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 |
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$83,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
10,000
shares
|
$83,500
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,755
shares
|
$81,454
0.0% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
9,539
shares
|
$79,650
0.03% of portfolio
|
Q3 2025
Reduced 99.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,010
shares
|
$66,883
0.01% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
6,528
shares
|
$54,508
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
6,505
shares
|
$54,316
0.0% of portfolio
|
Q3 2025
Reduced 97.46%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
5,500
shares
|
$45,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
4,864
shares
|
$40,614
0.0% of portfolio
|
Q2 2024
Added 267.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,804
shares
|
$40,113
0.0% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,767
shares
|
$39,804
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,904
shares
|
$32,598
0.0% of portfolio
|
Q2 2025
Reduced 99.79%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,481
shares
|
$29,066
0.02% of portfolio
|
Q3 2024
Added 2598.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,733
shares
|
$22,820
0.0% of portfolio
|
Q1 2020
Reduced 72.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,594
shares
|
$21,659
0.0% of portfolio
|
Q2 2025
Added 130.37%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,419
shares
|
$20,198
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,250
shares
|
$18,787
0.01% of portfolio
|
Q4 2023
Added 80.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,971
shares
|
$16,457
0.0% of portfolio
|
Q2 2025
Reduced 68.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,250
shares
|
$10,437
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,234
shares
|
$10,303
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,181
shares
|
$9,861
0.0% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,150
shares
|
$9,602
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$8,350
0.0% of portfolio
|
Q2 2024
Reduced 46.61%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$8,350
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$8,350
0.0% of portfolio
|
Q3 2025
New holding
|