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.
Q1 2025 vs. Q4 2024
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 128 | 1 | 121 | −6 |
| Shares | 24.7M | 200 | 26.5M | +1.86M (+7.6%) |
| Value | $211.9M | $1.72K | $197.1M | −$14.8M (−7.0%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ieq Capital, LLC | 54,535 | $405.2K | 0.00% |
| Integrity Alliance, LLC. | 52,160 | $387.5K | 0.02% |
| Almitas Capital LLC | 48,565 | $360.8K | 0.12% |
| BlackRock, Inc. | 46,441 | $345.1K | 0.00% |
| Jane Street Group, LLC | 35,714 | $265.4K | 0.00% |
| Sit Investment Associates Inc | 35,000 | $260.0K | 0.01% |
| Janney Montgomery Scott LLC | 27,058 | $201.0K | 0.00% |
| Ursa Fund Management, LLC | 25,000 | $185.8K | 0.66% |
| United Capital Financial Advisers, LLC | 13,991 | $104.0K | 0.00% |
| Integrated Wealth Concepts LLC | 12,392 | $92.1K | 0.00% |
| Valmark Advisers, Inc. | 10,000 | $74.3K | 0.00% |
| RPG Investment Advisory, LLC | 10,000 | $74.3K | 0.01% |
| Meridian Wealth Management, LLC | 10,000 | $74.3K | 0.00% |
| AlphaCore Capital LLC | 10,000 | $74.3K | 0.01% |
| Farther Finance Advisors, LLC | 3,089 | $23.0K | 0.00% |
| Avalon Trust Co | 2,000 | $14.9K | 0.00% |
| Salem Investment Counselors Inc | 700 | $5.20K | 0.00% |
Sold out (23)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| TrueMark Investments, LLC | 647,416 | $5.56M |
| Karpus Management, Inc. | 491,832 | $4.22M |
| Sculptor Capital LP | 181,573 | $1.56M |
| Marex Group plc | 124,034 | $1.07M |
| Kane Investment Management, Inc. | 38,634 | $331.9K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 37,567 | $322.7K |
| Independent Advisor Alliance | 34,697 | $298.0K |
| HRT Financial LP | 33,892 | $291.0K |
| Dakota Wealth Management | 29,193 | $250.8K |
| Evernest Financial Advisors, LLC | 22,102 | $189.9K |
| Charles Schwab Trust Co | 21,519 | $184.8K |
| Soltis Investment Advisors LLC | 20,730 | $178.1K |
| AE Wealth Management LLC | 20,145 | $173.0K |
| Armis Advisers, LLC | 19,425 | $166.9K |
| Millennium Management LLC | 11,215 | $96.3K |
| Mercer Global Advisors Inc | 11,187 | $96.1K |
| Coppell Advisory Solutions LLC | 5,395 | $45.9K |
| Proequities, Inc. | 2,500 | $22.3K |
| Jones Financial Companies LLLP | 2,000 | $17.2K |
| Signaturefd, LLC | 1,666 | $14.3K |
| Bokf, NA | 1,005 | $8.80K |
| Tower Research Capital LLC (TRC) | 899 | $7.72K |
| Tucker Asset Management LLC | 12 | $102 |
Not filed for Q1 2025 yet (1)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Global Retirement Partners, LLC | 200 | $1.72K |