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Cornerstone Strategic Value shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 29k 8.36

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View all positions for EP Wealth Advisors

Top funds holding Cornerstone Strategic Value

Sit Investment Associates
Advisor Group Holdings
PFG Investments
OZ Management
LPL Financial
Boothbay Fund Management
Quarry
Cetera Investment Advisers
Alpine Partners VI
Rivernorth Capital Management
Cable Car Capital
Cohen & Steers Capital Management
Stratos Wealth Partners
Cambridge Investment Research Advisors
Yakira Capital Management

View all funds holding Cornerstone Strategic Value