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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $15 | 0.00% | +2 | New |
| US Bancorp | 5 | $38 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $87 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 29 | $225 | 0.00% | +26+866.7% | Added |
| Harbour Investments, Inc. | 38 | $292 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 45 | $346 | 0.00% | +44+4,400.0% | Added |
| Parallel Advisors, LLC | 55 | $422 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 200 | $1.54K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 380 | $2.92K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 500 | $3.84K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 627 | $4.82K | 0.00% | +10+1.6% | Added |
| Principal Securities, Inc. | 700 | $5.38K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,005 | $7.76K | 0.00% | −51−4.8% | Reduced |
| Sunbelt Securities, Inc. | 1,129 | $8.67K | 0.00% | +51+4.7% | Added |
| Tower Research Capital LLC (TRC) | 1,410 | $10.8K | 0.00% | +441+45.5% | Added |
| CIBC Private Wealth Group, LLC | 2,100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,500 | $19.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 3,481 | $26.7K | 0.02% | +3,352+2,598.4% | Added |
| Sound Income Strategies, LLC | 4,864 | $37.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5,395 | $41.2K | 0.01% | +5,395 | New |
| Larson Financial Group LLC | 6,767 | $52.0K | 0.00% | +2,296+51.4% | Added |
| GPS Wealth Strategies Group, LLC | 6,810 | $52.3K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,000 | $76.8K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 10,000 | $76.8K | 0.01% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 10,241 | $78.7K | 0.03% | +10,241 | New |
| RSM US Wealth Management LLC | 10,362 | $79.5K | 0.00% | −5,814−35.9% | Reduced |
| TownSquare Capital, LLC | 10,769 | $82.7K | 0.00% | +10,769 | New |
| Harbor Investment Advisory, LLC | 11,204 | $86.0K | 0.01% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 13,088 | $100.5K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 13,347 | $102.0K | 0.03% | +8,757+190.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,297 | $102.1K | 0.00% | +13,297 | New |
| Soltis Investment Advisors LLC | 13,300 | $102.1K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $106.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,970 | $107.3K | 0.00% | +13,970 | New |
| NBC Securities, Inc. | 14,850 | $114.0K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 15,036 | $115.5K | 0.06% | +621+4.3% | Added |
| Pasadena Private Wealth, LLC | 15,170 | $116.5K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,195 | $117.0K | 0.00% | −94,050−86.1% | Reduced |
| Prairie Sky Financial Group LLC | 15,605 | $119.8K | 0.07% | +15,605 | New |
| Kestra Private Wealth Services, LLC | 15,767 | $121.1K | 0.00% | +1,140+7.8% | Added |
| Ameriprise Financial Inc | 15,916 | $122.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,579 | $142.7K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 18,854 | $144.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,670 | $151.1K | 0.00% | −2,559−11.5% | Reduced |
| UBS Group AG | 19,908 | $152.9K | 0.00% | +649+3.4% | Added |
| HF Advisory Group, LLC | 20,450 | $157.1K | 0.07% | +643+3.2% | Added |
| Pathstone Holdings, LLC | 21,012 | $161.4K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,050 | $162.0K | 0.01% | +150+0.7% | Added |
| Sequoia Financial Advisors, LLC | 21,400 | $164.4K | 0.00% | +21,400 | New |
| Charles Schwab Trust Co | 21,519 | $165.3K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,810 | $165.3K | 0.00% | +18,810 | New |
