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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10KNew |
$66.6K - $81.2K
|
10K
$81.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20KNew |
$133K - $162K
|
20K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.9M- 99.79% |
$12.6M - $15.4M
|
3.9K
$31.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ursa Fund Management, LLC
|
BUY
|
- |
250K+ 1000.0% |
$1.67M - $2.03M
|
275K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50KNew |
$333K - $406K
|
50K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
26.6KNew |
$177K - $216K
|
26.6K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15KNew |
$99.7K - $122K
|
15K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.8K- 99.99% |
$78.4K - $95.5K
|
1
$8.14
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$80.8K - $98.6K
|
12.1K
$98.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 50.0% |
$6.66K - $8.12K
|
1K
$8.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
83.9KNew |
$559K - $681K
|
83.9K
$683K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$68.3K - $83.3K
|
10.3K
$83.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
856New |
$5.7K - $6.95K
|
856
$6.97K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2K+ 17.62% |
$7.99K - $9.74K
|
8.01K
$65.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.26K- 68.38% |
$28.4K - $34.6K
|
1.97K
$16K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4- 0.03% |
$26.6 - $32.5
|
16K
$130K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
409+ 3.13% |
$2.72K - $3.32K
|
13.5K
$110K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-171K- 84.04% |
$1.14M - $1.39M
|
32.5K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-52.1K- 78.71% |
$347K - $423K
|
14.1K
$115K
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
1.23MNew |
$8.19M - $9.98M
|
1.23M
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 55.52% |
$11.4K - $13.9K
|
4.8K
$39.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.07KNew |
$30.1K - $37K
|
4.07K
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
48.6KNew |
$359K - $441K
|
48.6K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
54.5KNew |
$403K - $496K
|
54.5K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.4K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14KNew |
$103K - $127K
|
14K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 11730.0% |
$8.67K - $10.7K
|
1.18K
$9.63K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.5K- 12.41% |
$11.1K - $13.6K
|
10.6K
$86.2K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.4K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
663KNew |
$4.9M - $6.02M
|
663K
$5.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30+ 3000.0% |
$222 - $273
|
31
$252
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.09K+ 4.88% |
$15.4K - $19K
|
44.9K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.1KNew |
$200K - $246K
|
27.1K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
700New |
$5.17K - $6.36K
|
700
$5.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.02% |
$14.8 - $18.2
|
10.1K
$82.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.4K+ 131721.44% |
$136K - $168K
|
18.5K
$150K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5.7KNew |
$43.7K - $52.5K
|
5.7K
$46.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19.4KNew |
$149K - $179K
|
19.4K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.44M- 74.58% |
$11.1M - $13.3M
|
492K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.9KNew |
$260K - $312K
|
33.9K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$123K - $147K
|
16K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.8K- 58.6% |
$121K - $146K
|
11.2K
$91.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.6KNew |
$296K - $356K
|
38.6K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150New |
$1.15K - $1.38K
|
150
$1.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 9.09% |
$7.67 - $9.21
|
12
$97.7
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 6.2% |
$290K - $348K
|
647K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$12.8K - $15.3K
|
1.67K
$13.6K
|
|