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Disclosery

CLM CORNERSTONE STRATEGIC INVEST

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COM (fund), issuer CIK 814083

122 managers (123 13F filers) reported a position in CLM shares at 2025-03-31, 26,528,556 shares in all. 18 filers opened a position and 22 filers sold out during the quarter.

Managers
122
13F filers
123
New
18
Added
42
Reduced
37
Sold out
22
Shares held by filers
26,528,556

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC6,276,279$46.6M12.67%-25,48113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,900,547$43.8M1.54%-3,23413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,701,967$20.1M0.04%+318,66713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,903,222$14.1M<0.01%+1,705,28813F-HRTimelineGroup
LPL Financial LLC1,113,258$8.27M<0.01%-193,22713F-HRTimeline
Yakira Capital Management, Inc.662,760$4.92M2%+628,58713F-HRTimeline
Cable Car Capital, LP662,532$4.92M5.59%+2,62913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.607,198$4.51M0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…521,955$3.88M0.01%+114,30213F-HRTimeline
Cetera Investment Advisers505,121$3.75M0.01%+225,81513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY453,177$3.37M<0.01%+11,42113F-HRTimelineGroup
Perennial Investment Advisors, LLC436,957$3.25M0.37%+2,28013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.366,334$2.72M0.04%+330,19513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC310,669$2.31M<0.01%-1,03313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\256,505$1.91M<0.01%+256,47013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC250,465$1.86M<0.01%+3,15413F-HRTimeline
Aptus Capital Advisors, LLC215,052$1.6M0.02%+2,55913F-HRTimeline
Atria Wealth Solutions, Inc.203,776$1.52M0.02%-4,93913F-HRTimeline
J.W. COLE ADVISORS, INC.165,907$1.23M0.04%+33,07213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC148,325$1.1M0.06%+121,26713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC122,569$911K0.01%-35,12013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC108,426$806K0.73%013F-HRTimeline
HighTower Advisors, LLC106,129$789K<0.01%-12,86413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…100,696$748K<0.01%-3,05113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…100,452$747K<0.01%-14,00013F-HR/ATimelineGroup
Creative Planningin group Creative Planning95,347$708K<0.01%+17,85813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.92,646$688K<0.01%-78,82713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.92,047$684K0.04%+7,72213F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.88,892$660K0.22%-82,96013F-HRTimeline
Encompass More Asset Management76,570$569K0.17%+81913F-HRTimeline
Strategic Financial Concepts, LLC72,100$536K0.1%-2,55013F-HRTimeline
AMERIFLEX GROUP, INC.71,600$532K0.22%-19,50013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV70,975$527K0.04%-19,39213F-HRTimeline
Clarity Capital Partners LLC66,190$492K0.2%+21,96413F-HRTimeline
Prospera Financial Services Inc63,563$472K0.01%+7,67413F-HRTimeline
IEQ CAPITAL, LLC54,535$405K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG53,359$396K<0.01%-4,59113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.52,160$388K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,549$383K<0.01%+3,89613F-HRTimelineGroup
Private Advisor Group, LLC51,035$379K<0.01%-1,87113F-HRTimeline
Garden State Investment Advisory Servic…50,761$377K0.12%-86313F-HRTimeline
PFG Investments, LLC50,636$376K0.02%-33913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,896$371K<0.01%+1,15113F-HRTimelineGroup
Almitas Capital LLC48,565$361K0.12%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.46,441$345K<0.01%new13F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC44,886$334K0.01%+2,08813F-HRTimeline
CoreCap Advisors, LLC42,014$312K0.01%-6,14213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,915$311K<0.01%-20313F-HRTimelineGroup
Dynamic Advisor Solutions LLC39,442$293K0.01%-2,30713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,945$267K-9,087Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,714$265K<0.01%new13F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC35,000$260K0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC31,164$218K0.01%+19413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,102$201K<0.01%+1,40013F-HRTimelineGroup
