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.
Q4 2021 vs. Q3 2021
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 46 | 1 | 56 | +11 |
| Shares | 8.09M | 13.4K | 4.40M | −3.67M (−45.5%) |
| Value | $103.5M | $172.0K | $62.9M | −$40.5M (−39.1%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Envestnet Asset Management Inc | 28,282 | $404.0K | 0.00% |
| Truist Financial Corp | 21,400 | $306.0K | 0.00% |
| CoreCap Advisors, LLC | 15,926 | $228.0K | 0.02% |
| Altus Wealth Group LLC | 15,750 | $225.0K | 0.19% |
| Creative Planning | 14,326 | $205.0K | 0.00% |
| CWM, LLC | 13,128 | $188.0K | 0.00% |
| N.E.W. Advisory Services LLC | 12,946 | $185.0K | 0.03% |
| Cetera Advisors LLC | 11,416 | $163.0K | 0.00% |
| Ironwood Investment Counsel, LLC | 11,300 | $161.0K | 0.04% |
| Tradition Wealth Management, LLC | 4,000 | $57.0K | 0.01% |
| The PNC Financial Services Group, Inc. | 2,333 | $33.0K | 0.00% |
| Wells Fargo & Company | 1,501 | $21.0K | 0.00% |
| Larson Financial Group LLC | 1,500 | $21.0K | 0.00% |
| Vectors Research Management, LLC | 800 | $11.0K | 0.00% |
| Rise Advisors, LLC | 396 | $5.66K | 0.01% |
| Clearview Wealth Advisors LLC | 191 | $3.00K | 0.00% |
| Pflug Koory, LLC | 41 | $1.00K | 0.00% |
Sold out (6)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Yakira Capital Management, Inc. | 563,860 | $7.22M |
| Clough Capital Partners L P | 107,850 | $1.38M |
| SeaCrest Wealth Management, LLC | 28,870 | $370.0K |
| DCM Advisors, LLC | 21,100 | $270.0K |
| Horizon Financial Services, LLC | 4,270 | $55.0K |
| Atlas Private Wealth Advisors | 3,000 | $38.0K |
Not filed for Q4 2021 yet (1)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 13,400 | $172.0K |