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 |
|---|---|---|---|---|---|
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3 | $20 | 0.00% | +1+50.0% | Added |
| US Bancorp | 5 | $39 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $84 | 0.00% | +1+10.0% | Added |
| Harbour Investments, Inc. | 38 | $293 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $424 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 129 | $996 | 0.00% | −2,380−94.9% | Reduced |
| Global Retirement Partners, LLC | 200 | $1.54K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 233 | $1.79K | 0.00% | +233 | New |
| Adirondack Trust Co | 380 | $2.93K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 500 | $3.85K | 0.00% | +500 | New |
| Allworth Financial LP | 617 | $4.76K | 0.00% | −378−38.0% | Reduced |
| Principal Securities, Inc. | 700 | $5.39K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 760 | $5.85K | 0.00% | +760 | New |
| Tower Research Capital LLC (TRC) | 969 | $7.46K | 0.00% | +107+12.4% | Added |
| Godsey & Gibb Associates | 1,000 | $7.70K | 0.00% | −873−46.6% | Reduced |
| Bokf, NA | 1,056 | $8.13K | 0.00% | +51+5.1% | Added |
| Sunbelt Securities, Inc. | 1,078 | $8.30K | 0.00% | +49+4.8% | Added |
| First Command Advisory Services, Inc. | 1,260 | $9.70K | 0.00% | +1,260 | New |
| CIBC Private Wealth Group, LLC | 2,100 | $16.3K | 0.00% | +2,100 | New |
| Proequities, Inc. | 2,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,471 | $34.4K | 0.00% | +187+4.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,590 | $35.0K | 0.01% | +1,550+51.0% | Added |
| Sound Income Strategies, LLC | 4,864 | $37.5K | 0.00% | +3,539+267.1% | Added |
| GPS Wealth Strategies Group, LLC | 6,810 | $52.4K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 9,334 | $71.9K | 0.04% | +9,334 | New |
| 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 |
| Jane Street Group, LLC | 10,725 | $82.6K | 0.00% | −4,506−29.6% | Reduced |
| Harbor Investment Advisory, LLC | 11,204 | $86.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,829 | $91.0K | 0.00% | +11,829 | New |
| BlueChip Wealth Advisors LLC | 13,088 | $100.8K | 0.06% | +13,088 | New |
| Soltis Investment Advisors LLC | 13,300 | $102.4K | 0.01% | +13,300 | New |
| Landscape Capital Management, L.L.C. | 13,401 | $103.2K | 0.01% | −12,340−47.9% | Reduced |
| Two Sigma Securities, LLC | 13,525 | $104.1K | 0.00% | +13,525 | New |
| N.E.W. Advisory Services LLC | 13,674 | $105.3K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $106.5K | 0.01% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 14,084 | $108.4K | 0.05% | +640+4.8% | Added |
| Firethorn Wealth Partners, LLC | 14,415 | $111.0K | 0.06% | +603+4.4% | Added |
| Kestra Private Wealth Services, LLC | 14,627 | $112.6K | 0.00% | +14,627 | New |
| National Asset Management, Inc. | 14,676 | $113.0K | 0.00% | +1,502+11.4% | Added |
| NBC Securities, Inc. | 14,850 | $114.0K | 0.01% | +4,300+40.8% | Added |
| Pasadena Private Wealth, LLC | 15,170 | $116.8K | 0.03% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 10,781 | $117.4K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,294 | $117.8K | 0.00% | −2,532−14.2% | Reduced |
| Ameriprise Financial Inc | 15,916 | $122.6K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,176 | $124.6K | 0.00% | +16,176 | New |
| Bank of America Corp | 16,203 | $124.8K | 0.00% | −17,966−52.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,579 | $143.1K | 0.00% | +18,579 | New |
| CSS LLC | 18,854 | $145.2K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 19,267 | $148.0K | 0.00% | −147−0.8% | Reduced |
| UBS Group AG | 19,259 | $148.3K | 0.00% | −12,102−38.6% | Reduced |
| HF Advisory Group, LLC | 19,807 | $152.5K | 0.08% | +624+3.3% | Added |
| Envestnet Asset Management Inc | 20,351 | $156.7K | 0.00% | +2,892+16.6% | Added |
| Wedbush Securities Inc | 20,900 | $161.0K | 0.01% | +7,000+50.4% | Added |
| Pathstone Holdings, LLC | 21,012 | $161.8K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 21,396 | $164.7K | 0.00% | +895+4.4% | Added |
| Charles Schwab Trust Co | 21,519 | $165.7K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 22,200 | $170.9K | 0.03% | +4,537+25.7% | Added |
| GWM Advisors LLC | 22,229 | $171.2K | 0.00% | +218+1.0% | Added |
| Center For Asset Management LLC | 23,589 | $181.6K | 0.12% | 00.0% | Unchanged |
| Marex Group plc | 25,210 | $194.1K | 0.01% | +25,210 | New |
| Chicago Partners Investment Group LLC | 25,943 | $198.7K | 0.01% | −80−0.3% | Reduced |
| Stifel Financial Corp | 27,462 | $211.5K | 0.00% | +1,275+4.9% | Added |
| CoreCap Advisors, LLC | 27,697 | $213.3K | 0.02% | +14,405+108.4% | Added |
| Dynamic Advisor Solutions LLC | 28,353 | $218.3K | 0.01% | −3,847−11.9% | Reduced |
| Vantage Financial Partners, LLC | 30,134 | $232.0K | 0.06% | +260+0.9% | Added |
| Susquehanna International Group, LLP | 32,404 | $249.5K | 0.00% | +32,404 | New |
| The PNC Financial Services Group, Inc. | 35,505 | $273.4K | 0.00% | +1,200+3.5% | Added |
| Capital CS Group, LLC | 40,676 | $313.2K | 0.36% | −1,332−3.2% | Reduced |
| Raymond James Trust N.A. | 43,303 | $333.4K | 0.01% | +3,602+9.1% | Added |
| Prospera Financial Services Inc | 46,955 | $361.6K | 0.01% | +2,800+6.3% | Added |
| SeaCrest Wealth Management, LLC | 47,263 | $363.9K | 0.04% | +335+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 48,176 | $371.0K | 0.00% | +1,273+2.7% | Added |
| Citadel Advisors LLC | 50,966 | $392.4K | 0.00% | +7,847+18.2% | Added |
| Nomura Holdings Inc | 51,239 | $394.5K | 0.00% | +19,387+60.9% | Added |
| BCR Wealth Strategies, LLC | 52,309 | $402.0K | 0.26% | +52,309 | New |
| Private Advisor Group, LLC | 52,601 | $405.0K | 0.00% | +45+0.1% | Added |
| Garden State Investment Advisory Services LLC | 54,288 | $418.1K | 0.14% | +19,358+55.4% | Added |
| StoneX Group Inc. | 55,009 | $423.6K | 0.03% | +17,872+48.1% | Added |
| PFG Investments, LLC | 55,563 | $427.8K | 0.03% | +989+1.8% | Added |
| Capital Wealth Alliance, LLC | 56,987 | $438.8K | 0.25% | +6,307+12.4% | Added |
| Millennium Management LLC | 57,016 | $439.0K | 0.00% | −69,931−55.1% | Reduced |
| Virtu Financial LLC | 62,702 | $483.0K | 0.03% | +62,702 | New |
| Clarity Capital Partners LLC | 81,705 | $629.1K | 0.39% | −7,842−8.8% | Reduced |
| Dakota Wealth Management | 83,777 | $645.1K | 0.02% | +2,492+3.1% | Added |
| CWM, LLC | 85,559 | $659.0K | 0.00% | +2,972+3.6% | Added |
| Creative Financial Designs Inc | 90,159 | $694.2K | 0.06% | +1,531+1.7% | Added |
| Creative Planning | 108,430 | $834.9K | 0.00% | +84,013+344.1% | Added |
| Royal Bank of Canada | 109,245 | $842.0K | 0.00% | −3,526−3.1% | Reduced |
| Aptus Capital Advisors, LLC | 135,621 | $1.04M | 0.02% | +1,254+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 144,704 | $1.11M | 0.00% | +50,824+54.1% | Added |
| Baird Financial Group, Inc. | 173,718 | $1.34M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 183,825 | $1.42M | 0.00% | +8,080+4.6% | Added |
| Atria Wealth Solutions, Inc. | 229,849 | $1.77M | 0.02% | +3,450+1.5% | Added |
| Raymond James & Associates | 316,244 | $2.44M | 0.00% | −3,048−1.0% | Reduced |
| Morgan Stanley | 347,316 | $2.67M | 0.00% | +34,215+10.9% | Added |
| Centaurus Financial, Inc. | 374,029 | $2.88M | 0.19% | −809,399−68.4% | Reduced |
| Yakira Capital Management, Inc. | 388,217 | $2.99M | 1.18% | −46,893−10.8% | Reduced |