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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Rise Advisors, LLC | 418 | $6.00K | 0.01% | +22+5.6% | Added |
| IFP Advisors, Inc | 421 | $6.00K | 0.00% | +421 | New |
| Spire Wealth Management | 900 | $13.0K | 0.00% | +650+260.0% | Added |
| Wells Fargo & Company | 1,255 | $18.0K | 0.00% | −246−16.4% | Reduced |
| Sound Income Strategies, LLC | 1,325 | $19.0K | 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 |
| The PNC Financial Services Group, Inc. | 2,333 | $33.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,488 | $35.1K | 0.00% | +66+2.7% | Added |
| Larson Financial Group LLC | 2,600 | $37.0K | 0.01% | +1,100+73.3% | Added |
| Tradition Wealth Management, LLC | 5,300 | $75.0K | 0.01% | +1,300+32.5% | Added |
| Royal Bank of Canada | 5,754 | $81.0K | 0.00% | +975+20.4% | Added |
| Geneos Wealth Management Inc. | 5,826 | $82.0K | 0.00% | +308+5.6% | Added |
| Harbor Investment Advisory, LLC | 7,450 | $105.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,606 | $164.0K | 0.04% | +11,606 | New |
| Laidlaw Wealth Management LLC | 11,850 | $167.0K | 0.03% | +11,850 | New |
| Money Concepts Capital Corp | 11,943 | $168.0K | 0.01% | +11,943 | New |
| Cetera Advisor Networks LLC | 13,451 | $190.0K | 0.00% | −6,625−33.0% | Reduced |
| Two Sigma Securities, LLC | 13,559 | $191.0K | 0.03% | +13,559 | New |
| Bank of America Corp | 14,819 | $208.0K | 0.00% | +9,474+177.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $216.0K | 0.02% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 15,750 | $222.0K | 0.18% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,253 | $229.0K | 0.01% | +16,253 | New |
| Envestnet Asset Management Inc | 16,901 | $238.0K | 0.00% | −11,381−40.2% | Reduced |
| 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 |
| GWM Advisors LLC | 18,360 | $259.0K | 0.00% | +1,160+6.7% | Added |
| Thrivent Financial for Lutherans | 18,506 | $261.0K | 0.00% | +18,506 | New |
| Virtu Financial LLC | 18,831 | $265.0K | 0.02% | +18,831 | New |
| CoreCap Advisors, LLC | 18,926 | $267.0K | 0.02% | +3,000+18.8% | Added |
| UBS Group AG | 19,809 | $279.0K | 0.00% | −518−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 28,397 | $400.0K | 0.03% | −2,159−7.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 31,350 | $442.0K | 0.22% | +31,350 | New |
| Capital Wealth Alliance, LLC | 32,201 | $453.0K | 0.27% | −4,046−11.2% | Reduced |
| Almitas Capital LLC | 33,900 | $478.0K | 0.29% | +33,900 | New |
| Creative Financial Designs Inc | 34,403 | $485.0K | 0.07% | +9,580+38.6% | Added |
| Sit Investment Associates Inc | 35,000 | $493.0K | 0.01% | −582,141−94.3% | Reduced |
| Private Advisor Group, LLC | 36,378 | $513.0K | 0.00% | +6,401+21.4% | Added |
| Rockefeller Capital Management L.P. | 43,100 | $607.0K | 0.00% | +43,000+43,000.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,993 | $690.0K | 0.00% | +919+1.9% | Added |
| Baird Financial Group, Inc. | 56,966 | $803.0K | 0.00% | −45,367−44.3% | Reduced |
| Kovack Advisors, Inc. | 60,552 | $853.0K | 0.09% | +3,117+5.4% | Added |
| Capital CS Group, LLC | 92,936 | $1.31M | 1.14% | +68,757+284.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 111,899 | $1.58M | 0.59% | −197,299−63.8% | Reduced |
| Cetera Advisors LLC | 115,547 | $1.63M | 0.03% | +104,131+912.1% | Added |
| Morgan Stanley | 131,414 | $1.85M | 0.00% | +1,757+1.4% | Added |
| Commonwealth Equity Services, LLC | 132,137 | $1.86M | 0.00% | +34,527+35.4% | Added |
| Barclays PLC | 250,000 | $2.33M | 0.00% | +250,000 | New |
| Atria Wealth Solutions, Inc. | 182,109 | $2.57M | 0.04% | +182,109 | New |
| Raymond James & Associates | 198,827 | $2.80M | 0.00% | −489−0.2% | Reduced |
| LPL Financial LLC | 284,204 | $4.00M | 0.00% | +94,680+50.0% | Added |
| Ford Financial Group, LLC | 313,605 | $4.42M | 1.69% | +17,802+6.0% | Added |
| Advisor Group Holdings, Inc. | 688,051 | $9.70M | 0.02% | +399,175+138.2% | Added |
| Centaurus Financial, Inc. | 1,679,256 | $23.7M | 1.87% | +99,405+6.3% | Added |
| 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 |