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 130 institutions that hold shares in the stock, with a total of 27.9 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6,233
shares
|
$49,739
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
5,695
shares
|
$45,446
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,864
shares
|
$38,814
0.0% of portfolio
|
Q2 2024
Added 267.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,804
shares
|
$38,335
0.0% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,767
shares
|
$38,040
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
4,070
shares
|
$32,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,481
shares
|
$27,778
0.02% of portfolio
|
Q3 2024
Added 2598.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,733
shares
|
$21,809
0.0% of portfolio
|
Q1 2020
Reduced 72.85%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,250
shares
|
$17,955
0.01% of portfolio
|
Q4 2023
Added 80.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
2,000
shares
|
$15,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,241
shares
|
$9,903
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,200
shares
|
$9,576
0.0% of portfolio
|
Q1 2025
Reduced 89.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,191
shares
|
$9,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,183
shares
|
$9,440
0.0% of portfolio
|
Q1 2025
Added 11730.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,126
shares
|
$8,985
0.0% of portfolio
|
Q1 2025
Reduced 28.33%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$7,980
0.0% of portfolio
|
Q2 2024
Reduced 46.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
700
shares
|
$5,586
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
700
shares
|
$5,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
621
shares
|
$4,955
0.0% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
509
shares
|
$4,061
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
200
shares
|
$1,596
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
150
shares
|
$1,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
38
shares
|
$303
0.0% of portfolio
|
Q4 2021
Reduced 98.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
31
shares
|
$247
0.0% of portfolio
|
Q1 2025
Added 3000.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$135
0.0% of portfolio
|
Q1 2019
New holding
|