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 2023
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Dec 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
- 110
- +19 vs. Q3 2023
- Shares held
- 35.9M
- +4.39M (+13.9%) vs. Q3 2023
- Total value
- $258.2M
- +$4.54M (+1.8%) vs. Q3 2023
- New holders
- 28
- 37 more added
- Sold out
- 9
- 20 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $72 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $270 | 0.00% | +2+5.6% | Added |
| Harbour Investments, Inc. | 38 | $273 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $395 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 236 | $1.70K | 0.00% | +236 | New |
| CWM, LLC | 280 | $2.00K | 0.00% | +280 | New |
| Tower Research Capital LLC (TRC) | 286 | $2.06K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 380 | $2.76K | 0.00% | +7+1.9% | Added |
| Wells Fargo & Company | 505 | $3.63K | 0.00% | +3+0.6% | Added |
| Baystate Wealth Management LLC | 509 | $3.66K | 0.00% | +509 | New |
| US Bancorp | 653 | $4.70K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 700 | $5.03K | 0.00% | +700 | New |
| Focused Wealth Management, Inc | 734 | $5.28K | 0.00% | +6+0.8% | Added |
| Bokf, NA | 1,005 | $7.22K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,250 | $8.99K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $9.53K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $10.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,500 | $10.8K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,873 | $13.5K | 0.00% | −385−17.1% | Reduced |
| Highlander Capital Management, LLC | 2,250 | $16.2K | 0.01% | +1,000+80.0% | Added |
| Planning Capital Management Corp | 2,360 | $17.0K | 0.01% | +2,360 | New |
| Proequities, Inc. | 2,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,972 | $21.4K | 0.00% | +2,972 | New |
| Advisory Services Network, LLC | 3,207 | $23.1K | 0.00% | +3,207 | New |
| Larson Financial Group LLC | 4,100 | $29.5K | 0.00% | −275−6.3% | Reduced |
| Retirement Group, LLC | 4,767 | $34.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,810 | $49.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,027 | $50.5K | 0.00% | −1,609−18.6% | Reduced |
| Tradition Wealth Management, LLC | 9,100 | $65.0K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,000 | $71.9K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,480 | $75.4K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 10,781 | $77.5K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 11,106 | $79.9K | 0.00% | −20,823−65.2% | Reduced |
| Wedbush Securities Inc | 11,400 | $82.0K | 0.00% | −70−0.6% | Reduced |
| Firethorn Wealth Partners, LLC | 12,997 | $93.4K | 0.06% | −10,333−44.3% | Reduced |
| NBC Securities, Inc. | 13,120 | $94.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13,674 | $98.3K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,983 | $100.5K | 0.00% | −701−4.8% | Reduced |
| National Asset Management, Inc. | 14,035 | $100.9K | 0.00% | +861+6.5% | Added |
| Jane Street Group, LLC | 14,502 | $104.3K | 0.00% | +14,502 | New |
| Envestnet Asset Management Inc | 14,722 | $105.8K | 0.00% | −2,548−14.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,521 | $111.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 15,916 | $114.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16,296 | $117.2K | 0.01% | +15,370+1,659.8% | Added |
| Kestra Advisory Services, LLC | 17,294 | $124.3K | 0.00% | +17,294 | New |
| Bank of America Corp | 17,825 | $128.2K | 0.00% | +15,474+658.2% | Added |
| HF Advisory Group, LLC | 18,339 | $131.9K | 0.08% | +640+3.6% | Added |
| Thrivent Financial for Lutherans | 18,506 | $133.0K | 0.00% | −4,286−18.8% | Reduced |
| The PNC Financial Services Group, Inc. | 18,575 | $133.6K | 0.00% | +18,575 | New |
| CSS LLC | 18,854 | $135.6K | 0.01% | −51,000−73.0% | Reduced |
