Purchases and Sales Made in Q4 2021 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
198K+ 14.37% |
$2.56M - $2.92M
|
1.58M
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.4K+ 76.96% |
$1.06M - $1.21M
|
190K
$1.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.8K+ 165.08% |
$784K - $893K
|
97.6K
$838K
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
50KNew |
$645K - $735K
|
50K
$430K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3KNew |
$365K - $415K
|
28.3K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 20.8% |
$288K - $328K
|
130K
$1.11M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.7K+ 50.0% |
$280K - $319K
|
65.1K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
21.4KNew |
$276K - $314K
|
21.4K
$184K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.9KNew |
$205K - $234K
|
15.9K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15.8KNew |
$203K - $231K
|
15.8K
$135K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3KNew |
$185K - $210K
|
14.3K
$123K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
13.1KNew |
$169K - $193K
|
13.1K
$113K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.9KNew |
$167K - $190K
|
12.9K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.5K+ 12.65% |
$148K - $169K
|
102K
$879K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4KNew |
$147K - $168K
|
11.4K
$98.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
11.3KNew |
$146K - $166K
|
11.3K
$97.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
10.5K+ 73.76% |
$136K - $155K
|
24.8K
$213K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
6.21K+ 2.15% |
$80.1K - $91.3K
|
296K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4KNew |
$51.6K - $58.8K
|
4K
$34.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.48K+ 9.01% |
$32K - $36.4K
|
30K
$258K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.48K+ 8.83% |
$32K - $36.4K
|
30.6K
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.33KNew |
$30.1K - $34.3K
|
2.33K
$20K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.2K+ 3.99% |
$28.4K - $32.4K
|
57.4K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5KNew |
$19.4K - $22K
|
1.5K
$12.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.5KNew |
$19.4K - $22K
|
1.5K
$12.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
800New |
$10.3K - $11.8K
|
800
$6.87K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
728New |
$9.39K - $10.7K
|
728
$6.25K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
444+ 1.24% |
$5.73K - $6.52K
|
36.2K
$311K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
396New |
$5.11K - $5.82K
|
396
$3.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
254+ 4.83% |
$3.28K - $3.73K
|
5.52K
$47.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 2.76% |
$2.58K - $2.94K
|
7.45K
$64K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
191New |
$2.46K - $2.81K
|
191
$1.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133+ 2.86% |
$1.72K - $1.95K
|
4.78K
$41.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
41New |
$529 - $602
|
41
$352
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-257- 1.25% |
$3.32K - $3.78K
|
20.3K
$175K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-259- 1.48% |
$3.34K - $3.8K
|
17.2K
$148K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-311- 11.38% |
$4.01K - $4.57K
|
2.42K
$20.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-878- 14.11% |
$11.3K - $12.9K
|
5.35K
$45.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.14K- 5.36% |
$14.7K - $16.7K
|
20.1K
$172K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.12K- 98.24% |
$27.3K - $31.1K
|
38
$326
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3KClosed |
$38.7K - $44.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.6K- 70.92% |
$46.4K - $52.9K
|
1.48K
$12.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.7K- 7.15% |
$47.8K - $54.4K
|
48.1K
$413K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.77K- 48.48% |
$48.6K - $55.4K
|
4.01K
$34.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.27KClosed |
$55.1K - $62.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14K- 6.56% |
$181K - $206K
|
199K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-21.1KClosed |
$272K - $310K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-28.9KClosed |
$372K - $424K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-56.7K- 70.12% |
$732K - $833K
|
24.2K
$208K
|