Who owns Cornerstone Strategic Value?
- Ticker: CLM
- CUSIP Number: 21924b302
Tip: Access positions for across all investors
Analyze quarterly positions in Cornerstone Strategic Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Cornerstone Strategic Value stock
Who bought or sold Cornerstone Strategic Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Alpine Partners VI | 6.8M | $50M | 498% | Mar 2026 |
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| Boothbay Fund Management | 6.7M | $49M | 425% | Mar 2026 |
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| PFG Investments | 4.1M | $30M | 38% | Mar 2026 |
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| Advisor Group Holdings | 3.4M | $28M | -3% | Dec 2025 |
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| OZ Management | 3.1M | $23M | 6% | Mar 2026 |
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| LPL Financial | 2.4M | $18M | 34% | Mar 2026 |
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| Cetera Investment Advisers | 1.4M | $9.9M | 13% | Mar 2026 |
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| Cable Car Capital | 1.2M | $9.7M | 89% | Mar 2026 |
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| Quarry | 1.2M | $10M | 354% | Dec 2025 |
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| Warberg Asset Management | 1.0M | $7.6M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.0M | $7.6M | 85% | Mar 2026 |
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| Morgan Stanley | 655k | $4.8M | 17% | Mar 2026 |
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| Cohen & Steers Capital Management | 655k | $5.5M | -2% | Dec 2025 |
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| Perennial Investment Advisors | 476k | $3.5M | 2% | Mar 2026 |
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| WJ Financial Advisors | 445k | $3.2M | 69% | Mar 2026 |
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| Almitas Capital | 442k | $3.2M | 100% | Mar 2026 |
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| Raymond James Financial | 368k | $3.1M | 6% | Dec 2025 |
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| Stratos Wealth Partners | 343k | $2.5M | -45% | Mar 2026 |
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| Yakira Capital Management | 307k | $2.2M | -37% | Mar 2026 |
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| Commonwealth Equity Services | 294k | $2.1M | 3% | Mar 2026 |
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| Creative Planning | 203k | $1.5M | 14% | Mar 2026 |
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| Baird Financial | 160k | $1.3M | 38% | Dec 2025 |
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| Sit Investment Associates | 158k | $1.2M | -97% | Mar 2026 |
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| Winebrenner Capital Management | 158k | $1.1M | 15% | Mar 2026 |
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| Intl Fcstone | 155k | $1.1M | 9% | Mar 2026 |
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| Thrivent Financial for Lutherans | 146k | $1.1M | 0% | Mar 2026 |
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| Kovack Advisors | 144k | $1.1M | -32% | Mar 2026 |
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| Aptus Capital Advisors | 109k | $791k | -46% | Mar 2026 |
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| Savvy Advisors | 108k | $783k | -1% | Mar 2026 |
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| Creative Financial Designs | 94k | $684k | 3% | Mar 2026 |
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| Jane Street | 92k | $669k | -49% | Mar 2026 |
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| Susquehanna International | 88k | $735k | 120% | Dec 2025 |
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| Prospera Financial Services | 87k | $631k | -1% | Mar 2026 |
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| Encompass More Asset Management | 81k | $589k | 0% | Mar 2026 |
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| Change Path | 77k | $559k | 1% | Mar 2026 |
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| Benjamin Edwards | 73k | $528k | -7% | Mar 2026 |
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| HighTower Advisors | 66k | $480k | 8% | Mar 2026 |
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| Gladstone Institutional Advisory | 58k | $419k | 100% | Mar 2026 |
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| Garden State Investment Advisory Services | 57k | $417k | 10% | Mar 2026 |
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| Private Advisor | 55k | $398k | 1% | Mar 2026 |
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| AE Wealth Management | 53k | $387k | -26% | Mar 2026 |
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| Kestra Advisory Services | 52k | $380k | 54% | Mar 2026 |
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| Envestnet Asset Management | 51k | $370k | 1% | Mar 2026 |
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| Stifel Financial | 51k | $369k | 8% | Mar 2026 |
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| Toronto-Dominion Bank | 50k | $366k | 0% | Mar 2026 |
