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 $348.2M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Jun 30, 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
- 85
- +19 vs. Q1 2022
- Shares held
- 42.9M
- +37.9M (+765.9%) vs. Q1 2022
- Total value
- $368.0M
- +$299.4M (+436.6%) vs. Q1 2022
- New holders
- 31
- 36 more added
- Sold out
- 12
- 10 more reduced
Compare with Q1 2022: 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 | $348.2M |
| Q1 2026 | 138 | $310.0M |
| Q4 2025 | 127 | $245.1M |
| Q3 2025 | 126 | $314.1M |
| Q2 2025 | 121 | $326.6M |
| Q1 2025 | 121 | $197.1M |
| Q4 2024 | 128 | $266.0M |
| Q3 2024 | 117 | $217.8M |
| Q2 2024 | 117 | $320.2M |
| Q1 2024 | 108 | $304.4M |
| Q4 2023 | 110 | $298.8M |
| Q3 2023 | 92 | $297.2M |
| Q2 2023 | 92 | $347.2M |
| Q1 2023 | 90 | $284.4M |
| Q4 2022 | 90 | $340.6M |
| Q3 2022 | 78 | $353.0M |
| Q2 2022 | 85 | $368.5M |
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 17,377,976 | $149.1M | 4.54% | +17,342,976+49,551.4% | Added |
| Bank of America Corp | 4,312,528 | $37.0M | 0.00% | +4,297,709+29,001.3% | Added |
| Rivernorth Capital Management, LLC | 3,920,710 | $33.6M | 1.36% | +3,920,710 | New |
| Ursa Fund Management, LLC | 2,817,955 | $24.2M | 17.20% | +2,817,955 | New |
| Centaurus Financial, Inc. | 1,994,408 | $17.1M | 1.69% | +315,152+18.8% | Added |
| Yakira Capital Management, Inc. | 1,646,736 | $14.1M | 2.22% | +1,646,736 | New |
| Alpine Global Management, LLC | 1,465,275 | $12.6M | 3.18% | +1,465,275 | New |
| Advisor Group Holdings, Inc. | 1,425,542 | $12.2M | 0.03% | +737,491+107.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,135,154 | $9.74M | 4.03% | +1,023,255+914.4% | Added |
| Susquehanna International Group, LLP | 949,422 | $8.15M | 0.02% | +949,422 | New |
| Goldman Sachs Group Inc | 712,187 | $6.11M | 0.00% | +712,187 | New |
| Almitas Capital LLC | 487,856 | $4.19M | 2.16% | +453,956+1,339.1% | Added |
| Millennium Management LLC | 450,743 | $3.87M | 0.01% | +450,743 | New |
| FNY Investment Advisers, LLC | 400,333 | $3.43M | 2.55% | +400,333 | New |
| Clough Capital Partners L P | 390,159 | $3.35M | 0.43% | +390,159 | New |
| LPL Financial LLC | 365,380 | $3.13M | 0.00% | +81,176+28.6% | Added |
| Ford Financial Group, LLC | 350,470 | $3.01M | 1.22% | +36,865+11.8% | Added |
| Atria Wealth Solutions, Inc. | 202,180 | $1.74M | 0.03% | +20,071+11.0% | Added |
| Raymond James & Associates | 180,696 | $1.55M | 0.00% | −18,131−9.1% | Reduced |
| Cetera Advisor Networks LLC | 162,718 | $1.40M | 0.02% | +149,267+1,109.7% | Added |
| Commonwealth Equity Services, LLC | 162,235 | $1.39M | 0.00% | +30,098+22.8% | Added |
| Bluefin Capital Management, LLC | 141,753 | $1.21M | 0.17% | +141,753 | New |
| ING Groep NV | 133,023 | $1.14M | 0.01% | +133,023 | New |
| Morgan Stanley | 129,826 | $1.11M | 0.00% | −1,588−1.2% | Reduced |
| CSS LLC | 123,348 | $1.06M | 0.05% | +123,348 | New |
| Weiss Asset Management LP | 115,540 | $991.0K | 0.03% | +115,540 | New |
| Cetera Advisors LLC | 114,669 | $984.0K | 0.02% | −878−0.8% | Reduced |
| Capital CS Group, LLC | 107,560 | $923.0K | 0.97% | +14,624+15.7% | Added |
| Baird Financial Group, Inc. | 104,028 | $893.0K | 0.00% | +47,062+82.6% | Added |
| Kovack Advisors, Inc. | 89,695 | $770.0K | 0.10% | +29,143+48.1% | Added |
| Prospera Financial Services Inc | 82,630 | $709.0K | 0.04% | +64,680+360.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 68,077 | $584.0K | 0.00% | +19,084+39.0% | Added |
| Nomura Holdings Inc | 59,162 | $515.0K | 0.00% | +59,162 | New |
| Creative Financial Designs Inc | 59,198 | $508.0K | 0.08% | +24,795+72.1% | Added |
| Cowen and Company, LLC | 53,828 | $462.0K | 0.05% | +53,828 | New |
| Dynamic Advisor Solutions LLC | 37,980 | $326.0K | 0.03% | +9,583+33.7% | Added |
| Capital Wealth Alliance, LLC | 35,437 | $304.0K | 0.21% | +3,236+10.0% | Added |
| Thrivent Financial for Lutherans | 34,415 | $295.0K | 0.00% | +15,909+86.0% | Added |
| Private Advisor Group, LLC | 32,323 | $277.0K | 0.00% | −4,055−11.1% | Reduced |
| Royal Bank of Canada | 29,497 | $253.0K | 0.00% | +23,743+412.6% | Added |
| Rockefeller Capital Management L.P. | 29,204 | $250.0K | 0.00% | −13,896−32.2% | Reduced |
| Virtu Financial LLC | 29,125 | $250.0K | 0.02% | +10,294+54.7% | Added |
| UBS Group AG | 26,698 | $229.0K | 0.00% | +6,889+34.8% | Added |
| Aptus Capital Advisors, LLC | 21,420 | $184.0K | 0.01% | +21,420 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,305 | $181.0K | 0.05% | +6,699+57.7% | Added |
| Mariner Investment Group LLC | 21,000 | $180.0K | 0.19% | +21,000 | New |
| CoreCap Advisors, LLC | 18,443 | $158.0K | 0.01% | −483−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,546 | $151.0K | 0.02% | +2,200+14.3% | Added |
| Envestnet Asset Management Inc | 17,523 | $150.0K | 0.00% | +622+3.7% | Added |
| Pasadena Private Wealth, LLC | 16,871 | $145.0K | 0.05% | +16,871 | New |
| Creative Planning | 16,464 | $141.0K | 0.00% | −1,459−8.1% | Reduced |
| Raymond James Trust N.A. | 16,253 | $139.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15,086 | $129.0K | 0.02% | +15,086 | New |
| Avantax Advisory Services, Inc. | 14,877 | $128.0K | 0.00% | +14,877 | New |
| N.E.W. Advisory Services LLC | 13,674 | $117.0K | 0.02% | +13,674 | New |
| Chicago Partners Investment Group LLC | 11,625 | $115.0K | 0.01% | +11,625 | New |
| Laidlaw Wealth Management LLC | 13,187 | $113.0K | 0.02% | +1,337+11.3% | Added |
| Center For Asset Management LLC | 12,559 | $108.0K | 0.10% | +12,559 | New |
| Lineweaver Wealth Advisors, LLC | 11,662 | $100.0K | 0.03% | +11,662 | New |
| MML Investors Services, LLC | 10,740 | $92.0K | 0.00% | +10,740 | New |
| CIBC Private Wealth Group, LLC | 10,550 | $91.0K | 0.00% | +10,550 | New |
| Harbor Investment Advisory, LLC | 10,480 | $90.0K | 0.01% | +3,030+40.7% | Added |
| Outlook Wealth Advisors, LLC | 10,245 | $88.0K | 0.04% | +10,245 | New |
| Marshall Financial Group LLC | 10,000 | $86.0K | 0.03% | +10,000 | New |
| Tradition Wealth Management, LLC | 8,700 | $75.0K | 0.01% | +3,400+64.2% | Added |
| CWM, LLC | 6,383 | $55.0K | 0.00% | −3,936−38.1% | Reduced |
| Geneos Wealth Management Inc. | 6,202 | $54.0K | 0.00% | +376+6.5% | Added |
| Larson Financial Group LLC | 3,100 | $27.0K | 0.00% | +500+19.2% | Added |
| American Portfolios Advisors | 2,601 | $22.3K | 0.00% | +113+4.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $6.00K | 0.00% | −250−27.8% | Reduced |
| IFP Advisors, Inc | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 541 | $5.00K | 0.00% | +539+26,950.0% | Added |
| Rise Advisors, LLC | 445 | $4.00K | 0.00% | +27+6.5% | Added |
| Wagner Wealth Management, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Adirondack Trust Co | 355 | $3.00K | 0.00% | +355 | New |
| Focused Wealth Management, Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 81 | $1.00K | 0.00% | +2+2.5% | Added |
| Wells Fargo & Company | 1 | $0 | 0.00% | −1,254−99.9% | Reduced |
| Parallel Advisors, LLC | 55 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $0 | 0.00% | +2+8.3% | Added |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $0 | 0.00% | +38 | New |
| Barclays PLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −31,350−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18,360−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −15,750−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −11,943−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −10,272−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |