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.
Q1 2022 vs. Q4 2021
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 56 | 1 | 66 | +11 |
| Shares | 4.40M | 38 | 4.95M | +550.5K (+12.5%) |
| Value | $62.9M | $1.00K | $68.6M | +$5.68M (+9.0%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 182,109 | $2.57M | 0.04% |
| Barclays PLC | 250,000 | $2.33M | 0.00% |
| Almitas Capital LLC | 33,900 | $478.0K | 0.29% |
| Mark Sheptoff Financial Planning, LLC | 31,350 | $442.0K | 0.22% |
| Virtu Financial LLC | 18,831 | $265.0K | 0.02% |
| Thrivent Financial for Lutherans | 18,506 | $261.0K | 0.00% |
| Raymond James Trust N.A. | 16,253 | $229.0K | 0.01% |
| Two Sigma Securities, LLC | 13,559 | $191.0K | 0.03% |
| Money Concepts Capital Corp | 11,943 | $168.0K | 0.01% |
| Laidlaw Wealth Management LLC | 11,850 | $167.0K | 0.03% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,606 | $164.0K | 0.04% |
| AlphaStar Capital Management, LLC | 10,272 | $145.0K | 0.01% |
| IFP Advisors, Inc | 421 | $6.00K | 0.00% |
| Citigroup Inc | 70 | $1.00K | 0.00% |
| Focused Wealth Management, Inc | 100 | $1.00K | 0.00% |
| Global Retirement Partners, LLC | 79 | $1.00K | 0.00% |
| AdvisorNet Financial, Inc | 24 | $0 | 0.00% |
| TCWP LLC | 46 | $0 | 0.00% |
Sold out (7)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| National Asset Management, Inc. | 65,069 | $930.0K |
| Truist Financial Corp | 21,400 | $306.0K |
| N.E.W. Advisory Services LLC | 12,946 | $185.0K |
| Ironwood Investment Counsel, LLC | 11,300 | $161.0K |
| Wagner Wealth Management, LLC | 4,007 | $57.0K |
| Vectors Research Management, LLC | 800 | $11.0K |
| Clearview Wealth Advisors LLC | 191 | $3.00K |
Not filed for Q1 2022 yet (1)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 38 | $1.00K |