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 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.1KNew |
$15K - $16.3K
|
2.1K
$16.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
52.3KNew |
$374K - $406K
|
52.3K
$417K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.6K+ 9.07% |
$25.8K - $28K
|
43.3K
$346K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.31K+ 12.44% |
$45.1K - $48.9K
|
57K
$455K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-873- 46.61% |
$6.24K - $6.77K
|
1K
$7.98K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.33KNew |
$66.7K - $72.4K
|
9.33K
$74.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.54K+ 267.09% |
$25.3K - $27.5K
|
4.86K
$38.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
703KNew |
$4.9M - $5.29M
|
703K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.9KNew |
$111K - $120K
|
15.9K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.6K+ 80.42% |
$283K - $306K
|
91.2K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5K+ 7.45% |
$72.9K - $78.7K
|
151K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 10.89% |
$11.8K - $12.7K
|
13.8K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.4K+ 7.83% |
$79.7K - $86K
|
158K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
36KNew |
$251K - $271K
|
36K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
900+ 9.89% |
$6.27K - $6.77K
|
10K
$79.8K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.5KNew |
$80.3K - $86.6K
|
11.5K
$91.9K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.78KNew |
$61.2K - $66K
|
8.78K
$70.1K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-72.3K- 13.2% |
$504K - $544K
|
475K
$3.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$1.39K - $1.5K
|
200
$1.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
724+ 6.91% |
$5.05K - $5.44K
|
11.2K
$89.4K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 1.88% |
$44 - $55.9
|
380
$3.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21KNew |
$132K - $168K
|
21K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.8K- 65.22% |
$131K - $166K
|
11.1K
$88.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-51K- 73.01% |
$321K - $407K
|
18.9K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
1.06MNew |
$6.65M - $8.45M
|
1.06M
$8.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
111KNew |
$696K - $885K
|
111K
$883K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.21KNew |
$20.2K - $25.6K
|
3.21K
$25.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-701- 4.77% |
$4.41K - $5.6K
|
14K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$4.4K - $5.59K
|
700
$5.59K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
509New |
$3.2K - $4.07K
|
509
$4.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 80.0% |
$6.29K - $7.99K
|
2.25K
$18K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
5.2K+ 28.28% |
$32.7K - $41.6K
|
23.6K
$188K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 5.56% |
$12.6 - $16
|
38
$303
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
236New |
$1.48K - $1.89K
|
236
$1.88K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.82% |
$37.7 - $47.9
|
734
$5.86K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21KNew |
$164K - $185K
|
21K
$168K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
4.77KNew |
$37.2K - $41.9K
|
4.77K
$38K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 80.94% |
$7.82K - $8.81K
|
2.24K
$17.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.14K- 4.31% |
$16.7K - $18.8K
|
47.5K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.5KNew |
$11.7K - $13.2K
|
1.5K
$12K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$84.1K - $94.8K
|
10.8K
$86K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.93K+ 5.97% |
$14.6K - $16.2K
|
34.3K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-17.3K- 56.14% |
$130K - $145K
|
13.5K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
393+ 2.42% |
$2.97K - $3.29K
|
16.6K
$133K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.47KNew |
$11.1K - $12.3K
|
1.47K
$11.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
21.5KNew |
$162K - $180K
|
21.5K
$172K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
886+ 14.96% |
$6.69K - $7.42K
|
6.81K
$54.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$1.45K - $1.68K
|
200
$1.6K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-19.1K- 39.58% |
$139K - $160K
|
29.1K
$232K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
39.1KNew |
$284K - $329K
|
39.1K
$312K
|
|