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, Q2 2021
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Jun 30, 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
- 53
- +2 vs. Q1 2021
- Shares held
- 14.4M
- +11.7M (+441.3%) vs. Q1 2021
- Total value
- $167.1M
- +$131.3M (+366.6%) vs. Q1 2021
- New holders
- 12
- 27 more added
- Sold out
- 10
- 5 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $339.9M |
| Q1 2026 | 138 | $310.0M |
| Q4 2025 | 127 | $245.0M |
| Q3 2025 | 126 | $314.0M |
| Q2 2025 | 121 | $326.4M |
| Q1 2025 | 121 | $197.1M |
| Q4 2024 | 128 | $211.9M |
| Q3 2024 | 117 | $214.2M |
| Q2 2024 | 117 | $250.1M |
| Q1 2024 | 108 | $259.0M |
| Q4 2023 | 110 | $258.2M |
| Q3 2023 | 92 | $253.9M |
| Q2 2023 | 92 | $302.0M |
| Q1 2023 | 90 | $284.4M |
| Q4 2022 | 90 | $340.6M |
| Q3 2022 | 78 | $353.0M |
| Q2 2022 | 85 | $368.0M |
| Q1 2022 | 66 | $68.6M |
| Q4 2021 | 56 | $62.9M |
| Q3 2021 | 46 | $103.5M |
| Q2 2021 | 53 | $167.1M |
| Q1 2021 | 51 | $35.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,121,346 | $71.1M | 1.76% | +6,121,346 | New |
| Yakira Capital Management, Inc. | 1,758,833 | $20.4M | 3.34% | +1,758,833 | New |
| Rivernorth Capital Management, LLC | 1,643,262 | $19.1M | 1.09% | +1,643,262 | New |
| Centaurus Financial, Inc. | 1,262,337 | $14.7M | 1.23% | +363,096+40.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 568,592 | $6.60M | 2.75% | +469,578+474.3% | Added |
| Ursa Fund Management, LLC | 438,539 | $5.09M | 14.82% | +438,539 | New |
| Clough Capital Partners L P | 400,700 | $4.65M | 0.26% | +400,700 | New |
| Advisor Group Holdings, Inc. | 298,740 | $3.47M | 0.01% | +92,556+44.9% | Added |
| Ford Financial Group, LLC | 282,827 | $3.28M | 1.22% | +12,127+4.5% | Added |
| Pure Financial Advisors, Inc. | 247,354 | $2.87M | 0.23% | +247,354 | New |
| Raymond James & Associates | 243,818 | $2.83M | 0.00% | +106,571+77.6% | Added |
| Capital CS Group, LLC | 163,724 | $1.90M | 1.55% | +149,632+1,061.8% | Added |
| Baird Financial Group, Inc. | 101,491 | $1.18M | 0.00% | +26,783+35.9% | Added |
| Morgan Stanley | 100,497 | $1.17M | 0.00% | +5,212+5.5% | Added |
| Cetera Advisor Networks LLC | 98,834 | $1.15M | 0.02% | +83,500+544.5% | Added |
| LPL Financial LLC | 96,429 | $1.12M | 0.00% | +34,329+55.3% | Added |
| National Asset Management, Inc. | 75,733 | $880.0K | 0.03% | +29,841+65.0% | Added |
| Kovack Advisors, Inc. | 62,646 | $727.0K | 0.08% | +22,732+57.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,226 | $572.0K | 0.00% | −1,348−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 38,968 | $452.0K | 0.00% | +21,144+118.6% | Added |
| Capital Wealth Alliance, LLC | 32,926 | $376.0K | 0.24% | +15,629+90.4% | Added |
| FNY Investment Advisers, LLC | 29,339 | $340.0K | 0.14% | +29,339 | New |
| SeaCrest Wealth Management, LLC | 26,469 | $307.0K | 0.04% | +11,006+71.2% | Added |
| Dynamic Advisor Solutions LLC | 24,864 | $289.0K | 0.02% | +6,144+32.8% | Added |
| Mid Atlantic Financial Management Inc | 24,600 | $286.0K | 0.02% | +24,600 | New |
| DCM Advisors, LLC | 21,850 | $254.0K | 0.14% | +1,350+6.6% | Added |
| Private Advisor Group, LLC | 21,240 | $247.0K | 0.00% | −1,766−7.7% | Reduced |
| UBS Group AG | 20,789 | $241.0K | 0.00% | −810−3.8% | Reduced |
| GWM Advisors LLC | 17,436 | $202.0K | 0.01% | +17,436 | New |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $178.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,646 | $170.0K | 0.04% | +14,646 | New |
| Creative Financial Designs Inc | 13,922 | $162.0K | 0.03% | +2,500+21.9% | Added |
| Foundations Investment Advisors, LLC | 10,900 | $129.0K | 0.01% | +800+7.9% | Added |
| Prospera Financial Services Inc | 11,000 | $128.0K | 0.01% | +11,000 | New |
| Citigroup Inc | 8,620 | $100.0K | 0.00% | +1,000+13.1% | Added |
| Harbor Investment Advisory, LLC | 7,250 | $84.0K | 0.01% | +5,250+262.5% | Added |
| Bank of America Corp | 5,275 | $61.0K | 0.00% | +2,835+116.2% | Added |
| Geneos Wealth Management Inc. | 5,029 | $59.0K | 0.00% | +155+3.2% | Added |
| Royal Bank of Canada | 5,011 | $58.0K | 0.00% | +1,253+33.3% | Added |
| Northwestern Mutual Wealth Management Co | 4,169 | $49.0K | 0.00% | +565+15.7% | Added |
| Wolverine Asset Management LLC | 4,256 | $49.0K | 0.00% | +4,256 | New |
| Wagner Wealth Management, LLC | 3,800 | $44.0K | 0.03% | +3,300+660.0% | Added |
| Atlas Private Wealth Advisors | 3,000 | $35.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,156 | $25.0K | 0.00% | −900−29.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 742 | $8.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 300 | $3.00K | 0.00% | +200+200.0% | Added |
| Horizon Financial Services, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| TSFG, LLC | 17 | – | – | 00.0% | Unchanged |
| Savior LLC | 0 | $0 | 0.00% | −9,371−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −251,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −86,545−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −54,210−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −14,630−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,110−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −12,097−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |