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, Q1 2025
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2025. 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
- 121
- −6 vs. Q4 2024
- Shares held
- 26.5M
- +1.86M (+7.6%) vs. Q4 2024
- Total value
- $197.1M
- −$14.8M (−7.0%) vs. Q4 2024
- New holders
- 17
- 42 more added
- Sold out
- 23
- 36 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,276,279 | $46.6M | 12.35% | −25,481−0.4% | Reduced |
| Boothbay Fund Management, LLC | 5,900,547 | $43.8M | 1.57% | −3,234−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,701,967 | $20.1M | 0.04% | +318,667+13.4% | Added |
| Bank of America Corp | 1,903,222 | $14.1M | 0.00% | +1,705,288+861.5% | Added |
| LPL Financial LLC | 1,113,258 | $8.27M | 0.00% | −193,227−14.8% | Reduced |
| Yakira Capital Management, Inc. | 662,760 | $4.92M | 2.00% | +628,587+1,839.4% | Added |
| Cable Car Capital LLC | 662,532 | $4.92M | 5.59% | +2,629+0.4% | Added |
| Cohen & Steers, Inc. | 607,198 | $4.51M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 521,955 | $3.88M | 0.01% | +114,302+28.0% | Added |
| Cetera Investment Advisers | 505,121 | $3.75M | 0.01% | +225,815+80.8% | Added |
| Morgan Stanley | 453,177 | $3.37M | 0.00% | +11,421+2.6% | Added |
| Perennial Investment Advisors, LLC | 436,957 | $3.25M | 0.37% | +2,280+0.5% | Added |
| Stratos Wealth Partners, LTD. | 366,334 | $2.72M | 0.04% | +330,195+913.7% | Added |
| Raymond James Financial Inc | 310,669 | $2.31M | 0.00% | −1,033−0.3% | Reduced |
| US Bancorp | 256,505 | $1.91M | 0.00% | +256,470+732,771.4% | Added |
| Commonwealth Equity Services, LLC | 250,465 | $1.86M | 0.00% | +3,154+1.3% | Added |
| Aptus Capital Advisors, LLC | 215,052 | $1.60M | 0.02% | +2,559+1.2% | Added |
| Atria Wealth Solutions, Inc. | 203,776 | $1.52M | 0.02% | −4,939−2.4% | Reduced |
| J.W. Cole Advisors, Inc. | 165,907 | $1.23M | 0.04% | +33,072+24.9% | Added |
| Virtu Financial LLC | 148,325 | $1.10M | 0.06% | +121,267+448.2% | Added |
| Benjamin Edwards Inc | 122,569 | $910.7K | 0.01% | −35,120−22.3% | Reduced |
| Winebrenner Capital Management LLC | 108,426 | $805.6K | 0.73% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 106,129 | $788.5K | 0.00% | −12,864−10.8% | Reduced |
| Susquehanna International Group, LLP | 100,696 | $748.2K | 0.00% | −3,051−2.9% | Reduced |
| Thrivent Financial for Lutherans | 100,452 | $747.0K | 0.00% | −14,000−12.2% | Reduced |
| Creative Planning | 95,347 | $708.4K | 0.00% | +17,858+23.0% | Added |
| Baird Financial Group, Inc. | 92,646 | $688.4K | 0.00% | −78,827−46.0% | Reduced |
| StoneX Group Inc. | 92,047 | $683.9K | 0.04% | +7,722+9.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 88,892 | $660.5K | 0.22% | −82,960−48.3% | Reduced |
| Encompass More Asset Management | 76,570 | $568.9K | 0.17% | +819+1.1% | Added |
| Strategic Financial Concepts, LLC | 72,100 | $535.7K | 0.10% | −2,550−3.4% | Reduced |
| Ameriflex Group, Inc. | 71,600 | $532.0K | 0.22% | −19,500−21.4% | Reduced |
| Creative Financial Designs Inc | 70,975 | $527.3K | 0.04% | −19,392−21.5% | Reduced |
| Clarity Capital Partners LLC | 66,190 | $491.8K | 0.20% | +21,964+49.7% | Added |
| Prospera Financial Services Inc | 63,563 | $472.3K | 0.01% | +7,674+13.7% | Added |
| Ieq Capital, LLC | 54,535 | $405.2K | 0.00% | +54,535 | New |
| UBS Group AG | 53,359 | $396.5K | 0.00% | −4,591−7.9% | Reduced |
| Integrity Alliance, LLC. | 52,160 | $387.5K | 0.02% | +52,160 | New |
| Envestnet Asset Management Inc | 51,549 | $383.0K | 0.00% | +3,896+8.2% | Added |
| Private Advisor Group, LLC | 51,035 | $379.2K | 0.00% | −1,871−3.5% | Reduced |
| Garden State Investment Advisory Services LLC | 50,761 | $377.3K | 0.12% | −863−1.7% | Reduced |
| PFG Investments, LLC | 50,636 | $376.2K | 0.02% | −339−0.7% | Reduced |
| Citadel Advisors LLC | 49,896 | $370.7K | 0.00% | +1,151+2.4% | Added |
| Almitas Capital LLC | 48,565 | $360.8K | 0.12% | +48,565 | New |
| BlackRock, Inc. | 46,441 | $345.1K | 0.00% | +46,441 | New |
| Grimes & Company, Inc. | 44,886 | $333.5K | 0.01% | +2,088+4.9% | Added |
