Purchases and Sales Made in Q4 2025 in Cornerstone Strategic Value Fund Inc (CLM)
This table provides information about the institutional ownership of Cornerstone Strategic Value Fund Inc (CLM) during Q4 2025. The information is specifically focused on institutions that hold shares of CORNERSTONE STRATEGIC VALUE FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
118K+ 23.13% |
$954K - $997K
|
626K
$5.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
109KNew |
$882K - $922K
|
109K
$885K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.8K+ 14.89% |
$47K - $49.2K
|
44.7K
$364K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.89K+ 16.78% |
$39.7K - $41.5K
|
34K
$277K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.57KNew |
$29K - $30.3K
|
3.57K
$29.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3K+ 2.24% |
$24.3K - $25.4K
|
137K
$1.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.5KNew |
$20.3K - $21.2K
|
2.5K
$20.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.84K+ 10.25% |
$14.9K - $15.6K
|
19.8K
$161K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
898New |
$7.28K - $7.62K
|
898
$7.31K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
830+ 3.65% |
$6.73K - $7.04K
|
23.6K
$192K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
767+ 1.84% |
$6.22K - $6.5K
|
42.4K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
252+ 1.55% |
$2.04K - $2.14K
|
16.5K
$135K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-568- 1.86% |
$4.61K - $4.82K
|
29.9K
$244K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-12.9K- 51.96% |
$104K - $109K
|
11.9K
$96.8K
|
|