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 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$4.4K - $5.59K
|
700
$6.01K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
509New |
$3.2K - $4.07K
|
509
$4.37K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
236New |
$1.48K - $1.89K
|
236
$2.03K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 1.88% |
$44 - $55.9
|
380
$3.26K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.82% |
$37.7 - $47.9
|
734
$6.31K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 5.56% |
$12.6 - $16
|
38
$326
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21KNew |
$164K - $185K
|
21K
$180K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$86.4K - $97.3K
|
11.1K
$95.1K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$84.1K - $94.8K
|
10.8K
$92.6K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
4.77KNew |
$37.2K - $41.9K
|
4.77K
$40.9K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.5KNew |
$11.7K - $13.2K
|
1.5K
$12.9K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 80.94% |
$7.82K - $8.81K
|
2.24K
$19.2K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29KNew |
$219K - $243K
|
29K
$249K
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
21.5KNew |
$162K - $180K
|
21.5K
$185K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.93K+ 5.97% |
$14.6K - $16.2K
|
34.3K
$295K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.47KNew |
$11.1K - $12.3K
|
1.47K
$12.6K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
886+ 14.96% |
$6.69K - $7.42K
|
6.81K
$58.5K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
393+ 2.42% |
$2.97K - $3.29K
|
16.6K
$143K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
39.1KNew |
$284K - $329K
|
39.1K
$336K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21KNew |
$153K - $177K
|
21K
$180K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.89KNew |
$28.3K - $32.7K
|
3.89K
$33.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$15.7K - $18.1K
|
2.16K
$18.5K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$1.45K - $1.68K
|
200
$1.72K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
34+ 6.61% |
$247 - $286
|
548
$4.71K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.9M+ 2143.35% |
$28.2M - $35.9M
|
4.09M
$35.1M
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
52.5KNew |
$379K - $483K
|
52.5K
$451K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
43.8KNew |
$317K - $403K
|
43.8K
$377K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.8KNew |
$251K - $320K
|
34.8K
$299K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.7KNew |
$19.5K - $24.8K
|
2.7K
$23.2K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$14.4K - $18.4K
|
2K
$17.2K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$13.8K - $17.5K
|
1.91K
$16.4K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
623+ 6.13% |
$4.5K - $5.73K
|
10.8K
$92.7K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$20.5K - $27K
|
2.5K
$21.5K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
830+ 5.5% |
$6.79K - $8.97K
|
15.9K
$137K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
454K+ 1339.1% |
$3.55M - $6.57M
|
488K
$4.19M
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400KNew |
$3.13M - $5.79M
|
400K
$3.44M
|
|
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
BUY
|
- |
133KNew |
$1.04M - $1.92M
|
133K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
116KNew |
$902K - $1.67M
|
116K
$992K
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
53.8KNew |
$420K - $779K
|
53.8K
$462K
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
21KNew |
$164K - $304K
|
21K
$180K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.7KNew |
$107K - $198K
|
13.7K
$117K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$91.1K - $169K
|
11.7K
$100K
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
10KNew |
$78.1K - $145K
|
10K
$85.9K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$4.3K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$4.3K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
421New |
$3.29K - $6.09K
|
421
$3.62K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
376+ 6.45% |
$2.94K - $5.44K
|
6.2K
$53.3K
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
50KNew |
$645K - $735K
|
50K
$430K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
728New |
$9.39K - $10.7K
|
728
$6.25K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
55New |
$629 - $725
|
55
$472
|