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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,850
shares
|
$153,439
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,455
shares
|
$150,223
0.01% of portfolio
|
Q1 2025
Added 131721.44%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
17,925
shares
|
$145,909
0.06% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
17,630
shares
|
$143,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
17,150
shares
|
$139,601
0.0% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
16,287
shares
|
$132,576
0.1% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
15,930
shares
|
$129,670
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
15,901
shares
|
$129,434
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
15,283
shares
|
$124,403
0.0% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
14,476
shares
|
$117,834
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
14,114
shares
|
$114,887
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
14,089
shares
|
$114,684
0.04% of portfolio
|
Q2 2025
Reduced 78.71%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,830
shares
|
$112,576
0.01% of portfolio
|
Q1 2024
Reduced 10.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,694
shares
|
$111,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
12,773
shares
|
$103,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,682
shares
|
$103,231
0.0% of portfolio
|
Q3 2025
Reduced 57.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
12,100
shares
|
$98,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,863
shares
|
$96,564
0.01% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
11,805
shares
|
$96,092
0.0% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
11,578
shares
|
$94,244
0.0% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
11,204
shares
|
$91,200
0.01% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,260
shares
|
$83,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
10,135
shares
|
$82,498
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
10,000
shares
|
$81,400
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$81,400
0.01% of portfolio
|
Q2 2025
New holding
|
|