A detailed history of Bok Financial Private Wealth, Inc. transactions in Cornerstone Strategic Value Fund Inc stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 500 shares of CLM stock, worth $4,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 500 -0.0%
Holding current value
$4,455
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$7.15 - $7.76 $3,575 - $3,880
500 New
500 $3,000
Q3 2023

Oct 13, 2023

BUY
$7.8 - $8.79 $9,750 - $10,987
1,250 New
1,250 $10,000
Q1 2023

Apr 21, 2023

BUY
$7.27 - $8.41 $14,540 - $16,820
2,000 New
2,000 $15,000

Others Institutions Holding CLM

About CORNERSTONE STRATEGIC VALUE FUND INC


  • Ticker CLM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Cornerstone Strategic Value Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It also inve...
More about CLM
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.