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, Q4 2022
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Dec 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
- 90
- +13 vs. Q3 2022
- Shares held
- 46.2M
- +5.05M (+12.3%) vs. Q3 2022
- Total value
- $340.6M
- −$12.4M (−3.5%) vs. Q3 2022
- New holders
- 18
- 35 more added
- Sold out
- 5
- 24 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 18,838,292 | $138.8M | 3.89% | −633,261−3.3% | Reduced |
| Alpine Global Management, LLC | 4,812,029 | $35.5M | 11.79% | +1,159,633+31.7% | Added |
| Boothbay Fund Management, LLC | 4,799,999 | $35.4M | 1.19% | +1,049,999+28.0% | Added |
| Hunting Hill Global Capital, LLC | 4,086,087 | $30.1M | 20.43% | +3,903,945+2,143.4% | Added |
| Bank of America Corp | 3,579,399 | $26.4M | 0.00% | +468,048+15.0% | Added |
| Centaurus Financial, Inc. | 2,400,561 | $17.7M | 1.66% | +164,860+7.4% | Added |
| Advisor Group Holdings, Inc. | 1,334,860 | $9.84M | 0.02% | +158,353+13.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,098,687 | $8.10M | 3.32% | +749,388+214.5% | Added |
| Goldman Sachs Group Inc | 617,930 | $4.55M | 0.00% | −110,743−15.2% | Reduced |
| LPL Financial LLC | 461,607 | $3.40M | 0.00% | +81,925+21.6% | Added |
| Ford Financial Group, LLC | 357,878 | $2.64M | 1.04% | −3,347−0.9% | Reduced |
| Yakira Capital Management, Inc. | 309,985 | $2.28M | 0.47% | −187,406−37.7% | Reduced |
| Clough Capital Partners L P | 286,100 | $2.11M | 0.21% | +286,100 | New |
| Atria Wealth Solutions, Inc. | 229,483 | $1.69M | 0.03% | +11,487+5.3% | Added |
| Ursa Fund Management, LLC | 220,000 | $1.62M | 5.79% | −2,117,970−90.6% | Reduced |
| Morgan Stanley | 219,713 | $1.62M | 0.00% | +65,313+42.3% | Added |
| Raymond James & Associates | 212,735 | $1.57M | 0.00% | −11,751−5.2% | Reduced |
| Royal Bank of Canada | 154,085 | $1.14M | 0.00% | −17,784−10.3% | Reduced |
| Baird Financial Group, Inc. | 153,145 | $1.13M | 0.00% | +47,029+44.3% | Added |
| Cetera Advisor Networks LLC | 146,640 | $1.08M | 0.01% | +44,727+43.9% | Added |
| Commonwealth Equity Services, LLC | 142,446 | $1.05M | 0.00% | −12,772−8.2% | Reduced |
| CSS LLC | 93,154 | $686.5K | 0.04% | +4,300+4.8% | Added |
| Capital CS Group, LLC | 91,802 | $676.6K | 0.75% | −14,339−13.5% | Reduced |
| Kovack Advisors, Inc. | 81,393 | $599.9K | 0.09% | +5,373+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 73,074 | $539.0K | 0.00% | −7,576−9.4% | Reduced |
| Cetera Advisors LLC | 69,797 | $514.4K | 0.01% | −11,220−13.8% | Reduced |
| Wolverine Asset Management LLC | 68,292 | $503.3K | 0.01% | +68,292 | New |
| Garden State Investment Advisory Services LLC | 65,809 | $485.0K | 0.29% | +65,809 | New |
| Creative Financial Designs Inc | 65,330 | $481.5K | 0.07% | −860−1.3% | Reduced |
| Prospera Financial Services Inc | 63,480 | $467.8K | 0.02% | −53,750−45.9% | Reduced |
| Millennium Management LLC | 53,639 | $395.0K | 0.00% | −350,521−86.7% | Reduced |
| Bridgecreek Investment Management, LLC | 52,500 | $386.9K | 0.09% | +52,500 | New |
| Bluefin Capital Management, LLC | 48,217 | $355.4K | 0.06% | +48,217 | New |
| Landscape Capital Management, L.L.C. | 45,468 | $335.1K | 0.05% | +45,468 | New |
| Money Concepts Capital Corp | 43,846 | $323.1K | 0.01% | +43,846 | New |
| Capital Wealth Alliance, LLC | 42,400 | $312.5K | 0.26% | +3,223+8.2% | Added |
| Thrivent Financial for Lutherans | 39,242 | $289.0K | 0.00% | +1,867+5.0% | Added |
| Dynamic Advisor Solutions LLC | 37,674 | $277.7K | 0.02% | +3,194+9.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,960 | $265.0K | 0.07% | −3,083−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 35,170 | $259.0K | 0.00% | +4,214+13.6% | Added |
