CORNERSTONE STRATEGIC INVEST CLM
COM · Closed-End Fund · CUSIP 21924B302
- HeadquartersCincinnati, OH
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.56.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 89 |
| Q1 2023 | 89 |
| Q2 2023 | 92 |
| Q3 2023 | 92 |
| Q4 2023 | 110 |
| Q1 2024 | 108 |
| Q2 2024 | 117 |
| Q3 2024 | 118 |
| Q4 2024 | 128 |
| Q1 2025 | 123 |
| Q2 2025 | 123 |
| Q3 2025 | 126 |
| Q4 2025 | 127 |
| Q1 2026 | 139 |
| Q2 2026 | 146 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 62 | 40 |
| Q4 2024 | 65 | 50 |
| Q1 2025 | 59 | 59 |
| Q2 2025 | 72 | 44 |
| Q3 2025 | 65 | 44 |
| Q4 2025 | 65 | 48 |
| Q1 2026 | 82 | 36 |
| Q2 2026 | 79 | 46 |
Biggest buyers
| Cambridge Investment Research Advisors, Inc. | Added | +1.1m |
| Warberg Asset Management LLC | Added | +794.6k |
| PFG Investments, LLC | Added | +369.9k |
| Almitas Capital LLC | Added | +219.8k |
| J.W. COLE ADVISORS, INC. | New | +211.4k |
| Cetera Investment Advisers | Added | +202.9k |
| Sculptor Capital LP | Added | +182.1k |
| LPL Financial LLC | Added | +164.6k |
| INDEPENDENT FINANCIAL GROUP, LLC | New | +111.9k |
| Marex Group Ltd | New | +110.0k |
Biggest sellers
| OSAIC HOLDINGS, INC. | Reduced | -232.9k |
| SIT INVESTMENT ASSOCIATES INC | Sold out | -158.0k |
| MORGAN STANLEY | Reduced | -94.7k |
| JANE STREET GROUP, LLC | Sold out | -92.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -83.1k |
| Independent Advisor Alliance | Sold out | -37.1k |
| Prospera Financial Services Inc | Reduced | -31.8k |
| Cerity Partners LLC | Sold out | -30.1k |
| Pasadena Private Wealth, LLC | Sold out | -23.7k |
| HOWE & RUSLING INC | Sold out | -20.1k |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $284.9k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $9.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-31 | Greer Peter Director | Bought | $9.9k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Alpine Global Management, LLC 8.48% of their portfolio | 6.8m $51.7m | Added +19.4k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.95% of their portfolio | 6.7m $50.9m | Reduced -7.8k |
| PFG Investments, LLC 1.32% of their portfolio | 4.5m $34.0m | Added +369.9k |
| Quarry LP 4.15% of their portfolio | 3.5m $26.3m | Reduced -13.0k |
| Sculptor Capital LP 0.26% of their portfolio | 3.3m $25.1m | Added +182.1k |
| OSAIC HOLDINGS, INC. 0.03% of their portfolio | 3.0m $22.8m | Reduced -232.9k |
| LPL Financial LLC 0.00% of their portfolio | 2.6m $19.6m | Added +164.6k |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 2.2m $16.5m | Added +1.1m |
| Warberg Asset Management LLC 4.11% of their portfolio | 1.8m $13.9m | Added +794.6k |
| Cetera Investment Advisers 0.01% of their portfolio | 1.6m $11.8m | Added +202.9k |
| Cable Car Capital, LP 0.42% of their portfolio | 1.3m $9.6m | Added +24.1k |
| Almitas Capital LLC 1.20% of their portfolio | 661.8k $5.0m | Added +219.8k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 629.9k $4.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 560.2k $4.2m | Reduced -94.7k |
| WJ Financial Advisors LLC 2.80% of their portfolio | 504.0k $3.8m | Added +59.1k |
| Perennial Investment Advisors, LLC 0.24% of their portfolio | 484.5k $3.7m | Added +8.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 388.8k $2.9m | Added +11.7k |
| Stratos Wealth Partners, LTD. 0.03% of their portfolio | 334.0k $2.5m | Reduced -8.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 319.2k $2.4m | Added +24.8k |
| Yakira Capital Management, Inc. 0.69% of their portfolio | 311.4k $2.4m | Added +4.7k |
| Creative Planning 0.00% of their portfolio | 277.1k $2.1m | Added +74.2k |
| Kovack Advisors, Inc. 0.08% of their portfolio | 233.4k $1.8m | Added +89.1k |
| J.W. COLE ADVISORS, INC. 0.03% of their portfolio | 211.4k $1.6m | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 178.2k $1.3m | Added +18.5k |
| WINEBRENNER CAPITAL MANAGEMENT LLC 0.73% of their portfolio | 158.0k $1.2m | Added +200 |
| StoneX Group Inc. 0.05% of their portfolio | 151.9k $1.1m | Reduced -3.2k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 145.9k $1.1m | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% of their portfolio | 133.0k $1.0m | Added +39.0k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio | 111.9k $846.0k | New |
| Aptus Capital Advisors, LLC 0.01% of their portfolio | 110.7k $837.0k | Added +2.0k |
| Marex Group Ltd 0.01% of their portfolio | 110.0k $831.4k | New |
| Savvy Advisors, Inc. 0.02% of their portfolio | 107.6k $813.4k | Added +100 |
| Advisory Solutions Group, LLC 0.25% of their portfolio | 97.9k $740.0k | First filing |
| AE Wealth Management LLC 0.00% of their portfolio | 92.7k $700.9k | Added +39.5k |
| Encompass More Asset Management 0.10% of their portfolio | 89.5k $676.7k | Added +8.6k |
| XTX Topco Ltd 0.01% of their portfolio | 88.6k $669.8k | Added +59.9k |
| Focus Partners Wealth 0.00% of their portfolio | 83.5k $631.4k | Reduced -7.4k |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 79.0k $597.4k | Added +2.2k |
