Cornerstone Strategic Value Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2024 | 5.91 M | $45.37 M | 0.00% | 2.48% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 5.91 M | $45.36 M | 0.08% | 2.48% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 2.21 M | $16.97 M | 8.47% | 0.93% |
| KARPUS MANAGEMENT, INC. | 11/13/2024 | 1.94 M | $14.86 M | -1.28% | 0.81% |
| LPL FINANCIAL LLC | 11/08/2024 | 952,399 | $7.31 M | 32.08% | 0.40% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 756,291 | $5.81 M | -32.67% | 0.32% |
| CABLE CAR CAPITAL LLC | 11/14/2024 | 659,889 | $5.07 M | -0.01% | 0.28% |
| TRUEMARK INVESTMENTS, LLC | 10/16/2024 | 609,632 | $4.68 M | 4.32% | 0.26% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 12/03/2024 | 597,293 | $4.59 M | -70.21% | 0.25% |
| COHEN & STEERS, INC. | 11/14/2024 | 547,198 | $4.20 M | 3.44% | 0.23% |
| QUARRY LP | 11/14/2024 | 474,958 | $3.65 M | 1.00% | 0.20% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 11/14/2024 | 410,543 | $3.15 M | 4.19% | 0.17% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2024 | 407,320 | $3.13 M | 4.92% | 0.17% |
| MORGAN STANLEY | 11/14/2024 | 387,805 | $2.98 M | 11.66% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 291,047 | $2.24 M | 101.13% | 0.12% |
| DOLIVER ADVISORS, LP | 10/02/2024 | 287,300 | $2.21 M | 100.00% | 0.12% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 281,803 | $2.16 M | -38.36% | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 255,736 | $1.96 M | -19.13% | 0.11% |
| CENTAURUS FINANCIAL, INC. | 11/12/2024 | 230,148 | $1.77 M | -38.47% | 0.10% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 209,258 | $1.61 M | -8.96% | 0.09% |
| APTUS CAPITAL ADVISORS, LLC | 11/05/2024 | 195,808 | $1.50 M | 44.38% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 186,423 | $1.43 M | 1.41% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 180,540 | $1.39 M | 3.93% | 0.08% |
| BENJAMIN EDWARDS INC | 11/14/2024 | 178,053 | $1.37 M | 100.00% | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 157,255 | $1.21 M | 716.19% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 113,650 | $872,832 | 250.73% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 93,638 | $719,140 | 477.91% | 0.04% |
| DAKOTA WEALTH MANAGEMENT | 10/23/2024 | 88,803 | $682,008 | 6.00% | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10/28/2024 | 88,736 | $681,489 | -1.58% | 0.04% |
| J.W. COLE ADVISORS, INC. | 10/24/2024 | 78,176 | $600,393 | 100.00% | 0.03% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 11/12/2024 | 72,500 | $556.80 M | -85.77% | 0.03% |
| ENCOMPASS MORE ASSET MANAGEMENT | 11/14/2024 | 72,292 | $555,200 | 100.00% | 0.03% |
| STONEX GROUP INC. | 11/12/2024 | 60,404 | $464,000 | 9.81% | 0.03% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 12/10/2024 | 60,341 | $463,549 | 11.15% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 56,996 | $437,725 | 8.36% | 0.02% |
| PFG INVESTMENTS, LLC | 10/24/2024 | 53,978 | $414,551 | -2.85% | 0.02% |
| SEACREST WEALTH MANAGEMENT, LLC | 10/16/2024 | 53,950 | $414,336 | 14.15% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 49,126 | $377,288 | 1.97% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 48,386 | $371,604 | -5.06% | 0.02% |
| PROSPERA FINANCIAL SERVICES INC | 11/07/2024 | 46,955 | $360,614 | 0.00% | 0.02% |
| CLARITY CAPITAL PARTNERS LLC | 10/30/2024 | 46,790 | $359,347 | -42.73% | 0.02% |
| CREATIVE PLANNING | 10/11/2024 | 46,441 | $356,668 | -57.17% | 0.02% |
| RAYMOND JAMES TRUST N.A. | 11/12/2024 | 43,303 | $332,568 | 0.00% | 0.02% |
| JANE STREET GROUP, LLC | 11/15/2024 | 43,292 | $332,483 | 303.66% | 0.02% |
| GRIMES & COMPANY, INC. | 10/22/2024 | 42,490 | $326,322 | 98.59% | 0.02% |
| TWO SIGMA SECURITIES, LLC | 11/14/2024 | 41,712 | $320,348 | 208.41% | 0.02% |
| CAPITAL CS GROUP, LLC | 10/04/2024 | 41,611 | $319,570 | 2.30% | 0.02% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 35,666 | $274,000 | -43.12% | 0.02% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/07/2024 | 35,663 | $273,891 | 25.78% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 35,505 | $272,678 | 0.00% | 0.01% |
Cornerstone Strategic Value Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of Cornerstone Strategic Value Fund, Inc.. The most heavily invested institutionals were:
DOLIVER ADVISORS, LP: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Alpine Global Management, LLC: 5.91 M
BOOTHBAY FUND MANAGEMENT, LLC: 5.91 M
ADVISOR GROUP HOLDINGS, INC.: 2.21 M
Karpus Management, Inc.: 1.94 M
11.13% of Cornerstone Strategic Value Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 26.57 M shares in the last 24 months. This purchase volume represents approximately $229.32 M in transactions.