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 133 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
37,567
shares
|
$306,922
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
36,139
shares
|
$295,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
34,697
shares
|
$283,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Feb 13, 2025 Q4 2024 |
34,173
shares
|
$279,193
0.16% of portfolio
|
Q4 2024
Reduced 91.61%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
33,892
shares
|
$276,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,730
shares
|
$259,234
0.0% of portfolio
|
Q4 2024
Added 61.31%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
30,970
shares
|
$253,024
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
29,193
shares
|
$238,506
0.01% of portfolio
|
Q4 2024
Reduced 67.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
28,963
shares
|
$236,627
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,419
shares
|
$232,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
27,058
shares
|
$221,063
0.01% of portfolio
|
Q4 2024
Reduced 24.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,702
shares
|
$209,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
24,670
shares
|
$201,553
0.06% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
24,350
shares
|
$198,939
0.01% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
22,200
shares
|
$181,374
0.03% of portfolio
|
Q2 2024
Added 25.69%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
22,102
shares
|
$180,573
0.05% of portfolio
|
Q4 2024
Reduced 35.47%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
21,519
shares
|
$175,810
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
21,400
shares
|
$174,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
21,052
shares
|
$171,994
0.08% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
21,012
shares
|
$171,668
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
21,012
shares
|
$171,668
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
21,012
shares
|
$171,668
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
20,730
shares
|
$169,364
0.02% of portfolio
|
Q4 2024
Added 55.86%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
20,145
shares
|
$164,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,850
shares
|
$154,004
0.0% of portfolio
|
Q4 2024
Added 0.21%
|