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 |
|---|---|---|---|---|---|
| US Bancorp | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Horizon Financial Services, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $1.00K | 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 |
| American Portfolios Advisors | 742 | $8.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,156 | $25.0K | 0.00% | −900−29.5% | Reduced |
| Atlas Private Wealth Advisors | 3,000 | $35.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,800 | $44.0K | 0.03% | +3,300+660.0% | 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 |
| Royal Bank of Canada | 5,011 | $58.0K | 0.00% | +1,253+33.3% | Added |
| Geneos Wealth Management Inc. | 5,029 | $59.0K | 0.00% | +155+3.2% | Added |
| Bank of America Corp | 5,275 | $61.0K | 0.00% | +2,835+116.2% | Added |
| Harbor Investment Advisory, LLC | 7,250 | $84.0K | 0.01% | +5,250+262.5% | Added |
| Citigroup Inc | 8,620 | $100.0K | 0.00% | +1,000+13.1% | Added |
| Prospera Financial Services Inc | 11,000 | $128.0K | 0.01% | +11,000 | New |
| Foundations Investment Advisors, LLC | 10,900 | $129.0K | 0.01% | +800+7.9% | Added |
| Creative Financial Designs Inc | 13,922 | $162.0K | 0.03% | +2,500+21.9% | Added |
| Two Sigma Securities, LLC | 14,646 | $170.0K | 0.04% | +14,646 | New |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $178.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,436 | $202.0K | 0.01% | +17,436 | New |
| UBS Group AG | 20,789 | $241.0K | 0.00% | −810−3.8% | Reduced |
| Private Advisor Group, LLC | 21,240 | $247.0K | 0.00% | −1,766−7.7% | Reduced |
| DCM Advisors, LLC | 21,850 | $254.0K | 0.14% | +1,350+6.6% | Added |
| Mid Atlantic Financial Management Inc | 24,600 | $286.0K | 0.02% | +24,600 | New |
| Dynamic Advisor Solutions LLC | 24,864 | $289.0K | 0.02% | +6,144+32.8% | Added |
| SeaCrest Wealth Management, LLC | 26,469 | $307.0K | 0.04% | +11,006+71.2% | Added |
| FNY Investment Advisers, LLC | 29,339 | $340.0K | 0.14% | +29,339 | New |
| Capital Wealth Alliance, LLC | 32,926 | $376.0K | 0.24% | +15,629+90.4% | Added |
| Commonwealth Equity Services, LLC | 38,968 | $452.0K | 0.00% | +21,144+118.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,226 | $572.0K | 0.00% | −1,348−2.7% | Reduced |
| Kovack Advisors, Inc. | 62,646 | $727.0K | 0.08% | +22,732+57.0% | Added |
| National Asset Management, Inc. | 75,733 | $880.0K | 0.03% | +29,841+65.0% | Added |
| LPL Financial LLC | 96,429 | $1.12M | 0.00% | +34,329+55.3% | Added |
| Cetera Advisor Networks LLC | 98,834 | $1.15M | 0.02% | +83,500+544.5% | Added |
| Morgan Stanley | 100,497 | $1.17M | 0.00% | +5,212+5.5% | Added |
| Baird Financial Group, Inc. | 101,491 | $1.18M | 0.00% | +26,783+35.9% | Added |
| Capital CS Group, LLC | 163,724 | $1.90M | 1.55% | +149,632+1,061.8% | Added |
| Raymond James & Associates | 243,818 | $2.83M | 0.00% | +106,571+77.6% | Added |
| Pure Financial Advisors, Inc. | 247,354 | $2.87M | 0.23% | +247,354 | New |
| Ford Financial Group, LLC | 282,827 | $3.28M | 1.22% | +12,127+4.5% | Added |
| Advisor Group Holdings, Inc. | 298,740 | $3.47M | 0.01% | +92,556+44.9% | Added |
| Clough Capital Partners L P | 400,700 | $4.65M | 0.26% | +400,700 | New |
| Ursa Fund Management, LLC | 438,539 | $5.09M | 14.82% | +438,539 | New |
| Thomas J. Herzfeld Advisors, Inc. | 568,592 | $6.60M | 2.75% | +469,578+474.3% | Added |
| Centaurus Financial, Inc. | 1,262,337 | $14.7M | 1.23% | +363,096+40.4% | Added |
| Rivernorth Capital Management, LLC | 1,643,262 | $19.1M | 1.09% | +1,643,262 | New |
| Yakira Capital Management, Inc. | 1,758,833 | $20.4M | 3.34% | +1,758,833 | New |
| Sit Investment Associates Inc | 6,121,346 | $71.1M | 1.76% | +6,121,346 | New |
| 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 |