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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1,129 | $8.67K | 0.00% | +51+4.7% | Added |
| Bokf, NA | 1,005 | $7.76K | 0.00% | −51−4.8% | Reduced |
| Godsey & Gibb Associates | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 700 | $5.38K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 627 | $4.82K | 0.00% | +10+1.6% | Added |
| BOK Financial Private Wealth, Inc. | 500 | $3.84K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 380 | $2.92K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 200 | $1.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $422 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 45 | $346 | 0.00% | +44+4,400.0% | Added |
| Harbour Investments, Inc. | 38 | $292 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 29 | $225 | 0.00% | +26+866.7% | Added |
| Tucker Asset Management LLC | 11 | $87 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5 | $38 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $15 | 0.00% | +2 | New |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,264 | – | – | +27,264 | New |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −3,493,571−100.0% | Sold out |
| Sea Otter Advisors LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Capital Wealth Alliance, LLC | 0 | $0 | 0.00% | −56,987−100.0% | Sold out |
| BCR Wealth Strategies, LLC | 0 | $0 | 0.00% | −52,309−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −23,589−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −15,294−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,781−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,676−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −13,674−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,401−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,829−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −9,334−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |