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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.06K+ 6.02% |
$7.8K - $9.6K
|
18.6K
$148K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
819+ 1.08% |
$6.05K - $7.44K
|
76.6K
$611K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
778+ 13.27% |
$5.75K - $7.07K
|
6.64K
$53K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
700New |
$5.17K - $6.36K
|
700
$5.59K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
600+ 2.8% |
$4.43K - $5.45K
|
22K
$176K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
513+ 5.08% |
$3.79K - $4.66K
|
10.6K
$84.7K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
501+ 4.45% |
$3.7K - $4.55K
|
11.8K
$93.9K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
337+ 1.37% |
$2.49K - $3.06K
|
25K
$200K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
194+ 0.63% |
$1.43K - $1.76K
|
31.2K
$249K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60+ 5.08% |
$443 - $545
|
1.24K
$9.9K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30+ 3000.0% |
$222 - $273
|
31
$247
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 100.0% |
$14.8 - $18.2
|
4
$31.9
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.02% |
$14.8 - $18.2
|
10.1K
$80.9K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
182KNew |
$1.39M - $1.67M
|
182K
$1.45M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
108KNew |
$832K - $999K
|
108K
$865K
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
60K+ 10.96% |
$460K - $553K
|
607K
$4.85M
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.6KNew |
$296K - $356K
|
38.6K
$308K
|
|
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
|
|
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 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
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$123K - $147K
|
16K
$128K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.8KNew |
$98K - $118K
|
12.8K
$102K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10KNew |
$76.7K - $92.1K
|
10K
$79.8K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.43K+ 55.86% |
$57K - $68.4K
|
20.7K
$165K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.53KNew |
$50.1K - $60.1K
|
6.53K
$52.1K
|
|
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
|
|
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
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$12.8K - $15.3K
|
1.67K
$13.3K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150New |
$1.15K - $1.38K
|
150
$1.2K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40+ 0.21% |
$307 - $368
|
18.9K
$150K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 9.09% |
$7.67 - $9.21
|
12
$95.8
|
|
Q3 2024 | |||||||
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
287KNew |
$2.03M - $2.25M
|
287K
$2.29M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.2K+ 208.41% |
$199K - $220K
|
41.7K
$333K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$192K - $213K
|
27.3K
$218K
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
15.6KNew |
$110K - $122K
|
15.6K
$125K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.76K+ 190.78% |
$61.8K - $68.5K
|
13.3K
$107K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.4KNew |
$38.1K - $42.2K
|
5.4K
$43.1K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.35K+ 2598.45% |
$23.7K - $26.2K
|
3.48K
$27.8K
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1+ 0.0% |
$7.06 - $7.82
|
597K
$4.77M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
500KNew |
$3.58M - $3.88M
|
500K
$3.99M
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
52.3KNew |
$374K - $406K
|
52.3K
$417K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
13.1KNew |
$93.6K - $102K
|
13.1K
$104K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.33KNew |
$66.7K - $72.4K
|
9.33K
$74.5K
|