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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
6,984
shares
|
$57,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,810
shares
|
$55,637
0.01% of portfolio
|
Q2 2023
Added 14.96%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
6,528
shares
|
$53,333
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,863
shares
|
$47,900
0.0% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,395
shares
|
$44,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,864
shares
|
$39,738
0.0% of portfolio
|
Q2 2024
Added 267.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,767
shares
|
$38,946
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,250
shares
|
$34,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,481
shares
|
$28,439
0.02% of portfolio
|
Q3 2024
Added 2598.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,733
shares
|
$22,328
0.0% of portfolio
|
Q1 2020
Reduced 72.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$20,425
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,250
shares
|
$18,382
0.01% of portfolio
|
Q4 2023
Added 80.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,000
shares
|
$16,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,666
shares
|
$13,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,571
shares
|
$12,835
0.0% of portfolio
|
Q4 2024
Reduced 89.66%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,181
shares
|
$9,648
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,005
shares
|
$8,210
0.0% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$8,170
0.0% of portfolio
|
Q2 2024
Reduced 46.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
899
shares
|
$7,344
0.0% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
700
shares
|
$5,719
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
637
shares
|
$5,204
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
509
shares
|
$4,158
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
380
shares
|
$3,104
0.0% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
200
shares
|
$1,634
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
150
shares
|
$1,225
0.0% of portfolio
|
Q4 2024
New holding
|