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 121 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
15,605
shares
|
$134,203
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
15,195
shares
|
$130,677
0.0% of portfolio
|
Q3 2024
Reduced 86.09%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
15,170
shares
|
$130,462
0.03% of portfolio
|
Q1 2024
Reduced 59.29%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,036
shares
|
$129,309
0.06% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
14,850
shares
|
$127,710
0.01% of portfolio
|
Q2 2024
Added 40.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
14,676
shares
|
$126,213
0.0% of portfolio
|
Q2 2024
Added 11.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,970
shares
|
$120,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
13,830
shares
|
$118,938
0.01% of portfolio
|
Q1 2024
Reduced 10.89%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
13,347
shares
|
$114,784
0.03% of portfolio
|
Q3 2024
Added 190.78%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
13,300
shares
|
$114,380
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,297
shares
|
$114,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
13,088
shares
|
$112,556
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,520
shares
|
$99,072
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
11,204
shares
|
$96,354
0.01% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,769
shares
|
$92,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,362
shares
|
$89,113
0.0% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
10,241
shares
|
$88,072
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
10,000
shares
|
$86,000
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$86,000
0.01% of portfolio
|
Q1 2024
Added 9.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,810
shares
|
$58,566
0.01% of portfolio
|
Q2 2023
Added 14.96%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,767
shares
|
$58,196
0.0% of portfolio
|
Q3 2024
Added 51.35%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,395
shares
|
$46,397
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
4,864
shares
|
$41,830
0.0% of portfolio
|
Q2 2024
Added 267.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,767
shares
|
$40,996
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,481
shares
|
$29,936
0.02% of portfolio
|
Q3 2024
Added 2598.45%
|