CORNERSTONE STRATEGIC VALUE shareholder history

Current and past CORNERSTONE STRATEGIC VALUE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Thomas J. Herzfeld Advisors, Inc. 36360.01%1.67%5.55%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
MORGAN STANLEY 36360.00%0.00%0.00%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 2780.00%0.00%0.00%Q4 2014Q3 202335
LPL Financial LLC 24100.00%0.00%0.00%Q4 2014Q3 202334
Creative Planning 2320.00%0.00%0.01%Q4 2014Q3 202333
RAYMOND JAMES & ASSOCIATES 1940.00%0.00%0.00%Q4 2014Q3 202332
ROYAL BANK OF CANADA 20120.00%0.00%0.00%Q2 2015Q3 202332
Yakira Capital Management, Inc. 1720.09%2.32%6.11%Q4 2014Q2 202331
Private Advisor Group, LLC 2110.00%0.00%0.01%Q1 2016Q3 202329
BANK OF AMERICA CORP /DE/ 1910.00%0.00%0.00%Q2 2015Q3 202327
SIT INVESTMENT ASSOCIATES INC 1330.00%2.10%4.99%Q3 2016Q3 202326
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
CSS LLC/IL 1440.02%0.03%0.05%Q2 2015Q3 202324
Cambridge Investment Research Advisors, Inc. 2220.00%0.00%0.01%Q4 2015Q3 202324
CITIGROUP INC 1410.00%0.00%0.00%Q1 2015Q1 202223
CENTAURUS FINANCIAL, INC. 22220.09%1.19%1.92%Q2 2018Q3 202322
Kovack Advisors, Inc. 21210.04%0.07%0.10%Q3 2018Q3 202321
B. Riley Wealth Advisors, Inc. 910.00%0.04%0.10%Q4 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Ford Financial Group, LLC 21210.32%1.18%1.69%Q4 2017Q4 202221
Cetera Advisor Networks LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Sound Income Strategies, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.01%0.02%Q2 2015Q4 201919
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Sheaff Brock Investment Advisors, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Baird Financial Group, Inc. 19190.00%0.00%0.00%Q1 2019Q3 202319
CLOUGH CAPITAL PARTNERS L P 410.01%0.23%0.79%Q4 2014Q2 202318
Parallel Advisors, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
American Portfolios Advisors 18180.00%0.00%0.00%Q2 2018Q3 202218
PNC FINANCIAL SERVICES GROUP, INC. 910.00%0.00%0.00%Q4 2014Q1 202218
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q1 2018Q2 202317
FMR LLC 520.00%0.00%0.00%Q3 2018Q3 202317
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q4 2014Q3 202316
IFP Advisors, Inc 1010.00%0.00%0.01%Q4 2015Q4 202215
COMMONWEALTH EQUITY SERVICES, LLC 1120.00%0.00%0.00%Q1 2018Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
RIVERNORTH CAPITAL MANAGEMENT, LLC 710.04%0.80%1.88%Q4 2014Q2 202214
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.02%0.05%0.09%Q2 2020Q3 202314
Capital Wealth Alliance, LLC 13130.16%0.24%0.30%Q3 2020Q3 202313
NEXT Financial Group, Inc 810.00%0.00%0.01%Q1 2015Q4 201913
Dynamic Advisor Solutions LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 1110.00%0.00%0.00%Q2 2019Q2 202312
Cetera Advisors LLC 840.00%0.01%0.03%Q2 2016Q3 202312
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
D.A. DAVIDSON & CO. 11110.00%0.00%0.00%Q4 2014Q2 201711
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2018Q3 202311
Capital CS Group, LLC 11110.19%0.75%1.54%Q1 2021Q3 202311
Karpus Management, Inc. 910.00%0.54%1.02%Q1 2016Q3 202010
Prospera Financial Services Inc 10100.01%0.02%0.05%Q2 2021Q3 202310
Wagner Wealth Management, LLC 420.00%0.02%0.08%Q4 2017Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
WEDBUSH SECURITIES INC 630.00%0.10%0.20%Q2 2015Q3 20239
SeaCrest Wealth Management, LLC 630.02%0.03%0.04%Q2 2020Q3 20239
Alpine Global Management, LLC 610.02%6.90%14.80%Q4 2018Q3 20239
NewEdge Advisors, LLC 540.00%0.00%0.01%Q2 2021Q3 20239
MSI Financial Services Inc 990.00%0.00%0.00%Q4 2014Q4 20169
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.01%0.02%0.04%Q1 2019Q3 20219
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q4 2014Q4 20228
Larson Financial Group LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Global Wealth Management Investment Advisory, Inc. 620.00%0.01%0.01%Q1 2021Q3 20238
Tradition Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
MARINER INVESTMENT GROUP LLC 310.19%1.03%2.34%Q4 2015Q2 20228
