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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.48K+ 52.42% |
$23.2K - $28.3K
|
10.1K
$82.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 1.33% |
$19K - $23.2K
|
218K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.34K+ 20.18% |
$15.6K - $19K
|
13.9K
$114K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2.33K+ 13729.41% |
$15.5K - $19K
|
2.35K
$19.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.1K+ 5.33% |
$14K - $17.1K
|
41.5K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 55.52% |
$11.4K - $13.9K
|
4.8K
$39.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.5K+ 9.07% |
$9.98K - $12.2K
|
18K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 130.37% |
$9.78K - $11.9K
|
2.59K
$21.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 0.51% |
$8.49K - $10.4K
|
252K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2K+ 17.62% |
$7.99K - $9.74K
|
8.01K
$65.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19KNew |
$7.93K - $9.67K
|
1.19K
$9.74K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.11K+ 4.94% |
$7.42K - $9.05K
|
23.7K
$194K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
856New |
$5.7K - $6.95K
|
856
$7K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
836+ 3.96% |
$5.57K - $6.79K
|
21.9K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
833+ 7.85% |
$5.55K - $6.76K
|
11.4K
$93.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
807+ 4.94% |
$5.37K - $6.55K
|
17.1K
$140K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
646+ 1.27% |
$4.3K - $5.25K
|
51.7K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
409+ 3.13% |
$2.72K - $3.32K
|
13.5K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
663KNew |
$4.9M - $6.02M
|
663K
$5.42M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
256K+ 732771.44% |
$1.9M - $2.33M
|
257K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
121K+ 448.17% |
$896K - $1.1M
|
148K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
54.5KNew |
$403K - $496K
|
54.5K
$446K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
52.2KNew |
$385K - $474K
|
52.2K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
48.6KNew |
$359K - $441K
|
48.6K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.1KNew |
$200K - $246K
|
27.1K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.4K+ 131721.44% |
$136K - $168K
|
18.5K
$151K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14KNew |
$103K - $127K
|
14K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.8K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.8K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.07KNew |
$30.1K - $37K
|
4.07K
$33.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.09K+ 4.88% |
$15.4K - $19K
|
44.9K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 11730.0% |
$8.67K - $10.7K
|
1.18K
$9.68K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.06K+ 6.02% |
$7.8K - $9.6K
|
18.6K
$152K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
700New |
$5.17K - $6.36K
|
700
$5.73K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30+ 3000.0% |
$222 - $273
|
31
$254
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.02% |
$14.8 - $18.2
|
10.1K
$82.9K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
108KNew |
$832K - $999K
|
108K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.6KNew |
$296K - $356K
|
38.6K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 6.2% |
$290K - $348K
|
647K
$5.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
37.6KNew |
$288K - $346K
|
37.6K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.7KNew |
$266K - $320K
|
34.7K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.9KNew |
$260K - $312K
|
33.9K
$277K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19.4KNew |
$149K - $179K
|
19.4K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$123K - $147K
|
16K
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.8KNew |
$98K - $118K
|
12.8K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10KNew |
$76.7K - $92.1K
|
10K
$81.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.43K+ 55.86% |
$57K - $68.4K
|
20.7K
$170K
|
|