Skip to main content

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.

Q1 2023 vs. Q4 2022

How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of CLM: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders90190+1
Shares46.2M14.1K36.5M−9.71M (−21.0%)
Value$340.6M$104.2K$284.4M−$56.1M (−16.5%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (18)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to CLM in Q1 2023
InstitutionSharesValue% of portfolio
Perennial Investment Advisors, LLC352,508$2.75M0.51%
Susquehanna International Group, LLP33,804$263.3K0.00%
Strategic Financial Concepts, LLC32,667$254.5K0.10%
SeaCrest Wealth Management, LLC31,107$242.3K0.03%
Brainard Capital Management LLC21,012$163.7K0.13%
PFG Investments, LLC20,830$162.3K0.03%
Vantage Financial Partners, LLC11,230$87.5K0.03%
Wedbush Securities Inc10,800$84.0K0.00%
GPS Wealth Strategies Group, LLC5,924$46.1K0.01%
Addison Advisors LLC3,889$30.3K0.02%
Ameritas Advisory Services, LLC2,157$16.8K0.00%
BOK Financial Private Wealth, Inc.2,000$15.6K0.00%
AlphaMark Advisors, LLC1,360$11.0K0.00%
Godsey & Gibb Associates1,000$7.79K0.00%
Sunbelt Securities, Inc.831$6.44K0.00%
Belpointe Asset Management LLC200$1.56K0.00%
FMR LLC1$80.00%
Summit Wealth Group, LLC39,117$50.12%

Sold out (17)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (1)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CLM in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
CoreCap Advisors, LLC14,141$104.2K