Purchases and Sales Made in Q1 2023 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q1 2023. The information is specifically focused on institutions that hold shares of CORNERSTONE STRATEGIC VALUE FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
353KNew |
$2.56M - $2.96M
|
353K
$3.03M
|
|
|
May 03, 2023
Q1 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
230K+ 104.61% |
$1.67M - $1.94M
|
450K
$3.87M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
151K+ 6.27% |
$1.1M - $1.27M
|
2.55M
$21.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 8.43% |
$818K - $946K
|
1.45M
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
88.8K+ 1.85% |
$646K - $747K
|
4.89M
$42M
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
80.3K+ 1.67% |
$584K - $675K
|
4.89M
$42M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71.2K+ 31.0% |
$517K - $598K
|
301K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
39.1KNew |
$284K - $329K
|
39.1K
$336K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.9K+ 13.11% |
$253K - $293K
|
301K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.3K+ 23.37% |
$249K - $288K
|
181K
$1.55M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8KNew |
$246K - $284K
|
33.8K
$290K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.7KNew |
$237K - $275K
|
32.7K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.1KNew |
$226K - $262K
|
31.1K
$267K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.2K+ 6.11% |
$205K - $237K
|
490K
$4.21M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.1K+ 15.53% |
$161K - $186K
|
165K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21KNew |
$153K - $177K
|
21K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.8KNew |
$151K - $175K
|
20.8K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 77.82% |
$133K - $154K
|
41.9K
$360K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
15.6K+ 79.31% |
$113K - $131K
|
35.2K
$302K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.3K+ 66.17% |
$104K - $120K
|
35.8K
$307K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.2KNew |
$81.6K - $94.4K
|
11.2K
$96.5K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.8KNew |
$78.5K - $90.8K
|
10.8K
$92.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.2K+ 12.5% |
$74K - $85.6K
|
91.6K
$787K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.44K+ 9.78% |
$46.8K - $54.1K
|
72.2K
$621K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.92KNew |
$43.1K - $49.8K
|
5.92K
$50.9K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.46K+ 34.33% |
$39.7K - $45.9K
|
21.3K
$183K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.18K+ 259050.0% |
$37.7K - $43.6K
|
5.18K
$44.5K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.38K+ 16.08% |
$31.8K - $36.8K
|
31.6K
$272K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.33K+ 11.02% |
$31.5K - $36.4K
|
43.6K
$374K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.99K+ 11.33% |
$29K - $33.5K
|
39.2K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.89KNew |
$28.3K - $32.7K
|
3.89K
$33.4K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.47K+ 5.47% |
$25.2K - $29.2K
|
67K
$575K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
3.33K+ 22.11% |
$24.2K - $28K
|
18.4K
$158K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.16K+ 7.44% |
$22.9K - $26.5K
|
45.6K
$391K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.98K+ 7.9% |
$21.7K - $25K
|
40.7K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$15.7K - $18.1K
|
2.16K
$18.5K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.13K+ 15.12% |
$15.5K - $17.9K
|
16.2K
$139K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$14.5K - $16.8K
|
2K
$17.2K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 5.64% |
$13K - $15K
|
33.5K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.76K+ 7.44% |
$12.8K - $14.8K
|
25.4K
$219K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.36KNew |
$9.89K - $11.4K
|
1.36K
$11.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.29K+ 5.64% |
$9.36K - $10.8K
|
24.1K
$207K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1KNew |
$7.27K - $8.41K
|
1K
$8.59K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
932+ 1.02% |
$6.78K - $7.84K
|
92.7K
$797K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
831New |
$6.04K - $6.99K
|
831
$7.14K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
710+ 4.53% |
$5.16K - $5.97K
|
16.4K
$141K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
372+ 1.1% |
$2.7K - $3.13K
|
34.1K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
354+ 0.38% |
$2.57K - $2.98K
|
93.5K
$803K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
274+ 0.42% |
$1.99K - $2.3K
|
65.6K
$564K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
229+ 2.15% |
$1.66K - $1.93K
|
10.9K
$93.3K
|