Citadel Advisors 410.00%0.00%0.00%Q2 2017Q3 20237
Ursa Fund Management, LLC 610.91%4.80%13.54%Q2 2021Q3 20237
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Savior LLC 770.00%0.09%0.13%Q4 2019Q2 20217
N.E.W. Advisory Services LLC 610.02%0.02%0.03%Q4 2021Q3 20237
RAYMOND JAMES TRUST N.A. 770.01%0.01%0.01%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q1 2022Q3 20237
Focused Wealth Management, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Virtu Financial LLC 210.02%0.02%0.03%Q3 2020Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.03%0.04%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q3 2018Q4 20226
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
Pasadena Private Wealth, LLC 660.04%0.06%0.08%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 660.03%0.06%0.10%Q1 2022Q2 20236
AVANTAX ADVISORY SERVICES, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.02%0.02%0.03%Q2 2020Q3 20216
Royal Fund Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q4 2015Q1 20176
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2017Q1 20236
Walleye Trading LLC 660.00%0.02%0.04%Q2 2017Q3 20186
Joseph P. Lucia & Associates, LLC 660.01%0.02%0.04%Q1 2019Q2 20206
Dakota Wealth Management 660.03%0.06%0.08%Q3 2018Q4 20196
AMERIPRISE FINANCIAL INC 660.00%0.00%0.00%Q2 2016Q3 20176
Rise Advisors, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Institute for Wealth Management, LLC. 660.03%0.04%0.05%Q1 2019Q2 20206
Commonwealth Equity Services, Inc 660.00%0.00%0.00%Q2 2015Q3 20166
Marshall Financial Group LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Center For Asset Management LLC 660.10%0.12%0.15%Q2 2022Q3 20236
Laidlaw Wealth Management LLC 660.02%0.03%0.03%Q1 2022Q2 20236
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.04%0.05%0.06%Q2 2018Q3 20196
Chicago Partners Investment Group LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Steward Partners Investment Advisory, LLC 510.00%0.00%0.00%Q1 2017Q3 20236
ADIRONDACK TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
CREDIT SUISSE AG/ 210.00%0.00%0.01%Q3 2016Q1 20216
FIRST FOUNDATION ADVISORS 550.01%0.01%0.02%Q2 2018Q2 20195
GRIMES & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 320.02%0.05%0.11%Q4 2019Q1 20235
Investors Capital Advisory Services 550.05%0.06%0.08%Q2 2015Q2 20165
GOLDMAN SACHS GROUP INC 550.00%0.00%0.00%Q2 2022Q2 20235
HORIZON FINANCIAL SERVICES, LLC 550.00%0.01%0.04%Q3 2020Q3 20215
FIRETHORN WEALTH PARTNERS, LLC 550.10%0.13%0.14%Q3 2022Q3 20235
Ironwood Investment Counsel, LLC 410.03%0.04%0.05%Q2 2020Q4 20215
Fort Point Capital Partners LLC 320.11%0.13%0.15%Q1 2015Q3 20165
BOOTHBAY FUND MANAGEMENT, LLC 550.78%0.88%1.03%Q3 2022Q3 20235
ING GROEP NV 210.01%0.04%0.12%Q3 2016Q2 20225
CoreCap Advisors, LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Raymond James Financial Services Advisors, Inc. 210.00%0.00%0.00%Q1 2017Q2 20195
NINE MASTS CAPITAL Ltd 210.05%0.46%0.97%Q3 2016Q3 20185
Garden State Investment Advisory Services LLC 440.16%0.22%0.29%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q2 2021Q3 20234
FNY Investment Advisers, LLC 110.00%0.67%2.53%Q2 2019Q2 20224
CWM, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
PIERSHALE FINANCIAL GROUP, INC. 440.00%0.00%0.00%Q3 2015Q2 20164
HF Advisory Group, LLC 440.11%0.11%0.12%Q4 2022Q3 20234
Mosaic Family Wealth, LLC 440.01%0.01%0.02%Q2 2018Q1 20194
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q4 2018Q1 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
DCM Advisors, LLC 440.10%0.14%0.16%Q4 2020Q3 20214
Capital Investment Advisory Services, LLC 440.02%0.02%0.03%Q4 2018Q3 20194
D. SCOTT NEAL, INC. 440.00%0.00%0.00%Q4 2016Q3 20174
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q3 2019Q2 20204
Strategic Financial Concepts, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Bellwether Investment Group, LLC 210.01%0.01%0.02%Q2 2016Q1 20173
Altus Wealth Group LLC 210.10%0.16%0.19%Q4 2020Q1 20223
CLEAR STREET MARKETS LLC 210.01%0.14%0.30%Q4 2018Q3 20193
BLUEFIN CAPITAL MANAGEMENT, LLC 210.03%0.07%0.13%Q2 2022Q1 20233
