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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.89KNew |
$28.3K - $32.7K
|
3.89K
$31K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21KNew |
$153K - $177K
|
21K
$168K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
34+ 6.61% |
$247 - $286
|
548
$4.37K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.8KNew |
$251K - $320K
|
34.8K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
43.8KNew |
$317K - $403K
|
43.8K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
52.5KNew |
$379K - $483K
|
52.5K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.9M+ 2143.35% |
$28.2M - $35.9M
|
4.09M
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.35K- 0.93% |
$24.2K - $30.8K
|
358K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
623+ 6.13% |
$4.5K - $5.73K
|
10.8K
$86.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$14.4K - $18.4K
|
2K
$16K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.7KNew |
$19.5K - $24.8K
|
2.7K
$21.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$13.8K - $17.5K
|
1.91K
$15.2K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
830+ 5.5% |
$6.79K - $8.97K
|
15.9K
$127K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$3.99K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-46Closed |
$359 - $666
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
116KNew |
$902K - $1.67M
|
116K
$922K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-250KClosed |
$1.95M - $3.62M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-31.4KClosed |
$245K - $454K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$3.99K
|
|
|
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
$168K
|
|
|
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
BUY
|
- |
133KNew |
$1.04M - $1.92M
|
133K
$1.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
53.8KNew |
$420K - $779K
|
53.8K
$430K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.7KNew |
$107K - $198K
|
13.7K
$109K
|
|
|
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
$93.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
10KNew |
$78.1K - $145K
|
10K
$79.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-250- 27.78% |
$1.95K - $3.62K
|
650
$5.19K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
376+ 6.45% |
$2.94K - $5.44K
|
6.2K
$49.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400KNew |
$3.13M - $5.79M
|
400K
$3.19M
|
|
| 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
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.12K- 98.24% |
$27.3K - $31.1K
|
38
$303
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-21.1KClosed |
$272K - $310K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
728New |
$9.39K - $10.7K
|
728
$5.81K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.27KClosed |
$55.1K - $62.7K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
50KNew |
$645K - $735K
|
50K
$399K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
55New |
$629 - $725
|
55
$439
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$125K - $144K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-247KClosed |
$2.83M - $3.26M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-251KClosed |
$2.74M - $3.45M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-333Closed |
$3.9K - $4.53K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-16Closed |
$187 - $218
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.08KClosed |
$11.2K - $12.3K
|
0
$0
|
|