Purchases and Sales Made in Q2 2024 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q2 2024. 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 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.26KNew |
$9.01K - $9.78K
|
1.26K
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 0.93% |
$8.97K - $9.73K
|
136K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 3.5% |
$8.58K - $9.31K
|
35.5K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
989+ 1.81% |
$7.07K - $7.67K
|
55.6K
$454K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
895+ 4.37% |
$6.4K - $6.95K
|
21.4K
$175K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
760New |
$5.43K - $5.9K
|
760
$6.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
640+ 4.76% |
$4.58K - $4.97K
|
14.1K
$115K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
624+ 3.25% |
$4.46K - $4.84K
|
19.8K
$162K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
603+ 4.37% |
$4.31K - $4.68K
|
14.4K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500New |
$3.58K - $3.88K
|
500
$4.09K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
335+ 0.71% |
$2.4K - $2.6K
|
47.3K
$386K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
260+ 0.87% |
$1.86K - $2.02K
|
30.1K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
233New |
$1.67K - $1.81K
|
233
$1.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
218+ 0.99% |
$1.56K - $1.69K
|
22.2K
$182K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
187+ 4.37% |
$1.34K - $1.45K
|
4.47K
$36.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
107+ 12.41% |
$765 - $830
|
969
$7.92K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
51+ 5.07% |
$365 - $396
|
1.06K
$8.63K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 4.76% |
$350 - $380
|
1.08K
$8.81K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45+ 0.09% |
$322 - $349
|
52.6K
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 1.62% |
$157 - $171
|
1.38K
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 50.0% |
$7.15 - $7.76
|
3
$24.5
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 10.0% |
$7.15 - $7.76
|
11
$89.9
|
|
|
Aug 14, 2024
Q2 2024
|
Cable Car Capital LLC
San Francisco, CA |
SELL
|
- |
-43- 0.01% |
$307 - $334
|
660K
$5.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-80- 0.31% |
$572 - $621
|
25.9K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-147- 0.76% |
$1.05K - $1.14K
|
19.3K
$157K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-378- 37.99% |
$2.7K - $2.93K
|
617
$5.04K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-873- 46.61% |
$6.24K - $6.77K
|
1K
$8.17K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.33K- 3.17% |
$9.52K - $10.3K
|
40.7K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-2.38K- 94.86% |
$17K - $18.5K
|
129
$1.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.53K- 14.2% |
$18.1K - $19.6K
|
15.3K
$125K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.05K- 0.95% |
$21.8K - $23.7K
|
316K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.53K- 3.13% |
$25.2K - $27.4K
|
109K
$893K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.85K- 11.95% |
$27.5K - $29.9K
|
28.4K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.51K- 29.58% |
$32.2K - $35K
|
10.7K
$87.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.84K- 8.76% |
$56.1K - $60.9K
|
81.7K
$668K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 38.59% |
$86.5K - $93.9K
|
19.3K
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.3K- 47.94% |
$88.2K - $95.8K
|
13.4K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18K- 52.58% |
$128K - $139K
|
16.2K
$132K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 3.77% |
$202K - $219K
|
721K
$5.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.4K- 1.66% |
$246K - $267K
|
2.04M
$16.6M
|
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-37K- 40.24% |
$265K - $287K
|
55K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-46.9K- 10.78% |
$335K - $364K
|
388K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-69.9K- 55.09% |
$500K - $543K
|
57K
$466K
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.4K- 21.38% |
$675K - $733K
|
347K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-111K- 8.99% |
$793K - $861K
|
1.12M
$9.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-315K- 13.58% |
$2.25M - $2.44M
|
2.01M
$16.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-809K- 68.39% |
$5.79M - $6.28M
|
374K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.02M- 36.68% |
$14.5M - $15.7M
|
3.49M
$28.5M
|