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, Q1 2023
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2023. 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
- +1 vs. Q4 2022
- Shares held
- 36.5M
- −9.71M (−21.0%) vs. Q4 2022
- Total value
- $284.4M
- −$56.1M (−16.5%) vs. Q4 2022
- New holders
- 18
- 39 more added
- Sold out
- 17
- 18 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 39,117 | $5 | 0.12% | +39,117 | New |
| FMR LLC | 1 | $8 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 32 | $250 | 0.00% | +2+6.7% | Added |
| Harbour Investments, Inc. | 38 | $296 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $428 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 200 | $1.56K | 0.00% | +200 | New |
| Adirondack Trust Co | 355 | $2.77K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 332 | $3.00K | 0.00% | +125+60.4% | Added |
| Rise Advisors, LLC | 548 | $4.27K | 0.00% | +34+6.6% | Added |
| US Bancorp | 653 | $5.09K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 715 | $5.57K | 0.00% | +7+1.0% | Added |
| Sunbelt Securities, Inc. | 831 | $6.44K | 0.00% | +831 | New |
| Godsey & Gibb Associates | 1,000 | $7.79K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 1,325 | $10.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,360 | $11.0K | 0.00% | +1,360 | New |
| BOK Financial Private Wealth, Inc. | 2,000 | $15.6K | 0.00% | +2,000 | New |
| Ameritas Advisory Services, LLC | 2,157 | $16.8K | 0.00% | +2,157 | New |
| Proequities, Inc. | 2,500 | $19.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,100 | $24.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,119 | $24.3K | 0.00% | +119+4.0% | Added |
| Addison Advisors LLC | 3,889 | $30.3K | 0.02% | +3,889 | New |
| Wells Fargo & Company | 5,183 | $40.4K | 0.00% | +5,181+259,050.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,924 | $46.1K | 0.01% | +5,924 | New |
| Tradition Wealth Management, LLC | 9,100 | $71.0K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,000 | $77.9K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,480 | $81.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,800 | $84.0K | 0.00% | +10,800 | New |
| GWM Advisors LLC | 10,857 | $84.6K | 0.00% | +229+2.2% | Added |
| Vantage Financial Partners, LLC | 11,230 | $87.5K | 0.03% | +11,230 | New |
| Creative Planning | 11,806 | $92.0K | 0.00% | −18,950−61.6% | Reduced |
| National Asset Management, Inc. | 12,747 | $100.8K | 0.00% | −3,332−20.7% | Reduced |
| N.E.W. Advisory Services LLC | 13,674 | $106.5K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,057 | $109.5K | 0.00% | −14,518−50.8% | Reduced |
| Avantax Advisory Services, Inc. | 14,613 | $113.8K | 0.00% | +39+0.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $119.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 15,916 | $124.0K | 0.02% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 16,214 | $126.3K | 0.03% | +2,129+15.1% | Added |
| HF Advisory Group, LLC | 16,394 | $127.7K | 0.11% | +710+4.5% | Added |
| Center For Asset Management LLC | 18,388 | $143.2K | 0.14% | +3,329+22.1% | Added |
| PFG Investments, LLC | 20,830 | $162.3K | 0.03% | +20,830 | New |
| Brainard Capital Management LLC | 21,012 | $163.7K | 0.13% | +21,012 | New |
| Firethorn Wealth Partners, LLC | 21,348 | $168.4K | 0.13% | +5,456+34.3% | Added |
| Envestnet Asset Management Inc | 22,820 | $177.8K | 0.00% | −535−2.3% | Reduced |
| Landscape Capital Management, L.L.C. | 23,808 | $185.5K | 0.03% | −21,660−47.6% | Reduced |
| Grimes & Company, Inc. | 24,139 | $188.0K | 0.01% | +1,288+5.6% | Added |
| UBS Group AG | 25,438 | $198.2K | 0.00% | +1,762+7.4% | Added |
| Bluefin Capital Management, LLC | – | $226.9K | 0.03% | – | – |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30,732 | $238.2K | 0.06% | −5,228−14.5% | Reduced |
| SeaCrest Wealth Management, LLC | 31,107 | $242.3K | 0.03% | +31,107 | New |
