Purchases and Sales Made in Q2 2025 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.48K+ 52.42% |
$23.2K - $28.3K
|
10.1K
$82.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 1.33% |
$19K - $23.2K
|
218K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.34K+ 20.18% |
$15.6K - $19K
|
13.9K
$114K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2.33K+ 13729.41% |
$15.5K - $19K
|
2.35K
$19.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.1K+ 5.33% |
$14K - $17.1K
|
41.5K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 55.52% |
$11.4K - $13.9K
|
4.8K
$39.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.5K+ 9.07% |
$9.98K - $12.2K
|
18K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 130.37% |
$9.78K - $11.9K
|
2.59K
$21.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 0.51% |
$8.49K - $10.4K
|
252K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2K+ 17.62% |
$7.99K - $9.74K
|
8.01K
$65.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19KNew |
$7.93K - $9.67K
|
1.19K
$9.74K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.11K+ 4.94% |
$7.42K - $9.05K
|
23.7K
$194K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
856New |
$5.7K - $6.95K
|
856
$7K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
836+ 3.96% |
$5.57K - $6.79K
|
21.9K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
833+ 7.85% |
$5.55K - $6.76K
|
11.4K
$93.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
807+ 4.94% |
$5.37K - $6.55K
|
17.1K
$140K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
646+ 1.27% |
$4.3K - $5.25K
|
51.7K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
409+ 3.13% |
$2.72K - $3.32K
|
13.5K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 25.0% |
$6.66 - $8.12
|
3
$24.5
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4- 0.03% |
$26.6 - $32.5
|
16K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-60- 4.83% |
$400 - $487
|
1.18K
$9.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-182- 1.47% |
$1.21K - $1.48K
|
12.2K
$99.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-600- 2.73% |
$4K - $4.87K
|
21.4K
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Cable Car Capital LLC
San Francisco, CA |
SELL
|
- |
-707- 0.11% |
$4.71K - $5.74K
|
662K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 50.0% |
$6.66K - $8.12K
|
1K
$8.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.25K- 1.35% |
$8.32K - $10.1K
|
91.4K
$748K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.4K- 5.17% |
$9.32K - $11.4K
|
25.7K
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.57K- 14.28% |
$23.8K - $29K
|
21.4K
$175K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.26K- 68.38% |
$28.4K - $34.6K
|
1.97K
$16.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.36K- 30.9% |
$29.1K - $35.4K
|
9.76K
$79.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.81K- 15.44% |
$32.1K - $39.1K
|
26.4K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.07K- 30.49% |
$40.5K - $49.3K
|
13.9K
$113K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.34K- 12.29% |
$42.2K - $51.5K
|
45.2K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-7.4K- 10.26% |
$49.3K - $60.1K
|
64.7K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.8K- 99.99% |
$78.4K - $95.5K
|
1
$8.18
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12K- 23.98% |
$79.7K - $97.2K
|
37.9K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-13.1K- 10.65% |
$87K - $106K
|
110K
$896K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-13.3K- 26.3% |
$88.7K - $108K
|
37.3K
$305K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.1K- 4.43% |
$154K - $188K
|
499K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.2K- 56.53% |
$201K - $245K
|
23.2K
$190K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.6K- 43.94% |
$311K - $379K
|
59.5K
$487K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-52.1K- 78.71% |
$347K - $423K
|
14.1K
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.4K- 54.2% |
$363K - $442K
|
46K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.5K- 72.03% |
$483K - $589K
|
28.2K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-171K- 84.04% |
$1.14M - $1.39M
|
32.5K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-299K- 11.06% |
$1.99M - $2.43M
|
2.4M
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.9M- 99.79% |
$12.6M - $15.4M
|
3.9K
$31.9K
|