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 |
|---|---|---|---|---|---|
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2 | $15 | 0.00% | −1,424−99.9% | Reduced |
| GWM Advisors LLC | 10,628 | $78 | 0.00% | +257+2.5% | Added |
| Private Advisor Group, LLC | 23,576 | $174 | 0.00% | −3,327−12.4% | Reduced |
| AdvisorNet Financial, Inc | 30 | $222 | 0.00% | +2+7.1% | Added |
| Harbour Investments, Inc. | 38 | $280 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $405 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 207 | $2.00K | 0.00% | −131−38.8% | Reduced |
| Adirondack Trust Co | 355 | $2.62K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 514 | $3.79K | 0.00% | +38+8.0% | Added |
| US Bancorp | 653 | $4.81K | 0.00% | −2−0.3% | Reduced |
| Focused Wealth Management, Inc | 708 | $5.22K | 0.00% | +8+1.1% | Added |
| IFP Advisors, Inc | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $9.77K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,905 | $14.0K | 0.01% | +1,905 | New |
| Accurate Wealth Management, LLC | 2,000 | $15.9K | 0.01% | +2,000 | New |
| Proequities, Inc. | 2,500 | $18.4K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,700 | $19.9K | 0.00% | +2,700 | New |
| Advisory Services Network, LLC | 3,000 | $22.1K | 0.00% | +3,000 | New |
| Larson Financial Group LLC | 3,100 | $22.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,100 | $67.0K | 0.01% | −80−0.9% | Reduced |
| Marshall Financial Group LLC | 10,000 | $73.7K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 10,076 | $74.0K | 0.00% | −194,219−95.1% | Reduced |
| Harbor Investment Advisory, LLC | 10,480 | $77.2K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,787 | $79.0K | 0.00% | +623+6.1% | Added |
| N.E.W. Advisory Services LLC | 13,674 | $100.8K | 0.02% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 14,085 | $103.8K | 0.02% | +949+7.2% | Added |
| CoreCap Advisors, LLC | 14,141 | $104.2K | 0.01% | −4,302−23.3% | Reduced |
| Avantax Advisory Services, Inc. | 14,574 | $107.4K | 0.00% | −366−2.4% | Reduced |
| Center For Asset Management LLC | 15,059 | $111.0K | 0.10% | +2,500+19.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $113.1K | 0.01% | −2,200−12.5% | Reduced |
| HF Advisory Group, LLC | 15,684 | $115.6K | 0.12% | +15,684 | New |
| Private Trust Co NA | 15,916 | $117.0K | 0.02% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 15,892 | $117.1K | 0.10% | +1,192+8.1% | Added |
| National Asset Management, Inc. | 16,079 | $121.4K | 0.00% | +16,079 | New |
| Pasadena Private Wealth, LLC | 19,625 | $144.6K | 0.04% | +1,530+8.5% | Added |
| Grimes & Company, Inc. | 22,851 | $168.4K | 0.01% | +1,536+7.2% | Added |
| Envestnet Asset Management Inc | 23,355 | $172.1K | 0.00% | +1,297+5.9% | Added |
| UBS Group AG | 23,676 | $174.5K | 0.00% | +4,476+23.3% | Added |
| Chicago Partners Investment Group LLC | 21,536 | $181.1K | 0.01% | +3,693+20.7% | Added |
| Two Sigma Securities, LLC | 27,261 | $200.9K | 0.03% | +27,261 | New |
| Raymond James Trust N.A. | 27,248 | $201.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 28,575 | $210.6K | 0.00% | +14,262+99.6% | Added |
| Virtu Financial LLC | 30,005 | $221.0K | 0.03% | +30,005 | New |
| XTX Topco Ltd | 30,657 | $225.9K | 0.05% | +30,657 | New |
| Creative Planning | 30,756 | $226.7K | 0.00% | +11,066+56.2% | Added |
| Aptus Capital Advisors, LLC | 31,723 | $233.8K | 0.01% | +8,718+37.9% | Added |
| Global Retirement Partners, LLC | 33,740 | $248.7K | 0.02% | +33,704+93,622.2% | Added |
