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, 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 | $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, 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Adirondack Trust Co | 355 | $3.00K | 0.00% | +355 | New |
| Rise Advisors, LLC | 445 | $4.00K | 0.00% | +27+6.5% | Added |
| Wagner Wealth Management, LLC | 500 | $4.00K | 0.00% | +500 | New |
| US Bancorp | 541 | $5.00K | 0.00% | +539+26,950.0% | Added |
| Spire Wealth Management | 650 | $6.00K | 0.00% | −250−27.8% | Reduced |
| IFP Advisors, Inc | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,601 | $22.3K | 0.00% | +113+4.5% | Added |
| Larson Financial Group LLC | 3,100 | $27.0K | 0.00% | +500+19.2% | Added |
| Geneos Wealth Management Inc. | 6,202 | $54.0K | 0.00% | +376+6.5% | Added |
| CWM, LLC | 6,383 | $55.0K | 0.00% | −3,936−38.1% | Reduced |
| Tradition Wealth Management, LLC | 8,700 | $75.0K | 0.01% | +3,400+64.2% | Added |
| Marshall Financial Group LLC | 10,000 | $86.0K | 0.03% | +10,000 | New |
| Outlook Wealth Advisors, LLC | 10,245 | $88.0K | 0.04% | +10,245 | New |
| Harbor Investment Advisory, LLC | 10,480 | $90.0K | 0.01% | +3,030+40.7% | Added |
| CIBC Private Wealth Group, LLC | 10,550 | $91.0K | 0.00% | +10,550 | New |
| MML Investors Services, LLC | 10,740 | $92.0K | 0.00% | +10,740 | New |
| Lineweaver Wealth Advisors, LLC | 11,662 | $100.0K | 0.03% | +11,662 | New |
| Center For Asset Management LLC | 12,559 | $108.0K | 0.10% | +12,559 | New |
| Laidlaw Wealth Management LLC | 13,187 | $113.0K | 0.02% | +1,337+11.3% | Added |
| Chicago Partners Investment Group LLC | 11,625 | $115.0K | 0.01% | +11,625 | New |
| N.E.W. Advisory Services LLC | 13,674 | $117.0K | 0.02% | +13,674 | New |
| Avantax Advisory Services, Inc. | 14,877 | $128.0K | 0.00% | +14,877 | New |
| Private Trust Co NA | 15,086 | $129.0K | 0.02% | +15,086 | New |
| Raymond James Trust N.A. | 16,253 | $139.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 16,464 | $141.0K | 0.00% | −1,459−8.1% | Reduced |
| Pasadena Private Wealth, LLC | 16,871 | $145.0K | 0.05% | +16,871 | New |
| Envestnet Asset Management Inc | 17,523 | $150.0K | 0.00% | +622+3.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,546 | $151.0K | 0.02% | +2,200+14.3% | Added |
| CoreCap Advisors, LLC | 18,443 | $158.0K | 0.01% | −483−2.6% | Reduced |
| Mariner Investment Group LLC | 21,000 | $180.0K | 0.19% | +21,000 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,305 | $181.0K | 0.05% | +6,699+57.7% | Added |
| Aptus Capital Advisors, LLC | 21,420 | $184.0K | 0.01% | +21,420 | New |
| UBS Group AG | 26,698 | $229.0K | 0.00% | +6,889+34.8% | 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 |
| Royal Bank of Canada | 29,497 | $253.0K | 0.00% | +23,743+412.6% | Added |
| Private Advisor Group, LLC | 32,323 | $277.0K | 0.00% | −4,055−11.1% | Reduced |
| Thrivent Financial for Lutherans | 34,415 | $295.0K | 0.00% | +15,909+86.0% | Added |
| Capital Wealth Alliance, LLC | 35,437 | $304.0K | 0.21% | +3,236+10.0% | Added |
| Dynamic Advisor Solutions LLC | 37,980 | $326.0K | 0.03% | +9,583+33.7% | Added |
| Cowen and Company, LLC | 53,828 | $462.0K | 0.05% | +53,828 | New |
| Creative Financial Designs Inc | 59,198 | $508.0K | 0.08% | +24,795+72.1% | Added |
| Nomura Holdings Inc | 59,162 | $515.0K | 0.00% | +59,162 | New |
| Cambridge Investment Research Advisors, Inc. | 68,077 | $584.0K | 0.00% | +19,084+39.0% | Added |
| Prospera Financial Services Inc | 82,630 | $709.0K | 0.04% | +64,680+360.3% | Added |
| Kovack Advisors, Inc. | 89,695 | $770.0K | 0.10% | +29,143+48.1% | Added |
| Baird Financial Group, Inc. | 104,028 | $893.0K | 0.00% | +47,062+82.6% | Added |
| Capital CS Group, LLC | 107,560 | $923.0K | 0.97% | +14,624+15.7% | Added |
| Cetera Advisors LLC | 114,669 | $984.0K | 0.02% | −878−0.8% | Reduced |
| Weiss Asset Management LP | 115,540 | $991.0K | 0.03% | +115,540 | New |
| CSS LLC | 123,348 | $1.06M | 0.05% | +123,348 | New |
| Morgan Stanley | 129,826 | $1.11M | 0.00% | −1,588−1.2% | Reduced |
| ING Groep NV | 133,023 | $1.14M | 0.01% | +133,023 | New |
| Bluefin Capital Management, LLC | 141,753 | $1.21M | 0.17% | +141,753 | New |
| Commonwealth Equity Services, LLC | 162,235 | $1.39M | 0.00% | +30,098+22.8% | Added |
| Cetera Advisor Networks LLC | 162,718 | $1.40M | 0.02% | +149,267+1,109.7% | Added |
| Raymond James & Associates | 180,696 | $1.55M | 0.00% | −18,131−9.1% | Reduced |
| Atria Wealth Solutions, Inc. | 202,180 | $1.74M | 0.03% | +20,071+11.0% | Added |
| Ford Financial Group, LLC | 350,470 | $3.01M | 1.22% | +36,865+11.8% | Added |
| LPL Financial LLC | 365,380 | $3.13M | 0.00% | +81,176+28.6% | Added |
| Clough Capital Partners L P | 390,159 | $3.35M | 0.43% | +390,159 | New |
| FNY Investment Advisers, LLC | 400,333 | $3.43M | 2.55% | +400,333 | New |
| Millennium Management LLC | 450,743 | $3.87M | 0.01% | +450,743 | New |
| Almitas Capital LLC | 487,856 | $4.19M | 2.16% | +453,956+1,339.1% | Added |
| Goldman Sachs Group Inc | 712,187 | $6.11M | 0.00% | +712,187 | New |
| Susquehanna International Group, LLP | 949,422 | $8.15M | 0.02% | +949,422 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,135,154 | $9.74M | 4.03% | +1,023,255+914.4% | Added |
| Advisor Group Holdings, Inc. | 1,425,542 | $12.2M | 0.03% | +737,491+107.2% | Added |
| Alpine Global Management, LLC | 1,465,275 | $12.6M | 3.18% | +1,465,275 | New |
| Yakira Capital Management, Inc. | 1,646,736 | $14.1M | 2.22% | +1,646,736 | New |
| Centaurus Financial, Inc. | 1,994,408 | $17.1M | 1.69% | +315,152+18.8% | Added |
| Ursa Fund Management, LLC | 2,817,955 | $24.2M | 17.20% | +2,817,955 | New |
| Rivernorth Capital Management, LLC | 3,920,710 | $33.6M | 1.36% | +3,920,710 | New |
| Bank of America Corp | 4,312,528 | $37.0M | 0.00% | +4,297,709+29,001.3% | Added |
| Sit Investment Associates Inc | 17,377,976 | $149.1M | 4.54% | +17,342,976+49,551.4% | Added |
| 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 |