Cornerstone Strategic Investment Fund, Inc.
CLM- 交易所
- NYSE
- SEC CIK
- 0000814083
近 90 天，Cornerstone Strategic Investment Fund, Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 146 家機構在 13F 申報持有，市值合計 $3.40 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Cornerstone Strategic Investment Fund, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 53
- 較 2021 年第 1 季 +2 家
- 持有股數
- 1,439 萬
- 較 2021 年第 1 季 +1,173 萬 (+441.3%)
- 總市值
- $1.67 億
- 較 2021 年第 1 季 +$1.31 億 (+366.6%)
- 新進機構
- 12
- 另有 27 家加碼
- 清倉機構
- 10
- 另有 5 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CLM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 146 | $3.40 億 |
| 2026 年第 1 季 | 138 | $3.10 億 |
| 2025 年第 4 季 | 127 | $2.45 億 |
| 2025 年第 3 季 | 126 | $3.14 億 |
| 2025 年第 2 季 | 121 | $3.26 億 |
| 2025 年第 1 季 | 121 | $1.97 億 |
| 2024 年第 4 季 | 128 | $2.12 億 |
| 2024 年第 3 季 | 117 | $2.14 億 |
| 2024 年第 2 季 | 117 | $2.50 億 |
| 2024 年第 1 季 | 108 | $2.59 億 |
| 2023 年第 4 季 | 110 | $2.58 億 |
| 2023 年第 3 季 | 92 | $2.54 億 |
| 2023 年第 2 季 | 92 | $3.02 億 |
| 2023 年第 1 季 | 90 | $2.84 億 |
| 2022 年第 4 季 | 90 | $3.41 億 |
| 2022 年第 3 季 | 78 | $3.53 億 |
| 2022 年第 2 季 | 85 | $3.68 億 |
| 2022 年第 1 季 | 66 | $6,859 萬 |
| 2021 年第 4 季 | 56 | $6,291 萬 |
| 2021 年第 3 季 | 46 | $1.04 億 |
| 2021 年第 2 季 | 53 | $1.67 億 |
| 2021 年第 1 季 | 51 | $3,581 萬 |
2021 年第 2 季持有機構
每家機構持有 Cornerstone Strategic Investment Fund, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,121,346 | $7,107 萬 | 1.76% | +6,121,346 | 新進 |
| Yakira Capital Management, Inc. | 1,758,833 | $2,042 萬 | 3.34% | +1,758,833 | 新進 |
| Rivernorth Capital Management, LLC | 1,643,262 | $1,908 萬 | 1.09% | +1,643,262 | 新進 |
| Centaurus Financial, Inc. | 1,262,337 | $1,466 萬 | 1.23% | +363,096+40.4% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 568,592 | $660.1 萬 | 2.75% | +469,578+474.3% | 加碼 |
| Ursa Fund Management, LLC | 438,539 | $509.1 萬 | 14.82% | +438,539 | 新進 |
| Clough Capital Partners L P | 400,700 | $465.2 萬 | 0.26% | +400,700 | 新進 |
| Advisor Group Holdings, Inc. | 298,740 | $346.7 萬 | 0.01% | +92,556+44.9% | 加碼 |
| Ford Financial Group, LLC | 282,827 | $328.3 萬 | 1.22% | +12,127+4.5% | 加碼 |
| Pure Financial Advisors, Inc. | 247,354 | $287.2 萬 | 0.23% | +247,354 | 新進 |
| Raymond James & Associates | 243,818 | $283.1 萬 | 0.00% | +106,571+77.6% | 加碼 |
| Capital CS Group, LLC | 163,724 | $190.1 萬 | 1.55% | +149,632+1,061.8% | 加碼 |
| Baird Financial Group, Inc. | 101,491 | $117.8 萬 | 0.00% | +26,783+35.9% | 加碼 |
| Morgan Stanley | 100,497 | $116.7 萬 | 0.00% | +5,212+5.5% | 加碼 |
| Cetera Advisor Networks LLC | 98,834 | $114.7 萬 | 0.02% | +83,500+544.5% | 加碼 |
| LPL Financial LLC | 96,429 | $112.0 萬 | 0.00% | +34,329+55.3% | 加碼 |
| National Asset Management, Inc. | 75,733 | $88.0 萬 | 0.03% | +29,841+65.0% | 加碼 |
| Kovack Advisors, Inc. | 62,646 | $72.7 萬 | 0.08% | +22,732+57.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 49,226 | $57.2 萬 | 0.00% | −1,348−2.7% | 減碼 |
