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, Q2 2024
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Jun 30, 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
- 117
- +12 vs. Q1 2024
- Shares held
- 33.0M
- −1.45M (−4.2%) vs. Q1 2024
- Total value
- $250.1M
- −$8.85M (−3.4%) vs. Q1 2024
- New holders
- 19
- 51 more added
- Sold out
- 7
- 24 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 5,908,095 | $45.5M | 7.91% | +508,576+9.4% | Added |
| Boothbay Fund Management, LLC | 5,901,515 | $45.4M | 1.47% | +526,348+9.8% | Added |
| Sit Investment Associates Inc | 3,493,571 | $26.9M | 0.62% | −2,023,634−36.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,037,522 | $15.7M | 0.04% | −34,448−1.7% | Reduced |
| Rivernorth Capital Management, LLC | 2,005,157 | $15.4M | 0.73% | −314,964−13.6% | Reduced |
| Karpus Management, Inc. | 1,960,155 | $15.1M | 0.42% | +15,943+0.8% | Added |
| Absolute Investment Advisers LLC | 1,256,431 | $9.67M | 1.43% | +37,238+3.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,123,335 | $8.65M | 3.03% | −110,902−9.0% | Reduced |
| LPL Financial LLC | 721,072 | $5.55M | 0.00% | −28,268−3.8% | Reduced |
| Cable Car Capital LLC | 659,958 | $5.08M | 5.36% | −430.0% | Reduced |
| TrueMark Investments, LLC | 584,405 | $4.50M | 1.54% | +584,405 | New |
| Cohen & Steers, Inc. | 529,000 | $4.07M | 0.01% | +135,000+34.3% | Added |
| Sea Otter Advisors LLC | 500,000 | $3.85M | 32.26% | +500,000 | New |
| Quarry LP | 470,246 | $3.62M | 1.51% | +13,058+2.9% | Added |
| Cetera Investment Advisers | 457,175 | $3.52M | 0.01% | +178,437+64.0% | Added |
| Perennial Investment Advisors, LLC | 394,021 | $3.03M | 0.43% | +13,588+3.6% | Added |
| Yakira Capital Management, Inc. | 388,217 | $2.99M | 1.18% | −46,893−10.8% | Reduced |
| Centaurus Financial, Inc. | 374,029 | $2.88M | 0.19% | −809,399−68.4% | Reduced |
| Morgan Stanley | 347,316 | $2.67M | 0.00% | +34,215+10.9% | Added |
| Raymond James & Associates | 316,244 | $2.44M | 0.00% | −3,048−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 229,849 | $1.77M | 0.02% | +3,450+1.5% | Added |
| Commonwealth Equity Services, LLC | 183,825 | $1.42M | 0.00% | +8,080+4.6% | Added |
| Baird Financial Group, Inc. | 173,718 | $1.34M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 144,704 | $1.11M | 0.00% | +50,824+54.1% | Added |
| Aptus Capital Advisors, LLC | 135,621 | $1.04M | 0.02% | +1,254+0.9% | Added |
| Royal Bank of Canada | 109,245 | $842.0K | 0.00% | −3,526−3.1% | Reduced |
| Creative Planning | 108,430 | $834.9K | 0.00% | +84,013+344.1% | Added |
| Creative Financial Designs Inc | 90,159 | $694.2K | 0.06% | +1,531+1.7% | Added |
| CWM, LLC | 85,559 | $659.0K | 0.00% | +2,972+3.6% | Added |
| Dakota Wealth Management | 83,777 | $645.1K | 0.02% | +2,492+3.1% | Added |
| Clarity Capital Partners LLC | 81,705 | $629.1K | 0.39% | −7,842−8.8% | Reduced |
| Virtu Financial LLC | 62,702 | $483.0K | 0.03% | +62,702 | New |
| Millennium Management LLC | 57,016 | $439.0K | 0.00% | −69,931−55.1% | Reduced |
| Capital Wealth Alliance, LLC | 56,987 | $438.8K | 0.25% | +6,307+12.4% | Added |
| PFG Investments, LLC | 55,563 | $427.8K | 0.03% | +989+1.8% | Added |
| StoneX Group Inc. | 55,009 | $423.6K | 0.03% | +17,872+48.1% | Added |
| Garden State Investment Advisory Services LLC | 54,288 | $418.1K | 0.14% | +19,358+55.4% | Added |
| Private Advisor Group, LLC | 52,601 | $405.0K | 0.00% | +45+0.1% | Added |
| BCR Wealth Strategies, LLC | 52,309 | $402.0K | 0.26% | +52,309 | New |
| Nomura Holdings Inc | 51,239 | $394.5K | 0.00% | +19,387+60.9% | Added |
| Citadel Advisors LLC | 50,966 | $392.4K | 0.00% | +7,847+18.2% | Added |
| Steward Partners Investment Advisory, LLC | 48,176 | $371.0K | 0.00% | +1,273+2.7% | Added |
| SeaCrest Wealth Management, LLC | 47,263 | $363.9K | 0.04% | +335+0.7% | Added |
| Prospera Financial Services Inc | 46,955 | $361.6K | 0.01% | +2,800+6.3% | Added |
| Raymond James Trust N.A. | 43,303 | $333.4K | 0.01% | +3,602+9.1% | Added |
| Capital CS Group, LLC | 40,676 | $313.2K | 0.36% | −1,332−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 35,505 | $273.4K | 0.00% | +1,200+3.5% | Added |
| Susquehanna International Group, LLP | 32,404 | $249.5K | 0.00% | +32,404 | New |
| Vantage Financial Partners, LLC | 30,134 | $232.0K | 0.06% | +260+0.9% | Added |
| Dynamic Advisor Solutions LLC | 28,353 | $218.3K | 0.01% | −3,847−11.9% | Reduced |
| CoreCap Advisors, LLC | 27,697 | $213.3K | 0.02% | +14,405+108.4% | Added |
| Stifel Financial Corp | 27,462 | $211.5K | 0.00% | +1,275+4.9% | Added |
| Chicago Partners Investment Group LLC | 25,943 | $198.7K | 0.01% | −80−0.3% | Reduced |
| Marex Group plc | 25,210 | $194.1K | 0.01% | +25,210 | New |
| Center For Asset Management LLC | 23,589 | $181.6K | 0.12% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,229 | $171.2K | 0.00% | +218+1.0% | Added |
| Redhawk Wealth Advisors, Inc. | 22,200 | $170.9K | 0.03% | +4,537+25.7% | Added |
| Charles Schwab Trust Co | 21,519 | $165.7K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 21,396 | $164.7K | 0.00% | +895+4.4% | Added |
| Pathstone Holdings, LLC | 21,012 | $161.8K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,900 | $161.0K | 0.01% | +7,000+50.4% | Added |
| Envestnet Asset Management Inc | 20,351 | $156.7K | 0.00% | +2,892+16.6% | Added |
| HF Advisory Group, LLC | 19,807 | $152.5K | 0.08% | +624+3.3% | Added |
| UBS Group AG | 19,259 | $148.3K | 0.00% | −12,102−38.6% | Reduced |
| Thrivent Financial for Lutherans | 19,267 | $148.0K | 0.00% | −147−0.8% | Reduced |
| CSS LLC | 18,854 | $145.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,579 | $143.1K | 0.00% | +18,579 | New |
| Bank of America Corp | 16,203 | $124.8K | 0.00% | −17,966−52.6% | Reduced |
| RSM US Wealth Management LLC | 16,176 | $124.6K | 0.00% | +16,176 | New |
| Ameriprise Financial Inc | 15,916 | $122.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,294 | $117.8K | 0.00% | −2,532−14.2% | Reduced |
| Outlook Wealth Advisors, LLC | 10,781 | $117.4K | 0.06% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 15,170 | $116.8K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14,850 | $114.0K | 0.01% | +4,300+40.8% | Added |
| National Asset Management, Inc. | 14,676 | $113.0K | 0.00% | +1,502+11.4% | Added |
| Kestra Private Wealth Services, LLC | 14,627 | $112.6K | 0.00% | +14,627 | New |
| Firethorn Wealth Partners, LLC | 14,415 | $111.0K | 0.06% | +603+4.4% | Added |
| Evernest Financial Advisors, LLC | 14,084 | $108.4K | 0.05% | +640+4.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $106.5K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13,674 | $105.3K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,525 | $104.1K | 0.00% | +13,525 | New |
| Landscape Capital Management, L.L.C. | 13,401 | $103.2K | 0.01% | −12,340−47.9% | Reduced |
| Soltis Investment Advisors LLC | 13,300 | $102.4K | 0.01% | +13,300 | New |
| BlueChip Wealth Advisors LLC | 13,088 | $100.8K | 0.06% | +13,088 | New |
| HighTower Advisors, LLC | 11,829 | $91.0K | 0.00% | +11,829 | New |
| Harbor Investment Advisory, LLC | 11,204 | $86.3K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,725 | $82.6K | 0.00% | −4,506−29.6% | Reduced |
| Marshall Financial Group LLC | 10,000 | $77.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 10,000 | $77.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 9,334 | $71.9K | 0.04% | +9,334 | New |
| GPS Wealth Strategies Group, LLC | 6,810 | $52.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,864 | $37.5K | 0.00% | +3,539+267.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,590 | $35.0K | 0.01% | +1,550+51.0% | Added |
| Larson Financial Group LLC | 4,471 | $34.4K | 0.00% | +187+4.4% | Added |
| Proequities, Inc. | 2,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,100 | $16.3K | 0.00% | +2,100 | New |
| First Command Advisory Services, Inc. | 1,260 | $9.70K | 0.00% | +1,260 | New |
| Sunbelt Securities, Inc. | 1,078 | $8.30K | 0.00% | +49+4.8% | Added |
| Bokf, NA | 1,056 | $8.13K | 0.00% | +51+5.1% | Added |
| Godsey & Gibb Associates | 1,000 | $7.70K | 0.00% | −873−46.6% | Reduced |