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.
Q3 2025 vs. Q2 2025
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 121 | 3 | 126 | +8 |
| Shares | 40.2M | 130.5K | 38.0M | −2.08M (−5.2%) |
| Value | $326.4M | $1.06M | $314.0M | −$11.3M (−3.5%) |
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| WJ Financial Advisors LLC | 150,899 | $1.25M | 1.21% |
| Ameriflex Group, Inc. | 64,600 | $534.9K | 0.20% |
| Mark Sheptoff Financial Planning, LLC | 34,913 | $289.1K | 0.14% |
| OneAscent Family Office, LLC | 34,000 | $281.5K | 0.23% |
| A4 Wealth Advisors LLC | 27,744 | $229.7K | 0.19% |
| Virtu Financial LLC | 26,536 | $220.0K | 0.01% |
| Fisher Asset Management, LLC | 25,604 | $212.0K | 0.00% |
| Integrity Alliance, LLC. | 19,962 | $165.3K | 0.01% |
| Becker Capital Management Inc | 17,630 | $146.0K | 0.00% |
| Money Concepts Capital Corp | 15,901 | $131.7K | 0.01% |
| Mariner, LLC | 13,694 | $113.4K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,100 | $100.2K | 0.00% |
| Atlantic Union Bankshares Corp | 5,500 | $45.5K | 0.00% |
| IFP Advisors, Inc | 2,000 | $16.6K | 0.00% |
| SRS Capital Advisors, Inc. | 1,923 | $15.9K | 0.00% |
| Keener Financial Planning LLC | 1,150 | $9.00K | 0.00% |
| Duncker Streett & Co Inc | 1,000 | $8.28K | 0.00% |
| GoalVest Advisory LLC | 928 | $7.68K | 0.00% |
| Highline Wealth Partners LLC | 400 | $3.31K | 0.00% |
| Tower Research Capital LLC (TRC) | 206 | $1.71K | 0.00% |
Sold out (12)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Absolute Investment Advisers LLC | 1,229,119 | $9.98M |
| Ursa Fund Management, LLC | 275,000 | $2.23M |
| FMR LLC | 39,673 | $322.1K |
| Goldman Sachs Group Inc | 20,000 | $162.4K |
| Oppenheimer & Co Inc | 15,966 | $129.6K |
| RSM US Wealth Management LLC | 14,969 | $121.5K |
| BlueChip Wealth Advisors LLC | 13,497 | $109.6K |
| Capital Investment Advisory Services, LLC | 12,137 | $98.6K |
| Park Square Financial Group, LLC | 5,695 | $46.2K |
| Bank of America Corp | 3,904 | $31.7K |
| Dunhill Financial, LLC | 856 | $6.95K |
| CWM, LLC | 31 | $0 |
Not filed for Q3 2025 yet (3)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Avantax Advisory Services, Inc. | 83,899 | $681.3K |
| Atria Wealth Solutions, Inc. | 32,531 | $268.2K |
| Clarity Capital Partners LLC | 14,089 | $114.4K |