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 |
|---|---|---|---|---|---|
| CWM, LLC | 31 | $0 | 0.00% | +30+3,000.0% | Added |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 4 | $30 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4 | $31 | 0.00% | +2+100.0% | Added |
| Harbour Investments, Inc. | 38 | $282 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 44 | $327 | 0.00% | −1−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 150 | $1.11K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 380 | $2.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 621 | $4.34K | 0.00% | −16−2.5% | Reduced |
| Salem Investment Counselors Inc | 700 | $5.20K | 0.00% | +700 | New |
| Principal Securities, Inc. | 700 | $6.01K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,000 | $7.43K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,000 | $7.43K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,126 | $8.00K | 0.00% | −445−28.3% | Reduced |
| JPMorgan Chase & Co | 1,183 | $8.79K | 0.00% | +1,173+11,730.0% | Added |
| The PNC Financial Services Group, Inc. | 1,200 | $8.92K | 0.00% | −10,500−89.7% | Reduced |
| Sunbelt Securities, Inc. | 1,241 | $9.22K | 0.00% | +60+5.1% | Added |
| Avalon Trust Co | 2,000 | $14.9K | 0.00% | +2,000 | New |
| Farther Finance Advisors, LLC | 3,089 | $23.0K | 0.00% | +3,089 | New |
| IFP Advisors, Inc | 4,250 | $31.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,864 | $36.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 5,695 | $42.3K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 6,233 | $46.3K | 0.00% | −751−10.8% | Reduced |
| Anfield Capital Management, LLC | 6,528 | $48.5K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,641 | $49.3K | 0.00% | +778+13.3% | Added |
| GPS Wealth Strategies Group, LLC | 6,810 | $50.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sonora Investment Management Group, LLC | 10,135 | $75.3K | 0.01% | +20.0% | Added |
| TownSquare Capital, LLC | 10,586 | $78.7K | 0.00% | −1,500−12.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,615 | $78.9K | 0.01% | +513+5.1% | Added |
| Harbor Investment Advisory, LLC | 11,204 | $83.2K | 0.01% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 11,603 | $86.2K | 0.02% | −3,567−23.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,766 | $87.4K | 0.00% | +501+4.4% | Added |
| Quarry LP | 12,018 | $89.3K | 0.02% | −2,995−19.9% | Reduced |
| Integrated Wealth Concepts LLC | 12,392 | $92.1K | 0.00% | +12,392 | New |
| Davenport & Co LLC | 12,773 | $94.9K | 0.00% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 13,088 | $97.2K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,830 | $102.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,991 | $104.0K | 0.00% | +13,991 | New |
| Northwestern Mutual Wealth Management Co | 14,117 | $104.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,666 | $116.4K | 0.00% | −12,753−44.9% | Reduced |
| Ameriprise Financial Inc | 15,916 | $118.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,970 | $118.7K | 0.00% | 00.0% | Unchanged |
| BIP Wealth, LLC | 16,000 | $118.9K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 16,339 | $121.4K | 0.06% | +721+4.6% | Added |
| Buska Wealth Management, LLC | 16,519 | $122.7K | 0.04% | +5,239+46.4% | Added |
| Capital CS Group, LLC | 17,555 | $130.4K | 0.22% | −24,976−58.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,907 | $133.1K | 0.00% | −7,332−29.1% | Reduced |
| NBC Securities, Inc. | 18,455 | $137.0K | 0.01% | +18,441+131,721.4% | Added |
| MAI Capital Management | 18,609 | $138.3K | 0.00% | +1,056+6.0% | Added |
