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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 1.2% |
$18.9K - $23.3K
|
215K
$1.72M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.59K- 7.92% |
$33.9K - $41.7K
|
53.4K
$426K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-203- 0.48% |
$1.5K - $1.85K
|
41.9K
$334K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.5K- 12.41% |
$11.1K - $13.6K
|
10.6K
$84.5K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 11730.0% |
$8.67K - $10.7K
|
1.18K
$9.44K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35.1K- 22.27% |
$260K - $319K
|
123K
$978K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$79.8K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
121K+ 448.17% |
$896K - $1.1M
|
148K
$1.18M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 10.81% |
$95.1K - $117K
|
106K
$847K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.15K+ 1.28% |
$23.3K - $28.7K
|
250K
$2M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.5K- 89.74% |
$77.6K - $95.4K
|
1.2K
$9.58K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2KNew |
$14.8K - $18.2K
|
2K
$16K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.14K- 12.75% |
$45.4K - $55.8K
|
42K
$335K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.94K- 2.37% |
$36.5K - $44.9K
|
204K
$1.63M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
194+ 0.63% |
$1.43K - $1.76K
|
31.2K
$249K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$79.8K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
819+ 1.08% |
$6.05K - $7.44K
|
76.6K
$611K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.25K- 14.66% |
$31.4K - $38.6K
|
24.7K
$197K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
256K+ 732771.44% |
$1.9M - $2.33M
|
257K
$2.05M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.57K- 23.51% |
$26.4K - $32.4K
|
11.6K
$92.6K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-193K- 14.79% |
$1.43M - $1.76M
|
1.11M
$8.88M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
337+ 1.37% |
$2.49K - $3.06K
|
25K
$200K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-751- 10.75% |
$5.55K - $6.83K
|
6.23K
$49.7K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
226K+ 80.85% |
$1.67M - $2.05M
|
505K
$4.03M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.43K- 18.18% |
$32.7K - $40.2K
|
19.9K
$159K
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
663KNew |
$4.9M - $6.02M
|
663K
$5.29M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.1K+ 24.9% |
$244K - $301K
|
166K
$1.32M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.67K+ 22.07% |
$27.1K - $33.3K
|
20.3K
$162K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 3.54% |
$13.8K - $17K
|
51K
$407K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
513+ 5.08% |
$3.79K - $4.66K
|
10.6K
$84.7K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
778+ 13.27% |
$5.75K - $7.07K
|
6.64K
$53K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30+ 3000.0% |
$222 - $273
|
31
$247
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16- 2.51% |
$118 - $145
|
621
$4.96K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
330K+ 913.68% |
$2.44M - $3M
|
366K
$2.92M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.9K+ 8.18% |
$28.8K - $35.4K
|
51.5K
$411K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.55K- 3.42% |
$18.8K - $23.2K
|
72.1K
$575K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60+ 5.08% |
$443 - $545
|
1.24K
$9.9K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-19.4K- 21.46% |
$143K - $176K
|
71K
$566K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
600+ 2.8% |
$4.43K - $5.45K
|
22K
$176K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$79.8K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114K+ 28.04% |
$845K - $1.04M
|
522K
$4.17M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.09K+ 4.88% |
$15.4K - $19K
|
44.9K
$358K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.1KNew |
$200K - $246K
|
27.1K
$216K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
700New |
$5.17K - $6.36K
|
700
$5.59K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.02% |
$14.8 - $18.2
|
10.1K
$80.9K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.4K+ 131721.44% |
$136K - $168K
|
18.5K
$147K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319K- 11.79% |
$2.44M - $2.93M
|
2.38M
$19M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5.7KNew |
$43.7K - $52.5K
|
5.7K
$45.4K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19.4KNew |
$149K - $179K
|
19.4K
$155K
|