A detailed history of Summit Financial, LLC transactions in Cornerstone Strategic Value Fund Inc stock. As of the latest transaction made, Summit Financial, LLC holds 21,787 shares of CLM stock, worth $177,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,787
Previous 21,627 0.74%
Holding current value
$177,346
Previous $175,000 2.86%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$7.95 - $8.31 $1,272 - $1,329
160 Added 0.74%
21,787 $180,000
Q2 2025

Aug 13, 2025

BUY
$6.66 - $8.12 $144,035 - $175,611
21,627 New
21,627 $175,000

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 Summit Financial, LLC Portfolio

Follow Summit Financial, LLC 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.