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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Smith Chas P & Associates Pa CpasSell-5,000-24.2%15,663$118.41KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-7-0.1%12,912$97.61KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-3,324-22.5%11,424$86.37KQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcSell-12,205-52.3%11,128$84.13KQ2 2026Aug 19, 2026
Almitas Capital LlcBuy+219,775+49.7%661,789$5.00MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Sell-232,935-7.2%3,016,078$22.80MQ2 2026Aug 14, 2026
Sculptor Capital LpBuy+182,105+5.8%3,325,694$25.14MQ2 2026Aug 14, 2026
Marex Group PlcBuy+109,968109,968$831.36KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-83,133-83.4%16,550$125.12KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+59,935+209.1%88,603$669.84KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+30,47930,479$230.42KQ2 2026Aug 14, 2026
Cable Car Capital, LpBuy+24,107+1.9%1,274,106$9.63MQ2 2026Aug 14, 2026
Alpine Global Management, LlcBuy+19,350+0.3%6,833,682$51.66MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+15,91615,916$120.33KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+13,18413,184$99.67KQ2 2026Aug 14, 2026
Quarry LpSell-13,028-0.4%3,476,236$26.28MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+11,693+3.1%388,773$2.94MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+8,764+1.8%484,530$3.66MQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcSell-7,816-0.1%6,736,737$50.93MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-2,684-13.2%17,670$134.50KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+912+4.8%20,083$151.82KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Sell-500-1.8%27,500$207.90KQ2 2026Aug 14, 2026
Toronto Dominion BankSell-200-0.4%50,000$378.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+200+5000.0%204$1.54KQ2 2026Aug 14, 2026
Morgan StanleySell-94,696-14.5%560,243$4.24MQ2 2026Aug 13, 2026
Wj Financial Advisors LlcBuy+59,079+13.3%503,994$3.81MQ2 2026Aug 13, 2026
Mariner, LlcBuy+19,324+147.2%32,449$245.31KQ2 2026Aug 13, 2026
Taylor Securities Services, Inc.Buy+10,48710,487$79.28KQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+7,735+49.6%23,328$176.00KQ2 2026Aug 13, 2026
Yakira Capital Management, Inc.Buy+4,684+1.5%311,396$2.35MQ2 2026Aug 13, 2026
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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.