Latest Institutional Transactions on Cornerstone Strategic Value Fund Inc (CLM)
This table provides information on the latest institutional transactions involving Cornerstone Strategic Value Fund Inc (CLM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-176K- 14.7% |
$1.4M - $1.46M
|
1.02M
$8.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
34.9KNew |
$278K - $290K
|
34.9K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.9K+ 6.6% |
$715K - $747K
|
1.45M
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-709- 1.37% |
$5.64K - $5.89K
|
51K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
17.6KNew |
$140K - $147K
|
17.6K
$144K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
415+ 3.63% |
$3.3K - $3.45K
|
11.9K
$96.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
25.6KNew |
$204K - $213K
|
25.6K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.69K+ 2.07% |
$13.5K - $14.1K
|
83.4K
$679K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.07M- 99.11% |
$8.47M - $8.85M
|
9.54K
$77.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.4K+ 5.3% |
$210K - $220K
|
525K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.32K+ 7.02% |
$26.4K - $27.6K
|
50.5K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
64.6KNew |
$514K - $537K
|
64.6K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.8K- 8.65% |
$150K - $157K
|
199K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.68K+ 0.81% |
$29.2K - $30.5K
|
455K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30K+ 76.62% |
$238K - $249K
|
69.1K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.5K+ 2.32% |
$11.9K - $12.5K
|
66.2K
$539K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-250K- 97.46% |
$1.99M - $2.08M
|
6.51K
$53K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
10.3K+ 57.17% |
$81.9K - $85.6K
|
28.3K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-17.7K- 94.85% |
$140K - $147K
|
959
$7.81K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.15KNew |
$9.14K - $9.56K
|
1.15K
$9.36K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 4.17% |
$398 - $416
|
1.25K
$10.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1KNew |
$96.2K - $101K
|
12.1K
$98.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
151KNew |
$1.2M - $1.25M
|
151K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.9K+ 16.88% |
$94.9K - $99.2K
|
82.7K
$673K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40K- 7.29% |
$318K - $332K
|
508K
$4.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.3K+ 23.83% |
$26.2K - $27.4K
|
17.2K
$140K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43+ 3.61% |
$342 - $357
|
1.23K
$10K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 15.58% |
$73.7K - $77.1K
|
68.8K
$560K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-162- 0.76% |
$1.29K - $1.35K
|
21.3K
$173K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
68+ 2.89% |
$541 - $565
|
2.42K
$19.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.84K- 20.09% |
$30.6K - $31.9K
|
15.3K
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
27.7KNew |
$221K - $231K
|
27.7K
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
15.9KNew |
$126K - $132K
|
15.9K
$129K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.5KNew |
$43.7K - $45.7K
|
5.5K
$44.8K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.2K+ 8.85% |
$145K - $151K
|
224K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
220+ 0.49% |
$1.75K - $1.83K
|
45.4K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
17.5K+ 34.79% |
$139K - $145K
|
67.6K
$550K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$270K - $283K
|
34K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.7K+ 4.56% |
$13.5K - $14.1K
|
39K
$318K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-115- 0.44% |
$914 - $956
|
26.2K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$170K - $178K
|
21.4K
$174K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83+ 0.24% |
$660 - $690
|
35.4K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1KNew |
$7.95K - $8.31K
|
1K
$8.14K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169+ 1.21% |
$1.34K - $1.4K
|
14.1K
$115K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.7K- 17.97% |
$156K - $164K
|
89.8K
$731K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
928New |
$7.38K - $7.71K
|
928
$7.55K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.41K+ 1.75% |
$35.1K - $36.7K
|
256K
$2.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.51K+ 4.37% |
$27.9K - $29.2K
|
83.8K
$682K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$3.18K - $3.32K
|
400
$3.26K
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
500+ 50.0% |
$3.33K - $4.06K
|
1.5K
$12.2K
|
|