Purchases and Sales Made in Q1 2025 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q1 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71M+ 861.54% |
$12.6M - $15.5M
|
1.9M
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
663KNew |
$4.9M - $6.02M
|
663K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
629K+ 1839.43% |
$4.65M - $5.71M
|
663K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500K+ 22.71% |
$3.7M - $4.55M
|
2.7M
$21.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
330K+ 913.68% |
$2.44M - $3M
|
366K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
256K+ 732771.44% |
$1.9M - $2.33M
|
257K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
226K+ 80.85% |
$1.67M - $2.05M
|
505K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
121K+ 448.17% |
$896K - $1.1M
|
148K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114K+ 28.04% |
$845K - $1.04M
|
522K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
54.5KNew |
$403K - $496K
|
54.5K
$435K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
52.2KNew |
$385K - $474K
|
52.2K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
48.6KNew |
$359K - $441K
|
48.6K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.7KNew |
$264K - $325K
|
35.7K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
35KNew |
$259K - $318K
|
35K
$279K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.1K+ 24.9% |
$244K - $301K
|
166K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.1KNew |
$200K - $246K
|
27.1K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Ursa Fund Management, LLC
|
BUY
|
- |
25KNew |
$185K - $227K
|
25K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
22K+ 49.66% |
$162K - $200K
|
66.2K
$528K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.4K+ 131721.44% |
$136K - $168K
|
18.5K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.9K+ 23.05% |
$132K - $162K
|
95.3K
$761K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14KNew |
$103K - $127K
|
14K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.4KNew |
$91.6K - $113K
|
12.4K
$98.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4K+ 2.59% |
$84.4K - $104K
|
453K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$79.8K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$79.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$79.8K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$79.8K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.72K+ 9.16% |
$57.1K - $70.2K
|
92K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.67K+ 13.73% |
$56.7K - $69.8K
|
63.6K
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
5.24K+ 46.45% |
$38.7K - $47.6K
|
16.5K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.07KNew |
$30.1K - $37K
|
4.07K
$32.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.9K+ 8.18% |
$28.8K - $35.4K
|
51.5K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.67K+ 22.07% |
$27.1K - $33.3K
|
20.3K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.15K+ 1.28% |
$23.3K - $28.7K
|
250K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.09KNew |
$22.8K - $28.1K
|
3.09K
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 0.4% |
$19.4K - $23.9K
|
663K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 1.2% |
$18.9K - $23.3K
|
215K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 0.52% |
$16.8K - $20.7K
|
437K
$3.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.09K+ 4.88% |
$15.4K - $19K
|
44.9K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2KNew |
$14.8K - $18.2K
|
2K
$16K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4K+ 5.45% |
$10.3K - $12.7K
|
27.1K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 11730.0% |
$8.67K - $10.7K
|
1.18K
$9.44K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.15K+ 2.36% |
$8.51K - $10.5K
|
49.9K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.06K+ 6.02% |
$7.8K - $9.6K
|
18.6K
$148K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
819+ 1.08% |
$6.05K - $7.44K
|
76.6K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
778+ 13.27% |
$5.75K - $7.07K
|
6.64K
$53K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
721+ 4.62% |
$5.33K - $6.55K
|
16.3K
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
700New |
$5.17K - $6.36K
|
700
$5.59K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
600+ 2.8% |
$4.43K - $5.45K
|
22K
$176K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
513+ 5.08% |
$3.79K - $4.66K
|
10.6K
$84.7K
|