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| Dynamic Advisors Solutions | 49k | $355k | 9% | Mar 2026 |
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| BlackRock | 41k | $300k | 0% | Mar 2026 |
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| Firethorn Wealth Partners | 40k | $293k | 104% | Mar 2026 |
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| Independent Advisor Alliance | 37k | $270k | 100% | Mar 2026 |
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| Meridian Wealth Management | 37k | $268k | 89% | Mar 2026 |
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| We Are One Seven | 36k | $297k | 0% | Dec 2025 |
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| Pathstone Holdings | 33k | $241k | 0% | Mar 2026 |
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| HPM Partners | 30k | $219k | 100% | Mar 2026 |
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| Buska Wealth Management | 29k | $214k | 3% | Mar 2026 |
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| EP Wealth Advisors | 29k | $209k | 0% | Mar 2026 |
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| SeaCrest Wealth Management | 29k | $208k | -5% | Mar 2026 |
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| Ameriflex Group | 28k | $234k | -57% | Dec 2025 |
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| Rockefeller Capital Management | 27k | $194k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 26k | $188k | 4% | Mar 2026 |
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| Nbc Securities | 25k | $184k | 37% | Mar 2026 |
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| Chicago Partners Investment | 25k | $186k | -2% | Mar 2026 |
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| HF Advisory Group | 25k | $178k | 4% | Mar 2026 |
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| Pasadena Private Wealth | 24k | $172k | 16% | Mar 2026 |
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| Kingsview Wealth Management | 23k | $170k | 133% | Mar 2026 |
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| Becker Capital Management | 22k | $160k | 13% | Mar 2026 |
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| Sequoia Financial Advisors | 21k | $156k | 0% | Mar 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 21k | $150k | 100% | Mar 2026 |
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| Pensionmark Financial Group | 20k | $148k | 4% | Mar 2026 |
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| Howe and Rusling | 20k | $147k | 100% | Mar 2026 |
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| Sanctuary Advisors | 20k | $145k | 2% | Mar 2026 |
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| Evolution Wealth Management | 19k | $141k | 0% | Mar 2026 |
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| CoreCap Advisors | 19k | $140k | -55% | Mar 2026 |
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| Summit Financial | 19k | $136k | -4% | Mar 2026 |
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| Hartland & Co | 18k | $130k | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 18k | $130k | 4% | Mar 2026 |
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| UBS Group | 18k | $128k | 0% | Mar 2026 |
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| Integrity Alliance | 18k | $128k | 0% | Mar 2026 |
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| Goss Wealth Management | 18k | $127k | 3% | Mar 2026 |
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| Capital CS Group | 17k | $125k | 4% | Mar 2026 |
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| Vantage Financial Partners | 17k | $142k | -20% | Dec 2025 |
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| A4 Wealth Advisors | 16k | $116k | 0% | Mar 2026 |
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| Ameriprise Financial | 16k | $116k | 0% | Mar 2026 |
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| Mercer Global Advisors | 15k | $110k | 100% | Mar 2026 |
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| CI Private Wealth | 15k | $107k | -3% | Mar 2026 |
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| Strategic Financial Concepts | 15k | $107k | 100% | Mar 2026 |
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| Accurate Wealth Management | 14k | $104k | 100% | Mar 2026 |
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| NWF Advisory Services | 14k | $98k | 8% | Mar 2026 |
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| Mosaic Family Wealth Partners | 13k | $96k | 6% | Mar 2026 |
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| Mariner Wealth Advisors | 13k | $96k | -37% | Mar 2026 |
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| Integrated Wealth Concepts | 13k | $94k | 100% | Mar 2026 |
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| Davenport & Co | 13k | $93k | 0% | Mar 2026 |
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| CIBC World Markets | 13k | $92k | 100% | Mar 2026 |
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| Secure Asset Management | 13k | $91k | 100% | Mar 2026 |
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| Redhawk Wealth Advisors | 13k | $91k | 5% | Mar 2026 |
