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 131 institutions that hold shares in the stock, with a total of 40.4 Million shares, which have been reported (via 13F filing form) to have a value of $331 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
145,939
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 45.28%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
133,949
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
120,974
shares
|
$991,986
0.0% of portfolio
|
Q2 2025
Added 26.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
109,511
shares
|
$897,990
0.01% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
108,426
shares
|
$889,093
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
91,397
shares
|
$749,455
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,899
shares
|
$687,971
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
81,742
shares
|
$670,284
0.05% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
80,317
shares
|
$658,599
0.19% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
70,726
shares
|
$579,953
0.01% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
65,005
shares
|
$533,041
0.0% of portfolio
|
Q2 2025
Added 82.02%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
64,700
shares
|
$530,540
0.07% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
61,706
shares
|
$505,989
0.13% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
59,496
shares
|
$487,867
0.0% of portfolio
|
Q2 2025
Reduced 43.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
51,956
shares
|
$426,039
0.02% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,681
shares
|
$423,784
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
50,164
shares
|
$411,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$409,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
47,215
shares
|
$387,162
0.0% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
45,212
shares
|
$370,738
0.0% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
43,303
shares
|
$355,084
0.01% of portfolio
|
Q2 2024
Added 9.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
41,545
shares
|
$340,668
0.01% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
39,112
shares
|
$320,718
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
37,929
shares
|
$311,017
0.0% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
37,318
shares
|
$306,007
0.02% of portfolio
|
Q2 2025
Reduced 26.3%
|