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, Q3 2021
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Sep 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
- 46
- −7 vs. Q2 2021
- Shares held
- 8.09M
- −6.31M (−43.8%) vs. Q2 2021
- Total value
- $103.5M
- −$63.5M (−38.0%) vs. Q2 2021
- New holders
- 1
- 17 more added
- Sold out
- 8
- 17 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100 | $1.00K | 0.00% | −200−66.7% | Reduced |
| Parallel Advisors, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 742 | $9.50K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,156 | $28.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3,000 | $38.0K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4,270 | $55.0K | 0.04% | +4,200+6,000.0% | Added |
| Royal Bank of Canada | 4,646 | $59.0K | 0.00% | −365−7.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,076 | $65.0K | 0.00% | +907+21.8% | Added |
| Geneos Wealth Management Inc. | 5,264 | $68.0K | 0.00% | +235+4.7% | Added |
| Bank of America Corp | 6,223 | $80.0K | 0.00% | +948+18.0% | Added |
| Harbor Investment Advisory, LLC | 7,250 | $93.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7,778 | $107.0K | 0.09% | +3,978+104.7% | Added |
| Mid Atlantic Financial Management Inc | 13,400 | $172.0K | 0.01% | −11,200−45.5% | Reduced |
| Creative Financial Designs Inc | 14,286 | $183.0K | 0.03% | +364+2.6% | Added |
| Prospera Financial Services Inc | 14,450 | $185.0K | 0.01% | +3,450+31.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $196.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,459 | $223.0K | 0.01% | +23+0.1% | Added |
| UBS Group AG | 20,584 | $263.0K | 0.00% | −205−1.0% | Reduced |
| DCM Advisors, LLC | 21,100 | $270.0K | 0.10% | −750−3.4% | Reduced |
| Cetera Advisor Networks LLC | 21,213 | $272.0K | 0.00% | −77,621−78.5% | Reduced |
| Private Advisor Group, LLC | 27,499 | $352.0K | 0.00% | +6,259+29.5% | Added |
| Dynamic Advisor Solutions LLC | 28,078 | $359.0K | 0.03% | +3,214+12.9% | Added |
| SeaCrest Wealth Management, LLC | 28,870 | $370.0K | 0.04% | +2,401+9.1% | Added |
| Capital Wealth Alliance, LLC | 35,803 | $468.0K | 0.28% | +2,877+8.7% | Added |
| Commonwealth Equity Services, LLC | 36,823 | $471.0K | 0.00% | −2,145−5.5% | Reduced |
| National Asset Management, Inc. | 43,380 | $556.0K | 0.02% | −32,353−42.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,777 | $663.0K | 0.00% | +2,551+5.2% | Added |
| Kovack Advisors, Inc. | 55,231 | $707.0K | 0.08% | −7,415−11.8% | Reduced |
| Capital CS Group, LLC | 80,916 | $1.05M | 0.98% | −82,808−50.6% | Reduced |
| Baird Financial Group, Inc. | 90,845 | $1.16M | 0.00% | −10,646−10.5% | Reduced |
| LPL Financial LLC | 107,101 | $1.37M | 0.00% | +10,672+11.1% | Added |
| Morgan Stanley | 107,328 | $1.37M | 0.00% | +6,831+6.8% | Added |
| Clough Capital Partners L P | 107,850 | $1.38M | 0.09% | −292,850−73.1% | Reduced |
| Raymond James & Associates | 213,319 | $2.73M | 0.00% | −30,499−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 286,040 | $3.66M | 0.01% | −12,700−4.3% | Reduced |
| Ford Financial Group, LLC | 289,590 | $3.71M | 1.43% | +6,763+2.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 466,403 | $5.97M | 2.64% | −102,189−18.0% | Reduced |
| Yakira Capital Management, Inc. | 563,860 | $7.22M | 1.12% | −1,194,973−67.9% | Reduced |
| Centaurus Financial, Inc. | 1,381,377 | $17.7M | 1.48% | +119,040+9.4% | Added |
| Sit Investment Associates Inc | 3,896,815 | $49.9M | 1.29% | −2,224,531−36.3% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,643,262−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −438,539−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −247,354−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −29,339−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,646−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −8,620−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,256−100.0% | Sold out |