Latest Institutional Purchases of Cornerstone Strategic Value Fund Inc (CLM)
This list provides information on the latest institutional transactions involving Cornerstone Strategic Value Fund Inc (CLM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
394K+ 6.67% |
$3.02M - $3.63M
|
6.3M
$50.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 37.18% |
$2.72M - $3.26M
|
1.31M
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
312KNew |
$2.39M - $2.87M
|
312K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
182KNew |
$1.39M - $1.67M
|
182K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119KNew |
$913K - $1.1M
|
119K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117K+ 40.06% |
$894K - $1.07M
|
408K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
108KNew |
$832K - $999K
|
108K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104K+ 111.38% |
$800K - $961K
|
198K
$1.58M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
91.1KNew |
$699K - $839K
|
91.1K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.9K+ 32.66% |
$467K - $561K
|
247K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
60K+ 10.96% |
$460K - $553K
|
607K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.7K+ 69.92% |
$419K - $503K
|
133K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 13.91% |
$414K - $497K
|
442K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.6KNew |
$296K - $356K
|
38.6K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
38K+ 191.09% |
$292K - $350K
|
58K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 6.2% |
$290K - $348K
|
647K
$5.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
37.6KNew |
$288K - $346K
|
37.6K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.1KNew |
$277K - $333K
|
36.1K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.7KNew |
$266K - $320K
|
34.7K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.9KNew |
$260K - $312K
|
33.9K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31K+ 66.85% |
$238K - $286K
|
77.5K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29KNew |
$222K - $267K
|
29K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.4KNew |
$218K - $262K
|
28.4K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.7KNew |
$197K - $237K
|
25.7K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.1K+ 5.88% |
$185K - $222K
|
435K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
23.9K+ 39.6% |
$183K - $220K
|
84.3K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.5K+ 82.31% |
$165K - $198K
|
47.7K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.1KNew |
$155K - $186K
|
20.1K
$161K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19.4KNew |
$149K - $179K
|
19.4K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.9K+ 64.46% |
$145K - $174K
|
48.2K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
17.6KNew |
$135K - $162K
|
17.6K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.7K+ 8.52% |
$128K - $154K
|
212K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$123K - $147K
|
16K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 49.83% |
$107K - $129K
|
42.1K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.8KNew |
$98K - $118K
|
12.8K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 61.31% |
$92.5K - $111K
|
31.7K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.1KNew |
$77.7K - $93.3K
|
10.1K
$80.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$77.5K - $93K
|
10.1K
$80.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10KNew |
$76.7K - $92.1K
|
10K
$79.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.93K+ 19.03% |
$68.5K - $82.3K
|
55.9K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.43K+ 55.86% |
$57K - $68.4K
|
20.7K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.98KNew |
$53.6K - $64.3K
|
6.98K
$55.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.53KNew |
$50.1K - $60.1K
|
6.53K
$52.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.09K+ 17.07% |
$46.7K - $56.1K
|
41.7K
$333K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5.7KNew |
$43.7K - $52.5K
|
5.7K
$45.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.25KNew |
$32.6K - $39.1K
|
4.25K
$33.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.46K+ 4.78% |
$26.5K - $31.9K
|
75.8K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.3K+ 15.68% |
$25.3K - $30.4K
|
24.4K
$194K
|
|
|
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
|