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 2024
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2024. 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
- 108
- 0 vs. Q4 2023
- Shares held
- 34.4M
- −1.47M (−4.1%) vs. Q4 2023
- Total value
- $259.0M
- +$830.8K (+0.3%) vs. Q4 2023
- New holders
- 15
- 46 more added
- Sold out
- 15
- 24 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,517,205 | $41.5M | 0.95% | −5,458,265−49.7% | Reduced |
| Alpine Global Management, LLC | 5,399,519 | $40.6M | 7.86% | +14,168+0.3% | Added |
| Boothbay Fund Management, LLC | 5,375,167 | $40.4M | 1.20% | −15,098−0.3% | Reduced |
| Rivernorth Capital Management, LLC | 2,320,121 | $17.4M | 0.84% | +2,151,825+1,278.6% | Added |
| Advisor Group Holdings, Inc. | 2,071,970 | $15.6M | 0.03% | −133,843−6.1% | Reduced |
| Karpus Management, Inc. | 1,944,212 | $14.6M | 0.42% | +1,344,395+224.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,234,237 | $9.28M | 3.28% | +53,379+4.5% | Added |
| Absolute Investment Advisers LLC | 1,219,193 | $9.17M | 1.25% | +1,219,193 | New |
| Centaurus Financial, Inc. | 1,183,428 | $8.90M | 0.62% | −45,763−3.7% | Reduced |
| LPL Financial LLC | 749,340 | $5.64M | 0.00% | +60,654+8.8% | Added |
| Logan Stone Capital, LLC | 703,122 | $5.29M | 1.14% | +703,122 | New |
| Cable Car Capital LLC | 660,001 | $4.96M | 6.96% | −1,826−0.3% | Reduced |
| Significant Wealth Partners LLC | 475,332 | $3.57M | 2.35% | −72,311−13.2% | Reduced |
| Quarry LP | 457,188 | $3.44M | 1.41% | +125,083+37.7% | Added |
| Yakira Capital Management, Inc. | 435,110 | $3.27M | 1.14% | +253,626+139.8% | Added |
| Cohen & Steers, Inc. | 394,000 | $2.96M | 0.01% | +204,000+107.4% | Added |
| Perennial Investment Advisors, LLC | 380,433 | $2.86M | 0.44% | +5,582+1.5% | Added |
| Raymond James & Associates | 319,292 | $2.40M | 0.00% | +137,006+75.2% | Added |
| Morgan Stanley | 313,101 | $2.35M | 0.00% | +52,816+20.3% | Added |
| Cetera Investment Advisers | 278,738 | $2.10M | 0.00% | +256,698+1,164.7% | Added |
| Atria Wealth Solutions, Inc. | 226,399 | $1.70M | 0.02% | +8,993+4.1% | Added |
| Commonwealth Equity Services, LLC | 175,745 | $1.32M | 0.00% | +4,580+2.7% | Added |
| Baird Financial Group, Inc. | 173,718 | $1.31M | 0.00% | +451+0.3% | Added |
| Wolverine Asset Management LLC | 157,508 | $1.18M | 0.02% | +11,432+7.8% | Added |
| Aptus Capital Advisors, LLC | 134,367 | $1.01M | 0.02% | +13,155+10.9% | Added |
| Millennium Management LLC | 126,947 | $954.6K | 0.00% | +57,272+82.2% | Added |
| Royal Bank of Canada | 112,771 | $849.0K | 0.00% | +2,140+1.9% | Added |
| Qube Research & Technologies Ltd | 110,703 | $832.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 93,880 | $706.0K | 0.00% | −430−0.5% | Reduced |
| Clarity Capital Partners LLC | 89,547 | $673.4K | 0.44% | +2,850+3.3% | Added |
| Creative Financial Designs Inc | 88,628 | $666.5K | 0.06% | +2,760+3.2% | Added |
| CWM, LLC | 82,587 | $621.0K | 0.00% | +82,307+29,395.4% | Added |
| Dakota Wealth Management | 81,285 | $611.3K | 0.02% | +81,285 | New |
| Strategic Financial Concepts, LLC | 56,600 | $425.6K | 0.10% | +56,600 | New |
| PFG Investments, LLC | 54,574 | $410.4K | 0.02% | +54,574 | New |
| Private Advisor Group, LLC | 52,556 | $395.2K | 0.00% | +1,254+2.4% | Added |
| Capital Wealth Alliance, LLC | 50,680 | $381.1K | 0.23% | +10,432+25.9% | Added |
| SeaCrest Wealth Management, LLC | 46,928 | $352.9K | 0.04% | +12,901+37.9% | Added |
| Steward Partners Investment Advisory, LLC | 46,903 | $352.7K | 0.00% | +3,046+6.9% | Added |
| Prospera Financial Services Inc | 44,155 | $332.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 43,119 | $324.3K | 0.00% | +687+1.6% | Added |
| Capital CS Group, LLC | 42,008 | $315.9K | 0.32% | +859+2.1% | Added |
| Raymond James Trust N.A. | 39,701 | $298.6K | 0.01% | −528−1.3% | Reduced |
| StoneX Group Inc. | 37,137 | $279.3K | 0.03% | +14,163+61.6% | Added |
| XTX Topco Ltd | 35,980 | $270.6K | 0.04% | +35,980 | New |
| Garden State Investment Advisory Services LLC | 34,930 | $263.5K | 0.10% | −19,738−36.1% | Reduced |
| The PNC Financial Services Group, Inc. | 34,305 | $258.0K | 0.00% | +15,730+84.7% | Added |
| Bank of America Corp | 34,169 | $256.9K | 0.00% | +16,344+91.7% | Added |
| Dynamic Advisor Solutions LLC | 32,200 | $242.1K | 0.01% | −925−2.8% | Reduced |
| Nomura Holdings Inc | 31,852 | $239.5K | 0.00% | −33,690−51.4% | Reduced |
| UBS Group AG | 31,361 | $235.8K | 0.00% | −19,341−38.1% | Reduced |
| Vantage Financial Partners, LLC | 29,874 | $224.7K | 0.06% | −984−3.2% | Reduced |
| Stifel Financial Corp | 26,187 | $196.9K | 0.00% | +874+3.5% | Added |
| Landscape Capital Management, L.L.C. | 25,741 | $193.6K | 0.02% | −43,040−62.6% | Reduced |
| Chicago Partners Investment Group LLC | 26,023 | $189.4K | 0.01% | −545−2.1% | Reduced |
| Creative Planning | 24,417 | $183.6K | 0.00% | −22,784−48.3% | Reduced |
| Center For Asset Management LLC | 23,589 | $177.4K | 0.15% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,011 | $165.5K | 0.00% | +14,984+213.2% | Added |
| Charles Schwab Trust Co | 21,519 | $161.8K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 21,012 | $158.0K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 20,501 | $154.2K | 0.00% | +1,210+6.3% | Added |
| Thrivent Financial for Lutherans | 19,414 | $146.0K | 0.00% | +908+4.9% | Added |
| HF Advisory Group, LLC | 19,183 | $144.3K | 0.08% | +844+4.6% | Added |
| CSS LLC | 18,854 | $141.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,826 | $134.1K | 0.00% | +532+3.1% | Added |
| Redhawk Wealth Advisors, Inc. | 17,663 | $132.8K | 0.02% | +17,663 | New |
| Envestnet Asset Management Inc | 17,459 | $131.3K | 0.00% | +2,737+18.6% | Added |
| Ameriprise Financial Inc | 15,916 | $119.7K | 0.00% | +15,916 | New |
| Jane Street Group, LLC | 15,231 | $114.5K | 0.00% | +729+5.0% | Added |
| Pasadena Private Wealth, LLC | 15,170 | $114.1K | 0.03% | −22,091−59.3% | Reduced |
| National Asset Management, Inc. | 13,174 | $106.1K | 0.00% | −861−6.1% | Reduced |
| Avantax Advisory Services, Inc. | 13,983 | $105.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,900 | $105.0K | 0.00% | +2,500+21.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $104.0K | 0.01% | −1,691−10.9% | Reduced |
| Firethorn Wealth Partners, LLC | 13,812 | $103.9K | 0.06% | +815+6.3% | Added |
| N.E.W. Advisory Services LLC | 13,674 | $102.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,292 | $100.0K | 0.01% | +13,292 | New |
| Evernest Financial Advisors, LLC | 13,444 | $96.4K | 0.05% | +13,444 | New |
| Imprint Wealth LLC | 11,520 | $87.0K | 0.02% | +11,520 | New |
| Harbor Investment Advisory, LLC | 11,204 | $84.3K | 0.01% | +724+6.9% | Added |
| Outlook Wealth Advisors, LLC | 10,781 | $81.1K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10,550 | $79.0K | 0.01% | −2,570−19.6% | Reduced |
| Marshall Financial Group LLC | 10,000 | $75.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 10,000 | $75.2K | 0.01% | +900+9.9% | Added |
| Plante Moran Financial Advisors, LLC | 8,782 | $66.0K | 0.01% | +8,782 | New |
| GPS Wealth Strategies Group, LLC | 6,810 | $51.2K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,767 | $35.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,284 | $32.2K | 0.00% | +184+4.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,040 | $22.9K | 0.01% | +3,040 | New |
| Planning Capital Management Corp | 2,509 | $18.9K | 0.01% | +149+6.3% | Added |
| Proequities, Inc. | 2,500 | $18.8K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,250 | $16.9K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,873 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,325 | $9.96K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,029 | $7.74K | 0.00% | −15,267−93.7% | Reduced |
| Bokf, NA | 1,005 | $7.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 995 | $7.48K | 0.00% | +995 | New |
| Tower Research Capital LLC (TRC) | 862 | $6.48K | 0.00% | +576+201.4% | Added |
| Principal Securities, Inc. | 700 | $5.26K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 380 | $2.86K | 0.00% | 00.0% | Unchanged |