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 |
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
19,425
shares
|
$162,198
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,850
shares
|
$157,397
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18,455
shares
|
$154,099
0.01% of portfolio
|
Q1 2025
Added 131721.44%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
17,925
shares
|
$149,673
0.06% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
17,630
shares
|
$147,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
17,150
shares
|
$143,202
0.0% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
16,287
shares
|
$135,996
0.1% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
15,916
shares
|
$132,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
15,901
shares
|
$132,773
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
15,283
shares
|
$127,613
0.0% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
14,463
shares
|
$120,766
0.0% of portfolio
|
Q2 2025
Added 2228.99%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
14,114
shares
|
$117,851
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
14,089
shares
|
$117,643
0.04% of portfolio
|
Q2 2025
Reduced 78.71%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,830
shares
|
$115,480
0.01% of portfolio
|
Q1 2024
Reduced 10.89%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
12,773
shares
|
$106,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
12,210
shares
|
$101,953
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
12,100
shares
|
$101,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,863
shares
|
$99,056
0.01% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,520
shares
|
$96,192
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
11,204
shares
|
$93,553
0.01% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,260
shares
|
$85,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
10,135
shares
|
$84,627
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10,122
shares
|
$84,518
0.0% of portfolio
|
Q2 2025
Added 52.42%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
10,000
shares
|
$83,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$83,500
0.0% of portfolio
|
Q4 2024
New holding
|