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Cornerstone Strategic Investment Fund, Inc.

CLM
Exchange
NYSE
SEC CIK
0000814083

In the last 90 days, Cornerstone Strategic Investment Fund, Inc. insiders filed 1 open-market purchase and 0 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $339.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
51
No complete 13F data for Q4 2020
Shares held
2.66M
No complete 13F data for Q4 2020
Total value
$35.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CLM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 51 institutions
Q1 2021: 51 institutionsQ2 2021: 53 institutionsQ3 2021: 46 institutionsQ4 2021: 56 institutionsQ1 2022: 66 institutionsQ2 2022: 85 institutionsQ3 2022: 78 institutionsQ4 2022: 90 institutionsQ1 2023: 90 institutionsQ2 2023: 92 institutionsQ3 2023: 92 institutionsQ4 2023: 110 institutionsQ1 2024: 108 institutionsQ2 2024: 117 institutionsQ3 2024: 117 institutionsQ4 2024: 128 institutionsQ1 2025: 121 institutionsQ2 2025: 121 institutionsQ3 2025: 126 institutionsQ4 2025: 127 institutionsQ1 2026: 138 institutionsQ2 2026: 146 institutions
Value heldQ1 2021: $35.8M
Q1 2021: $35.8MQ2 2021: $167.1MQ3 2021: $103.5MQ4 2021: $62.9MQ1 2022: $68.6MQ2 2022: $368.0MQ3 2022: $353.0MQ4 2022: $340.6MQ1 2023: $284.4MQ2 2023: $302.0MQ3 2023: $253.9MQ4 2023: $258.2MQ1 2024: $259.0MQ2 2024: $250.1MQ3 2024: $214.2MQ4 2024: $211.9MQ1 2025: $197.1MQ2 2025: $326.4MQ3 2025: $314.0MQ4 2025: $245.0MQ1 2026: $310.0MQ2 2026: $339.9M
Institutions holding CLM and their total value by quarter
QuarterHoldersValue
Q2 2026146$339.9M
Q1 2026138$310.0M
Q4 2025127$245.0M
Q3 2025126$314.0M
Q2 2025121$326.4M
Q1 2025121$197.1M
Q4 2024128$211.9M
Q3 2024117$214.2M
Q2 2024117$250.1M
Q1 2024108$259.0M
Q4 2023110$258.2M
Q3 202392$253.9M
Q2 202392$302.0M
Q1 202390$284.4M
Q4 202290$340.6M
Q3 202278$353.0M
Q2 202285$368.0M
Q1 202266$68.6M
Q4 202156$62.9M
Q3 202146$103.5M
Q2 202153$167.1M
Q1 202151$35.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CLM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp4$00.00%––
FMR LLC2$00.00%––
TSFG, LLC17$00.00%––
Horizon Financial Services, LLC70$1.00K0.00%––
Parallel Advisors, LLC55$1.00K0.00%––
Rockefeller Capital Management L.P.100$1.00K0.00%––
Spire Wealth Management250$3.00K0.00%––
Wells Fargo & Company492$7.00K0.00%––
Wagner Wealth Management, LLC500$7.00K0.01%––
American Portfolios Advisors742$9.99K0.00%––
International Assets Investment Management, LLC1,050$12.0K0.00%––
Sound Income Strategies, LLC1,325$17.8K0.00%––
Global Wealth Management Investment Advisory, Inc.1,470$20.0K0.01%––
Harbor Investment Advisory, LLC2,000$27.0K0.00%––
Bank of America Corp2,440$33.0K0.00%––
Atlas Private Wealth Advisors3,000$40.0K0.02%––
Harbour Investments, Inc.3,056$41.0K0.00%––
Northwestern Mutual Wealth Management Co3,604$48.0K0.00%––
Royal Bank of Canada3,758$51.0K0.00%––
Geneos Wealth Management Inc.4,874$56.0K0.00%––
Citigroup Inc7,620$103.0K0.00%––
Savior LLC9,371$126.0K0.13%––
Foundations Investment Advisors, LLC10,100$138.0K0.01%––
Creative Financial Designs Inc11,422$154.0K0.03%––
Ironwood Investment Counsel, LLC12,097$162.0K0.05%––
Kestra Advisory Services, LLC13,110$177.0K0.00%––
Capital CS Group, LLC14,092$190.0K0.19%––
Kestra Private Wealth Services, LLC14,630$197.0K0.01%––
Cetera Advisor Networks LLC15,334$207.0K0.00%––
Sheaff Brock Investment Advisors, LLC15,346$207.0K0.02%––
SeaCrest Wealth Management, LLC15,463$208.0K0.03%––
Capital Wealth Alliance, LLC17,297$232.0K0.16%––
Commonwealth Equity Services, LLC17,824$240.0K0.00%––
Dynamic Advisor Solutions LLC18,720$252.0K0.02%––
DCM Advisors, LLC20,500$276.0K0.16%––
UBS Group AG21,599$291.0K0.00%––
Private Advisor Group, LLC23,006$310.0K0.00%––
Kovack Advisors, Inc.39,914$538.0K0.07%––
National Asset Management, Inc.45,892$619.0K0.02%––
Cambridge Investment Research Advisors, Inc.50,574$681.0K0.00%––
Creative Planning54,210$730.0K0.00%––
LPL Financial LLC62,100$836.0K0.00%––
Baird Financial Group, Inc.74,708$1.01M0.00%––
Nomura Holdings Inc86,545$1.17M0.01%––
Morgan Stanley95,285$1.28M0.00%––
Thomas J. Herzfeld Advisors, Inc.99,014$1.33M0.61%––
Raymond James & Associates137,247$1.85M0.00%––
Advisor Group Holdings, Inc.206,184$2.78M0.01%––
Credit Suisse AG251,000$3.38M0.00%––
Ford Financial Group, LLC270,700$3.65M1.57%––
Centaurus Financial, Inc.899,241$12.1M1.20%––