Purchases and Sales Made in Q4 2024 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 14.32% |
$15.3K - $18.4K
|
16K
$131K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$15.3K - $18.4K
|
2K
$16.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$12.8K - $15.3K
|
1.67K
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.63K+ 1.84% |
$12.5K - $15K
|
90.4K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.32K+ 12.23% |
$10.1K - $12.1K
|
12.1K
$99K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.04K+ 10.15% |
$7.97K - $9.57K
|
11.3K
$92.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
920+ 2.21% |
$7.06K - $8.47K
|
42.5K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
846+ 5.37% |
$6.49K - $7.79K
|
16.6K
$136K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
602+ 2.94% |
$4.62K - $5.54K
|
21.1K
$172K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
582+ 3.87% |
$4.46K - $5.36K
|
15.6K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
359+ 0.74% |
$2.75K - $3.31K
|
48.7K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
308+ 0.72% |
$2.36K - $2.84K
|
42.8K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150New |
$1.15K - $1.38K
|
150
$1.23K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52+ 4.61% |
$399 - $479
|
1.18K
$9.67K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40+ 0.21% |
$307 - $368
|
18.9K
$154K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
30+ 600.0% |
$230 - $276
|
35
$287
|
|
|
Feb 14, 2025
Q4 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
14+ 0.0% |
$107 - $129
|
660K
$5.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$76.7 - $92.1
|
10
$81.9
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 1.59% |
$76.7 - $92.1
|
637
$5.22K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.06% |
$61.4 - $73.7
|
13.3K
$109K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$7.67 - $9.21
|
312K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 9.09% |
$7.67 - $9.21
|
12
$98.3
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27- 93.1% |
$207 - $249
|
2
$16.4
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-37- 0.12% |
$284 - $341
|
31K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-65- 0.26% |
$499 - $599
|
24.7K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-511- 36.24% |
$3.92K - $4.71K
|
899
$7.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-543- 0.26% |
$4.16K - $5K
|
209K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-904- 13.36% |
$6.93K - $8.33K
|
5.86K
$48K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.25K- 2.32% |
$9.6K - $11.5K
|
52.7K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.5K- 0.89% |
$19.2K - $23K
|
279K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.55K- 0.04% |
$19.6K - $23.5K
|
5.9M
$48.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 5.48% |
$19.7K - $23.6K
|
44.2K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3K- 5.56% |
$23K - $27.7K
|
51K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.09K- 7.18% |
$31.4K - $37.7K
|
52.9K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.46K- 24.02% |
$34.2K - $41.1K
|
14.1K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.25K- 0.37% |
$63.2K - $75.9K
|
2.2M
$18M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.61K- 24.14% |
$66K - $79.3K
|
27.1K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.72K- 14.45% |
$66.9K - $80.3K
|
51.6K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.07K- 5.02% |
$69.5K - $83.5K
|
171K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.9K- 8.71% |
$76K - $91.2K
|
104K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-12.1K- 35.47% |
$93.2K - $112K
|
22.1K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.6K- 89.66% |
$104K - $125K
|
1.57K
$12.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 99.91% |
$114K - $137K
|
14
$115
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.8K- 58.6% |
$121K - $146K
|
11.2K
$91.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20.4K- 11.44% |
$156K - $188K
|
158K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23K- 67.22% |
$176K - $212K
|
11.2K
$91.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.8K- 67.05% |
$183K - $219K
|
11.7K
$95.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-26.1K- 100.0% |
$200K - $240K
|
1
$8.19
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.9K- 77.07% |
$290K - $349K
|
11.3K
$92.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.8K- 27.22% |
$328K - $394K
|
114K
$937K
|