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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.8K- 8.65% |
$150K - $157K
|
199K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.68K+ 0.81% |
$29.2K - $30.5K
|
455K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-709- 1.37% |
$5.64K - $5.89K
|
51K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30K+ 76.62% |
$238K - $249K
|
69.1K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.5K+ 2.32% |
$11.9K - $12.5K
|
66.2K
$539K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-17.7K- 94.85% |
$140K - $147K
|
959
$7.81K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-250K- 97.46% |
$1.99M - $2.08M
|
6.51K
$53K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
10.3K+ 57.17% |
$81.9K - $85.6K
|
28.3K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1KNew |
$96.2K - $101K
|
12.1K
$98.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.15KNew |
$9.14K - $9.56K
|
1.15K
$9.36K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 4.17% |
$398 - $416
|
1.25K
$10.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.9K+ 16.88% |
$94.9K - $99.2K
|
82.7K
$673K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40K- 7.29% |
$318K - $332K
|
508K
$4.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.3K+ 23.83% |
$26.2K - $27.4K
|
17.2K
$140K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43+ 3.61% |
$342 - $357
|
1.23K
$10K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
151KNew |
$1.2M - $1.25M
|
151K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-6.28K- 27.83% |
$49.9K - $52.2K
|
16.3K
$133K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 15.58% |
$73.7K - $77.1K
|
68.8K
$560K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-162- 0.76% |
$1.29K - $1.35K
|
21.3K
$173K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
68+ 2.89% |
$541 - $565
|
2.42K
$19.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.84K- 20.09% |
$30.6K - $31.9K
|
15.3K
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
27.7KNew |
$221K - $231K
|
27.7K
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
15.9KNew |
$126K - $132K
|
15.9K
$129K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.5KNew |
$43.7K - $45.7K
|
5.5K
$44.8K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.2K+ 8.85% |
$145K - $151K
|
224K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
220+ 0.49% |
$1.75K - $1.83K
|
45.4K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
17.5K+ 34.79% |
$139K - $145K
|
67.6K
$550K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$270K - $283K
|
34K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
25.3K+ 23.36% |
$201K - $210K
|
134K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.7K+ 4.56% |
$13.5K - $14.1K
|
39K
$318K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 6.27% |
$15.5K - $16.2K
|
29.1K
$237K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-115- 0.44% |
$914 - $956
|
26.2K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$170K - $178K
|
21.4K
$174K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83+ 0.24% |
$660 - $690
|
35.4K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.7K- 17.97% |
$156K - $164K
|
89.8K
$731K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169+ 1.21% |
$1.34K - $1.4K
|
14.1K
$115K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1KNew |
$7.95K - $8.31K
|
1K
$8.14K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.41K+ 1.75% |
$35.1K - $36.7K
|
256K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.3K- 19.87% |
$82.1K - $85.8K
|
41.6K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
928New |
$7.38K - $7.71K
|
928
$7.55K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.51K+ 4.37% |
$27.9K - $29.2K
|
83.8K
$682K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$3.18K - $3.32K
|
400
$3.26K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.6K- 6.25% |
$20.7K - $21.6K
|
38.9K
$317K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 4.54% |
$8.55K - $8.94K
|
24.8K
$201K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
779+ 4.54% |
$6.19K - $6.47K
|
17.9K
$146K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
806+ 3.67% |
$6.41K - $6.7K
|
22.7K
$185K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-2- 50.0% |
$13.3 - $16.2
|
2
$16.3
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 130.37% |
$9.78K - $11.9K
|
2.59K
$21.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
19.4KNew |
$129K - $158K
|
19.4K
$158K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45.5K+ 45.28% |
$303K - $369K
|
146K
$1.19M
|
|