Purchases and Sales Made in Q3 2024 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q3 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
1.27MNew |
$8.95M - $9.91M
|
1.27M
$11.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
287KNew |
$2.03M - $2.25M
|
287K
$2.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 32.08% |
$1.63M - $1.81M
|
952K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
178KNew |
$1.26M - $1.39M
|
178K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
173K+ 8.47% |
$1.22M - $1.35M
|
2.21M
$19.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146K+ 101.13% |
$1.03M - $1.14M
|
291K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
138K+ 716.19% |
$974K - $1.08M
|
157K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
81.2K+ 250.73% |
$574K - $635K
|
114K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.2KNew |
$552K - $611K
|
78.2K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.4K+ 477.91% |
$547K - $606K
|
93.6K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
72.3KNew |
$510K - $565K
|
72.3K
$646K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60.2K+ 44.38% |
$425K - $471K
|
196K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.5K+ 11.66% |
$286K - $317K
|
388K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.6K+ 303.66% |
$230K - $255K
|
43.3K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.2K+ 208.41% |
$199K - $220K
|
41.7K
$373K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$192K - $213K
|
27.3K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27KNew |
$191K - $211K
|
27K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 4.32% |
$178K - $197K
|
610K
$5.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$151K - $167K
|
21.4K
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
21.1K+ 98.59% |
$149K - $165K
|
42.5K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
20.2K+ 143.19% |
$142K - $158K
|
34.3K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
19.1K+ 4.92% |
$135K - $149K
|
407K
$3.64M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.8KNew |
$133K - $147K
|
18.8K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
18.2K+ 3.44% |
$128K - $142K
|
547K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.5K+ 4.19% |
$117K - $129K
|
411K
$3.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
15.6KNew |
$110K - $122K
|
15.6K
$140K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14KNew |
$98.6K - $109K
|
14K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.3KNew |
$93.9K - $104K
|
13.3K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.8KNew |
$76K - $84.2K
|
10.8K
$96.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.76K+ 190.78% |
$61.8K - $68.5K
|
13.3K
$119K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.31K+ 25.78% |
$51.6K - $57.2K
|
35.7K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.82K+ 3.93% |
$48.2K - $53.3K
|
181K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.69K+ 14.15% |
$47.2K - $52.3K
|
54K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.05K+ 11.15% |
$42.7K - $47.3K
|
60.3K
$539K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.79K+ 28.44% |
$40.9K - $45.3K
|
26.1K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.4K+ 9.81% |
$38.1K - $42.2K
|
60.4K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.4KNew |
$38.1K - $42.2K
|
5.4K
$48.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.06K+ 19.52% |
$35.8K - $39.6K
|
31K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.03K+ 6.0% |
$35.5K - $39.3K
|
88.8K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.82K+ 0.08% |
$34K - $37.7K
|
5.91M
$52.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
4.71K+ 1.0% |
$33.3K - $36.8K
|
475K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.4K+ 8.36% |
$31K - $34.4K
|
57K
$510K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.35K+ 2598.45% |
$23.7K - $26.2K
|
3.48K
$31.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 1.41% |
$18.3K - $20.3K
|
186K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.3K+ 51.35% |
$16.2K - $18K
|
6.77K
$60.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.59K+ 5.72% |
$11.2K - $12.4K
|
29.3K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 7.79% |
$8.05K - $8.91K
|
15.8K
$141K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.04K+ 10.15% |
$7.34K - $8.12K
|
11.3K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
950+ 1.97% |
$6.71K - $7.43K
|
49.1K
$439K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
935+ 2.3% |
$6.6K - $7.31K
|
41.6K
$372K
|