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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
17,553
shares
|
$143,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
16,613
shares
|
$135,728
0.0% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
16,000
shares
|
$130,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,970
shares
|
$130,474
0.0% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,916
shares
|
$130,033
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
15,618
shares
|
$127,599
0.07% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
15,170
shares
|
$123,938
0.03% of portfolio
|
Q1 2024
Reduced 59.29%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,013
shares
|
$122,656
0.02% of portfolio
|
Q4 2024
Reduced 96.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
14,117
shares
|
$115,335
0.0% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,830
shares
|
$112,991
0.01% of portfolio
|
Q1 2024
Reduced 10.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
13,305
shares
|
$108,701
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
13,088
shares
|
$106,928
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,773
shares
|
$104,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
12,086
shares
|
$98,742
0.0% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
11,700
shares
|
$95,589
0.0% of portfolio
|
Q4 2024
Reduced 67.05%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,520
shares
|
$94,118
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
11,280
shares
|
$92,157
0.03% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,265
shares
|
$92,035
0.0% of portfolio
|
Q4 2024
Reduced 77.07%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
11,215
shares
|
$91,626
0.0% of portfolio
|
Q4 2024
Reduced 67.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
11,204
shares
|
$91,536
0.01% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,187
shares
|
$91,397
0.0% of portfolio
|
Q4 2024
Reduced 58.6%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
10,133
shares
|
$82,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
10,102
shares
|
$82,533
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
10,000
shares
|
$81,700
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$81,700
0.0% of portfolio
|
Q4 2024
New holding
|