| Citadel Advisors LLC | 35,061 | $258.4K | 0.00% | +35,061 | New |
| Capital Asset Advisory Services LLC | 34,811 | $256.6K | 0.02% | +34,811 | New |
| Global Retirement Partners, LLC | 33,740 | $248.7K | 0.02% | +33,704+93,622.2% | Added |
| Aptus Capital Advisors, LLC | 31,723 | $233.8K | 0.01% | +8,718+37.9% | Added |
| Creative Planning | 30,756 | $226.7K | 0.00% | +11,066+56.2% | Added |
| XTX Topco Ltd | 30,657 | $225.9K | 0.05% | +30,657 | New |
| Virtu Financial LLC | 30,005 | $221.0K | 0.03% | +30,005 | New |
| Jane Street Group, LLC | 28,575 | $210.6K | 0.00% | +14,262+99.6% | Added |
| Raymond James Trust N.A. | 27,248 | $201.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 27,261 | $200.9K | 0.03% | +27,261 | New |
| Chicago Partners Investment Group LLC | 21,536 | $181.1K | 0.01% | +3,693+20.7% | Added |
| UBS Group AG | 23,676 | $174.5K | 0.00% | +4,476+23.3% | Added |
| Envestnet Asset Management Inc | 23,355 | $172.1K | 0.00% | +1,297+5.9% | Added |
| Grimes & Company, Inc. | 22,851 | $168.4K | 0.01% | +1,536+7.2% | Added |
| Pasadena Private Wealth, LLC | 19,625 | $144.6K | 0.04% | +1,530+8.5% | Added |
| National Asset Management, Inc. | 16,079 | $121.4K | 0.00% | +16,079 | New |
| Firethorn Wealth Partners, LLC | 15,892 | $117.1K | 0.10% | +1,192+8.1% | Added |
| Private Trust Co NA | 15,916 | $117.0K | 0.02% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 15,684 | $115.6K | 0.12% | +15,684 | New |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $113.1K | 0.01% | −2,200−12.5% | Reduced |
| Center For Asset Management LLC | 15,059 | $111.0K | 0.10% | +2,500+19.9% | Added |
| Avantax Advisory Services, Inc. | 14,574 | $107.4K | 0.00% | −366−2.4% | Reduced |
| CoreCap Advisors, LLC | 14,141 | $104.2K | 0.01% | −4,302−23.3% | Reduced |
| Laidlaw Wealth Management LLC | 14,085 | $103.8K | 0.02% | +949+7.2% | Added |
| N.E.W. Advisory Services LLC | 13,674 | $100.8K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,787 | $79.0K | 0.00% | +623+6.1% | Added |
| Harbor Investment Advisory, LLC | 10,480 | $77.2K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 10,076 | $74.0K | 0.00% | −194,219−95.1% | Reduced |
| Marshall Financial Group LLC | 10,000 | $73.7K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,100 | $67.0K | 0.01% | −80−0.9% | Reduced |
| Larson Financial Group LLC | 3,100 | $22.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,000 | $22.1K | 0.00% | +3,000 | New |
| Gradient Investments LLC | 2,700 | $19.9K | 0.00% | +2,700 | New |
| Proequities, Inc. | 2,500 | $18.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,000 | $15.9K | 0.01% | +2,000 | New |
| MinichMacGregor Wealth Management, LLC | 1,905 | $14.0K | 0.01% | +1,905 | New |
| Sound Income Strategies, LLC | 1,325 | $9.77K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 708 | $5.22K | 0.00% | +8+1.1% | Added |
| US Bancorp | 653 | $4.81K | 0.00% | −2−0.3% | Reduced |
| Rise Advisors, LLC | 514 | $3.79K | 0.00% | +38+8.0% | Added |
| Adirondack Trust Co | 355 | $2.62K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 207 | $2.00K | 0.00% | −131−38.8% | Reduced |
| Parallel Advisors, LLC | 55 | $405 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $280 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $222 | 0.00% | +2+7.1% | Added |
| Private Advisor Group, LLC | 23,576 | $174 | 0.00% | −3,327−12.4% | Reduced |
| GWM Advisors LLC | 10,628 | $78 | 0.00% | +257+2.5% | Added |
| Wells Fargo & Company | 2 | $15 | 0.00% | −1,424−99.9% | Reduced |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |