CornerStone Strategic Value Fund Inc

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CornerStone Strategic Value Fund Inc
TickerCLM
CIK #0000814083
CUSIP21924B302
Sector -
Address225 Pictoria Drive, Suite 450, Cincinnati, OH 45246
Source [EDGAR]
CIK Filing 2011 - 2026
[0000814083] 3
[0000814083] 4
[0000814083] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Sit Investment Associates Inc CornerStone Strategic Value Fund Inc [2023-02-07] 8.66
Sit Investment Associates Inc CornerStone Strategic Value Fund Inc [2017-02-08] 12.23
Sit Investment Associates Inc CornerStone Strategic Value Fund Inc [2014-01-27] 8.35
Form 3/4/5 Filer 2011 - 2026
CornerStone Strategic Value Fund Inc
Bradshaw Ralph W
Greer Peter
Mollozzi Benjamin
Morris Matthew
Bradshaw Daniel
Bradshaw Joshua
Lutes Brian James
Wilcox Glenn W SR
Maresca Frank J
Malzahn Marcia Emilia
Rogers Scott B
Peters Hoyt M
Bridge Theresa Minogue
Mandel Alan M
Dean Robert E
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Common Stock
2025-09-10 Sell 0.72 $8.18 6
Common Stock
2025-09-03 Sell 35,000 $8.14 284,900
Bradshaw Ralph W
Common Stock
2025-05-22 Option exercise 2,554 $7.30 18,644
Morris Matthew
Common Stock
2023-08-08 Sell 40,000 $8.72 348,800
Morris Matthew
Common Stock
2022-06-27 Option exercise 14,733 $8.27 121,842
Bradshaw Joshua
Common Stock
2022-06-27 Option exercise 3,861 $8.27 31,930
Bradshaw Ralph W
Common Stock
2022-06-27 Option exercise 2,440 $8.27 20,179
Morris Matthew
Common Stock
2021-09-17 Sell 13,000 $12.89 167,570
Bradshaw Ralph W
Common Stock
2021-05-25 Option exercise 1,977 $10.64 21,035
Wilcox Glenn W SR
Common Stock
2021-05-25 Option exercise 433 $10.64 4,607
Morris Matthew
Common Stock
2021-05-24 Option exercise 12,489 $10.64 132,883
Morris Matthew
Common Stock
2020-03-27 Buy 30,300 $8.25 249,975
Bradshaw Ralph W
Common Stock
2020-02-11 Buy 1,000 $11.75 11,750
Rogers Scott B
Common Stock
2019-10-15 Sell 5,900 $11.16 65,844
Rogers Scott B
Common Stock
2019-10-15 Sell 10 $11.17 112
Rogers Scott B
Common Stock
2019-10-15 Sell 1,590 $11.16 17,744
Rogers Scott B
Common Stock
2018-11-01 Buy 7,500 $12.43 93,225
Bradshaw Ralph W
Common Stock
2018-07-25 Option exercise 1,186 $13.46 15,964
Wilcox Glenn W SR
Common Shares of Beneficial Ownership
2017-09-01 Buy 238 $13.86 3,299
Bradshaw Ralph W
Common Stock
2017-08-31 Option exercise 551 $13.86 7,637
showing 20 of 42 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 139 41,448,754
2025-12-31 127 24,122,997
2025-09-30 126 31,497,513
2025-06-30 122 32,766,427
2025-03-31 124 25,992,755
2024-12-31 128 30,525,772
2024-09-30 118 27,634,930
2024-06-30 117 28,929,224
2024-03-31 108 33,686,888
2023-12-31 110 29,357,017
2023-09-30 91 23,892,302
2023-06-30 92 22,325,760
Form 13F Holdings
Firm Period DFND Voting Shares
Winebrenner Capital Management LLC [2026-06-30] SOLE 0 158,000
Independent Financial Group LLC [2026-06-30] SOLE 0 111,901
Encompass More Asset Management [2026-06-30] SOLE 89,506 89,506
Mirador Capital Partners LP [2026-06-30] SOLE 78,738 78,738
Corecap Advisors LLC [2026-06-30] SOLE 0 59,850
Prospera Financial Services Inc [2026-06-30] SOLE 0 54,917
Dynamic Advisor Solutions LLC [2026-06-30] SOLE 0 54,125
Firethorn Wealth Partners LLC [2026-06-30] SOLE 0 42,157
Seacrest Wealth Management LLC [2026-06-30] SOLE 0 39,161
Buska Wealth Management LLC [2026-06-30] SOLE 0 30,596
HF Advisory Group LLC [2026-06-30] SOLE 0 25,484
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 0 23,533
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 21,400
Marshall Financial Group LLC [2026-06-30] SOLE 0 20,000
Secure Asset Management LLC [2026-06-30] SOLE 0 17,065
Accurate Wealth Management LLC [2026-06-30] SOLE 0 14,163
Bluedoor Private Wealth LLC [2026-06-30] SOLE 0 13,916
Redhawk Wealth Advisors Inc [2026-06-30] SOLE 0 13,063
Davenport & Company LLC [2026-06-30] SOLE 12,773 12,773
Harbor Investment Advisory LLC [2026-06-30] SOLE 11,204 11,204
Lifesteps Financial Inc [2026-06-30] SOLE 3,000 3,000
Farther Finance Advisors LLC [2026-06-30] SOLE 0 2,686
Aventura Private Wealth LLC [2026-06-30] SOLE 2,500 2,500
Spire Wealth Management [2026-06-30] SOLE 0 1,759
Godsey & GIBB Inc [2026-06-30] SOLE 0 1,000
Goalvest Advisory LLC [2026-06-30] SOLE 928 928
Highline Wealth Partners LLC [2026-06-30] SOLE 400 400
First Horizon Corp [2026-06-30] DFND 0 200
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