Purchases and Sales Made in Q2 2022 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.58K+ 33.75% |
$74.8K - $139K
|
38K
$286K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
6.89K+ 34.78% |
$53.8K - $99.7K
|
26.7K
$201K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.7K+ 57.72% |
$52.3K - $96.9K
|
18.3K
$138K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.4K+ 64.15% |
$26.6K - $49.2K
|
8.7K
$65.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.03K+ 40.67% |
$23.7K - $43.8K
|
10.5K
$78.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 14.34% |
$17.2K - $31.8K
|
17.5K
$132K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.34K+ 11.28% |
$10.4K - $19.3K
|
13.2K
$99.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
622+ 3.68% |
$4.86K - $9K
|
17.5K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
539+ 26950.0% |
$4.21K - $7.8K
|
541
$4.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$3.76K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
500+ 19.23% |
$3.91K - $7.24K
|
3.1K
$23.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$3.91K - $7.24K
|
500
$3.76K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
421New |
$3.29K - $6.09K
|
421
$3.17K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
376+ 6.45% |
$2.94K - $5.44K
|
6.2K
$46.6K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
355New |
$2.77K - $5.14K
|
355
$2.67K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 6.46% |
$211 - $391
|
445
$3.35K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.53% |
$15.6 - $28.9
|
81
$609
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 8.33% |
$15.6 - $28.9
|
26
$196
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-41Closed |
$320 - $593
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-46Closed |
$359 - $666
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-70Closed |
$547 - $1.01K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-132- 4.83% |
$1.03K - $1.91K
|
2.6K
$19.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-250- 27.78% |
$1.95K - $3.62K
|
650
$4.89K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-421Closed |
$3.29K - $6.09K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-483- 2.55% |
$3.77K - $6.99K
|
18.4K
$139K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-878- 0.76% |
$6.86K - $12.7K
|
115K
$862K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.25K- 99.92% |
$9.79K - $18.1K
|
1
$7.52
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.46K- 8.14% |
$11.4K - $21.1K
|
16.5K
$124K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.48KClosed |
$11.5K - $21.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.59K- 1.21% |
$12.4K - $23K
|
130K
$976K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.59K- 1.21% |
$12.4K - $23K
|
130K
$976K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.33KClosed |
$18.2K - $33.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-3.94K- 38.14% |
$30.7K - $57K
|
6.38K
$48K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.06K- 11.15% |
$31.7K - $58.7K
|
32.3K
$243K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.3KClosed |
$80.2K - $149K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.9KClosed |
$93.3K - $173K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.6KClosed |
$106K - $196K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.9K- 32.24% |
$109K - $201K
|
29.2K
$220K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15.8KClosed |
$123K - $228K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.1K- 9.12% |
$142K - $262K
|
181K
$1.36M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.4KClosed |
$143K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-31.4KClosed |
$245K - $454K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-32.2KClosed |
$251K - $466K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-250KClosed |
$1.95M - $3.62M
|
0
$0
|