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q4 2020Q2 20233
Mariner, LLC 210.00%0.00%0.01%Q3 2022Q3 20233
AlphaMark Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BRINKER CAPITAL INC 210.01%0.03%0.04%Q3 2017Q3 20183
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q4 2017Q3 20223
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Outlook Wealth Advisors, LLC 210.03%0.04%0.04%Q2 2022Q3 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q2 2017Q4 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Biltmore Capital Advisors LLC 330.05%0.06%0.08%Q2 2019Q4 20193
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
PFG Investments, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
GODSEY & GIBB, INC 330.00%0.00%0.00%Q1 2023Q3 20233
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q2 2015Q2 20163
Vantage Financial Partners, LLC 330.04%0.07%0.11%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.51%0.52%0.54%Q1 2023Q3 20233
Laurion Capital Management LP 210.01%0.05%0.12%Q3 2017Q3 20183
Almitas Capital LLC 220.28%1.22%2.16%Q1 2022Q2 20222
Hunting Hill Global Capital, LLC 220.93%10.29%19.65%Q3 2022Q4 20222
Vectors Research Management, LLC 110.00%0.00%0.01%Q4 2019Q4 20212
Financial Gravity Companies, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
SG Americas Securities, LLC 110.00%0.01%0.01%Q4 2014Q4 20152
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
XTX Topco Ltd 110.04%0.05%0.05%Q4 2022Q2 20232
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
Gradient Investments LLC 110.00%0.00%0.00%Q3 2016Q4 20222
Financial Gravity Asset Management, Inc. 110.00%0.00%0.01%Q1 2018Q2 20192
Measured Wealth Private Client Group, LLC 220.46%0.48%0.50%Q2 2019Q3 20192
Pflug Koory, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Charles Schwab Trust Co 220.02%0.02%0.02%Q2 2023Q3 20232
Walleye Capital LLC 110.03%1.20%2.37%Q3 2018Q1 20202
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Weiss Asset Management LP 110.02%0.12%0.22%Q2 2017Q2 20222
WealthTrust-Arizona, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2021Q2 20222
NATIONAL PLANNING CORP 110.04%0.05%0.06%Q4 2014Q4 20152
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Schonfeld Strategic Advisors LLC 110.03%0.03%0.03%Q3 2018Q3 20181
AlphaStar Capital Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Simplicity Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
BARCLAYS PLC 110.00%0.00%0.00%Q1 2022Q1 20221
Summit Wealth Group, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2020Q4 20201
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Community Bank, N.A. 110.00%0.00%0.00%Q4 2020Q4 20201
Sequoia Financial Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Sowell Financial Services LLC 110.00%0.00%0.00%Q2 2020Q2 20201
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.45%0.45%0.45%Q4 2018Q4 20181
Baystate Wealth Management LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BOKF, NA 110.00%0.00%0.00%Q3 2023Q3 20231
Quarry LP 110.04%0.04%0.04%Q2 2023Q2 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Addison Advisors LLC 110.02%0.02%0.02%Q1 2023Q1 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Quad Capital Management Advisors LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Retirement Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
OTA Financial Group L.P. 110.13%0.13%0.13%Q4 2018Q4 20181
TFS CAPITAL LLC 110.10%0.10%0.10%Q3 2016Q3 20161
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgecreek Investment Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Lineweaver Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q3 2023Q3 20231
Pure Financial Advisors, LLC 110.23%0.23%0.23%Q2 2021Q2 20211
Brainard Capital Management LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2015Q3 20151
Crescent Grove Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
COWEN AND COMPANY, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

This page lists all the filers that currently own CORNERSTONE STRATEGIC VALUE or have owned CORNERSTONE STRATEGIC VALUE in the past.