Latest Institutional Purchases of Cornerstone Strategic Value Fund Inc (CLM)
This list provides information on the latest institutional transactions involving Cornerstone Strategic Value Fund Inc (CLM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.5K+ 2.32% |
$11.9K - $12.5K
|
66.2K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.46K+ 14.38% |
$11.6K - $12.1K
|
11.6K
$94.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 5.66% |
$11.6K - $12.1K
|
27.2K
$221K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.15KNew |
$9.14K - $9.56K
|
1.15K
$9.36K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1KNew |
$7.95K - $8.31K
|
1K
$8.14K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
928New |
$7.38K - $7.71K
|
928
$7.55K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$3.18K - $3.32K
|
400
$3.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
220+ 0.49% |
$1.75K - $1.83K
|
45.4K
$370K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
206+ 17.44% |
$1.64K - $1.71K
|
1.39K
$11.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
206New |
$1.64K - $1.71K
|
206
$1.68K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
196+ 0.85% |
$1.56K - $1.63K
|
23.4K
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169+ 1.21% |
$1.34K - $1.4K
|
14.1K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
160+ 0.74% |
$1.27K - $1.33K
|
21.8K
$177K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83+ 0.24% |
$660 - $690
|
35.4K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
68+ 2.89% |
$541 - $565
|
2.42K
$19.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 4.17% |
$398 - $416
|
1.25K
$10.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43+ 3.61% |
$342 - $357
|
1.23K
$10K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.09% |
$111 - $116
|
15.9K
$130K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.09% |
$103 - $108
|
14.5K
$118K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 66.67% |
$15.9 - $16.6
|
5
$40.7
|
|
| Q2 2025 | |||||||
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
1.23MNew |
$8.19M - $9.98M
|
1.23M
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Ursa Fund Management, LLC
|
BUY
|
- |
250K+ 1000.0% |
$1.67M - $2.03M
|
275K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
83.9KNew |
$559K - $681K
|
83.9K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50KNew |
$333K - $406K
|
50K
$407K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45.5K+ 45.28% |
$303K - $369K
|
146K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
26.6KNew |
$177K - $216K
|
26.6K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20KNew |
$133K - $162K
|
20K
$163K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
19.4KNew |
$129K - $158K
|
19.4K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15KNew |
$99.7K - $122K
|
15K
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$80.8K - $98.6K
|
12.1K
$98.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$68.3K - $83.3K
|
10.3K
$83.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10KNew |
$66.6K - $81.2K
|
10K
$81.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 55.52% |
$11.4K - $13.9K
|
4.8K
$39.1K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 130.37% |
$9.78K - $11.9K
|
2.59K
$21.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2K+ 17.62% |
$7.99K - $9.74K
|
8.01K
$65.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
856New |
$5.7K - $6.95K
|
856
$6.97K
|
|
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
500+ 50.0% |
$3.33K - $4.06K
|
1.5K
$12.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
409+ 3.13% |
$2.72K - $3.32K
|
13.5K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
663KNew |
$4.9M - $6.02M
|
663K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
54.5KNew |
$403K - $496K
|
54.5K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
48.6KNew |
$359K - $441K
|
48.6K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.1KNew |
$200K - $246K
|
27.1K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.4K+ 131721.44% |
$136K - $168K
|
18.5K
$150K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14KNew |
$103K - $127K
|
14K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.4K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10KNew |
$73.9K - $90.9K
|
10K
$81.4K
|
|