| CoreCap Advisors, LLC | 42,014 | $312.2K | 0.01% | −6,142−12.8% | Reduced |
| Stifel Financial Corp | 41,915 | $311.4K | 0.00% | −203−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 39,442 | $293.1K | 0.01% | −2,307−5.5% | Reduced |
| Jane Street Group, LLC | 35,714 | $265.4K | 0.00% | +35,714 | New |
| Sit Investment Associates Inc | 35,000 | $260.0K | 0.01% | +35,000 | New |
| Chicago Partners Investment Group LLC | 31,164 | $218.1K | 0.01% | +194+0.6% | Added |
| Rockefeller Capital Management L.P. | 27,102 | $201.4K | 0.00% | +1,400+5.4% | Added |
| Janney Montgomery Scott LLC | 27,058 | $201.0K | 0.00% | +27,058 | New |
| Vantage Financial Partners, LLC | 25,007 | $185.8K | 0.05% | +337+1.4% | Added |
| Ursa Fund Management, LLC | 25,000 | $185.8K | 0.66% | +25,000 | New |
| We Are One Seven, LLC | 24,717 | $183.7K | 0.01% | −4,246−14.7% | Reduced |
| GWM Advisors LLC | 23,000 | $170.9K | 0.00% | −8,730−27.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 22,564 | $167.6K | 0.02% | +364+1.6% | Added |
| Sequoia Financial Advisors, LLC | 22,000 | $163.5K | 0.00% | +600+2.8% | Added |
| HF Advisory Group, LLC | 21,103 | $156.8K | 0.07% | +51+0.2% | Added |
| Pathstone Holdings, LLC | 21,012 | $156.1K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 20,279 | $150.7K | 0.00% | +3,666+22.1% | Added |
| Wedbush Securities Inc | 19,924 | $148.0K | 0.01% | −4,426−18.2% | Reduced |
| Sanctuary Advisors, LLC | 19,000 | $141.2K | 0.00% | +150+0.8% | Added |
| SeaCrest Wealth Management, LLC | 18,907 | $140.5K | 0.02% | −33,792−64.1% | Reduced |
| MAI Capital Management | 18,609 | $138.3K | 0.00% | +1,056+6.0% | Added |
| NBC Securities, Inc. | 18,455 | $137.0K | 0.01% | +18,441+131,721.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,907 | $133.1K | 0.00% | −7,332−29.1% | Reduced |
| Capital CS Group, LLC | 17,555 | $130.4K | 0.22% | −24,976−58.7% | Reduced |
| Buska Wealth Management, LLC | 16,519 | $122.7K | 0.04% | +5,239+46.4% | Added |
| Firethorn Wealth Partners, LLC | 16,339 | $121.4K | 0.06% | +721+4.6% | Added |
| BIP Wealth, LLC | 16,000 | $118.9K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,970 | $118.7K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,916 | $118.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,666 | $116.4K | 0.00% | −12,753−44.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,117 | $104.9K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,991 | $104.0K | 0.00% | +13,991 | New |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $102.8K | 0.01% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 13,088 | $97.2K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,773 | $94.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,392 | $92.1K | 0.00% | +12,392 | New |
| Quarry LP | 12,018 | $89.3K | 0.02% | −2,995−19.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,766 | $87.4K | 0.00% | +501+4.4% | Added |
| Pasadena Private Wealth, LLC | 11,603 | $86.2K | 0.02% | −3,567−23.5% | Reduced |
| Harbor Investment Advisory, LLC | 11,204 | $83.2K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 10,615 | $78.9K | 0.01% | +513+5.1% | Added |
| TownSquare Capital, LLC | 10,586 | $78.7K | 0.00% | −1,500−12.4% | Reduced |
| Sonora Investment Management Group, LLC | 10,135 | $75.3K | 0.01% | +20.0% | Added |
| Kingsview Wealth Management, LLC | 10,000 | $74.3K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,000 | $74.3K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,000 | $74.3K | 0.00% | +10,000 | New |
| RPG Investment Advisory, LLC | 10,000 | $74.3K | 0.01% | +10,000 | New |
| Meridian Wealth Management, LLC | 10,000 | $74.3K | 0.00% | +10,000 | New |
| AlphaCore Capital LLC | 10,000 | $74.3K | 0.01% | +10,000 | New |
| GPS Wealth Strategies Group, LLC | 6,810 | $50.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,641 | $49.3K | 0.00% | +778+13.3% | Added |
| Anfield Capital Management, LLC | 6,528 | $48.5K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 6,233 | $46.3K | 0.00% | −751−10.8% | Reduced |
| Park Square Financial Group, LLC | 5,695 | $42.3K | 0.03% | 00.0% | Unchanged |