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 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23K- 67.22% |
$176K - $212K
|
11.2K
$89.5K
|
|
Feb 14, 2025
Q4 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
182KNew |
$1.39M - $1.67M
|
182K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.8K- 58.6% |
$121K - $146K
|
11.2K
$89.3K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$123K - $147K
|
16K
$128K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.9KNew |
$260K - $312K
|
33.9K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.44M- 74.58% |
$11.1M - $13.3M
|
492K
$3.92M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.1KNew |
$155K - $186K
|
20.1K
$161K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150New |
$1.15K - $1.38K
|
150
$1.2K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-511- 36.24% |
$3.92K - $4.71K
|
899
$7.17K
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
60K+ 10.96% |
$460K - $553K
|
607K
$4.85M
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.6KNew |
$296K - $356K
|
38.6K
$308K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 9.09% |
$7.67 - $9.21
|
12
$95.8
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 6.2% |
$290K - $348K
|
647K
$5.17M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.46K- 24.02% |
$34.2K - $41.1K
|
14.1K
$113K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$12.8K - $15.3K
|
1.67K
$13.3K
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
37.6KNew |
$288K - $346K
|
37.6K
$300K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.7KNew |
$266K - $320K
|
34.7K
$277K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.53KNew |
$50.1K - $60.1K
|
6.53K
$52.1K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$15.3K - $18.4K
|
2K
$16K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 14.32% |
$15.3K - $18.4K
|
16K
$127K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.25KNew |
$32.6K - $39.1K
|
4.25K
$33.9K
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
108KNew |
$832K - $999K
|
108K
$865K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40+ 0.21% |
$307 - $368
|
18.9K
$150K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.43K+ 55.86% |
$57K - $68.4K
|
20.7K
$165K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10KNew |
$76.7K - $92.1K
|
10K
$79.8K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.8KNew |
$98K - $118K
|
12.8K
$102K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-12.1K- 35.47% |
$93.2K - $112K
|
22.1K
$176K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-59.6K- 67.13% |
$457K - $549K
|
29.2K
$233K
|
|
Q3 2024 | |||||||
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1+ 0.0% |
$7.06 - $7.82
|
597K
$4.77M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.4KNew |
$38.1K - $42.2K
|
5.4K
$43.1K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-51- 4.83% |
$360 - $399
|
1.01K
$8.02K
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-16.3K- 31.73% |
$115K - $127K
|
35K
$279K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.2K+ 208.41% |
$199K - $220K
|
41.7K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-144K- 38.47% |
$1.02M - $1.13M
|
230K
$1.84M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.81K- 35.94% |
$41K - $45.5K
|
10.4K
$82.7K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.35K+ 2598.45% |
$23.7K - $26.2K
|
3.48K
$27.8K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$192K - $213K
|
27.3K
$218K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.76K+ 190.78% |
$61.8K - $68.5K
|
13.3K
$107K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 19.13% |
$427K - $473K
|
256K
$2.04M
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
15.6KNew |
$110K - $122K
|
15.6K
$125K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
287KNew |
$2.03M - $2.25M
|
287K
$2.29M
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
760New |
$5.43K - $5.9K
|
760
$6.06K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.5K+ 11.4% |
$10.7K - $11.7K
|
14.7K
$117K
|
|
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
500KNew |
$3.58M - $3.88M
|
500K
$3.99M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500New |
$3.58K - $3.88K
|
500
$3.99K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
233New |
$1.67K - $1.81K
|
233
$1.86K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 1.62% |
$157 - $171
|
1.38K
$11K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.3K- 47.94% |
$88.2K - $95.8K
|
13.4K
$107K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
13.1KNew |
$93.6K - $102K
|
13.1K
$104K
|