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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,755
shares
|
$79,991
0.0% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,010
shares
|
$65,682
0.01% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
6,528
shares
|
$53,529
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
5,695
shares
|
$46,698
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,864
shares
|
$39,884
0.0% of portfolio
|
Q2 2024
Added 267.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,804
shares
|
$39,392
0.0% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,767
shares
|
$39,089
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,904
shares
|
$32,012
0.0% of portfolio
|
Q2 2025
Reduced 99.79%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,481
shares
|
$28,544
0.02% of portfolio
|
Q3 2024
Added 2598.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,733
shares
|
$22,410
0.0% of portfolio
|
Q1 2020
Reduced 72.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,594
shares
|
$21,270
0.0% of portfolio
|
Q2 2025
Added 130.37%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2,351
shares
|
$19,278
0.0% of portfolio
|
Q2 2025
Added 13729.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,250
shares
|
$18,450
0.01% of portfolio
|
Q4 2023
Added 80.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,971
shares
|
$16,162
0.0% of portfolio
|
Q2 2025
Reduced 68.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,200
shares
|
$9,840
0.0% of portfolio
|
Q1 2025
Reduced 89.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,191
shares
|
$9,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,183
shares
|
$9,700
0.0% of portfolio
|
Q1 2025
Added 11730.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,181
shares
|
$9,684
0.0% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$8,200
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$8,200
0.0% of portfolio
|
Q2 2024
Reduced 46.61%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
856
shares
|
$7,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
700
shares
|
$5,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
700
shares
|
$5,739
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
509
shares
|
$4,173
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
38
shares
|
$311
0.0% of portfolio
|
Q4 2021
Reduced 98.24%
|