| Raymond James Trust N.A. | 31,629 | $246.0K | 0.01% | +4,381+16.1% | Added |
| Goldman Sachs Group Inc | 32,363 | $252.1K | 0.00% | −585,567−94.8% | Reduced |
| Strategic Financial Concepts, LLC | 32,667 | $254.5K | 0.10% | +32,667 | New |
| Citadel Advisors LLC | 33,381 | $260.0K | 0.00% | −1,680−4.8% | Reduced |
| Aptus Capital Advisors, LLC | 33,512 | $261.1K | 0.01% | +1,789+5.6% | Added |
| Susquehanna International Group, LLP | 33,804 | $263.3K | 0.00% | +33,804 | New |
| Global Retirement Partners, LLC | 34,112 | $266.8K | 0.01% | +372+1.1% | Added |
| Pasadena Private Wealth, LLC | 35,190 | $274.1K | 0.08% | +15,565+79.3% | Added |
| Chicago Partners Investment Group LLC | 35,786 | $274.8K | 0.02% | +14,250+66.2% | Added |
| Rockefeller Capital Management L.P. | 39,156 | $305.0K | 0.00% | +3,986+11.3% | Added |
| Dynamic Advisor Solutions LLC | 40,652 | $316.7K | 0.02% | +2,978+7.9% | Added |
| Private Advisor Group, LLC | 41,923 | $326.6K | 0.00% | +18,347+77.8% | Added |
| Thrivent Financial for Lutherans | 43,568 | $339.0K | 0.00% | +4,326+11.0% | Added |
| Capital Wealth Alliance, LLC | 45,555 | $354.9K | 0.29% | +3,155+7.4% | Added |
| Yakira Capital Management, Inc. | 48,780 | $380.0K | 0.10% | −261,205−84.3% | Reduced |
| Cetera Advisors LLC | 62,797 | $489.2K | 0.01% | −7,000−10.0% | Reduced |
| Creative Financial Designs Inc | 65,604 | $511.1K | 0.07% | +274+0.4% | Added |
| Prospera Financial Services Inc | 66,950 | $521.5K | 0.02% | +3,470+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 69,907 | $545.0K | 0.00% | −3,167−4.3% | Reduced |
| Royal Bank of Canada | 71,834 | $560.0K | 0.00% | −82,251−53.4% | Reduced |
| Garden State Investment Advisory Services LLC | 72,246 | $562.8K | 0.29% | +6,437+9.8% | Added |
| Kovack Advisors, Inc. | 91,566 | $713.3K | 0.10% | +10,173+12.5% | Added |
| Capital CS Group, LLC | 92,734 | $722.4K | 0.68% | +932+1.0% | Added |
| CSS LLC | 93,508 | $728.4K | 0.06% | +354+0.4% | Added |
| Raymond James & Associates | 126,037 | $981.8K | 0.00% | −86,698−40.8% | Reduced |
| Baird Financial Group, Inc. | 146,296 | $1.14M | 0.00% | −6,849−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 164,567 | $1.28M | 0.00% | +22,121+15.5% | Added |
| Morgan Stanley | 167,644 | $1.31M | 0.00% | −52,069−23.7% | Reduced |
| Cetera Advisor Networks LLC | 180,915 | $1.41M | 0.01% | +34,275+23.4% | Added |
| Atria Wealth Solutions, Inc. | 300,633 | $2.34M | 0.03% | +71,150+31.0% | Added |
| Perennial Investment Advisors, LLC | 352,508 | $2.75M | 0.51% | +352,508 | New |
| Ursa Fund Management, LLC | 450,139 | $3.51M | 21.15% | +230,139+104.6% | Added |
| LPL Financial LLC | 489,827 | $3.82M | 0.00% | +28,220+6.1% | Added |
| Bank of America Corp | 533,575 | $4.16M | 0.00% | −3,045,824−85.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 688,854 | $5.37M | 2.17% | −409,833−37.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,447,378 | $11.3M | 0.02% | +112,518+8.4% | Added |
| Centaurus Financial, Inc. | 2,551,189 | $19.9M | 1.59% | +150,628+6.3% | Added |
| Boothbay Fund Management, LLC | 4,888,796 | $38.1M | 1.09% | +88,797+1.8% | Added |
| Alpine Global Management, LLC | 4,892,349 | $38.1M | 14.81% | +80,320+1.7% | Added |
| Sit Investment Associates Inc | 17,380,124 | $135.4M | 3.68% | −1,458,168−7.7% | Reduced |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −4,086,087−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −357,878−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −286,100−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −68,292−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −53,639−100.0% | Sold out |
| Bridgecreek Investment Management, LLC | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −43,846−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −34,811−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −30,657−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −30,005−100.0% | Sold out |