| Commonwealth Equity Services, LLC | 38,968 | $45.2 萬 | 0.00% | +21,144+118.6% | 加碼 |
| Capital Wealth Alliance, LLC | 32,926 | $37.6 萬 | 0.24% | +15,629+90.4% | 加碼 |
| FNY Investment Advisers, LLC | 29,339 | $34.0 萬 | 0.14% | +29,339 | 新進 |
| SeaCrest Wealth Management, LLC | 26,469 | $30.7 萬 | 0.04% | +11,006+71.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 24,864 | $28.9 萬 | 0.02% | +6,144+32.8% | 加碼 |
| Mid Atlantic Financial Management Inc | 24,600 | $28.6 萬 | 0.02% | +24,600 | 新進 |
| DCM Advisors, LLC | 21,850 | $25.4 萬 | 0.14% | +1,350+6.6% | 加碼 |
| Private Advisor Group, LLC | 21,240 | $24.7 萬 | 0.00% | −1,766−7.7% | 減碼 |
| UBS Group AG | 20,789 | $24.1 萬 | 0.00% | −810−3.8% | 減碼 |
| GWM Advisors LLC | 17,436 | $20.2 萬 | 0.01% | +17,436 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $17.8 萬 | 0.02% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 14,646 | $17.0 萬 | 0.04% | +14,646 | 新進 |
| Creative Financial Designs Inc | 13,922 | $16.2 萬 | 0.03% | +2,500+21.9% | 加碼 |
| Foundations Investment Advisors, LLC | 10,900 | $12.9 萬 | 0.01% | +800+7.9% | 加碼 |
| Prospera Financial Services Inc | 11,000 | $12.8 萬 | 0.01% | +11,000 | 新進 |
| Citigroup Inc | 8,620 | $10.0 萬 | 0.00% | +1,000+13.1% | 加碼 |
| Harbor Investment Advisory, LLC | 7,250 | $8.40 萬 | 0.01% | +5,250+262.5% | 加碼 |
| Bank of America Corp | 5,275 | $6.10 萬 | 0.00% | +2,835+116.2% | 加碼 |
| Geneos Wealth Management Inc. | 5,029 | $5.90 萬 | 0.00% | +155+3.2% | 加碼 |
| Royal Bank of Canada | 5,011 | $5.80 萬 | 0.00% | +1,253+33.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,169 | $4.90 萬 | 0.00% | +565+15.7% | 加碼 |
| Wolverine Asset Management LLC | 4,256 | $4.90 萬 | 0.00% | +4,256 | 新進 |
| Wagner Wealth Management, LLC | 3,800 | $4.40 萬 | 0.03% | +3,300+660.0% | 加碼 |
| Atlas Private Wealth Advisors | 3,000 | $3.50 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,156 | $2.50 萬 | 0.00% | −900−29.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,325 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 742 | $8,615 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 250 | $3,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 300 | $3,000 | 0.00% | +200+200.0% | 加碼 |
| Horizon Financial Services, LLC | 70 | $1,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 55 | $1,000 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2 | $0 | 0.00% | −2−50.0% | 減碼 |
| TSFG, LLC | 17 | – | – | 00.0% | 不變 |
| Savior LLC | 0 | $0 | 0.00% | −9,371−100.0% | 清倉 |
| Wells Fargo & Company | 0 | $0 | 0.00% | −492−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −251,000−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −86,545−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −54,210−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −14,630−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,110−100.0% | 清倉 |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −12,097−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |