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.
Q4 2025 vs. Q3 2025
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 126 | 1 | 127 | +2 |
| Shares | 38.0M | 10.1K | 29.3M | −8.66M (−22.8%) |
| Value | $314.0M | $83.9K | $245.0M | −$68.9M (−22.0%) |
1 institution that held it in Q3 2025 haven't filed for Q4 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 Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovack Advisors, Inc. | 211,213 | $1.77M | 0.08% |
| Savvy Advisors, Inc. | 108,760 | $909.2K | 0.03% |
| EP Wealth Advisors, LLC | 28,732 | $240.2K | 0.00% |
| Pensionmark Financial Group, LLC | 19,654 | $164.3K | 0.00% |
| CI Private Wealth, LLC | 15,177 | $126.9K | 0.00% |
| Goldman Sachs Group Inc | 15,000 | $125.4K | 0.00% |
| NWF Advisory Services Inc. | 12,500 | $104.5K | 0.01% |
| Colony Group, LLC | 10,189 | $85.2K | 0.00% |
| Bank of America Corp | 3,895 | $32.6K | 0.00% |
| Spire Wealth Management | 3,572 | $29.9K | 0.00% |
| JPMorgan Chase & Co | 3,032 | $25.4K | 0.00% |
| Garton & Associates Financial Advisors LLC | 2,500 | $20.9K | 0.01% |
| Parallel Advisors, LLC | 1,941 | $16.2K | 0.00% |
| Roble, Belko & Company, Inc | 898 | $8.00K | 0.00% |
| CWM, LLC | 165 | $1.00K | 0.00% |
| Parvin Asset Management, LLC | 67 | $560 | 0.00% |
| Tucker Asset Management LLC | 14 | $118 | 0.00% |
Sold out (15)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Rivernorth Capital Management, LLC | 1,011,315 | $8.37M |
| Strategic Financial Concepts, LLC | 66,200 | $548.1K |
| Virtu Financial LLC | 26,536 | $220.0K |
| Fisher Asset Management, LLC | 25,604 | $212.0K |
| Citadel Advisors LLC | 25,111 | $207.9K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,100 | $100.2K |
| Integrated Wealth Concepts LLC | 11,805 | $97.8K |
| Newbridge Financial Services Group, Inc. | 10,000 | $82.8K |
| GPS Wealth Strategies Group, LLC | 8,010 | $66.3K |
| IFP Advisors, Inc | 2,000 | $16.6K |
| Ameritas Advisory Services, LLC | 1,234 | $10.2K |
| Keener Financial Planning LLC | 1,150 | $9.00K |
| Principal Securities, Inc. | 700 | $5.80K |
| Salem Investment Counselors Inc | 700 | $5.80K |
| Tower Research Capital LLC (TRC) | 206 | $1.71K |
Not filed for Q4 2025 yet (1)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Sonora Investment Management Group, LLC | 10,135 | $83.9K |