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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.

Q2 2025 vs. Q1 2025

How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of CLM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1211121+1
Shares26.5M13.8K40.2M+13.7M (+51.6%)
Value$197.1M$102.8K$326.4M+$129.4M (+65.7%)

1 institution that held it in Q1 2025 haven't filed for Q2 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 Q2 2025 but not at the end of Q1 2025.

Institutions new to CLM in Q2 2025
InstitutionSharesValue% of portfolio
Sculptor Capital LP2,666,574$21.7M0.35%
Rivernorth Capital Management, LLC1,803,392$14.6M0.81%
Absolute Investment Advisers LLC1,229,119$9.98M1.23%
Avantax Advisory Services, Inc.83,899$681.3K0.00%
AE Wealth Management LLC50,164$407.3K0.00%
Toronto Dominion Bank50,000$406.0K0.00%
Change Path, LLC39,112$317.6K0.01%
Millennium Management LLC26,574$215.8K0.00%
Summit Financial, LLC21,627$175.6K0.00%
Goldman Sachs Group Inc20,000$162.4K0.00%
Evolution Wealth Management Inc.19,425$157.7K0.19%
RSM US Wealth Management LLC14,969$121.5K0.00%
Capital Investment Advisory Services, LLC12,137$98.6K0.01%
Resources Investment Advisors, LLC.10,260$83.3K0.00%
Newbridge Financial Services Group, Inc.10,000$81.2K0.01%
Ameritas Advisory Services, LLC1,191$9.68K0.00%
Dunhill Financial, LLC856$6.95K0.00%

Sold out (16)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of CLM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Virtu Financial LLC148,325$1.10M
Ameriflex Group, Inc.71,600$532.0K
Ieq Capital, LLC54,535$405.2K
Integrity Alliance, LLC.52,160$387.5K
Almitas Capital LLC48,565$360.8K
Grimes & Company, Inc.44,886$333.5K
Janney Montgomery Scott LLC27,058$201.0K
BIP Wealth, LLC16,000$118.9K
United Capital Financial Advisers, LLC13,991$104.0K
TownSquare Capital, LLC10,586$78.7K
RPG Investment Advisory, LLC10,000$74.3K
AlphaCore Capital LLC10,000$74.3K
IFP Advisors, Inc4,250$31.6K
JPMorgan Chase & Co1,183$8.79K
Adirondack Trust Co380$2.82K
TD Waterhouse Canada Inc.150$1.11K

Not filed for Q2 2025 yet (1)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CLM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Sheaff Brock Investment Advisors, LLC13,830$102.8K