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 139 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $313 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
10,000
shares
|
$81,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$81,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
9,539
shares
|
$77,647
0.03% of portfolio
|
Q3 2025
Reduced 99.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,010
shares
|
$65,201
0.01% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
6,528
shares
|
$53,137
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
6,505
shares
|
$52,950
0.0% of portfolio
|
Q3 2025
Reduced 97.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,647
shares
|
$45,966
0.0% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
5,500
shares
|
$44,770
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
4,864
shares
|
$39,592
0.0% of portfolio
|
Q2 2024
Added 267.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,804
shares
|
$39,104
0.0% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,767
shares
|
$38,803
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,481
shares
|
$28,335
0.02% of portfolio
|
Q3 2024
Added 2598.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,733
shares
|
$22,246
0.0% of portfolio
|
Q1 2020
Reduced 72.85%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,419
shares
|
$19,690
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,250
shares
|
$18,315
0.01% of portfolio
|
Q4 2023
Added 80.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,000
shares
|
$16,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,971
shares
|
$16,043
0.0% of portfolio
|
Q2 2025
Reduced 68.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,923
shares
|
$15,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,387
shares
|
$11,290
0.0% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,250
shares
|
$10,175
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,234
shares
|
$10,044
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,150
shares
|
$9,361
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$8,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$8,140
0.0% of portfolio
|
Q2 2025
Added 130.37%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$8,140
0.0% of portfolio
|
Q2 2024
Reduced 46.61%
|
|