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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, Q3 2024

Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Sep 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
0 vs. Q2 2024
Shares held
27.9M
−5.06M (−15.3%) vs. Q2 2024
Total value
$214.2M
−$35.8M (−14.3%) vs. Q2 2024
New holders
15
47 more added
Sold out
15
24 more reduced

Compare with Q2 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.

Institutional holdersQ3 2024: 117 institutions
Q1 2021: 51 institutionsQ2 2021: 53 institutionsQ3 2021: 46 institutionsQ4 2021: 56 institutionsQ1 2022: 66 institutionsQ2 2022: 85 institutionsQ3 2022: 78 institutionsQ4 2022: 90 institutionsQ1 2023: 90 institutionsQ2 2023: 92 institutionsQ3 2023: 92 institutionsQ4 2023: 110 institutionsQ1 2024: 108 institutionsQ2 2024: 117 institutionsQ3 2024: 117 institutionsQ4 2024: 128 institutionsQ1 2025: 121 institutionsQ2 2025: 121 institutionsQ3 2025: 126 institutionsQ4 2025: 127 institutionsQ1 2026: 138 institutionsQ2 2026: 146 institutions
Value heldQ3 2024: $214.2M
Q1 2021: $35.8MQ2 2021: $167.1MQ3 2021: $103.5MQ4 2021: $62.9MQ1 2022: $68.6MQ2 2022: $368.0MQ3 2022: $353.0MQ4 2022: $340.6MQ1 2023: $284.4MQ2 2023: $302.0MQ3 2023: $253.9MQ4 2023: $258.2MQ1 2024: $259.0MQ2 2024: $250.1MQ3 2024: $214.2MQ4 2024: $211.9MQ1 2025: $197.1MQ2 2025: $326.4MQ3 2025: $314.0MQ4 2025: $245.0MQ1 2026: $310.0MQ2 2026: $339.9M
Institutions holding CLM and their total value by quarter
QuarterHoldersValue
Q2 2026146$339.9M
Q1 2026138$310.0M
Q4 2025127$245.0M
Q3 2025126$314.0M
Q2 2025121$326.4M
Q1 2025121$197.1M
Q4 2024128$211.9M
Q3 2024117$214.2M
Q2 2024117$250.1M
Q1 2024108$259.0M
Q4 2023110$258.2M
Q3 202392$253.9M
Q2 202392$302.0M
Q1 202390$284.4M
Q4 202290$340.6M
Q3 202278$353.0M
Q2 202285$368.0M
Q1 202266$68.6M
Q4 202156$62.9M
Q3 202146$103.5M
Q2 202153$167.1M
Q1 202151$35.8M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q2 2024.

Institutions holding CLM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Alpine Global Management, LLC5,907,907$45.4M10.98%−1880.0%Reduced
Boothbay Fund Management, LLC5,906,333$45.4M1.43%+4,818+0.1%Added
Advisor Group Holdings, Inc.2,210,083$17.0M0.04%+172,561+8.5%Added
Karpus Management, Inc.1,935,104$14.9M0.41%−25,051−1.3%Reduced
Absolute Investment Advisers LLC1,267,554$9.73M1.33%+11,123+0.9%Added
LPL Financial LLC952,399$7.31M0.00%+231,327+32.1%Added
Thomas J. Herzfeld Advisors, Inc.756,291$5.81M1.93%−367,044−32.7%Reduced
Cable Car Capital LLC659,889$5.07M5.46%−690.0%Reduced
TrueMark Investments, LLC609,632$4.68M1.50%+25,227+4.3%Added
Rivernorth Capital Management, LLC597,293$4.59M0.22%−1,407,864−70.2%Reduced
Cohen & Steers, Inc.547,198$4.20M0.01%+18,198+3.4%Added
Quarry LP474,958$3.65M1.12%+4,712+1.0%Added
Perennial Investment Advisors, LLC410,543$3.15M0.41%+16,522+4.2%Added
Yakira Capital Management, Inc.407,320$3.13M1.21%+19,103+4.9%Added
Morgan Stanley387,805$2.98M0.00%+40,489+11.7%Added
Cambridge Investment Research Advisors, Inc.291,047$2.23M0.01%+146,343+101.1%Added
Doliver Advisors, LP287,300$2.21M0.61%+287,300New
Cetera Investment Advisers281,803$2.16M0.00%−175,372−38.4%Reduced
Raymond James & Associates255,736$1.96M0.00%−60,508−19.1%Reduced
Centaurus Financial, Inc.230,148$1.77M0.11%−143,881−38.5%Reduced
Atria Wealth Solutions, Inc.209,258$1.61M0.02%−20,591−9.0%Reduced
Aptus Capital Advisors, LLC195,808$1.50M0.02%+60,187+44.4%Added
Commonwealth Equity Services, LLC186,423$1.43M0.00%+2,598+1.4%Added
Baird Financial Group, Inc.180,540$1.39M0.00%+6,822+3.9%Added
Benjamin Edwards Inc178,053$1.37M0.02%+178,053New
Thrivent Financial for Lutherans157,255$1.21M0.00%+137,988+716.2%Added
Marex Group plc148,440$1.14M0.03%+123,230+488.8%Added
Susquehanna International Group, LLP113,650$872.8K0.00%+81,246+250.7%Added
Bank of America Corp93,638$719.1K0.00%+77,435+477.9%Added
Dakota Wealth Management88,803$682.0K0.02%+5,026+6.0%Added
Creative Financial Designs Inc88,736$681.5K0.06%−1,423−1.6%Reduced
J.W. Cole Advisors, Inc.78,176$600.4K0.03%+78,176New
Strategic Financial Concepts, LLC72,500$556.8K0.18%−436,890−85.8%Reduced
Encompass More Asset Management72,292$555.2K0.21%+72,292New
StoneX Group Inc.60,404$463.9K0.03%+5,395+9.8%Added
Garden State Investment Advisory Services LLC60,341$463.5K0.15%+6,053+11.1%Added
Private Advisor Group, LLC56,996$437.7K0.00%+4,395+8.4%Added
PFG Investments, LLC53,978$414.6K0.03%−1,585−2.9%Reduced
SeaCrest Wealth Management, LLC53,950$414.3K0.04%+6,687+14.1%Added
Steward Partners Investment Advisory, LLC49,126$377.3K0.00%+950+2.0%Added
Citadel Advisors LLC48,386$371.6K0.00%−2,580−5.1%Reduced
Prospera Financial Services Inc46,955$360.6K0.01%00.0%Unchanged
Clarity Capital Partners LLC46,790$359.3K0.21%−34,915−42.7%Reduced
Creative Planning46,441$356.7K0.00%−61,989−57.2%Reduced
Raymond James Trust N.A.43,303$332.6K0.01%00.0%Unchanged
Jane Street Group, LLC43,292$332.5K0.00%+32,567+303.7%Added
Grimes & Company, Inc.42,490$326.3K0.01%+21,094+98.6%Added
Two Sigma Securities, LLC41,712$320.3K0.03%+28,187+208.4%Added
Capital CS Group, LLC41,611$319.6K0.39%+935+2.3%Added
Virtu Financial LLC35,666$274.0K0.02%−27,036−43.1%Reduced
Dynamic Advisor Solutions LLC35,663$273.9K0.01%+7,310+25.8%Added
The PNC Financial Services Group, Inc.35,505$272.7K0.00%00.0%Unchanged
Nomura Holdings Inc34,979$268.6K0.00%−16,260−31.7%Reduced
Evernest Financial Advisors, LLC34,251$263.0K0.07%+20,167+143.2%Added
Millennium Management LLC34,210$262.7K0.00%−22,806−40.0%Reduced
Chicago Partners Investment Group LLC31,007$246.5K0.01%+5,064+19.5%Added
CoreCap Advisors, LLC29,282$224.9K0.01%+1,585+5.7%Added
Stifel Financial Corp28,110$215.9K0.00%+648+2.4%Added
Mercer Global Advisors Inc27,022$207.3K0.00%+27,022New
Envestnet Asset Management Inc26,139$200.8K0.00%+5,788+28.4%Added
CWM, LLC26,084$200.0K0.00%−59,475−69.5%Reduced
Vantage Financial Partners, LLC24,735$190.0K0.05%−5,399−17.9%Reduced
Redhawk Wealth Advisors, Inc.22,200$170.5K0.02%00.0%Unchanged
Sanctuary Advisors, LLC18,810$165.3K0.00%+18,810New
Charles Schwab Trust Co21,519$165.3K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC21,400$164.4K0.00%+21,400New
Wedbush Securities Inc21,050$162.0K0.01%+150+0.7%Added
Pathstone Holdings, LLC21,012$161.4K0.00%00.0%Unchanged
HF Advisory Group, LLC20,450$157.1K0.07%+643+3.2%Added
UBS Group AG19,908$152.9K0.00%+649+3.4%Added
GWM Advisors LLC19,670$151.1K0.00%−2,559−11.5%Reduced
CSS LLC18,854$144.8K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co18,579$142.7K0.00%00.0%Unchanged
Ameriprise Financial Inc15,916$122.2K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC15,767$121.1K0.00%+1,140+7.8%Added
Prairie Sky Financial Group LLC15,605$119.8K0.07%+15,605New
Royal Bank of Canada15,195$117.0K0.00%−94,050−86.1%Reduced
Pasadena Private Wealth, LLC15,170$116.5K0.02%00.0%Unchanged
Firethorn Wealth Partners, LLC15,036$115.5K0.06%+621+4.3%Added
NBC Securities, Inc.14,850$114.0K0.01%00.0%Unchanged
Oppenheimer & Co Inc13,970$107.3K0.00%+13,970New
Sheaff Brock Investment Advisors, LLC13,830$106.2K0.01%00.0%Unchanged
Soltis Investment Advisors LLC13,300$102.1K0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC13,297$102.1K0.00%+13,297New
Householder Group Estate & Retirement Specialist, LLC13,347$102.0K0.03%+8,757+190.8%Added
BlueChip Wealth Advisors LLC13,088$100.5K0.05%00.0%Unchanged
Harbor Investment Advisory, LLC11,204$86.0K0.01%00.0%Unchanged
TownSquare Capital, LLC10,769$82.7K0.00%+10,769New
RSM US Wealth Management LLC10,362$79.5K0.00%−5,814−35.9%Reduced
Buska Wealth Management, LLC10,241$78.7K0.03%+10,241New
Marshall Financial Group LLC10,000$76.8K0.02%00.0%Unchanged
Tradition Wealth Management, LLC10,000$76.8K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC6,810$52.3K0.01%00.0%Unchanged
Larson Financial Group LLC6,767$52.0K0.00%+2,296+51.4%Added
Coppell Advisory Solutions LLC5,395$41.2K0.01%+5,395New
Sound Income Strategies, LLC4,864$37.4K0.00%00.0%Unchanged
Planning Capital Management Corp3,481$26.7K0.02%+3,352+2,598.4%Added
Proequities, Inc.2,500$19.2K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC2,100$16.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,410$10.8K0.00%+441+45.5%Added