Recent Quarter Total Invested
$303.82 M
Recent Quarter Institutional Ownership Percentage
14.1%
Total Invested of Last Quarter
$251.71 M
Ownership Percentage of Last Quarter
15.07%
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 | 08/14/2024 | 5.91 M | $45.49 M | 9.42% | 2.66% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 5.90 M | $45.44 M | 9.79% | 2.66% |
| SIT INVESTMENT ASSOCIATES INC | 08/14/2024 | 3.49 M | $26.90 M | -36.68% | 1.57% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 2.04 M | $15.69 M | -1.66% | 0.92% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2024 | 2.01 M | $15.44 M | -13.58% | 0.90% |
| KARPUS MANAGEMENT, INC. | 08/13/2024 | 1.96 M | $15.09 M | 0.82% | 0.88% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/13/2024 | 1.12 M | $8.65 M | -8.99% | 0.51% |
| LPL FINANCIAL LLC | 08/07/2024 | 721,072 | $5.55 M | -3.77% | 0.32% |
| CABLE CAR CAPITAL LLC | 08/14/2024 | 659,958 | $5.08 M | -0.01% | 0.30% |
| TRUEMARK INVESTMENTS, LLC | 07/29/2024 | 584,405 | $4.50 M | 100.00% | 0.26% |
| COHEN & STEERS, INC. | 08/13/2024 | 529,000 | $4.07 M | 34.26% | 0.24% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 08/06/2024 | 509,390 | $66.50 M | 799.98% | 0.23% |
| SEA OTTER ADVISORS LLC | 08/14/2024 | 500,000 | $3.85 M | 100.00% | 0.23% |
| QUARRY LP | 08/16/2024 | 470,246 | $3.62 M | 2.86% | 0.21% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 457,175 | $3.52 M | 64.02% | 0.21% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/09/2024 | 394,021 | $3.03 M | 3.57% | 0.18% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 08/13/2024 | 388,217 | $2.99 M | -10.78% | 0.17% |
| MORGAN STANLEY | 08/14/2024 | 347,316 | $2.67 M | 10.93% | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 316,244 | $2.44 M | -0.95% | 0.14% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 229,849 | $1.77 M | 1.52% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 183,825 | $1.42 M | 4.60% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 173,718 | $1.34 M | 0.00% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 144,704 | $1.11 M | 54.14% | 0.07% |
| APTUS CAPITAL ADVISORS, LLC | 07/31/2024 | 135,621 | $1.04 M | 0.93% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2024 | 109,245 | $842,000 | -3.13% | 0.05% |
| CREATIVE PLANNING | 08/15/2024 | 108,430 | $834,908 | 344.08% | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 08/06/2024 | 90,159 | $694,222 | 1.73% | 0.04% |
| CWM, LLC | 07/10/2024 | 85,559 | $659,000 | 3.60% | 0.04% |
| DAKOTA WEALTH MANAGEMENT | 07/22/2024 | 83,777 | $645,080 | 3.07% | 0.04% |
| CLARITY CAPITAL PARTNERS LLC | 07/30/2024 | 81,705 | $629,129 | -8.76% | 0.04% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 62,702 | $483,000 | 100.00% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 57,016 | $439,023 | -55.09% | 0.03% |
| CAPITAL WEALTH ALLIANCE, LLC | 07/24/2024 | 56,987 | $438,802 | 12.44% | 0.03% |
| PFG INVESTMENTS, LLC | 08/07/2024 | 55,563 | $427,836 | 1.81% | 0.03% |
| STONEX GROUP INC. | 08/07/2024 | 55,009 | $424,000 | 51.05% | 0.02% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 08/13/2024 | 54,288 | $418,107 | 55.42% | 0.02% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 52,601 | $405,027 | 0.09% | 0.02% |
| BCR WEALTH STRATEGIES, LLC | 07/26/2024 | 52,309 | $402,000 | 100.00% | 0.02% |
| NOMURA HOLDINGS INC | 08/14/2024 | 51,239 | $394,540 | 60.87% | 0.02% |
| CITADEL ADVISORS LLC | 08/14/2024 | 50,966 | $392,438 | 18.20% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 48,176 | $370,955 | 2.71% | 0.02% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/22/2024 | 47,263 | $363,925 | 0.71% | 0.02% |
| PROSPERA FINANCIAL SERVICES INC | 08/13/2024 | 46,955 | $361,553 | 6.34% | 0.02% |
| RAYMOND JAMES TRUST N.A. | 07/25/2024 | 43,303 | $333,433 | 9.07% | 0.02% |
| CAPITAL CS GROUP, LLC | 07/12/2024 | 40,676 | $313,204 | -3.17% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 35,505 | $273,389 | 3.50% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 32,404 | $249,511 | 100.00% | 0.01% |
| VANTAGE FINANCIAL PARTNERS, LLC | 08/13/2024 | 30,134 | $232,034 | 0.87% | 0.01% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/15/2024 | 28,353 | $218,319 | -11.95% | 0.01% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 27,697 | $213,267 | 108.37% | 0.01% |
Cornerstone Strategic Value Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of CLM shares?
During the previous two years, 138 institutional investors and hedge funds held shares of Cornerstone Strategic Value Fund, Inc.. The most heavily invested institutionals were:
Alpine Global Management, LLC: 5.91 M
BOOTHBAY FUND MANAGEMENT, LLC: 5.9 M
SIT INVESTMENT ASSOCIATES INC: 3.49 M
ADVISOR GROUP HOLDINGS, INC.: 2.04 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.01 M
Karpus Management, Inc.: 1.96 M
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What percentage of Cornerstone Strategic Value Fund, Inc. stock is owned by institutional investors?
14.10% of Cornerstone Strategic Value Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CLM ?
Institutional investors have bought a total of 33.05 M shares in the last 24 months. This purchase volume represents approximately $248.84 M in transactions.