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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Clearview Wealth Advisors LLC | 191 | $3.00K | 0.00% | +191 | New |
| Spire Wealth Management | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 396 | $5.66K | 0.01% | +396 | New |
| Vectors Research Management, LLC | 800 | $11.0K | 0.00% | +800 | New |
| Sound Income Strategies, LLC | 1,325 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 2,333 | $33.0K | 0.00% | +2,333 | New |
| American Portfolios Advisors | 2,422 | $34.6K | 0.00% | +1,680+226.4% | 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 |
| Royal Bank of Canada | 4,779 | $69.0K | 0.00% | +133+2.9% | Added |
| Bank of America Corp | 5,345 | $77.0K | 0.00% | −878−14.1% | Reduced |
| Geneos Wealth Management Inc. | 5,518 | $78.0K | 0.00% | +254+4.8% | Added |
| Harbor Investment Advisory, LLC | 7,450 | $106.0K | 0.01% | +200+2.8% | Added |
| Ironwood Investment Counsel, LLC | 11,300 | $161.0K | 0.04% | +11,300 | New |
| Cetera Advisors LLC | 11,416 | $163.0K | 0.00% | +11,416 | New |
| N.E.W. Advisory Services LLC | 12,946 | $185.0K | 0.03% | +12,946 | New |
| CWM, LLC | 13,128 | $188.0K | 0.00% | +13,128 | New |
| Creative Planning | 14,326 | $205.0K | 0.00% | +14,326 | New |
| Prospera Financial Services Inc | 14,450 | $206.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $219.0K | 0.02% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 15,750 | $225.0K | 0.19% | +15,750 | New |
| CoreCap Advisors, LLC | 15,926 | $228.0K | 0.02% | +15,926 | New |
| GWM Advisors LLC | 17,200 | $246.0K | 0.00% | −259−1.5% | Reduced |
| Cetera Advisor Networks LLC | 20,076 | $287.0K | 0.00% | −1,137−5.4% | Reduced |
| UBS Group AG | 20,327 | $290.0K | 0.00% | −257−1.2% | Reduced |
| Truist Financial Corp | 21,400 | $306.0K | 0.00% | +21,400 | New |
| Capital CS Group, LLC | 24,179 | $346.0K | 0.27% | −56,737−70.1% | Reduced |
| Creative Financial Designs Inc | 24,823 | $355.0K | 0.05% | +10,537+73.8% | Added |
| Envestnet Asset Management Inc | 28,282 | $404.0K | 0.00% | +28,282 | New |
| Private Advisor Group, LLC | 29,977 | $428.0K | 0.00% | +2,478+9.0% | Added |
| Dynamic Advisor Solutions LLC | 30,556 | $437.0K | 0.03% | +2,478+8.8% | Added |
| Capital Wealth Alliance, LLC | 36,247 | $517.0K | 0.30% | +444+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,074 | $687.0K | 0.00% | −3,703−7.2% | Reduced |
| Kovack Advisors, Inc. | 57,435 | $821.0K | 0.08% | +2,204+4.0% | Added |
| National Asset Management, Inc. | 65,069 | $930.0K | 0.03% | +21,689+50.0% | Added |
| Commonwealth Equity Services, LLC | 97,610 | $1.39M | 0.00% | +60,787+165.1% | Added |
| Baird Financial Group, Inc. | 102,333 | $1.46M | 0.00% | +11,488+12.6% | Added |
| Morgan Stanley | 129,657 | $1.85M | 0.00% | +22,329+20.8% | Added |
| LPL Financial LLC | 189,524 | $2.71M | 0.00% | +82,423+77.0% | Added |
| Raymond James & Associates | 199,316 | $2.85M | 0.00% | −14,003−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 288,876 | $4.13M | 0.01% | +2,836+1.0% | Added |
| Ford Financial Group, LLC | 295,803 | $4.23M | 1.46% | +6,213+2.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 309,198 | $4.42M | 1.60% | −157,205−33.7% | Reduced |
| Sit Investment Associates Inc | 617,141 | $8.82M | 0.21% | −3,279,674−84.2% | Reduced |
| Centaurus Financial, Inc. | 1,579,851 | $22.6M | 1.71% | +198,474+14.4% | Added |
| 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 |