| SeaCrest Wealth Management, LLC | 18,907 | $140.5K | 0.02% | −33,792−64.1% | Reduced |
| Sanctuary Advisors, LLC | 19,000 | $141.2K | 0.00% | +150+0.8% | Added |
| Wedbush Securities Inc | 19,924 | $148.0K | 0.01% | −4,426−18.2% | Reduced |
| Kestra Private Wealth Services, LLC | 20,279 | $150.7K | 0.00% | +3,666+22.1% | Added |
| Pathstone Holdings, LLC | 21,012 | $156.1K | 0.00% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 21,103 | $156.8K | 0.07% | +51+0.2% | Added |
| Sequoia Financial Advisors, LLC | 22,000 | $163.5K | 0.00% | +600+2.8% | Added |
| Redhawk Wealth Advisors, Inc. | 22,564 | $167.6K | 0.02% | +364+1.6% | Added |
| GWM Advisors LLC | 23,000 | $170.9K | 0.00% | −8,730−27.5% | Reduced |
| We Are One Seven, LLC | 24,717 | $183.7K | 0.01% | −4,246−14.7% | Reduced |
| Ursa Fund Management, LLC | 25,000 | $185.8K | 0.66% | +25,000 | New |
| Vantage Financial Partners, LLC | 25,007 | $185.8K | 0.05% | +337+1.4% | Added |
| Janney Montgomery Scott LLC | 27,058 | $201.0K | 0.00% | +27,058 | New |
| Rockefeller Capital Management L.P. | 27,102 | $201.4K | 0.00% | +1,400+5.4% | Added |
| Chicago Partners Investment Group LLC | 31,164 | $218.1K | 0.01% | +194+0.6% | Added |
| Sit Investment Associates Inc | 35,000 | $260.0K | 0.01% | +35,000 | New |
| Jane Street Group, LLC | 35,714 | $265.4K | 0.00% | +35,714 | New |
| Dynamic Advisor Solutions LLC | 39,442 | $293.1K | 0.01% | −2,307−5.5% | Reduced |
| Stifel Financial Corp | 41,915 | $311.4K | 0.00% | −203−0.5% | Reduced |
| CoreCap Advisors, LLC | 42,014 | $312.2K | 0.01% | −6,142−12.8% | Reduced |
| Grimes & Company, Inc. | 44,886 | $333.5K | 0.01% | +2,088+4.9% | Added |
| BlackRock, Inc. | 46,441 | $345.1K | 0.00% | +46,441 | New |
| Almitas Capital LLC | 48,565 | $360.8K | 0.12% | +48,565 | New |
| Citadel Advisors LLC | 49,896 | $370.7K | 0.00% | +1,151+2.4% | Added |
| PFG Investments, LLC | 50,636 | $376.2K | 0.02% | −339−0.7% | Reduced |
| Garden State Investment Advisory Services LLC | 50,761 | $377.3K | 0.12% | −863−1.7% | Reduced |
| Private Advisor Group, LLC | 51,035 | $379.2K | 0.00% | −1,871−3.5% | Reduced |
| Envestnet Asset Management Inc | 51,549 | $383.0K | 0.00% | +3,896+8.2% | Added |
| Integrity Alliance, LLC. | 52,160 | $387.5K | 0.02% | +52,160 | New |
| UBS Group AG | 53,359 | $396.5K | 0.00% | −4,591−7.9% | Reduced |
| Ieq Capital, LLC | 54,535 | $405.2K | 0.00% | +54,535 | New |
| Prospera Financial Services Inc | 63,563 | $472.3K | 0.01% | +7,674+13.7% | Added |
| Clarity Capital Partners LLC | 66,190 | $491.8K | 0.20% | +21,964+49.7% | Added |
| Creative Financial Designs Inc | 70,975 | $527.3K | 0.04% | −19,392−21.5% | Reduced |
| Ameriflex Group, Inc. | 71,600 | $532.0K | 0.22% | −19,500−21.4% | Reduced |
| Strategic Financial Concepts, LLC | 72,100 | $535.7K | 0.10% | −2,550−3.4% | Reduced |
| Encompass More Asset Management | 76,570 | $568.9K | 0.17% | +819+1.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 88,892 | $660.5K | 0.22% | −82,960−48.3% | Reduced |
| StoneX Group Inc. | 92,047 | $683.9K | 0.04% | +7,722+9.2% | Added |
| Baird Financial Group, Inc. | 92,646 | $688.4K | 0.00% | −78,827−46.0% | Reduced |
| Creative Planning | 95,347 | $708.4K | 0.00% | +17,858+23.0% | Added |
| Thrivent Financial for Lutherans | 100,452 | $747.0K | 0.00% | −14,000−12.2% | Reduced |
| Susquehanna International Group, LLP | 100,696 | $748.2K | 0.00% | −3,051−2.9% | Reduced |
| HighTower Advisors, LLC | 106,129 | $788.5K | 0.00% | −12,864−10.8% | Reduced |
| Winebrenner Capital Management LLC | 108,426 | $805.6K | 0.73% | 00.0% | Unchanged |