedge funds held shares of Cornerstone Strategic Value Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($138.10M), Alpine Global Management LLC ($54.13M), Boothbay Fund Management LLC ($50.71M), Osaic Holdings Inc. ($15.58M), Karpus Management Inc. ($14.62M), LPL Financial LLC ($11.22M), and TrueMark Investments LLC ($5.56M).Learn more on CLM's institutional investors.

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

Of the 100 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: Karpus Management Inc. ($1.34M), Strategic Financial Concepts LLC ($1.08M), Osaic Holdings Inc. ($1.01M), Raymond James Financial Inc. ($623.40K), TrueMark Investments LLC ($622.19K), Boothbay Fund Management LLC ($579.88K), and Sea Otter Advisors LLC ($500K).

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

Institutional investors have bought a total of 11,066,425 shares in the last 24 months. This purchase volume represents approximately $50.78M in transactions.

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

Of the 47 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: Rivernorth Capital Management LLC ($2.82M), Sit Investment Associates Inc. ($2.36M), Thomas J. Herzfeld Advisors Inc. ($1.10M), Centaurus Financial Inc. ($953.28K), Yakira Capital Management Inc. ($634.35K), Quarry LP ($459.95K), and Osaic Holdings Inc. ($133.84K).

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

Institutional investors have sold a total of 9,440,221 shares in the last 24 months. This volume of shares sold represents approximately $42.72M in transactions.


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This page (NYSEAMERICAN:CLM) was last updated on 3/28/2025 by MarketBeat.com Staff
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