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 |
|---|---|---|---|---|---|
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $8 | 0.00% | −1−50.0% | Reduced |
| Wells Fargo & Company | 2 | $18 | 0.00% | −503−99.6% | Reduced |
| US Bancorp | 5 | $38 | 0.00% | −648−99.2% | Reduced |
| Tucker Asset Management LLC | 10 | $79 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $286 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $414 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 200 | $1.50K | 0.00% | +200 | New |
| Adirondack Trust Co | 380 | $2.86K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 700 | $5.26K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 862 | $6.48K | 0.00% | +576+201.4% | Added |
| Allworth Financial LP | 995 | $7.48K | 0.00% | +995 | New |
| Bokf, NA | 1,005 | $7.59K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,029 | $7.74K | 0.00% | −15,267−93.7% | Reduced |
| Sound Income Strategies, LLC | 1,325 | $9.96K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,873 | $14.1K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,250 | $16.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,500 | $18.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,509 | $18.9K | 0.01% | +149+6.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,040 | $22.9K | 0.01% | +3,040 | New |
| Larson Financial Group LLC | 4,284 | $32.2K | 0.00% | +184+4.5% | Added |
| Retirement Group, LLC | 4,767 | $35.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,810 | $51.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8,782 | $66.0K | 0.01% | +8,782 | New |
| 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 |
| NBC Securities, Inc. | 10,550 | $79.0K | 0.01% | −2,570−19.6% | Reduced |
| Outlook Wealth Advisors, LLC | 10,781 | $81.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11,204 | $84.3K | 0.01% | +724+6.9% | Added |
| Imprint Wealth LLC | 11,520 | $87.0K | 0.02% | +11,520 | New |
| Evernest Financial Advisors, LLC | 13,444 | $96.4K | 0.05% | +13,444 | New |
| CoreCap Advisors, LLC | 13,292 | $100.0K | 0.01% | +13,292 | New |
| N.E.W. Advisory Services LLC | 13,674 | $102.8K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 13,812 | $103.9K | 0.06% | +815+6.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $104.0K | 0.01% | −1,691−10.9% | Reduced |
| Wedbush Securities Inc | 13,900 | $105.0K | 0.00% | +2,500+21.9% | Added |
| Avantax Advisory Services, Inc. | 13,983 | $105.2K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 13,174 | $106.1K | 0.00% | −861−6.1% | Reduced |
| Pasadena Private Wealth, LLC | 15,170 | $114.1K | 0.03% | −22,091−59.3% | Reduced |
| Jane Street Group, LLC | 15,231 | $114.5K | 0.00% | +729+5.0% | Added |
| Ameriprise Financial Inc | 15,916 | $119.7K | 0.00% | +15,916 | New |
| Envestnet Asset Management Inc | 17,459 | $131.3K | 0.00% | +2,737+18.6% | Added |
| Redhawk Wealth Advisors, Inc. | 17,663 | $132.8K | 0.02% | +17,663 | New |
| Kestra Advisory Services, LLC | 17,826 | $134.1K | 0.00% | +532+3.1% | Added |
| CSS LLC | 18,854 | $141.8K | 0.01% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 19,183 | $144.3K | 0.08% | +844+4.6% | Added |
| Thrivent Financial for Lutherans | 19,414 | $146.0K | 0.00% | +908+4.9% | Added |
| Grimes & Company, Inc. | 20,501 | $154.2K | 0.00% | +1,210+6.3% | Added |
| Pathstone Holdings, LLC | 21,012 | $158.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 21,519 | $161.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,011 | $165.5K | 0.00% | +14,984+213.2% | Added |
| Center For Asset Management LLC | 23,589 | $177.4K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 24,417 | $183.6K | 0.00% | −22,784−48.3% | Reduced |
| Chicago Partners Investment Group LLC | 26,023 | $189.4K | 0.01% | −545−2.1% | Reduced |
| Landscape Capital Management, L.L.C. | 25,741 | $193.6K | 0.02% | −43,040−62.6% | Reduced |
| Stifel Financial Corp | 26,187 | $196.9K | 0.00% | +874+3.5% | Added |
| Vantage Financial Partners, LLC | 29,874 | $224.7K | 0.06% | −984−3.2% | Reduced |
| UBS Group AG | 31,361 | $235.8K | 0.00% | −19,341−38.1% | Reduced |
| Nomura Holdings Inc | 31,852 | $239.5K | 0.00% | −33,690−51.4% | Reduced |
| Dynamic Advisor Solutions LLC | 32,200 | $242.1K | 0.01% | −925−2.8% | Reduced |
| Bank of America Corp | 34,169 | $256.9K | 0.00% | +16,344+91.7% | Added |
| The PNC Financial Services Group, Inc. | 34,305 | $258.0K | 0.00% | +15,730+84.7% | Added |
| Garden State Investment Advisory Services LLC | 34,930 | $263.5K | 0.10% | −19,738−36.1% | Reduced |
| XTX Topco Ltd | 35,980 | $270.6K | 0.04% | +35,980 | New |
| StoneX Group Inc. | 37,137 | $279.3K | 0.03% | +14,163+61.6% | Added |
| Raymond James Trust N.A. | 39,701 | $298.6K | 0.01% | −528−1.3% | Reduced |
| Capital CS Group, LLC | 42,008 | $315.9K | 0.32% | +859+2.1% | Added |
| Citadel Advisors LLC | 43,119 | $324.3K | 0.00% | +687+1.6% | Added |
| Prospera Financial Services Inc | 44,155 | $332.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46,903 | $352.7K | 0.00% | +3,046+6.9% | Added |
| SeaCrest Wealth Management, LLC | 46,928 | $352.9K | 0.04% | +12,901+37.9% | Added |
| Capital Wealth Alliance, LLC | 50,680 | $381.1K | 0.23% | +10,432+25.9% | Added |
| Private Advisor Group, LLC | 52,556 | $395.2K | 0.00% | +1,254+2.4% | Added |
| PFG Investments, LLC | 54,574 | $410.4K | 0.02% | +54,574 | New |
| Strategic Financial Concepts, LLC | 56,600 | $425.6K | 0.10% | +56,600 | New |
| Dakota Wealth Management | 81,285 | $611.3K | 0.02% | +81,285 | New |
| CWM, LLC | 82,587 | $621.0K | 0.00% | +82,307+29,395.4% | Added |
| Creative Financial Designs Inc | 88,628 | $666.5K | 0.06% | +2,760+3.2% | Added |
| Clarity Capital Partners LLC | 89,547 | $673.4K | 0.44% | +2,850+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 93,880 | $706.0K | 0.00% | −430−0.5% | Reduced |
| Qube Research & Technologies Ltd | 110,703 | $832.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 112,771 | $849.0K | 0.00% | +2,140+1.9% | Added |
| Millennium Management LLC | 126,947 | $954.6K | 0.00% | +57,272+82.2% | Added |
| Aptus Capital Advisors, LLC | 134,367 | $1.01M | 0.02% | +13,155+10.9% | Added |
| Wolverine Asset Management LLC | 157,508 | $1.18M | 0.02% | +11,432+7.8% | Added |
| Baird Financial Group, Inc. | 173,718 | $1.31M | 0.00% | +451+0.3% | Added |
| Commonwealth Equity Services, LLC | 175,745 | $1.32M | 0.00% | +4,580+2.7% | Added |
| Atria Wealth Solutions, Inc. | 226,399 | $1.70M | 0.02% | +8,993+4.1% | Added |
| Cetera Investment Advisers | 278,738 | $2.10M | 0.00% | +256,698+1,164.7% | Added |
| Morgan Stanley | 313,101 | $2.35M | 0.00% | +52,816+20.3% | Added |
| Raymond James & Associates | 319,292 | $2.40M | 0.00% | +137,006+75.2% | Added |
| Perennial Investment Advisors, LLC | 380,433 | $2.86M | 0.44% | +5,582+1.5% | Added |
| Cohen & Steers, Inc. | 394,000 | $2.96M | 0.01% | +204,000+107.4% | Added |
| Yakira Capital Management, Inc. | 435,110 | $3.27M | 1.14% | +253,626+139.8% | Added |
| Quarry LP | 457,188 | $3.44M | 1.41% | +125,083+37.7% | Added |
| Significant Wealth Partners LLC | 475,332 | $3.57M | 2.35% | −72,311−13.2% | Reduced |
| Cable Car Capital LLC | 660,001 | $4.96M | 6.96% | −1,826−0.3% | Reduced |
| Logan Stone Capital, LLC | 703,122 | $5.29M | 1.14% | +703,122 | New |
| LPL Financial LLC | 749,340 | $5.64M | 0.00% | +60,654+8.8% | Added |
| Centaurus Financial, Inc. | 1,183,428 | $8.90M | 0.62% | −45,763−3.7% | Reduced |