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.
Q2 2024 vs. Q1 2024
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 108 | 3 | 117 | +12 |
| Shares | 34.4M | 18.5K | 33.0M | −1.45M (−4.2%) |
| Value | $259.0M | $139.7K | $250.1M | −$8.85M (−3.4%) |
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| TrueMark Investments, LLC | 584,405 | $4.50M | 1.54% |
| Sea Otter Advisors LLC | 500,000 | $3.85M | 32.26% |
| Virtu Financial LLC | 62,702 | $483.0K | 0.03% |
| BCR Wealth Strategies, LLC | 52,309 | $402.0K | 0.26% |
| Susquehanna International Group, LLP | 32,404 | $249.5K | 0.00% |
| Marex Group plc | 25,210 | $194.1K | 0.01% |
| Northwestern Mutual Wealth Management Co | 18,579 | $143.1K | 0.00% |
| RSM US Wealth Management LLC | 16,176 | $124.6K | 0.00% |
| Kestra Private Wealth Services, LLC | 14,627 | $112.6K | 0.00% |
| Two Sigma Securities, LLC | 13,525 | $104.1K | 0.00% |
| Soltis Investment Advisors LLC | 13,300 | $102.4K | 0.01% |
| BlueChip Wealth Advisors LLC | 13,088 | $100.8K | 0.06% |
| HighTower Advisors, LLC | 11,829 | $91.0K | 0.00% |
| Voisard Asset Management Group, Inc. | 9,334 | $71.9K | 0.04% |
| CIBC Private Wealth Group, LLC | 2,100 | $16.3K | 0.00% |
| First Command Advisory Services, Inc. | 1,260 | $9.70K | 0.00% |
| Cypress Capital, LLC | 760 | $5.85K | 0.00% |
| BOK Financial Private Wealth, Inc. | 500 | $3.85K | 0.00% |
| Abich Financial Wealth Management LLC | 233 | $1.79K | 0.00% |
Sold out (7)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Logan Stone Capital, LLC | 703,122 | $5.29M |
| Significant Wealth Partners LLC | 475,332 | $3.57M |
| Wolverine Asset Management LLC | 157,508 | $1.18M |
| Qube Research & Technologies Ltd | 110,703 | $832.5K |
| XTX Topco Ltd | 35,980 | $270.6K |
| Avantax Advisory Services, Inc. | 13,983 | $105.2K |
| Plante Moran Financial Advisors, LLC | 8,782 | $66.0K |
Not filed for Q2 2024 yet (3)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Imprint Wealth LLC | 11,520 | $87.0K |
| Retirement Group, LLC | 4,767 | $35.8K |
| Highlander Capital Management, LLC | 2,250 | $16.9K |