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Disclosery

CLM CORNERSTONE STRATEGIC INVEST

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COM (fund), issuer CIK 814083

127 managers (128 13F filers) reported a position in CLM shares at 2024-12-31, 24,665,117 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
127
13F filers
128
New
22
Added
43
Reduced
33
Sold out
17
Shares held by filers
24,665,117

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Alpine Global Management, LLC6,301,760$54.1M16.19%+393,85313F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC5,903,781$50.7M1.55%-2,55213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,383,300$20.5M0.05%+173,21713F-HR/ATimelineGroup
LPL Financial LLC1,306,485$11.2M<0.01%+354,08613F-HRTimeline
Cable Car Capital, LP659,903$5.67M0.43%+1413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC647,416$5.56M1.78%+37,78413F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.607,198$5.22M0.01%+60,00013F-HRTimelineGroup
Karpus Management, Inc.491,832$4.22M0.12%-1,443,27213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY441,756$3.79M<0.01%+53,95113F-HR/ATimelineGroup
Perennial Investment Advisors, LLC434,677$3.73M0.44%+24,13413F-HRTimeline
Cambridge Investment Research Advisors,…407,653$3.5M0.01%+116,60613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC311,702$2.68M<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers279,306$2.4M0.01%-2,49713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC247,311$2.12M<0.01%+60,88813F-HRTimeline
Aptus Capital Advisors, LLC212,493$1.83M0.02%+16,68513F-HRTimeline
Atria Wealth Solutions, Inc.208,715$1.79M0.02%-54313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/197,934$1.7M<0.01%+104,29613F-HRTimelineGroup
Sculptor Capital LPin group Sculptor Capital LP181,573$1.56M0.02%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.171,852$1.48M0.47%-584,43913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.171,473$1.47M<0.01%-9,06713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC157,689$1.35M0.02%-20,36413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.132,835$1.14M0.05%+54,65913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd124,034$1.07M0.02%-24,40613F-HRTimelineGroup
HighTower Advisors, LLC118,993$1.02M<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…114,452$983K<0.01%-42,80313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC108,426$931K0.72%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…103,747$891K<0.01%-9,90313F-HRTimelineGroup
AMERIFLEX GROUP, INC.91,100$813K0.37%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV90,367$776K0.06%+1,63113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.84,325$724K0.04%+23,92113F-HR/ATimelineGroup
Creative Planningin group Creative Planning77,489$666K<0.01%+31,04813F-HRTimelineGroup
Encompass More Asset Management75,751$651K0.21%+3,45913F-HRTimeline
Strategic Financial Concepts, LLC74,650$641K0.12%+2,15013F-HR/ATimeline
UBS Group AGin group UBS Group AG57,950$498K<0.01%+38,04213F-HRTimelineGroup
Prospera Financial Services Inc55,889$480K0.01%+8,93413F-HRTimeline
Private Advisor Group, LLC52,906$454K<0.01%-4,09013F-HRTimeline
SeaCrest Wealth Management, LLC52,699$453K0.05%-1,25113F-HRTimeline
Garden State Investment Advisory Servic…51,624$444K0.14%-8,71713F-HRTimeline
PFG Investments, LLC50,975$438K0.03%-3,00313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,745$419K<0.01%+35913F-HRTimelineGroup
CoreCap Advisors, LLC48,156$414K0.02%+18,87413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,653$409K<0.01%+21,51413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding45,032$387K+29,265Timeline
Clarity Capital Partners LLC44,226$380K0.2%-2,56413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,798$368K0.01%+30813F-HRTimeline
Capital CS Group, LLC42,531$365K0.49%+92013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,118$362K<0.01%+14,00813F-HRTimelineGroup
Dynamic Advisor Solutions LLC41,749$359K0.02%+6,08613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.38,634$332K0.19%13F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…37,567$323K0.32%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,139$310K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance34,697$298K<0.01%new13F-HRTimeline
Yakira Capital Management, Inc.34,173$294K0.12%-373,14713F-HRTimeline
HRT FINANCIAL LP33,892$291K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC31,730$273K<0.01%+12,06013F-HRTimeline
Chicago Partners Investment Group LLC30,970$271K0.01%-3713F-HRTimeline
Dakota Wealth Management29,193$251K0.01%-59,61013F-HRTimeline
MGO ONE SEVEN LLC28,963$249K0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC27,058$232K0.01%-8,60813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,702$221K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,239$217K<0.01%+11,94213F-HR/ATimeline
Vantage Financial Partners, LLC24,670$212K0.05%-6513F-HRTimeline
WEDBUSH SECURITIES INC24,350$209K0.01%+3,30013F-HRTimeline
Redhawk Wealth Advisors, Inc.22,200$191K0.03%013F-HRTimeline
Evernest Financial Advisors, LLC22,102$190K0.05%-12,14913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co21,519$185K0.02%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC21,400$184K<0.01%013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,012$182K<0.01%013F-HRTimelineGroup
HF Advisory Group, LLC21,052$181K0.08%+60213F-HRTimeline
Soltis Investment Advisors LLC20,730$178K0.02%+7,43013F-HRTimeline
AE Wealth Management LLC20,145$173K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC18,850$168K<0.01%+4013F-HRTimeline
Bison Wealth, LLC19,425$167K0.02%13F-HRTimeline
MAI Capital Management17,553$151K<0.01%new13F-HRTimeline
BIP Wealth, LLC16,000$137K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,970$137K<0.01%+2,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,916$137K<0.01%013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC15,618$134K0.07%+58213F-HRTimeline
Pasadena Private Wealth, LLC15,170$130K0.03%013F-HRTimeline
Quarry LP15,013$129K0.03%-459,94513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,117$121K<0.01%-4,46213F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC13,830$119K0.01%013F-HRTimeline
BlueChip Wealth Advisors LLC13,088$112K0.06%013F-HRTimeline
DAVENPORT & Co LLC12,773$110K<0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC12,086$104K<0.01%+1,31713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,700$101K<0.01%-23,80513F-HRTimelineGroup
Buska Wealth Management, LLC11,280$96.9K0.03%+1,03913F-HRTimeline
Steward Partners Investment Advisory, L…11,265$96.8K<0.01%-37,86113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,215$96.3K<0.01%-22,99513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC11,204$96.2K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,187$96.1K<0.01%-15,83513F-HRTimeline
Sonora Investment Management Group, LLC10,133$87K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,102$86.8K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC10,000$85.9K<0.01%new13F-HRTimeline
Marshall Financial Group, LLC10,000$85.9K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,984$60K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,810$58.5K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,528$56.1K0.02%new13F-HRTimelineGroup
Larson Financial Group LLC5,863$50.4K<0.01%-90413F-HRTimeline
Park Square Financial Group, LLC5,695$48.9K0.03%13F-HRTimeline
Coppell Advisory Solutions LLC5,395$45.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC4,864$41.8K<0.01%013F-HRTimeline
IFP Advisors, Inc4,250$36.5K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,500$22.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$17.2K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,666$14.3K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,571$13K<0.01%-13,62413F-HRTimelineGroup
Sunbelt Securities, Inc.1,181$10.1K<0.01%+5213F-HRTimeline
BOKF, NAin group BOKF, NA1,005$8.8K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC1,000$8.59K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1,000$8.59K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…899$7.72K<0.01%-51113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC700$6.01K<0.01%013F-HRTimelineGroup
Allworth Financial LP637$5.61K<0.01%+1013F-HRTimeline
ADIRONDACK TRUST CO380$3.26K<0.01%013F-HRTimeline
Global Retirement Partners, LLC200$1.72K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.150$1.29K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC45$387<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.38$326<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\35$301<0.01%+3013F-HRTimelineGroup
LANARK FINANCIAL, INC.14$1270.01%-14,83613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12$102<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$86<0.01%new13F-HRTimelineGroup
DANSKE BANK A/S4$34<0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$20<0.01%-2713F-HRTimelineGroup
TSFG, LLC17$00%013F-HRTimelineValue filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC1$00%-26,08313F-HRTimelineGroupValue filed as zero, left out of ratios.