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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 91,100 | $812.6K | 0.37% | +91,100 | New |
| Susquehanna International Group, LLP | 103,747 | $891.2K | 0.00% | −9,903−8.7% | Reduced |
| Winebrenner Capital Management LLC | 108,426 | $931.4K | 0.72% | +108,426 | New |
| Thrivent Financial for Lutherans | 114,452 | $983.0K | 0.00% | −42,803−27.2% | Reduced |
| HighTower Advisors, LLC | 118,993 | $1.02M | 0.00% | +118,993 | New |
| Marex Group plc | 124,034 | $1.07M | 0.02% | −24,406−16.4% | Reduced |
| J.W. Cole Advisors, Inc. | 132,835 | $1.14M | 0.05% | +54,659+69.9% | Added |
| Benjamin Edwards Inc | 157,689 | $1.35M | 0.02% | −20,364−11.4% | Reduced |
| Baird Financial Group, Inc. | 171,473 | $1.47M | 0.00% | −9,067−5.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 171,852 | $1.48M | 0.47% | −584,439−77.3% | Reduced |
| Sculptor Capital LP | 181,573 | $1.56M | 0.02% | +181,573 | New |
| Bank of America Corp | 197,934 | $1.70M | 0.00% | +104,296+111.4% | Added |
| Atria Wealth Solutions, Inc. | 208,715 | $1.79M | 0.02% | −543−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 212,493 | $1.83M | 0.02% | +16,685+8.5% | Added |
| Commonwealth Equity Services, LLC | 247,311 | $2.12M | 0.00% | +60,888+32.7% | Added |
| Cetera Investment Advisers | 279,306 | $2.40M | 0.01% | −2,497−0.9% | Reduced |
| Raymond James Financial Inc | 311,702 | $2.68M | 0.00% | +311,702 | New |
| Cambridge Investment Research Advisors, Inc. | 407,653 | $3.50M | 0.01% | +116,606+40.1% | Added |
| Perennial Investment Advisors, LLC | 434,677 | $3.73M | 0.44% | +24,134+5.9% | Added |
| Morgan Stanley | 441,756 | $3.79M | 0.00% | +53,951+13.9% | Added |
| Karpus Management, Inc. | 491,832 | $4.22M | 0.12% | −1,443,272−74.6% | Reduced |
| Cohen & Steers, Inc. | 607,198 | $5.22M | 0.01% | +60,000+11.0% | Added |
| TrueMark Investments, LLC | 647,416 | $5.56M | 1.78% | +37,784+6.2% | Added |
| Cable Car Capital LLC | 659,903 | $5.67M | 0.43% | +140.0% | Added |
| LPL Financial LLC | 1,306,485 | $11.2M | 0.00% | +354,086+37.2% | Added |
| Advisor Group Holdings, Inc. | 2,383,300 | $20.5M | 0.05% | +173,217+7.8% | Added |
| Boothbay Fund Management, LLC | 5,903,781 | $50.7M | 1.58% | −2,5520.0% | Reduced |
| Alpine Global Management, LLC | 6,301,760 | $54.1M | 15.95% | +393,853+6.7% | Added |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −1,267,554−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −597,293−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −287,300−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −230,148−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −43,292−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −41,712−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −34,979−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −18,854−100.0% | Sold out |
| Prairie Sky Financial Group LLC | 0 | $0 | 0.00% | −15,605−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −13,347−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −10,362−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −27,264−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |