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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
35,300
shares
|
$289,460
0.01% of portfolio
|
Q2 2025
Added 42.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
34,447
shares
|
$282,465
0.0% of portfolio
|
Q2 2025
Added 119.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,531
shares
|
$266,754
0.01% of portfolio
|
Q2 2025
Reduced 84.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,100
shares
|
$255,019
0.0% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
29,865
shares
|
$244,892
0.0% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,161
shares
|
$230,920
0.0% of portfolio
|
Q2 2025
Reduced 72.03%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
26,574
shares
|
$217,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
26,351
shares
|
$216,078
0.01% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,702
shares
|
$210,756
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
24,297
shares
|
$199,235
0.0% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
23,938
shares
|
$196,291
0.02% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
23,678
shares
|
$194,159
0.03% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
23,194
shares
|
$190,190
0.0% of portfolio
|
Q2 2025
Reduced 56.53%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
22,568
shares
|
$185,057
0.25% of portfolio
|
Q2 2025
Added 28.56%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
21,939
shares
|
$179,899
0.07% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
21,627
shares
|
$177,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
21,437
shares
|
$175,783
0.05% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
21,012
shares
|
$172,298
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
21,012
shares
|
$172,298
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
21,012
shares
|
$172,298
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$164,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
19,425
shares
|
$159,285
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
19,126
shares
|
$156,833
0.01% of portfolio
|
Q2 2025
Added 91.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,850
shares
|
$154,570
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,609
shares
|
$152,593
0.0% of portfolio
|
Q1 2025
Added 6.02%
|