| Capital Asset Advisory Services LLC | 34,811 | $256.6K | 0.02% | +34,811 | New |
| Citadel Advisors LLC | 35,061 | $258.4K | 0.00% | +35,061 | New |
| Rockefeller Capital Management L.P. | 35,170 | $259.0K | 0.00% | +4,214+13.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,960 | $265.0K | 0.07% | −3,083−7.9% | Reduced |
| Dynamic Advisor Solutions LLC | 37,674 | $277.7K | 0.02% | +3,194+9.3% | Added |
| Thrivent Financial for Lutherans | 39,242 | $289.0K | 0.00% | +1,867+5.0% | Added |
| Capital Wealth Alliance, LLC | 42,400 | $312.5K | 0.26% | +3,223+8.2% | Added |
| Money Concepts Capital Corp | 43,846 | $323.1K | 0.01% | +43,846 | New |
| Landscape Capital Management, L.L.C. | 45,468 | $335.1K | 0.05% | +45,468 | New |
| Bluefin Capital Management, LLC | 48,217 | $355.4K | 0.06% | +48,217 | New |
| Bridgecreek Investment Management, LLC | 52,500 | $386.9K | 0.09% | +52,500 | New |
| Millennium Management LLC | 53,639 | $395.0K | 0.00% | −350,521−86.7% | Reduced |
| Prospera Financial Services Inc | 63,480 | $467.8K | 0.02% | −53,750−45.9% | Reduced |
| Creative Financial Designs Inc | 65,330 | $481.5K | 0.07% | −860−1.3% | Reduced |
| Garden State Investment Advisory Services LLC | 65,809 | $485.0K | 0.29% | +65,809 | New |
| Wolverine Asset Management LLC | 68,292 | $503.3K | 0.01% | +68,292 | New |
| Cetera Advisors LLC | 69,797 | $514.4K | 0.01% | −11,220−13.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 73,074 | $539.0K | 0.00% | −7,576−9.4% | Reduced |
| Kovack Advisors, Inc. | 81,393 | $599.9K | 0.09% | +5,373+7.1% | Added |
| Capital CS Group, LLC | 91,802 | $676.6K | 0.75% | −14,339−13.5% | Reduced |
| CSS LLC | 93,154 | $686.5K | 0.04% | +4,300+4.8% | Added |
| Commonwealth Equity Services, LLC | 142,446 | $1.05M | 0.00% | −12,772−8.2% | Reduced |
| Cetera Advisor Networks LLC | 146,640 | $1.08M | 0.01% | +44,727+43.9% | Added |
| Baird Financial Group, Inc. | 153,145 | $1.13M | 0.00% | +47,029+44.3% | Added |
| Royal Bank of Canada | 154,085 | $1.14M | 0.00% | −17,784−10.3% | Reduced |
| Raymond James & Associates | 212,735 | $1.57M | 0.00% | −11,751−5.2% | Reduced |
| Morgan Stanley | 219,713 | $1.62M | 0.00% | +65,313+42.3% | Added |
| Ursa Fund Management, LLC | 220,000 | $1.62M | 5.79% | −2,117,970−90.6% | Reduced |
| Atria Wealth Solutions, Inc. | 229,483 | $1.69M | 0.03% | +11,487+5.3% | Added |
| Clough Capital Partners L P | 286,100 | $2.11M | 0.21% | +286,100 | New |
| Yakira Capital Management, Inc. | 309,985 | $2.28M | 0.47% | −187,406−37.7% | Reduced |
| Ford Financial Group, LLC | 357,878 | $2.64M | 1.04% | −3,347−0.9% | Reduced |
| LPL Financial LLC | 461,607 | $3.40M | 0.00% | +81,925+21.6% | Added |
| Goldman Sachs Group Inc | 617,930 | $4.55M | 0.00% | −110,743−15.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,098,687 | $8.10M | 3.32% | +749,388+214.5% | Added |
| Advisor Group Holdings, Inc. | 1,334,860 | $9.84M | 0.02% | +158,353+13.5% | Added |
| Centaurus Financial, Inc. | 2,400,561 | $17.7M | 1.66% | +164,860+7.4% | Added |
| Bank of America Corp | 3,579,399 | $26.4M | 0.00% | +468,048+15.0% | Added |
| Hunting Hill Global Capital, LLC | 4,086,087 | $30.1M | 20.43% | +3,903,945+2,143.4% | Added |
| Boothbay Fund Management, LLC | 4,799,999 | $35.4M | 1.19% | +1,049,999+28.0% | Added |
| Alpine Global Management, LLC | 4,812,029 | $35.5M | 11.79% | +1,159,633+31.7% | Added |
| Sit Investment Associates Inc | 18,838,292 | $138.8M | 3.89% | −633,261−3.3% | Reduced |
| 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 |