Purchases and Sales Made in Q3 2025 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$270K - $283K
|
34K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
25.3K+ 23.36% |
$201K - $210K
|
134K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$170K - $178K
|
21.4K
$177K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.41K+ 1.75% |
$35.1K - $36.7K
|
256K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.51K+ 4.37% |
$27.9K - $29.2K
|
83.8K
$692K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.7K+ 4.56% |
$13.5K - $14.1K
|
39K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 4.54% |
$8.55K - $8.94K
|
24.8K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1KNew |
$7.95K - $8.31K
|
1K
$8.25K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
928New |
$7.38K - $7.71K
|
928
$7.66K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
806+ 3.67% |
$6.41K - $6.7K
|
22.7K
$188K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
779+ 4.54% |
$6.19K - $6.47K
|
17.9K
$148K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$3.18K - $3.32K
|
400
$3.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169+ 1.21% |
$1.34K - $1.4K
|
14.1K
$116K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83+ 0.24% |
$660 - $690
|
35.4K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-115- 0.44% |
$914 - $956
|
26.2K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 6.27% |
$15.5K - $16.2K
|
29.1K
$240K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.6K- 6.25% |
$20.7K - $21.6K
|
38.9K
$321K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.3K- 19.87% |
$82.1K - $85.8K
|
41.6K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.7K- 17.97% |
$156K - $164K
|
89.8K
$741K
|