Institutional Ownership Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
34,913
shares
|
$291,523
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
34,447
shares
|
$287,632
0.0% of portfolio
|
Q2 2025
Added 119.88%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
34,000
shares
|
$283,900
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,531
shares
|
$271,633
0.01% of portfolio
|
Q2 2025
Reduced 84.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
30,490
shares
|
$254,591
0.03% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
29,865
shares
|
$249,372
0.0% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
29,149
shares
|
$243,394
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
28,317
shares
|
$236,446
0.07% of portfolio
|
Q3 2025
Added 57.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,161
shares
|
$235,144
0.0% of portfolio
|
Q2 2025
Reduced 72.03%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
27,744
shares
|
$231,662
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
26,574
shares
|
$221,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
26,236
shares
|
$219,070
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,702
shares
|
$214,611
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
25,604
shares
|
$213,793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
24,754
shares
|
$206,695
0.03% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
24,297
shares
|
$202,879
0.0% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
23,390
shares
|
$195,306
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
22,745
shares
|
$189,920
0.07% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
21,627
shares
|
$180,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
21,400
shares
|
$178,690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
21,275
shares
|
$177,646
0.05% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
21,012
shares
|
$175,450
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
21,012
shares
|
$175,450
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
21,012
shares
|
$175,450
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$167,000
0.0% of portfolio
|
Q2 2025
New holding
|