CORNERSTONE STRATEGIC VALUE (CLM) Institutional Ownership Changes & 13F Activity
CORNERSTONE STRATEGIC VALUE (CLM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Almitas Capital Llc, Sculptor Capital Lp, Marex Group Plc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Smith Chas P & Associates Pa Cpas | Sell | -5,000 | -24.2% | 15,663 | $118.41K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -7 | -0.1% | 12,912 | $97.61K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -3,324 | -22.5% | 11,424 | $86.37K | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Sell | -12,205 | -52.3% | 11,128 | $84.13K | Q2 2026 | Aug 19, 2026 |
| Almitas Capital Llc | Buy | +219,775 | +49.7% | 661,789 | $5.00M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Sell | -232,935 | -7.2% | 3,016,078 | $22.80M | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital Lp | Buy | +182,105 | +5.8% | 3,325,694 | $25.14M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +109,968 | — | 109,968 | $831.36K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -83,133 | -83.4% | 16,550 | $125.12K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +59,935 | +209.1% | 88,603 | $669.84K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +30,479 | — | 30,479 | $230.42K | Q2 2026 | Aug 14, 2026 |
| Cable Car Capital, Lp | Buy | +24,107 | +1.9% | 1,274,106 | $9.63M | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, Llc | Buy | +19,350 | +0.3% | 6,833,682 | $51.66M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +15,916 | — | 15,916 | $120.33K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +13,184 | — | 13,184 | $99.67K | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Sell | -13,028 | -0.4% | 3,476,236 | $26.28M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +11,693 | +3.1% | 388,773 | $2.94M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +8,764 | +1.8% | 484,530 | $3.66M | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Sell | -7,816 | -0.1% | 6,736,737 | $50.93M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -2,684 | -13.2% | 17,670 | $134.50K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +912 | +4.8% | 20,083 | $151.82K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Sell | -500 | -1.8% | 27,500 | $207.90K | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Sell | -200 | -0.4% | 50,000 | $378.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +200 | +5000.0% | 204 | $1.54K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -94,696 | -14.5% | 560,243 | $4.24M | Q2 2026 | Aug 13, 2026 |
| Wj Financial Advisors Llc | Buy | +59,079 | +13.3% | 503,994 | $3.81M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +19,324 | +147.2% | 32,449 | $245.31K | Q2 2026 | Aug 13, 2026 |
| Taylor Securities Services, Inc. | Buy | +10,487 | — | 10,487 | $79.28K | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Buy | +7,735 | +49.6% | 23,328 | $176.00K | Q2 2026 | Aug 13, 2026 |
| Yakira Capital Management, Inc. | Buy | +4,684 | +1.5% | 311,396 | $2.35M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about CLM activity
Which institutional owners are buying CLM?
Institutional owners buying CLM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLM activity?
"Buy" means an investor increased their reported position in CLM compared to the prior reporting period. This reflects growing exposure to CORNERSTONE STRATEGIC VALUE (CLM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLM increasing?
Institutional interest in CLM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CLM Institutional Insights
- CLM Overview
- CLM 13F Institutional Holders
- CLM Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CLM Insider Trading & SEC Form 4 Activity
- CLM Articles
- Top Institutional Investor Stock Rankings