| Grimes & Company, Inc. | 19,291 | $138.7K | 0.00% | +995+5.4% | Added |
| Pathstone Holdings, LLC | 21,012 | $151.1K | 0.00% | +21,012 | New |
| Charles Schwab Trust Co | 21,519 | $154.7K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,040 | $158.5K | 0.00% | +22,040 | New |
| StoneX Group Inc. | 22,974 | $167.1K | 0.02% | +22,974 | New |
| Center For Asset Management LLC | 23,589 | $169.6K | 0.15% | +5,201+28.3% | Added |
| Stifel Financial Corp | 25,313 | $182.0K | 0.00% | +9,999+65.3% | Added |
| Chicago Partners Investment Group LLC | 26,568 | $189.2K | 0.01% | −8,922−25.1% | Reduced |
| Vantage Financial Partners, LLC | 30,858 | $221.9K | 0.07% | −3,821−11.0% | Reduced |
| Dynamic Advisor Solutions LLC | 33,125 | $238.5K | 0.01% | −729−2.2% | Reduced |
| SeaCrest Wealth Management, LLC | 34,027 | $245.0K | 0.03% | +601+1.8% | Added |
| Pasadena Private Wealth, LLC | 37,261 | $267.9K | 0.07% | +18,091+94.4% | Added |
| Raymond James Trust N.A. | 40,229 | $289.2K | 0.01% | +7,671+23.6% | Added |
| Capital Wealth Alliance, LLC | 40,248 | $289.4K | 0.20% | +1,313+3.4% | Added |
| Capital CS Group, LLC | 41,149 | $295.9K | 0.33% | −3,528−7.9% | Reduced |
| Citadel Advisors LLC | 42,432 | $305.1K | 0.00% | +16,431+63.2% | Added |
| Steward Partners Investment Advisory, LLC | 43,857 | $315.3K | 0.00% | +9,500+27.7% | Added |
| Prospera Financial Services Inc | 44,155 | $317.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 47,201 | $339.4K | 0.00% | +15,840+50.5% | Added |
| Cetera Advisors LLC | 50,522 | $363.3K | 0.01% | −2,655−5.0% | Reduced |
| UBS Group AG | 50,702 | $364.5K | 0.00% | +32,161+173.5% | Added |
| Private Advisor Group, LLC | 51,302 | $368.9K | 0.00% | +4,362+9.3% | Added |
| Garden State Investment Advisory Services LLC | 54,668 | $393.1K | 0.16% | +1,804+3.4% | Added |
| Nomura Holdings Inc | 65,542 | $471.2K | 0.00% | +65,542 | New |
| Landscape Capital Management, L.L.C. | 68,781 | $494.5K | 0.04% | +68,781 | New |
| Millennium Management LLC | 69,675 | $501.0K | 0.00% | +52,321+301.5% | Added |
| Creative Financial Designs Inc | 85,868 | $617.4K | 0.06% | +11,202+15.0% | Added |
| Clarity Capital Partners LLC | 86,697 | $623.4K | 0.44% | +86,697 | New |
| Cambridge Investment Research Advisors, Inc. | 94,310 | $678.0K | 0.00% | +5,687+6.4% | Added |
| Royal Bank of Canada | 110,631 | $795.0K | 0.00% | +13,919+14.4% | Added |
| Qube Research & Technologies Ltd | 110,703 | $796.0K | 0.00% | +110,703 | New |
| Aptus Capital Advisors, LLC | 121,212 | $871.5K | 0.03% | +83,762+223.7% | Added |
| Cetera Advisor Networks LLC | 140,464 | $1.01M | 0.01% | +8,580+6.5% | Added |
| Wolverine Asset Management LLC | 146,076 | $1.05M | 0.02% | +146,076 | New |
| Rivernorth Capital Management, LLC | 168,296 | $1.21M | 0.06% | +168,296 | New |
| Commonwealth Equity Services, LLC | 171,165 | $1.23M | 0.00% | +35,510+26.2% | Added |
| Baird Financial Group, Inc. | 173,267 | $1.25M | 0.00% | +30,966+21.8% | Added |
| Yakira Capital Management, Inc. | 181,484 | $1.30M | 0.43% | +181,484 | New |
| Ursa Fund Management, LLC | 182,000 | $1.31M | 2.58% | +60,000+49.2% | Added |
| Raymond James & Associates | 182,286 | $1.31M | 0.00% | +4,447+2.5% | Added |
| Cohen & Steers, Inc. | 190,000 | $1.37M | 0.00% | +190,000 | New |
| Atria Wealth Solutions, Inc. | 217,406 | $1.56M | 0.02% | −10,258−4.5% | Reduced |
| Susquehanna International Group, LLP | 257,743 | $1.85M | 0.00% | +257,743 | New |
| Morgan Stanley | 260,285 | $1.87M | 0.00% | −101,245−28.0% | Reduced |
| Quarry LP | 332,105 | $2.39M | 1.21% | +332,105 | New |
| Perennial Investment Advisors, LLC | 374,851 | $2.70M | 0.45% | +6,481+1.8% | Added |
| Significant Wealth Partners LLC | 547,643 | $3.94M | 2.87% | +547,643 | New |
| Karpus Management, Inc. | 599,817 | $4.31M | 0.13% | +599,817 | New |