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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 4,864 | $36.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,250 | $31.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,089 | $23.0K | 0.00% | +3,089 | New |
| Avalon Trust Co | 2,000 | $14.9K | 0.00% | +2,000 | New |
| Sunbelt Securities, Inc. | 1,241 | $9.22K | 0.00% | +60+5.1% | Added |
| The PNC Financial Services Group, Inc. | 1,200 | $8.92K | 0.00% | −10,500−89.7% | Reduced |
| JPMorgan Chase & Co | 1,183 | $8.79K | 0.00% | +1,173+11,730.0% | Added |
| Royal Bank of Canada | 1,126 | $8.00K | 0.00% | −445−28.3% | Reduced |
| 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 |
| Principal Securities, Inc. | 700 | $6.01K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 700 | $5.20K | 0.00% | +700 | New |
| Allworth Financial LP | 621 | $4.34K | 0.00% | −16−2.5% | Reduced |
| Adirondack Trust Co | 380 | $2.82K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $1.11K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 44 | $327 | 0.00% | −1−2.2% | Reduced |
| Harbour Investments, Inc. | 38 | $282 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4 | $31 | 0.00% | +2+100.0% | Added |
| Danske Bank A/S | 4 | $30 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 31 | $0 | 0.00% | +30+3,000.0% | Added |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −647,416−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −491,832−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −181,573−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −124,034−100.0% | Sold out |
| Kane Investment Management, Inc. | 0 | $0 | 0.00% | −38,634−100.0% | Sold out |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | $0 | 0.00% | −37,567−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −34,697−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,892−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −29,193−100.0% | Sold out |
| Evernest Financial Advisors, LLC | 0 | $0 | 0.00% | −22,102−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −21,519−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −20,730−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −20,145−100.0% | Sold out |
| Armis Advisers, LLC | 0 | $0 | 0.00% | −19,425−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,187−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −5,395−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |