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icono de CLM

Cornerstone Strategic Value Fund
CLM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Weiss Asset Management
1
Weiss Asset Management
Massachusetts
USD 2.12 M +USD 2.17 M +135,353 Nuevas
Yakira Capital Management
2
Yakira Capital Management
Connecticut
USD 1.84 M -USD 1.04 M -64,628 -35%
Ladenburg Thalmann Financial Services
3
Ladenburg Thalmann Financial Services
Florida
USD 1.33 M +USD 41.4 k +2,581 +3%
Ameriprise
4
Ameriprise
Minnesota
USD 1.26 M +USD 73.8 k +4,603 +6%
Citigroup
5
Citigroup
New York
USD 834 k +USD 843 k +52,527 +6,461%
Creative Planning
6
Creative Planning
Kansas
USD 785 k +USD 73.1 k +4,555 +10%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 672 k +USD 3.48 k +217 +0.5%
CL
8
CSS LLC
Illinois
USD 386 k +USD 13.2 k +821 +3%
Advisor Group
9
Advisor Group
Arizona
USD 291 k +USD 8.15 k +508 +3%
Private Advisor Group
10
Private Advisor Group
New Jersey
USD 241 k +USD 55.7 k +3,474 +30%
IFP Advisors
11
IFP Advisors
Florida
USD 213 k +USD 25 k +1,557 +13%
Morgan Stanley
12
Morgan Stanley
New York
USD 198 k +USD 32.4 k +2,018 +19%
Citadel Advisors
13
Citadel Advisors
Florida
USD 180 k +USD 185 k +11,523 Nuevas
Credit Suisse
14
Credit Suisse
Switzerland
USD 160 k +USD 165 k +10,262 Nuevas
Baystate Wealth Management
15
Baystate Wealth Management
Massachusetts
USD 95 k +USD 103 k +6,433 Nuevas
Bank of America
16
Bank of America
North Carolina
USD 54 k – – –
Geneos Wealth Management
17
Geneos Wealth Management
Colorado
USD 38 k +USD 1.35 k +84 +3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
USD 32 k +USD 32.6 k +2,032 Nuevas
UBS Group
19
UBS Group
Switzerland
USD 29 k +USD 16.3 k +1,016 +119%
Next Financial Group
20
Next Financial Group
Texas
USD 17 k +USD 17.1 k +1,063 Nuevas
Thomas J. Herzfeld Advisors
21
Thomas J. Herzfeld Advisors
Florida
USD 15 k +USD 626 +39 +4%
Wells Fargo
22
Wells Fargo
California
USD 10 k +USD 6.24 k +389 +161%
Steward Partners Investment Advisory
23
Steward Partners Investment Advisory
New York
USD 7 k – – –
D. Scott Neal
24
D. Scott Neal
Kentucky
USD 5 k – – –
D.A. Davidson & Co
25
D.A. Davidson & Co
Montana
USD 3 k – – –
1
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