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 130 institutions that hold shares in the stock, with a total of 27.9 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
31,164
shares
|
$248,688
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,100
shares
|
$248,178
0.0% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
27,102
shares
|
$216,273
0.0% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
25,007
shares
|
$199,555
0.05% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Ursa Fund Management, LLC
|
May 15, 2025 Q1 2025 |
25,000
shares
|
$199,500
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
24,717
shares
|
$197,241
0.01% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
23,938
shares
|
$191,025
0.02% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
23,678
shares
|
$188,950
0.03% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,000
shares
|
$183,540
0.0% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
22,568
shares
|
$180,092
0.25% of portfolio
|
Q2 2025
Added 28.56%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
22,000
shares
|
$175,560
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
21,939
shares
|
$175,073
0.07% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
21,012
shares
|
$167,675
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
21,012
shares
|
$167,675
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
21,012
shares
|
$167,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,279
shares
|
$161,826
0.0% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
19,924
shares
|
$158,993
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,850
shares
|
$150,423
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,609
shares
|
$148,499
0.0% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18,455
shares
|
$147,270
0.01% of portfolio
|
Q1 2025
Added 131721.44%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
18,017
shares
|
$143,775
0.04% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
17,146
shares
|
$136,825
0.07% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
16,000
shares
|
$127,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
15,970
shares
|
$127,440
0.0% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,916
shares
|
$127,009
0.0% of portfolio
|
Q1 2024
New holding
|