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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
501+ 4.45% |
$3.7K - $4.55K
|
11.8K
$96.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
364+ 1.64% |
$2.69K - $3.31K
|
22.6K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
337+ 1.37% |
$2.49K - $3.06K
|
25K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
194+ 0.63% |
$1.43K - $1.76K
|
31.2K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60+ 5.08% |
$443 - $545
|
1.24K
$10.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
51+ 0.24% |
$377 - $464
|
21.1K
$173K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30+ 3000.0% |
$222 - $273
|
31
$254
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 100.0% |
$14.8 - $18.2
|
4
$32.8
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.02% |
$14.8 - $18.2
|
10.1K
$83K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16- 2.51% |
$118 - $145
|
621
$5.09K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-203- 0.48% |
$1.5K - $1.85K
|
41.9K
$343K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-339- 0.67% |
$2.51K - $3.08K
|
50.6K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-445- 28.33% |
$3.29K - $4.05K
|
1.13K
$9.22K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-751- 10.75% |
$5.55K - $6.83K
|
6.23K
$51K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-863- 1.67% |
$6.38K - $7.84K
|
50.8K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.03K- 0.33% |
$7.63K - $9.39K
|
311K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.5K- 12.41% |
$11.1K - $13.6K
|
10.6K
$86.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 3.54% |
$13.8K - $17K
|
51K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.31K- 5.53% |
$17K - $21K
|
39.4K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5KClosed |
$18.5K - $22.7K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.55K- 3.42% |
$18.8K - $23.2K
|
72.1K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-3K- 19.95% |
$22.1K - $27.2K
|
12K
$98.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.05K- 2.94% |
$22.5K - $27.7K
|
101K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.23K- 0.05% |
$23.9K - $29.4K
|
5.9M
$48.3M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.57K- 23.51% |
$26.4K - $32.4K
|
11.6K
$95K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.25K- 14.66% |
$31.4K - $38.6K
|
24.7K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.43K- 18.18% |
$32.7K - $40.2K
|
19.9K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.59K- 7.92% |
$33.9K - $41.7K
|
53.4K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.94K- 2.37% |
$36.5K - $44.9K
|
204K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.14K- 12.75% |
$45.4K - $55.8K
|
42K
$344K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.33K- 29.05% |
$54.2K - $66.6K
|
17.9K
$147K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.73K- 27.51% |
$64.5K - $79.4K
|
23K
$188K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.5K- 89.74% |
$77.6K - $95.4K
|
1.2K
$9.83K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 44.87% |
$94.2K - $116K
|
15.7K
$128K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 10.81% |
$95.1K - $117K
|
106K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14K- 12.23% |
$103K - $127K
|
100K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-19.4K- 21.46% |
$143K - $176K
|
71K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-19.5K- 21.41% |
$144K - $177K
|
71.6K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-25K- 58.72% |
$185K - $227K
|
17.6K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-25.5K- 0.4% |
$188K - $232K
|
6.28M
$51.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-33.8K- 64.12% |
$250K - $307K
|
18.9K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35.1K- 22.27% |
$260K - $319K
|
123K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-78.8K- 45.97% |
$583K - $717K
|
92.6K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-83K- 48.27% |
$613K - $754K
|
88.9K
$728K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-193K- 14.79% |
$1.43M - $1.76M
|
1.11M
$9.12M
|