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, Q1 2022
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2022. 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
- 66
- +11 vs. Q4 2021
- Shares held
- 4.95M
- +550.5K (+12.5%) vs. Q4 2021
- Total value
- $68.6M
- +$5.68M (+9.0%) vs. Q4 2021
- New holders
- 18
- 25 more added
- Sold out
- 7
- 12 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,679,256 | $23.7M | 1.87% | +99,405+6.3% | Added |
| Advisor Group Holdings, Inc. | 688,051 | $9.70M | 0.02% | +399,175+138.2% | Added |
| Ford Financial Group, LLC | 313,605 | $4.42M | 1.69% | +17,802+6.0% | Added |
| LPL Financial LLC | 284,204 | $4.00M | 0.00% | +94,680+50.0% | Added |
| Raymond James & Associates | 198,827 | $2.80M | 0.00% | −489−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 182,109 | $2.57M | 0.04% | +182,109 | New |
| Barclays PLC | 250,000 | $2.33M | 0.00% | +250,000 | New |
| Commonwealth Equity Services, LLC | 132,137 | $1.86M | 0.00% | +34,527+35.4% | Added |
| Morgan Stanley | 131,414 | $1.85M | 0.00% | +1,757+1.4% | Added |
| Cetera Advisors LLC | 115,547 | $1.63M | 0.03% | +104,131+912.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 111,899 | $1.58M | 0.59% | −197,299−63.8% | Reduced |
| Capital CS Group, LLC | 92,936 | $1.31M | 1.14% | +68,757+284.4% | Added |
| Kovack Advisors, Inc. | 60,552 | $853.0K | 0.09% | +3,117+5.4% | Added |
| Baird Financial Group, Inc. | 56,966 | $803.0K | 0.00% | −45,367−44.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,993 | $690.0K | 0.00% | +919+1.9% | Added |
| Rockefeller Capital Management L.P. | 43,100 | $607.0K | 0.00% | +43,000+43,000.0% | Added |
| Private Advisor Group, LLC | 36,378 | $513.0K | 0.00% | +6,401+21.4% | Added |
| Sit Investment Associates Inc | 35,000 | $493.0K | 0.01% | −582,141−94.3% | Reduced |
| Creative Financial Designs Inc | 34,403 | $485.0K | 0.07% | +9,580+38.6% | Added |
| Almitas Capital LLC | 33,900 | $478.0K | 0.29% | +33,900 | New |
| Capital Wealth Alliance, LLC | 32,201 | $453.0K | 0.27% | −4,046−11.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 31,350 | $442.0K | 0.22% | +31,350 | New |
| Dynamic Advisor Solutions LLC | 28,397 | $400.0K | 0.03% | −2,159−7.1% | Reduced |
| UBS Group AG | 19,809 | $279.0K | 0.00% | −518−2.5% | Reduced |
| CoreCap Advisors, LLC | 18,926 | $267.0K | 0.02% | +3,000+18.8% | Added |
| Virtu Financial LLC | 18,831 | $265.0K | 0.02% | +18,831 | New |
| Thrivent Financial for Lutherans | 18,506 | $261.0K | 0.00% | +18,506 | New |
| GWM Advisors LLC | 18,360 | $259.0K | 0.00% | +1,160+6.7% | Added |
| Prospera Financial Services Inc | 17,950 | $253.0K | 0.01% | +3,500+24.2% | Added |
| Creative Planning | 17,923 | $253.0K | 0.00% | +3,597+25.1% | Added |
| Envestnet Asset Management Inc | 16,901 | $238.0K | 0.00% | −11,381−40.2% | Reduced |
| Raymond James Trust N.A. | 16,253 | $229.0K | 0.01% | +16,253 | New |
| Altus Wealth Group LLC | 15,750 | $222.0K | 0.18% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $216.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 14,819 | $208.0K | 0.00% | +9,474+177.2% | Added |
| Two Sigma Securities, LLC | 13,559 | $191.0K | 0.03% | +13,559 | New |
| Cetera Advisor Networks LLC | 13,451 | $190.0K | 0.00% | −6,625−33.0% | Reduced |
| Money Concepts Capital Corp | 11,943 | $168.0K | 0.01% | +11,943 | New |
| Laidlaw Wealth Management LLC | 11,850 | $167.0K | 0.03% | +11,850 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,606 | $164.0K | 0.04% | +11,606 | New |
| CWM, LLC | 10,319 | $145.0K | 0.00% | −2,809−21.4% | Reduced |
| AlphaStar Capital Management, LLC | 10,272 | $145.0K | 0.01% | +10,272 | New |
| Harbor Investment Advisory, LLC | 7,450 | $105.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,826 | $82.0K | 0.00% | +308+5.6% | Added |
| Royal Bank of Canada | 5,754 | $81.0K | 0.00% | +975+20.4% | Added |
| Tradition Wealth Management, LLC | 5,300 | $75.0K | 0.01% | +1,300+32.5% | Added |
| Larson Financial Group LLC | 2,600 | $37.0K | 0.01% | +1,100+73.3% | Added |
| American Portfolios Advisors | 2,488 | $35.1K | 0.00% | +66+2.7% | Added |
| The PNC Financial Services Group, Inc. | 2,333 | $33.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,476 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,255 | $18.0K | 0.00% | −246−16.4% | Reduced |
| Spire Wealth Management | 900 | $13.0K | 0.00% | +650+260.0% | Added |
| Rise Advisors, LLC | 418 | $6.00K | 0.01% | +22+5.6% | Added |
| IFP Advisors, Inc | 421 | $6.00K | 0.00% | +421 | New |
| Parallel Advisors, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 70 | $1.00K | 0.00% | +70 | New |
| Focused Wealth Management, Inc | 100 | $1.00K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 79 | $1.00K | 0.00% | +79 | New |
| US Bancorp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $0 | 0.00% | +24 | New |
| TCWP LLC | 46 | $0 | 0.00% | +46 | New |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −65,069−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −12,946−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |