Institutional Ownership Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $313 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
133,754
shares
|
$1.09 Million
0.8% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
116,380
shares
|
$947,333
0.0% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
89,832
shares
|
$731,232
0.01% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,899
shares
|
$682,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
83,826
shares
|
$682,343
0.17% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
83,436
shares
|
$679,169
0.05% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
82,665
shares
|
$672,893
0.01% of portfolio
|
Q3 2025
Added 16.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
69,080
shares
|
$562,311
0.02% of portfolio
|
Q3 2025
Added 76.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
68,768
shares
|
$559,771
0.0% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
67,617
shares
|
$550,402
0.0% of portfolio
|
Q3 2025
Added 34.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
67,540
shares
|
$549,775
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
66,200
shares
|
$538,868
0.08% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
64,600
shares
|
$525,844
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
50,972
shares
|
$414,912
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
50,531
shares
|
$411,322
0.0% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$407,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
49,239
shares
|
$400,805
0.09% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
45,432
shares
|
$369,816
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
43,303
shares
|
$352,486
0.01% of portfolio
|
Q2 2024
Added 9.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
41,633
shares
|
$338,892
0.01% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
39,962
shares
|
$325,290
0.0% of portfolio
|
Q3 2025
Added 41.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
39,019
shares
|
$317,614
0.02% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
38,947
shares
|
$317,028
0.01% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
35,383
shares
|
$288,017
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
34,913
shares
|
$284,191
0.15% of portfolio
|
Q3 2025
New holding
|
|