Janney Montgomery Scott LLC27,058$201K<0.01%new13F-HRTimeline
Vantage Financial Partners, LLC25,007$186K0.05%+33713F-HRTimeline
Ursa Fund Management, LLC25,000$186K0.66%new13F-HRTimeline
MGO ONE SEVEN LLC24,717$184K0.01%-4,24613F-HRTimeline
NewEdge Advisors, LLC23,000$171K<0.01%-8,73013F-HRTimeline
Redhawk Wealth Advisors, Inc.22,564$168K0.02%+36413F-HRTimeline
Sequoia Financial Advisors, LLC22,000$163K<0.01%+60013F-HRTimeline
HF Advisory Group, LLC21,103$157K0.07%+5113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,012$156K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC19,924$148K0.01%-4,42613F-HRTimeline
Sanctuary Advisors, LLC19,000$141K<0.01%+15013F-HRTimeline
SeaCrest Wealth Management, LLC18,907$140K0.02%-33,79213F-HRTimeline
MAI Capital Management18,609$138K<0.01%+1,05613F-HRTimeline
LANARK FINANCIAL, INC.18,455$137K0.01%+18,44113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,907$133K<0.01%-7,33213F-HRTimeline
Capital CS Group, LLC17,555$130K0.22%-24,97613F-HRTimeline
Buska Wealth Management, LLC16,519$123K0.04%+5,23913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC16,339$121K0.06%+72113F-HRTimeline
BIP Wealth, LLC16,000$119K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,970$119K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,916$118K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,117$105K<0.01%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,991$104K<0.01%new13F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC13,830$103K0.01%013F-HRTimeline
BlueChip Wealth Advisors LLC13,088$97.2K0.05%013F-HRTimeline
DAVENPORT & Co LLC12,773$94.9K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC12,392$92.1K<0.01%new13F-HRTimeline
Quarry LP12,018$89.3K0.02%-2,99513F-HRTimeline
Steward Partners Investment Advisory, L…11,766$87.4K<0.01%+50113F-HRTimeline
Pasadena Private Wealth, LLC11,603$86.2K0.02%-3,56713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,204$83.2K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,615$78.9K0.01%+51313F-HRTimeline
TOWNSQUARE CAPITAL LLC10,586$78.7K<0.01%-1,50013F-HRTimeline
Sonora Investment Management Group, LLC10,135$75.3K0.01%+213F-HRTimeline
Valmark Advisers, Inc.10,000$74.3K<0.01%new13F-HRTimeline
RPG Investment Advisory, LLC10,000$74.3K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC10,000$74.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC10,000$74.3K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC10,000$74.3K<0.01%013F-HRTimeline
Marshall Financial Group, LLC10,000$74.3K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC6,810$50.6K0.01%013F-HRTimeline
Larson Financial Group LLC6,641$49.3K<0.01%+77813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,528$48.5K0.02%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,233$46.3K<0.01%-75113F-HRTimelineGroup
Park Square Financial Group, LLC5,695$42.3K0.03%013F-HRTimeline
Sound Income Strategies, LLC4,864$36.1K<0.01%013F-HRTimeline
IFP Advisors, Inc4,250$31.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,089$23K<0.01%new13F-HRTimeline
Avalon Trust Co2,000$14.9K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,241$9.22K<0.01%+6013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,200$8.92K<0.01%-10,50013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,183$8.79K<0.01%+1,17313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,126$8K<0.01%-44513F-HR/ATimelineGroup
GODSEY & GIBB, INC1,000$7.43K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1,000$7.43K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC700$6.01K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC700$5.2K<0.01%new13F-HRTimeline
Allworth Financial LP621$4.34K<0.01%-1613F-HRTimeline
ADIRONDACK TRUST CO380$2.82K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.150$1.11K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC44$327<0.01%-113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.38$282<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4$31<0.01%+213F-HRTimelineGroup
DANSKE BANK A/S4$30<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC31$00%+3013F-HRTimelineGroupValue filed as zero, left out of ratios.
TSFG, LLC17$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,50013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.