Latest Institutional Transactions on Cornerstone Strategic Value Fund Inc (CLM)
This table provides information on the latest institutional transactions involving Cornerstone Strategic Value Fund Inc (CLM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119KNew |
$913K - $1.1M
|
119K
$1.06M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.7KNew |
$266K - $320K
|
34.7K
$309K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.25K- 0.37% |
$63.2K - $75.9K
|
2.2M
$19.6M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-904- 13.36% |
$6.93K - $8.33K
|
5.86K
$52.2K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.8K- 67.05% |
$183K - $219K
|
11.7K
$104K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.9K- 77.07% |
$290K - $349K
|
11.3K
$100K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.98KNew |
$53.6K - $64.3K
|
6.98K
$62.2K
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-65- 0.26% |
$499 - $599
|
24.7K
$220K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
312KNew |
$2.39M - $2.87M
|
312K
$2.78M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$15.3K - $18.4K
|
2K
$17.8K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
30+ 600.0% |
$230 - $276
|
35
$312
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.53KNew |
$50.1K - $60.1K
|
6.53K
$58.2K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 14.32% |
$15.3K - $18.4K
|
16K
$142K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-26.1K- 100.0% |
$200K - $240K
|
1
$8.91
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.25KNew |
$32.6K - $39.1K
|
4.25K
$37.9K
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
108KNew |
$832K - $999K
|
108K
$966K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.09K- 7.18% |
$31.4K - $37.7K
|
52.9K
$471K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-543- 0.26% |
$4.16K - $5K
|
209K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40+ 0.21% |
$307 - $368
|
18.9K
$168K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.7K+ 69.92% |
$419K - $503K
|
133K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-567K- 88.36% |
$4.35M - $5.22M
|
74.7K
$665K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 1.59% |
$76.7 - $92.1
|
637
$5.68K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.43K+ 55.86% |
$57K - $68.4K
|
20.7K
$185K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 5.48% |
$19.7K - $23.6K
|
44.2K
$394K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
846+ 5.37% |
$6.49K - $7.79K
|
16.6K
$148K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10KNew |
$76.7K - $92.1K
|
10K
$89.1K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.1KNew |
$277K - $333K
|
36.1K
$322K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.8KNew |
$98K - $118K
|
12.8K
$114K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-12.1K- 35.47% |
$93.2K - $112K
|
22.1K
$197K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.1KNew |
$77.7K - $93.3K
|
10.1K
$90.3K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-37- 0.12% |
$284 - $341
|
31K
$276K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 99.91% |
$114K - $137K
|
14
$125
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3K- 5.56% |
$23K - $27.7K
|
51K
$454K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.46K+ 4.78% |
$26.5K - $31.9K
|
75.8K
$675K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
582+ 3.87% |
$4.46K - $5.36K
|
15.6K
$139K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.09K+ 17.07% |
$46.7K - $56.1K
|
41.7K
$372K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
308+ 0.72% |
$2.36K - $2.84K
|
42.8K
$381K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-59.6K- 67.13% |
$457K - $549K
|
29.2K
$260K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
602+ 2.94% |
$4.62K - $5.54K
|
21.1K
$188K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.25K- 2.32% |
$9.6K - $11.5K
|
52.7K
$470K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
920+ 2.21% |
$7.06K - $8.47K
|
42.5K
$379K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.06% |
$61.4 - $73.7
|
13.3K
$119K
|
|
Q3 2024 | |||||||
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.04K- 9.21% |
$7.34K - $8.12K
|
10.2K
$91.2K
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1+ 0.0% |
$7.06 - $7.82
|
597K
$5.32M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-27K- 43.12% |
$191K - $211K
|
35.7K
$318K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
51+ 4.73% |
$360 - $399
|
1.13K
$10.1K
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-188- -0.0% |
$1.33K - $1.47K
|
5.91M
$52.6M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
648+ 2.36% |
$4.57K - $5.07K
|
28.1K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.82K+ 0.08% |
$34K - $37.7K
|
5.91M
$52.6M
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-16.3K- 31.73% |
$115K - $127K
|
35K
$312K
|