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| Larson Financial Group | 12k | $101k | 4% | Dec 2025 |
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| Hanson McClain Advisors | 12k | $100k | -18% | Dec 2025 |
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| Evergreen Wealth Partners | 12k | $84k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 11k | $82k | 0% | Mar 2026 |
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| Resources Investment Advisors | 11k | $78k | 0% | Mar 2026 |
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| Everett Harris & Co | 10k | $74k | 100% | Mar 2026 |
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| Colony | 10k | $85k | 100% | Dec 2025 |
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| ValMark Advisers | 10k | $73k | 0% | Mar 2026 |
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| Marshall Financial Group | 10k | $73k | 0% | Mar 2026 |
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| Anfield Capital Management | 6.5k | $48k | 0% | Mar 2026 |
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| Us Bancorp | 6.5k | $54k | 0% | Dec 2025 |
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| Farther Finance Advisors | 5.8k | $43k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 5.6k | $41k | 195% | Mar 2026 |
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| Union Bankshares | 5.5k | $40k | 0% | Mar 2026 |
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| Sound Income Strategies | 4.9k | $36k | 0% | Mar 2026 |
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| Spire Wealth Management | 3.7k | $27k | 2% | Mar 2026 |
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| Fortis Group Advisors | 3.4k | $25k | 100% | Mar 2026 |
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| Golden State Equity Partners | 3.3k | $24k | 100% | Mar 2026 |
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| Assetmark | 3.0k | $22k | -62% | Mar 2026 |
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| Royal Bank of Canada | 2.9k | $21k | 194% | Mar 2026 |
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| TSFG | 2.7k | $20k | 6% | Mar 2026 |
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| Aventura Private Wealth | 2.5k | $18k | 0% | Mar 2026 |
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| Sunbelt Securities | 1.5k | $11k | 6% | Mar 2026 |
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| Pnc Financial Services | 1.3k | $9.1k | 0% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 1.1k | $8.2k | 6% | Mar 2026 |
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| Western Wealth Management | 1.1k | $7.7k | 100% | Mar 2026 |
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| Godsey and Gibb | 1.0k | $7.3k | 0% | Mar 2026 |
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| WealthTrust DunckerStreett | 1.0k | $7.3k | 0% | Mar 2026 |
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| Avalon Trust | 1.0k | $7.3k | 0% | Mar 2026 |
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| GoalVest Advisory | 928.00 | $6.8k | 0% | Mar 2026 |
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| Roble, Belko & Company | 898.00 | $7.0k | 0% | Mar 2026 |
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| Harbour Investments | 780.00 | $5.7k | 1953% | Mar 2026 |
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| MAI Wealth Advisors | 600.00 | $4.4k | 0% | Mar 2026 |
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| Highline Wealth Partners | 400.00 | $2.9k | 0% | Mar 2026 |
|
| CWM | 165.00 | $999.999000 | 100% | Dec 2025 |
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| Parvin Asset Management | 67.00 | $488.001200 | 0% | Mar 2026 |
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| Gill Capital Partners | 29.00 | $211.001100 | 100% | Mar 2026 |
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| Tucker Asset Management | 14.00 | $118.000400 | 100% | Dec 2025 |
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| Walsh & Associates | 11.00 | $79.999700 | 100% | Mar 2026 |
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| Wells Fargo & Company | 4.00 | $31.000000 | 100% | Mar 2026 |
|
| Danske Bank A/s | 3.00 | $21.999900 | 50% | Mar 2026 |
|
| Steward Partners Investment Advisory | 1.00 | $4.000000 | 0% | Mar 2026 |
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Who sold out of Cornerstone Strategic Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| J.w. Cole Advisors | Dec 2025 | 220k | $1.8M |
| Mark Sheptoff Financial Planning | Dec 2025 | 35k | $292k |
| Wealth Enhancement Advisory Services | Dec 2025 | 34k | $288k |
| OneAscent Family Office | Dec 2025 | 34k | $284k |
| Virtu Financial | Sep 2025 | 27k | $220k |
| Goldman Sachs Group | Dec 2025 | 15k | $125k |
| Money Concepts Capital Corp | Dec 2025 | 11k | $89k |
| Millennium Management | Dec 2025 | 10k | $85k |
| GPS Wealth Strategies Group | Sep 2025 | 8.0k | $66k |
| SRS Capital Advisors | Dec 2025 | 3.7k | $31k |
| Garton & Associates Financial Advisors | Dec 2025 | 2.5k | $21k |
| Parallel Advisors | Dec 2025 | 1.9k | $16k |
| Tower Research Capital | Sep 2025 | 206.00 | $1.7k |