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 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29KNew |
$219K - $243K
|
29K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-17.3K- 56.14% |
$130K - $145K
|
13.5K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
393+ 2.42% |
$2.97K - $3.29K
|
16.6K
$152K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.47KNew |
$11.1K - $12.3K
|
1.47K
$13.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
21.5KNew |
$162K - $180K
|
21.5K
$197K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
886+ 14.96% |
$6.69K - $7.42K
|
6.81K
$62.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-19.1K- 39.58% |
$139K - $160K
|
29.1K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$1.45K - $1.68K
|
200
$1.83K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
39.1KNew |
$284K - $329K
|
39.1K
$359K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.89KNew |
$28.3K - $32.7K
|
3.89K
$35.7K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21KNew |
$153K - $177K
|
21K
$193K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$15.7K - $18.1K
|
2.16K
$19.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
34+ 6.61% |
$247 - $286
|
548
$5.03K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.8KNew |
$251K - $320K
|
34.8K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
43.8KNew |
$317K - $403K
|
43.8K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.9M+ 2143.35% |
$28.2M - $35.9M
|
4.09M
$37.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
52.5KNew |
$379K - $483K
|
52.5K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
623+ 6.13% |
$4.5K - $5.73K
|
10.8K
$98.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.35K- 0.93% |
$24.2K - $30.8K
|
358K
$3.28M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$14.4K - $18.4K
|
2K
$18.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.7KNew |
$19.5K - $24.8K
|
2.7K
$24.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$13.8K - $17.5K
|
1.91K
$17.5K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$20.5K - $27K
|
2.5K
$22.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
830+ 5.5% |
$6.79K - $8.97K
|
15.9K
$146K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
421New |
$3.29K - $6.09K
|
421
$3.86K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$4.59K
|
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
454K+ 1339.1% |
$3.55M - $6.57M
|
488K
$4.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
116KNew |
$902K - $1.67M
|
116K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-46Closed |
$359 - $666
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-250KClosed |
$1.95M - $3.62M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$4.59K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-31.4KClosed |
$245K - $454K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-70Closed |
$547 - $1.01K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15.8KClosed |
$123K - $228K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
21KNew |
$164K - $304K
|
21K
$193K
|
|
|
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
BUY
|
- |
133KNew |
$1.04M - $1.92M
|
133K
$1.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
53.8KNew |
$420K - $779K
|
53.8K
$494K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.7KNew |
$107K - $198K
|
13.7K
$125K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-41Closed |
$320 - $593
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.3KClosed |
$80.2K - $149K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$91.1K - $169K
|
11.7K
$107K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
10KNew |
$78.1K - $145K
|
10K
$91.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-250- 27.78% |
$1.95K - $3.62K
|
650
$5.96K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
376+ 6.45% |
$2.94K - $5.44K
|
6.2K
$56.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400KNew |
$3.13M - $5.79M
|
400K
$3.67M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-800Closed |
$10.6K - $11.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11.3KClosed |
$150K - $165K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-191Closed |
$2.54K - $2.78K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-21.4KClosed |
$285K - $312K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3KClosed |
$38.7K - $44.1K
|
0
$0
|
|