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, Q4 2024
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Dec 31, 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
- 128
- +14 vs. Q3 2024
- Shares held
- 24.7M
- −2.95M (−10.7%) vs. Q3 2024
- Total value
- $211.9M
- −$129 (0.0%) vs. Q3 2024
- New holders
- 30
- 43 more added
- Sold out
- 16
- 33 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,301,760 | $54.1M | 15.95% | +393,853+6.7% | Added |
| Boothbay Fund Management, LLC | 5,903,781 | $50.7M | 1.58% | −2,5520.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,383,300 | $20.5M | 0.05% | +173,217+7.8% | Added |
| LPL Financial LLC | 1,306,485 | $11.2M | 0.00% | +354,086+37.2% | Added |
| Cable Car Capital LLC | 659,903 | $5.67M | 0.43% | +140.0% | Added |
| TrueMark Investments, LLC | 647,416 | $5.56M | 1.78% | +37,784+6.2% | Added |
| Cohen & Steers, Inc. | 607,198 | $5.22M | 0.01% | +60,000+11.0% | Added |
| Karpus Management, Inc. | 491,832 | $4.22M | 0.12% | −1,443,272−74.6% | Reduced |
| Morgan Stanley | 441,756 | $3.79M | 0.00% | +53,951+13.9% | Added |
| Perennial Investment Advisors, LLC | 434,677 | $3.73M | 0.44% | +24,134+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 407,653 | $3.50M | 0.01% | +116,606+40.1% | Added |
| Raymond James Financial Inc | 311,702 | $2.68M | 0.00% | +311,702 | New |
| Cetera Investment Advisers | 279,306 | $2.40M | 0.01% | −2,497−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 247,311 | $2.12M | 0.00% | +60,888+32.7% | Added |
| Aptus Capital Advisors, LLC | 212,493 | $1.83M | 0.02% | +16,685+8.5% | Added |
| Atria Wealth Solutions, Inc. | 208,715 | $1.79M | 0.02% | −543−0.3% | Reduced |
| Bank of America Corp | 197,934 | $1.70M | 0.00% | +104,296+111.4% | Added |
| Sculptor Capital LP | 181,573 | $1.56M | 0.02% | +181,573 | New |
| Thomas J. Herzfeld Advisors, Inc. | 171,852 | $1.48M | 0.47% | −584,439−77.3% | Reduced |
| Baird Financial Group, Inc. | 171,473 | $1.47M | 0.00% | −9,067−5.0% | Reduced |
| Benjamin Edwards Inc | 157,689 | $1.35M | 0.02% | −20,364−11.4% | Reduced |
| J.W. Cole Advisors, Inc. | 132,835 | $1.14M | 0.05% | +54,659+69.9% | Added |
| Marex Group plc | 124,034 | $1.07M | 0.02% | −24,406−16.4% | Reduced |
| HighTower Advisors, LLC | 118,993 | $1.02M | 0.00% | +118,993 | New |
| Thrivent Financial for Lutherans | 114,452 | $983.0K | 0.00% | −42,803−27.2% | Reduced |
| Winebrenner Capital Management LLC | 108,426 | $931.4K | 0.72% | +108,426 | New |
| Susquehanna International Group, LLP | 103,747 | $891.2K | 0.00% | −9,903−8.7% | Reduced |
| Ameriflex Group, Inc. | 91,100 | $812.6K | 0.37% | +91,100 | New |
| Creative Financial Designs Inc | 90,367 | $776.3K | 0.06% | +1,631+1.8% | Added |
| StoneX Group Inc. | 84,325 | $724.4K | 0.04% | +23,921+39.6% | Added |
| Creative Planning | 77,489 | $665.6K | 0.00% | +31,048+66.9% | Added |
| Encompass More Asset Management | 75,751 | $650.7K | 0.21% | +3,459+4.8% | Added |
| Strategic Financial Concepts, LLC | 74,650 | $641.2K | 0.12% | +2,150+3.0% | Added |
| UBS Group AG | 57,950 | $497.8K | 0.00% | +38,042+191.1% | Added |
| Prospera Financial Services Inc | 55,889 | $480.1K | 0.01% | +8,934+19.0% | Added |
| Private Advisor Group, LLC | 52,906 | $454.5K | 0.00% | −4,090−7.2% | Reduced |
| SeaCrest Wealth Management, LLC | 52,699 | $452.7K | 0.05% | −1,251−2.3% | Reduced |
| Garden State Investment Advisory Services LLC | 51,624 | $443.6K | 0.14% | −8,717−14.4% | Reduced |
| PFG Investments, LLC | 50,975 | $437.9K | 0.03% | −3,003−5.6% | Reduced |
| Citadel Advisors LLC | 48,745 | $418.7K | 0.00% | +359+0.7% | Added |
| CoreCap Advisors, LLC | 48,156 | $413.7K | 0.02% | +18,874+64.5% | Added |
| Envestnet Asset Management Inc | 47,653 | $409.3K | 0.00% | +21,514+82.3% | Added |
| Clarity Capital Partners LLC | 44,226 | $379.9K | 0.20% | −2,564−5.5% | Reduced |
| Grimes & Company, Inc. | 42,798 | $367.6K | 0.01% | +308+0.7% | Added |
| Capital CS Group, LLC | 42,531 | $365.3K | 0.49% | +920+2.2% | Added |
| Stifel Financial Corp | 42,118 | $361.8K | 0.00% | +14,008+49.8% | Added |
| Dynamic Advisor Solutions LLC | 41,749 | $358.6K | 0.02% | +6,086+17.1% | Added |
| Kane Investment Management, Inc. | 38,634 | $331.9K | 0.19% | +38,634 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 37,567 | $322.7K | 0.32% | +37,567 | New |
| Stratos Wealth Partners, LTD. | 36,139 | $310.4K | 0.00% | +36,139 | New |
| Independent Advisor Alliance | 34,697 | $298.0K | 0.00% | +34,697 | New |
| Yakira Capital Management, Inc. | 34,173 | $293.5K | 0.12% | −373,147−91.6% | Reduced |
| HRT Financial LP | 33,892 | $291.0K | 0.00% | +33,892 | New |
| GWM Advisors LLC | 31,730 | $272.6K | 0.00% | +12,060+61.3% | Added |
| Chicago Partners Investment Group LLC | 30,970 | $270.7K | 0.01% | −37−0.1% | Reduced |
| Dakota Wealth Management | 29,193 | $250.8K | 0.01% | −59,610−67.1% | Reduced |
| We Are One Seven, LLC | 28,963 | $248.8K | 0.01% | +28,963 | New |
| Kestra Advisory Services, LLC | 28,419 | $244.1K | 0.00% | +28,419 | New |
| Virtu Financial LLC | 27,058 | $232.0K | 0.01% | −8,608−24.1% | Reduced |
| Rockefeller Capital Management L.P. | 25,702 | $220.8K | 0.00% | +25,702 | New |
| Wealth Enhancement Advisory Services, LLC | 25,239 | $216.8K | 0.00% | +11,942+89.8% | Added |
| Vantage Financial Partners, LLC | 24,670 | $211.9K | 0.05% | −65−0.3% | Reduced |
| Wedbush Securities Inc | 24,350 | $209.0K | 0.01% | +3,300+15.7% | Added |
| Redhawk Wealth Advisors, Inc. | 22,200 | $190.7K | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 22,102 | $189.9K | 0.05% | −12,149−35.5% | Reduced |
| Charles Schwab Trust Co | 21,519 | $184.8K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 21,400 | $183.8K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 21,012 | $182.0K | 0.00% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 21,052 | $180.8K | 0.08% | +602+2.9% | Added |
| Soltis Investment Advisors LLC | 20,730 | $178.1K | 0.02% | +7,430+55.9% | Added |
| AE Wealth Management LLC | 20,145 | $173.0K | 0.00% | +20,145 | New |
| Sanctuary Advisors, LLC | 18,850 | $167.8K | 0.00% | +40+0.2% | Added |
| Armis Advisers, LLC | 19,425 | $166.9K | 0.02% | +19,425 | New |
| MAI Capital Management | 17,553 | $150.8K | 0.00% | +17,553 | New |
| Kestra Private Wealth Services, LLC | 16,613 | $142.7K | 0.00% | +846+5.4% | Added |
| BIP Wealth, LLC | 16,000 | $137.4K | 0.01% | +16,000 | New |
| Oppenheimer & Co Inc | 15,970 | $137.2K | 0.00% | +2,000+14.3% | Added |
| Ameriprise Financial Inc | 15,916 | $136.7K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 15,618 | $134.2K | 0.07% | +582+3.9% | Added |
| Pasadena Private Wealth, LLC | 15,170 | $130.3K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 15,013 | $129.0K | 0.03% | −459,945−96.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,117 | $121.3K | 0.00% | −4,462−24.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $118.8K | 0.01% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 13,088 | $112.4K | 0.06% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,773 | $109.7K | 0.00% | +12,773 | New |
| TownSquare Capital, LLC | 12,086 | $103.8K | 0.00% | +1,317+12.2% | Added |
| The PNC Financial Services Group, Inc. | 11,700 | $100.5K | 0.00% | −23,805−67.0% | Reduced |
| Buska Wealth Management, LLC | 11,280 | $96.9K | 0.03% | +1,039+10.1% | Added |
| Steward Partners Investment Advisory, LLC | 11,265 | $96.8K | 0.00% | −37,861−77.1% | Reduced |
| Millennium Management LLC | 11,215 | $96.3K | 0.00% | −22,995−67.2% | Reduced |
| Harbor Investment Advisory, LLC | 11,204 | $96.2K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,187 | $96.1K | 0.00% | −15,835−58.6% | Reduced |
| Sonora Investment Management Group, LLC | 10,133 | $87.0K | 0.01% | +10,133 | New |
| Mosaic Family Wealth Partners, LLC | 10,102 | $86.8K | 0.01% | +10,102 | New |
| Marshall Financial Group LLC | 10,000 | $85.9K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,000 | $85.9K | 0.00% | +10,000 | New |
| Assetmark, Inc | 6,984 | $60.0K | 0.00% | +6,984 | New |
| GPS Wealth Strategies Group, LLC | 6,810 | $58.5K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6,528 | $56.1K | 0.02% | +6,528 | New |
| Larson Financial Group LLC | 5,863 | $50.4K | 0.00% | −904−13.4% | Reduced |