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, Q4 2021
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Dec 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
- 56
- +11 vs. Q3 2021
- Shares held
- 4.40M
- −3.67M (−45.5%) vs. Q3 2021
- Total value
- $62.9M
- −$40.5M (−39.1%) vs. Q3 2021
- New holders
- 17
- 18 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,579,851 | $22.6M | 1.71% | +198,474+14.4% | Added |
| Sit Investment Associates Inc | 617,141 | $8.82M | 0.21% | −3,279,674−84.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 309,198 | $4.42M | 1.60% | −157,205−33.7% | Reduced |
| Ford Financial Group, LLC | 295,803 | $4.23M | 1.46% | +6,213+2.1% | Added |
| Advisor Group Holdings, Inc. | 288,876 | $4.13M | 0.01% | +2,836+1.0% | Added |
| Raymond James & Associates | 199,316 | $2.85M | 0.00% | −14,003−6.6% | Reduced |
| LPL Financial LLC | 189,524 | $2.71M | 0.00% | +82,423+77.0% | Added |
| Morgan Stanley | 129,657 | $1.85M | 0.00% | +22,329+20.8% | Added |
| Baird Financial Group, Inc. | 102,333 | $1.46M | 0.00% | +11,488+12.6% | Added |
| Commonwealth Equity Services, LLC | 97,610 | $1.39M | 0.00% | +60,787+165.1% | Added |
| National Asset Management, Inc. | 65,069 | $930.0K | 0.03% | +21,689+50.0% | Added |
| Kovack Advisors, Inc. | 57,435 | $821.0K | 0.08% | +2,204+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,074 | $687.0K | 0.00% | −3,703−7.2% | Reduced |
| Capital Wealth Alliance, LLC | 36,247 | $517.0K | 0.30% | +444+1.2% | Added |
| Dynamic Advisor Solutions LLC | 30,556 | $437.0K | 0.03% | +2,478+8.8% | Added |
| Private Advisor Group, LLC | 29,977 | $428.0K | 0.00% | +2,478+9.0% | Added |
| Envestnet Asset Management Inc | 28,282 | $404.0K | 0.00% | +28,282 | New |
| Creative Financial Designs Inc | 24,823 | $355.0K | 0.05% | +10,537+73.8% | Added |
| Capital CS Group, LLC | 24,179 | $346.0K | 0.27% | −56,737−70.1% | Reduced |
| Truist Financial Corp | 21,400 | $306.0K | 0.00% | +21,400 | New |
| UBS Group AG | 20,327 | $290.0K | 0.00% | −257−1.2% | Reduced |
| Cetera Advisor Networks LLC | 20,076 | $287.0K | 0.00% | −1,137−5.4% | Reduced |
| GWM Advisors LLC | 17,200 | $246.0K | 0.00% | −259−1.5% | Reduced |
| CoreCap Advisors, LLC | 15,926 | $228.0K | 0.02% | +15,926 | New |
| Altus Wealth Group LLC | 15,750 | $225.0K | 0.19% | +15,750 | New |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $219.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,450 | $206.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 14,326 | $205.0K | 0.00% | +14,326 | New |
| CWM, LLC | 13,128 | $188.0K | 0.00% | +13,128 | New |
| N.E.W. Advisory Services LLC | 12,946 | $185.0K | 0.03% | +12,946 | New |
| Cetera Advisors LLC | 11,416 | $163.0K | 0.00% | +11,416 | New |
| Ironwood Investment Counsel, LLC | 11,300 | $161.0K | 0.04% | +11,300 | New |
| Harbor Investment Advisory, LLC | 7,450 | $106.0K | 0.01% | +200+2.8% | Added |
| Geneos Wealth Management Inc. | 5,518 | $78.0K | 0.00% | +254+4.8% | Added |
| Bank of America Corp | 5,345 | $77.0K | 0.00% | −878−14.1% | Reduced |
| Royal Bank of Canada | 4,779 | $69.0K | 0.00% | +133+2.9% | Added |
| Wagner Wealth Management, LLC | 4,007 | $57.0K | 0.04% | −3,771−48.5% | Reduced |
| Tradition Wealth Management, LLC | 4,000 | $57.0K | 0.01% | +4,000 | New |
| American Portfolios Advisors | 2,422 | $34.6K | 0.00% | +1,680+226.4% | Added |
| The PNC Financial Services Group, Inc. | 2,333 | $33.0K | 0.00% | +2,333 | New |
| Northwestern Mutual Wealth Management Co | 1,476 | $21.0K | 0.00% | −3,600−70.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,501 | $21.0K | 0.00% | +1,501 | New |
| Larson Financial Group LLC | 1,500 | $21.0K | 0.00% | +1,500 | New |
| Sound Income Strategies, LLC | 1,325 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 800 | $11.0K | 0.00% | +800 | New |
| Rise Advisors, LLC | 396 | $5.66K | 0.01% | +396 | New |
| Spire Wealth Management | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 191 | $3.00K | 0.00% | +191 | New |
| Harbour Investments, Inc. | 38 | $1.00K | 0.00% | −2,118−98.2% | Reduced |
| Parallel Advisors, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 41 | $1.00K | 0.00% | +41 | New |
| US Bancorp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −563,860−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −107,850−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −28,870−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |