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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.5KNew |
$80.3K - $86.6K
|
11.5K
$88.9K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.4K+ 7.83% |
$79.7K - $86K
|
158K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5K+ 7.45% |
$72.9K - $78.7K
|
151K
$1.17M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.78KNew |
$61.2K - $66K
|
8.78K
$67.8K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
900+ 9.89% |
$6.27K - $6.77K
|
10K
$77.2K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
724+ 6.91% |
$5.05K - $5.44K
|
11.2K
$86.5K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$1.39K - $1.5K
|
200
$1.54K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
1.06MNew |
$6.65M - $8.45M
|
1.06M
$8.16M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
111KNew |
$696K - $885K
|
111K
$855K
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
60K+ 49.18% |
$377K - $479K
|
182K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21KNew |
$132K - $168K
|
21K
$162K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
5.2K+ 28.28% |
$32.7K - $41.6K
|
23.6K
$182K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.21KNew |
$20.2K - $25.6K
|
3.21K
$24.8K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 80.0% |
$6.29K - $7.99K
|
2.25K
$17.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$4.4K - $5.59K
|
700
$5.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
509New |
$3.2K - $4.07K
|
509
$3.93K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
236New |
$1.48K - $1.89K
|
236
$1.82K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7+ 1.88% |
$44 - $55.9
|
380
$2.93K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.82% |
$37.7 - $47.9
|
734
$5.67K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 5.56% |
$12.6 - $16
|
38
$293
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21KNew |
$164K - $185K
|
21K
$162K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$84.1K - $94.8K
|
10.8K
$83.2K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
4.77KNew |
$37.2K - $41.9K
|
4.77K
$36.8K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.5KNew |
$11.7K - $13.2K
|
1.5K
$11.6K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1K+ 80.94% |
$7.82K - $8.81K
|
2.24K
$17.3K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
21.5KNew |
$162K - $180K
|
21.5K
$166K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.93K+ 5.97% |
$14.6K - $16.2K
|
34.3K
$265K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.47KNew |
$11.1K - $12.3K
|
1.47K
$11.3K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
886+ 14.96% |
$6.69K - $7.42K
|
6.81K
$52.6K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
393+ 2.42% |
$2.97K - $3.29K
|
16.6K
$128K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
39.1KNew |
$284K - $329K
|
39.1K
$302K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21KNew |
$153K - $177K
|
21K
$162K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.89KNew |
$28.3K - $32.7K
|
3.89K
$30K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$15.7K - $18.1K
|
2.16K
$16.7K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$1.45K - $1.68K
|
200
$1.54K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
34+ 6.61% |
$247 - $286
|
548
$4.23K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.9M+ 2143.35% |
$28.2M - $35.9M
|
4.09M
$31.5M
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
52.5KNew |
$379K - $483K
|
52.5K
$405K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
43.8KNew |
$317K - $403K
|
43.8K
$338K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.8KNew |
$251K - $320K
|
34.8K
$269K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.7KNew |
$19.5K - $24.8K
|
2.7K
$20.8K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$14.4K - $18.4K
|
2K
$15.4K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$13.8K - $17.5K
|
1.91K
$14.7K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
623+ 6.13% |
$4.5K - $5.73K
|
10.8K
$83.3K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$20.5K - $27K
|
2.5K
$19.3K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
830+ 5.5% |
$6.79K - $8.97K
|
15.9K
$123K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
454K+ 1339.1% |
$3.55M - $6.57M
|
488K
$3.77M
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400KNew |
$3.13M - $5.79M
|
400K
$3.09M
|
|
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
BUY
|
- |
133KNew |
$1.04M - $1.92M
|
133K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
116KNew |
$902K - $1.67M
|
116K
$892K
|