| Mirador Capital Partners LP 0.07% of their portfolio | 78.7k $595.3k | New |
| BENJAMIN EDWARDS INC 0.01% of their portfolio | 74.4k $562.5k | Added +1.8k |
| Garden State Investment Advisory Services LLC 0.10% of their portfolio | 65.3k $493.4k | Added +8.0k |
| Private Advisor Group, LLC 0.00% of their portfolio | 62.1k $469.6k | Added +7.5k |
| CoreCap Advisors, LLC 0.01% of their portfolio | 59.9k $452.5k | Added +40.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 59.5k $449.6k | Added +8.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 59.0k $446.4k | Reduced -6.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 58.4k $441.1k | Added +7.6k |
| Prospera Financial Services Inc 0.01% of their portfolio | 54.9k $415.2k | Reduced -31.8k |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 54.1k $409.2k | Added +5.3k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 51.9k $392.3k | Reduced -328 |
| TORONTO DOMINION BANK 0.00% of their portfolio | 50.0k $378.0k | Reduced -200 |
| Gladstone Institutional Advisory LLC 0.01% of their portfolio | 49.1k $371.1k | Reduced -8.4k |
| OneAscent Family Office, LLC 0.17% of their portfolio | 44.3k $334.7k | New |
| FIRETHORN WEALTH PARTNERS, LLC 0.10% of their portfolio | 42.2k $318.7k | Added +1.9k |
| BlackRock, Inc. 0.00% of their portfolio | 41.3k $311.9k | Unchanged |
| SeaCrest Wealth Management, LLC 0.03% of their portfolio | 39.2k $296.1k | Added +10.6k |
| MGO ONE SEVEN LLC 0.00% of their portfolio | 35.3k $266.7k | Added +1.5k |
| Meridian Wealth Management, LLC 0.01% of their portfolio | 35.1k $265.1k | Reduced -1.7k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 33.1k $250.2k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 32.4k $245.3k | Added +19.3k |
| Buska Wealth Management, LLC 0.08% of their portfolio | 30.6k $231.3k | Added +1.2k |
| Foundations Investment Advisors, LLC 0.00% of their portfolio | 30.5k $230.4k | New |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 28.7k $217.2k | Added +1 |
| AMERIFLEX GROUP, INC. 0.08% of their portfolio | 27.5k $207.9k | Reduced -500 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 26.6k $201.4k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 26.3k $199.0k | Added +523 |
| HF Advisory Group, LLC 0.06% of their portfolio | 25.5k $192.7k | Added +985 |
| LANARK FINANCIAL, INC. 0.01% of their portfolio | 25.2k $190.5k | Unchanged |
| Chicago Partners Investment Group LLC 0.00% of their portfolio | 25.0k $179.2k | Added +83 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 23.5k $179.6k | Reduced -490 |
| Virtu Financial LLC 0.01% of their portfolio | 23.3k $176.0k | Added +7.7k |
| BECKER CAPITAL MANAGEMENT INC 0.00% of their portfolio | 22.8k $172.7k | Added +810 |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 21.4k $161.8k | Unchanged |
| BIP Wealth, LLC 0.00% of their portfolio | 20.9k $158.0k | New |
| Clear Street Group Inc. 0.00% of their portfolio | 20.5k $154.9k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 20.1k $151.8k | Added +123 |
| Larson Financial Group LLC 0.00% of their portfolio | 20.1k $151.8k | Added +912 |
| Marshall Financial Group, LLC 0.02% of their portfolio | 20.0k $151.2k | Added +10.0k |
| UBS Group AG 0.00% of their portfolio | 18.5k $139.7k | Added +842 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 18.1k $136.8k | Added +611 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 17.9k $135.2k | Unchanged |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 17.9k $135.0k | Unchanged |
| Summit Financial, LLC 0.00% of their portfolio | 17.8k $134.2k | Reduced -877 |
| World Investment Advisors 0.00% of their portfolio | 17.7k $134.5k | Reduced -2.7k |
| Capital CS Group, LLC 0.19% of their portfolio | 17.4k $131.8k | Added +281 |
| Secure Asset Management, LLC 0.02% of their portfolio | 17.1k $129.0k | Added +4.5k |
| INTEGRITY ALLIANCE, LLC. 0.00% of their portfolio | 16.7k $126.2k | Reduced -938 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.6k $125.1k | Reduced -83.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 15.9k $120.3k | Unchanged |
| Strategic Financial Concepts, LLC 0.04% of their portfolio | 15.7k $118.7k | Added +1.0k |
| EVOLUTION WEALTH MANAGEMENT INC. 0.06% of their portfolio | 14.6k $110.1k | Reduced -4.9k |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 14.5k $109.7k | New |
| Accurate Wealth Management, LLC 0.01% of their portfolio | 14.2k $108.1k | Added +160 |
| A4 Wealth Advisors LLC 0.07% of their portfolio | 14.0k $106.0k | Reduced -1.9k |
| MOSAIC FAMILY WEALTH PARTNERS, LLC 0.01% of their portfolio | 14.0k $105.9k | Added +789 |
| BLUEDOOR PRIVATE WEALTH, LLC 0.04% of their portfolio | 13.9k $105.2k | New |
| NWF Advisory Services Inc. 0.01% of their portfolio | 13.5k $102.1k | Unchanged |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 13.2k $99.7k | New |
| Redhawk Wealth Advisors, Inc. 0.01% of their portfolio | 13.1k $98.8k | Added +604 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 12.9k $97.6k | Reduced -7 |
| DAVENPORT & Co LLC 0.00% of their portfolio | 12.8k $96.6k | Unchanged |