CLM

Cornerstone Strategic Value

Latest period2024 - Q4Total superinvestors11

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 11 superinvestors own shares of Cornerstone Strategic Value (CLM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cornerstone Strategic Value (CLM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cornerstone Strategic Value (CLM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cornerstone Strategic Value (CLM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -2.31%
0.05%
$452,684
52,699 shares@ 8.59 avg price
Jessica McConnell@Capital Cs Group, Llc
Recent Activity
Increased 2.22%
0.48%
$365,342
42,531 shares@ 8.6 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -67.12%
0.01%
$250,768
29,193 shares@ 8.6 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
0.03%
$190,698
22,200 shares@ 8.59 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
0.02%
$184,848
21,519 shares@ 8.59 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 2.95%
0.09%
$180,837
21,052 shares@ 8.6 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.07%
0.01%
$102,182
13,305 shares@ 7.68 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
0.01%
$96,242
11,204 shares@ 8.59 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
0.01%
$8,590
1,000 shares@ 8.59 avg price
Janelle Phillips@Adirondack Trust Co
Recent Activity
0.01%
$3,264
380 shares@ 8.59 avg price