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.
Q3 2024 vs. Q2 2024
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 117 | 117 | 0 |
| Shares | 33.0M | 27.9M | −5.06M (−15.3%) |
| Value | $250.1M | $214.2M | −$35.8M (−14.3%) |
New holders (15)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Doliver Advisors, LP | 287,300 | $2.21M | 0.61% |
| Benjamin Edwards Inc | 178,053 | $1.37M | 0.02% |
| J.W. Cole Advisors, Inc. | 78,176 | $600.4K | 0.03% |
| Encompass More Asset Management | 72,292 | $555.2K | 0.21% |
| Mercer Global Advisors Inc | 27,022 | $207.3K | 0.00% |
| Sanctuary Advisors, LLC | 18,810 | $165.3K | 0.00% |
| Sequoia Financial Advisors, LLC | 21,400 | $164.4K | 0.00% |
| Prairie Sky Financial Group LLC | 15,605 | $119.8K | 0.07% |
| Oppenheimer & Co Inc | 13,970 | $107.3K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 13,297 | $102.1K | 0.00% |
| TownSquare Capital, LLC | 10,769 | $82.7K | 0.00% |
| Buska Wealth Management, LLC | 10,241 | $78.7K | 0.03% |
| Coppell Advisory Solutions LLC | 5,395 | $41.2K | 0.01% |
| Danske Bank A/S | 2 | $15 | 0.00% |
| International Assets Investment Management, LLC | 27,264 | – | – |
Sold out (15)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Sit Investment Associates Inc | 3,493,571 | $26.9M |
| Sea Otter Advisors LLC | 500,000 | $3.85M |
| Capital Wealth Alliance, LLC | 56,987 | $438.8K |
| BCR Wealth Strategies, LLC | 52,309 | $402.0K |
| Center For Asset Management LLC | 23,589 | $181.6K |
| Kestra Advisory Services, LLC | 15,294 | $117.8K |
| Outlook Wealth Advisors, LLC | 10,781 | $117.4K |
| National Asset Management, Inc. | 14,676 | $113.0K |
| N.E.W. Advisory Services LLC | 13,674 | $105.3K |
| Landscape Capital Management, L.L.C. | 13,401 | $103.2K |
| HighTower Advisors, LLC | 11,829 | $91.0K |
| Voisard Asset Management Group, Inc. | 9,334 | $71.9K |
| First Command Advisory Services, Inc. | 1,260 | $9.70K |
| Cypress Capital, LLC | 760 | $5.85K |
| Abich Financial Wealth Management LLC | 233 | $1.79K |