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 $231 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,733
shares
|
$24,023
0.0% of portfolio
|
Q1 2020
Reduced 72.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,500
shares
|
$21,974
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,250
shares
|
$19,777
0.01% of portfolio
|
Q4 2023
Added 80.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$18,459
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,410
shares
|
$12,393
0.0% of portfolio
|
Q3 2024
Added 45.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,129
shares
|
$9,923
0.0% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,005
shares
|
$8,833
0.0% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$8,790
0.0% of portfolio
|
Q2 2024
Reduced 46.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
700
shares
|
$6,152
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
627
shares
|
$5,511
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
509
shares
|
$4,474
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
500
shares
|
$4,395
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
380
shares
|
$3,340
0.0% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
200
shares
|
$1,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55
shares
|
$483
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
38
shares
|
$334
0.0% of portfolio
|
Q4 2021
Reduced 98.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
29
shares
|
$254
0.0% of portfolio
|
Q3 2024
Added 866.67%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
17
shares
|
$149
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
11
shares
|
$96
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5
shares
|
$43
0.0% of portfolio
|
Q1 2024
Reduced 99.23%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|