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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | −26,083−100.0% | Reduced |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2 | $20 | 0.00% | −27−93.1% | Reduced |
| Danske Bank A/S | 4 | $34 | 0.00% | +2+100.0% | Added |
| JPMorgan Chase & Co | 10 | $86 | 0.00% | +10 | New |
| Tucker Asset Management LLC | 12 | $102 | 0.00% | +1+9.1% | Added |
| NBC Securities, Inc. | 14 | $127 | 0.01% | −14,836−99.9% | Reduced |
| US Bancorp | 35 | $301 | 0.00% | +30+600.0% | Added |
| Harbour Investments, Inc. | 38 | $326 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 45 | $387 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $1.29K | 0.00% | +150 | New |
| Global Retirement Partners, LLC | 200 | $1.72K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 380 | $3.26K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 637 | $5.61K | 0.00% | +10+1.6% | Added |
| Principal Securities, Inc. | 700 | $6.01K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 899 | $7.72K | 0.00% | −511−36.2% | Reduced |
| Godsey & Gibb Associates | 1,000 | $8.59K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,000 | $8.59K | 0.00% | +1,000 | New |
| Bokf, NA | 1,005 | $8.80K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,181 | $10.1K | 0.00% | +52+4.6% | Added |
| Royal Bank of Canada | 1,571 | $13.0K | 0.00% | −13,624−89.7% | Reduced |
| Signaturefd, LLC | 1,666 | $14.3K | 0.00% | +1,666 | New |
| Jones Financial Companies LLLP | 2,000 | $17.2K | 0.00% | +2,000 | New |
| Proequities, Inc. | 2,500 | $22.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,250 | $36.5K | 0.00% | +4,250 | New |
| Sound Income Strategies, LLC | 4,864 | $41.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5,395 | $45.9K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 5,695 | $48.9K | 0.03% | +5,695 | New |
| Larson Financial Group LLC | 5,863 | $50.4K | 0.00% | −904−13.4% | Reduced |
| Anfield Capital Management, LLC | 6,528 | $56.1K | 0.02% | +6,528 | New |
| GPS Wealth Strategies Group, LLC | 6,810 | $58.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 6,984 | $60.0K | 0.00% | +6,984 | 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 |
| Mosaic Family Wealth Partners, LLC | 10,102 | $86.8K | 0.01% | +10,102 | New |
| Sonora Investment Management Group, LLC | 10,133 | $87.0K | 0.01% | +10,133 | New |
| Mercer Global Advisors Inc | 11,187 | $96.1K | 0.00% | −15,835−58.6% | Reduced |
| Harbor Investment Advisory, LLC | 11,204 | $96.2K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 11,215 | $96.3K | 0.00% | −22,995−67.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,265 | $96.8K | 0.00% | −37,861−77.1% | Reduced |
| Buska Wealth Management, LLC | 11,280 | $96.9K | 0.03% | +1,039+10.1% | Added |
| The PNC Financial Services Group, Inc. | 11,700 | $100.5K | 0.00% | −23,805−67.0% | Reduced |
| TownSquare Capital, LLC | 12,086 | $103.8K | 0.00% | +1,317+12.2% | Added |
| Davenport & Co LLC | 12,773 | $109.7K | 0.00% | +12,773 | New |
| BlueChip Wealth Advisors LLC | 13,088 | $112.4K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $118.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,117 | $121.3K | 0.00% | −4,462−24.0% | Reduced |
| Quarry LP | 15,013 | $129.0K | 0.03% | −459,945−96.8% | Reduced |
| Pasadena Private Wealth, LLC | 15,170 | $130.3K | 0.03% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 15,618 | $134.2K | 0.07% | +582+3.9% | Added |
| Ameriprise Financial Inc | 15,916 | $136.7K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,970 | $137.2K | 0.00% | +2,000+14.3% | Added |
| BIP Wealth, LLC | 16,000 | $137.4K | 0.01% | +16,000 | New |
| Kestra Private Wealth Services, LLC | 16,613 | $142.7K | 0.00% | +846+5.4% | Added |
| MAI Capital Management | 17,553 | $150.8K | 0.00% | +17,553 | New |
| Armis Advisers, LLC | 19,425 | $166.9K | 0.02% | +19,425 | New |
| Sanctuary Advisors, LLC | 18,850 | $167.8K | 0.00% | +40+0.2% | Added |
| AE Wealth Management LLC | 20,145 | $173.0K | 0.00% | +20,145 | New |
| Soltis Investment Advisors LLC | 20,730 | $178.1K | 0.02% | +7,430+55.9% | Added |
| HF Advisory Group, LLC | 21,052 | $180.8K | 0.08% | +602+2.9% | Added |
| Pathstone Holdings, LLC | 21,012 | $182.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 21,400 | $183.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 21,519 | $184.8K | 0.02% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 22,102 | $189.9K | 0.05% | −12,149−35.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 22,200 | $190.7K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 24,350 | $209.0K | 0.01% | +3,300+15.7% | Added |
| Vantage Financial Partners, LLC | 24,670 | $211.9K | 0.05% | −65−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,239 | $216.8K | 0.00% | +11,942+89.8% | Added |
| Rockefeller Capital Management L.P. | 25,702 | $220.8K | 0.00% | +25,702 | New |
| Virtu Financial LLC | 27,058 | $232.0K | 0.01% | −8,608−24.1% | Reduced |
| Kestra Advisory Services, LLC | 28,419 | $244.1K | 0.00% | +28,419 | New |
| We Are One Seven, LLC | 28,963 | $248.8K | 0.01% | +28,963 | New |
| Dakota Wealth Management | 29,193 | $250.8K | 0.01% | −59,610−67.1% | Reduced |
| Chicago Partners Investment Group LLC | 30,970 | $270.7K | 0.01% | −37−0.1% | Reduced |
| GWM Advisors LLC | 31,730 | $272.6K | 0.00% | +12,060+61.3% | Added |
| HRT Financial LP | 33,892 | $291.0K | 0.00% | +33,892 | New |
| Yakira Capital Management, Inc. | 34,173 | $293.5K | 0.12% | −373,147−91.6% | Reduced |
| Independent Advisor Alliance | 34,697 | $298.0K | 0.00% | +34,697 | New |
| Stratos Wealth Partners, LTD. | 36,139 | $310.4K | 0.00% | +36,139 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 37,567 | $322.7K | 0.32% | +37,567 | New |
| Kane Investment Management, Inc. | 38,634 | $331.9K | 0.19% | +38,634 | New |
| Dynamic Advisor Solutions LLC | 41,749 | $358.6K | 0.02% | +6,086+17.1% | Added |
| Stifel Financial Corp | 42,118 | $361.8K | 0.00% | +14,008+49.8% | Added |
| Capital CS Group, LLC | 42,531 | $365.3K | 0.49% | +920+2.2% | Added |
| Grimes & Company, Inc. | 42,798 | $367.6K | 0.01% | +308+0.7% | Added |
| Clarity Capital Partners LLC | 44,226 | $379.9K | 0.20% | −2,564−5.5% | Reduced |
| Envestnet Asset Management Inc | 47,653 | $409.3K | 0.00% | +21,514+82.3% | Added |
| CoreCap Advisors, LLC | 48,156 | $413.7K | 0.02% | +18,874+64.5% | Added |
| Citadel Advisors LLC | 48,745 | $418.7K | 0.00% | +359+0.7% | Added |
| PFG Investments, LLC | 50,975 | $437.9K | 0.03% | −3,003−5.6% | Reduced |
| Garden State Investment Advisory Services LLC | 51,624 | $443.6K | 0.14% | −8,717−14.4% | Reduced |
| SeaCrest Wealth Management, LLC | 52,699 | $452.7K | 0.05% | −1,251−2.3% | Reduced |
| Private Advisor Group, LLC | 52,906 | $454.5K | 0.00% | −4,090−7.2% | Reduced |
| Prospera Financial Services Inc | 55,889 | $480.1K | 0.01% | +8,934+19.0% | Added |
| UBS Group AG | 57,950 | $497.8K | 0.00% | +38,042+191.1% | Added |
| Strategic Financial Concepts, LLC | 74,650 | $641.2K | 0.12% | +2,150+3.0% | Added |
| Encompass More Asset Management | 75,751 | $650.7K | 0.21% | +3,459+4.8% | Added |
| Creative Planning | 77,489 | $665.6K | 0.00% | +31,048+66.9% | Added |
| StoneX Group Inc. | 84,325 | $724.4K | 0.04% | +23,921+39.6% | Added |
| Creative Financial Designs Inc | 90,367 | $776.3K | 0.06% | +1,631+1.8% | Added |