| Redhawk Wealth Advisors, Inc. | 22,200 | $170.5K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 24,735 | $190.0K | 0.05% | −5,399−17.9% | Reduced |
| CWM, LLC | 26,084 | $200.0K | 0.00% | −59,475−69.5% | Reduced |
| Envestnet Asset Management Inc | 26,139 | $200.8K | 0.00% | +5,788+28.4% | Added |
| Mercer Global Advisors Inc | 27,022 | $207.3K | 0.00% | +27,022 | New |
| Stifel Financial Corp | 28,110 | $215.9K | 0.00% | +648+2.4% | Added |
| CoreCap Advisors, LLC | 29,282 | $224.9K | 0.01% | +1,585+5.7% | Added |
| Chicago Partners Investment Group LLC | 31,007 | $246.5K | 0.01% | +5,064+19.5% | Added |
| Millennium Management LLC | 34,210 | $262.7K | 0.00% | −22,806−40.0% | Reduced |
| Evernest Financial Advisors, LLC | 34,251 | $263.0K | 0.07% | +20,167+143.2% | Added |
| Nomura Holdings Inc | 34,979 | $268.6K | 0.00% | −16,260−31.7% | Reduced |
| The PNC Financial Services Group, Inc. | 35,505 | $272.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 35,663 | $273.9K | 0.01% | +7,310+25.8% | Added |
| Virtu Financial LLC | 35,666 | $274.0K | 0.02% | −27,036−43.1% | Reduced |
| Capital CS Group, LLC | 41,611 | $319.6K | 0.39% | +935+2.3% | Added |
| Two Sigma Securities, LLC | 41,712 | $320.3K | 0.03% | +28,187+208.4% | Added |
| Grimes & Company, Inc. | 42,490 | $326.3K | 0.01% | +21,094+98.6% | Added |
| Jane Street Group, LLC | 43,292 | $332.5K | 0.00% | +32,567+303.7% | Added |
| Raymond James Trust N.A. | 43,303 | $332.6K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 46,441 | $356.7K | 0.00% | −61,989−57.2% | Reduced |
| Clarity Capital Partners LLC | 46,790 | $359.3K | 0.21% | −34,915−42.7% | Reduced |
| Prospera Financial Services Inc | 46,955 | $360.6K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,386 | $371.6K | 0.00% | −2,580−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 49,126 | $377.3K | 0.00% | +950+2.0% | Added |
| SeaCrest Wealth Management, LLC | 53,950 | $414.3K | 0.04% | +6,687+14.1% | Added |
| PFG Investments, LLC | 53,978 | $414.6K | 0.03% | −1,585−2.9% | Reduced |
| Private Advisor Group, LLC | 56,996 | $437.7K | 0.00% | +4,395+8.4% | Added |
| Garden State Investment Advisory Services LLC | 60,341 | $463.5K | 0.15% | +6,053+11.1% | Added |
| StoneX Group Inc. | 60,404 | $463.9K | 0.03% | +5,395+9.8% | Added |
| Encompass More Asset Management | 72,292 | $555.2K | 0.21% | +72,292 | New |
| Strategic Financial Concepts, LLC | 72,500 | $556.8K | 0.18% | −436,890−85.8% | Reduced |
| J.W. Cole Advisors, Inc. | 78,176 | $600.4K | 0.03% | +78,176 | New |
| Creative Financial Designs Inc | 88,736 | $681.5K | 0.06% | −1,423−1.6% | Reduced |
| Dakota Wealth Management | 88,803 | $682.0K | 0.02% | +5,026+6.0% | Added |
| Bank of America Corp | 93,638 | $719.1K | 0.00% | +77,435+477.9% | Added |
| Susquehanna International Group, LLP | 113,650 | $872.8K | 0.00% | +81,246+250.7% | Added |
| Marex Group plc | 148,440 | $1.14M | 0.03% | +123,230+488.8% | Added |
| Thrivent Financial for Lutherans | 157,255 | $1.21M | 0.00% | +137,988+716.2% | Added |
| Benjamin Edwards Inc | 178,053 | $1.37M | 0.02% | +178,053 | New |
| Baird Financial Group, Inc. | 180,540 | $1.39M | 0.00% | +6,822+3.9% | Added |
| Commonwealth Equity Services, LLC | 186,423 | $1.43M | 0.00% | +2,598+1.4% | Added |
| Aptus Capital Advisors, LLC | 195,808 | $1.50M | 0.02% | +60,187+44.4% | Added |
| Atria Wealth Solutions, Inc. | 209,258 | $1.61M | 0.02% | −20,591−9.0% | Reduced |
| Centaurus Financial, Inc. | 230,148 | $1.77M | 0.11% | −143,881−38.5% | Reduced |
| Raymond James & Associates | 255,736 | $1.96M | 0.00% | −60,508−19.1% | Reduced |
| Cetera Investment Advisers | 281,803 | $2.16M | 0.00% | −175,372−38.4% | Reduced |
| Doliver Advisors, LP | 287,300 | $2.21M | 0.61% | +287,300 | New |