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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

114 hedge funds and large institutions have $213M invested in Cornerstone Strategic Value Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
14
Increased
45
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
Doliver Advisors
Texas
$2.21M
2
LPL Financial
LPL Financial
California
$7.31M
3
BEI
Benjamin Edwards Inc
Missouri
$1.37M
4
Osaic Holdings
Osaic Holdings
Arizona
$17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.24M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$0
2
RCM
Rivernorth Capital Management
Florida
$4.59M
3
SOA
Sea Otter Advisors
Florida
$0
4
SFC
Strategic Financial Concepts
Texas
$557K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
76
Pasadena Private Wealth
California
$117K – – –
FWP
77
Firethorn Wealth Partners
Georgia
$115K +$4.77K +631 +4%
NS
78
NBC Securities
Alabama
$114K – – –
OC
79
Oppenheimer & Co
New York
$107K +$107K +14,194 New
SBIA
80
Sheaff Brock Investment Advisors
Indiana
$106K – – –
SIA
81
Soltis Investment Advisors
Utah
$102K – – –
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$102K +$102K +13,510 New
HGERS
83
Householder Group Estate & Retirement Specialist
Arizona
$102K +$66.9K +8,898 +191%
BWA
84
BlueChip Wealth Advisors
Georgia
$101K – – –
HIA
85
Harbor Investment Advisory
Maryland
$86K – – –
TC
86
TownSquare Capital
Utah
$82.7K +$82.7K +10,941 New
CL
87
Choreo LLC
Illinois
$79.5K -$44.6K -5,907 -36%
BWM
88
Buska Wealth Management
Wisconsin
$78.7K +$78.7K +10,405 New
MFGM
89
Marshall Financial Group (Maryland)
Maryland
$76.8K – – –
TWM
90
Tradition Wealth Management
Minnesota
$76.8K – – –
GWSG
91
GPS Wealth Strategies Group
Colorado
$52.3K – – –
LFG
92
Larson Financial Group
Missouri
$52K +$17.6K +2,332 +51%
CAS
93
Coppell Advisory Solutions
Texas
$41.2K +$41.2K +5,481 New
SIS
94
Sound Income Strategies
Florida
$37.4K – – –
PCMC
95
Planning Capital Management Corporation
Pennsylvania
$26.7K +$25.7K +3,406 +2,600%
CFGS
96
Concourse Financial Group Securities
Alabama
$19.2K – – –
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$16.1K – – –
TRCT
98
Tower Research Capital (TRC)
New York
$10.8K +$3.39K +448 +45%
SS
99
Sunbelt Securities
Texas
$8.67K +$393 +52 +5%
BF
100
BOK Financial
Oklahoma
$7.76K -$395 -52 -5%
2 3
4
5 6