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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18,455
shares
|
$151,331
0.01% of portfolio
|
Q1 2025
Added 131721.44%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
18,017
shares
|
$147,739
0.04% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
17,146
shares
|
$140,597
0.07% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,966
shares
|
$130,921
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
15,916
shares
|
$130,511
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
14,969
shares
|
$122,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
14,463
shares
|
$118,596
0.0% of portfolio
|
Q2 2025
Added 2228.99%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
14,089
shares
|
$115,529
0.04% of portfolio
|
Q2 2025
Reduced 78.71%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
13,945
shares
|
$114,348
0.02% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
13,850
shares
|
$113,569
0.0% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,830
shares
|
$113,405
0.01% of portfolio
|
Q1 2024
Reduced 10.89%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
13,497
shares
|
$110,675
0.05% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
12,773
shares
|
$104,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
12,210
shares
|
$100,121
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,137
shares
|
$99,523
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,520
shares
|
$94,463
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
11,448
shares
|
$93,873
0.01% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
11,204
shares
|
$91,872
0.01% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
10,260
shares
|
$84,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
10,135
shares
|
$83,107
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10,122
shares
|
$83,000
0.0% of portfolio
|
Q2 2025
Added 52.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$82,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
10,000
shares
|
$82,000
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$82,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
10,000
shares
|
$82,000
0.01% of portfolio
|
Q2 2025
New holding
|