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。
2022 年第 1 季 13F 持有人
Cornerstone Strategic Investment Fund, Inc. 在 2022/3/31 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
- 66
- 較 2021 年第 4 季 +11 家
- 持有股數
- 495.3 萬
- 較 2021 年第 4 季 +55.1 萬 (+12.5%)
- 總市值
- $6,859 萬
- 較 2021 年第 4 季 +$568.3 萬 (+9.0%)
- 新進機構
- 18
- 另有 25 家加碼
- 清倉機構
- 7
- 另有 12 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,679,256 | $2,366 萬 | 1.87% | +99,405+6.3% | 加碼 |
| Advisor Group Holdings, Inc. | 688,051 | $969.5 萬 | 0.02% | +399,175+138.2% | 加碼 |
| Ford Financial Group, LLC | 313,605 | $441.8 萬 | 1.69% | +17,802+6.0% | 加碼 |
| LPL Financial LLC | 284,204 | $400.4 萬 | 0.00% | +94,680+50.0% | 加碼 |
| Raymond James & Associates | 198,827 | $280.1 萬 | 0.00% | −489−0.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 182,109 | $256.6 萬 | 0.04% | +182,109 | 新進 |
| Barclays PLC | 250,000 | $232.5 萬 | 0.00% | +250,000 | 新進 |
| Commonwealth Equity Services, LLC | 132,137 | $186.1 萬 | 0.00% | +34,527+35.4% | 加碼 |
| Morgan Stanley | 131,414 | $185.1 萬 | 0.00% | +1,757+1.4% | 加碼 |
| Cetera Advisors LLC | 115,547 | $162.8 萬 | 0.03% | +104,131+912.1% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 111,899 | $157.7 萬 | 0.59% | −197,299−63.8% | 減碼 |
| Capital CS Group, LLC | 92,936 | $130.9 萬 | 1.14% | +68,757+284.4% | 加碼 |
| Kovack Advisors, Inc. | 60,552 | $85.3 萬 | 0.09% | +3,117+5.4% | 加碼 |
| Baird Financial Group, Inc. | 56,966 | $80.3 萬 | 0.00% | −45,367−44.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 48,993 | $69.0 萬 | 0.00% | +919+1.9% | 加碼 |
| Rockefeller Capital Management L.P. | 43,100 | $60.7 萬 | 0.00% | +43,000+43,000.0% | 加碼 |
| Private Advisor Group, LLC | 36,378 | $51.3 萬 | 0.00% | +6,401+21.4% | 加碼 |
| Sit Investment Associates Inc | 35,000 | $49.3 萬 | 0.01% | −582,141−94.3% | 減碼 |
| Creative Financial Designs Inc | 34,403 | $48.5 萬 | 0.07% | +9,580+38.6% | 加碼 |
| Almitas Capital LLC | 33,900 | $47.8 萬 | 0.29% | +33,900 | 新進 |
| Capital Wealth Alliance, LLC | 32,201 | $45.3 萬 | 0.27% | −4,046−11.2% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 31,350 | $44.2 萬 | 0.22% | +31,350 | 新進 |
| Dynamic Advisor Solutions LLC | 28,397 | $40.0 萬 | 0.03% | −2,159−7.1% | 減碼 |
| UBS Group AG | 19,809 | $27.9 萬 | 0.00% | −518−2.5% | 減碼 |
| CoreCap Advisors, LLC | 18,926 | $26.7 萬 | 0.02% | +3,000+18.8% | 加碼 |
| Virtu Financial LLC | 18,831 | $26.5 萬 | 0.02% | +18,831 | 新進 |
| Thrivent Financial for Lutherans | 18,506 | $26.1 萬 | 0.00% | +18,506 | 新進 |
| GWM Advisors LLC | 18,360 | $25.9 萬 | 0.00% | +1,160+6.7% | 加碼 |
| Prospera Financial Services Inc | 17,950 | $25.3 萬 | 0.01% | +3,500+24.2% | 加碼 |
| Creative Planning | 17,923 | $25.3 萬 | 0.00% | +3,597+25.1% | 加碼 |
| Envestnet Asset Management Inc | 16,901 | $23.8 萬 | 0.00% | −11,381−40.2% | 減碼 |
| Raymond James Trust N.A. | 16,253 | $22.9 萬 | 0.01% | +16,253 | 新進 |
| Altus Wealth Group LLC | 15,750 | $22.2 萬 | 0.18% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 15,346 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Bank of America Corp | 14,819 | $20.8 萬 | 0.00% | +9,474+177.2% | 加碼 |
| Two Sigma Securities, LLC | 13,559 | $19.1 萬 | 0.03% | +13,559 | 新進 |
| Cetera Advisor Networks LLC | 13,451 | $19.0 萬 | 0.00% | −6,625−33.0% | 減碼 |
| Money Concepts Capital Corp | 11,943 | $16.8 萬 | 0.01% | +11,943 | 新進 |
| Laidlaw Wealth Management LLC | 11,850 | $16.7 萬 | 0.03% | +11,850 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,606 | $16.4 萬 | 0.04% | +11,606 | 新進 |
| CWM, LLC | 10,319 | $14.5 萬 | 0.00% | −2,809−21.4% | 減碼 |
| AlphaStar Capital Management, LLC | 10,272 | $14.5 萬 | 0.01% | +10,272 | 新進 |
| Harbor Investment Advisory, LLC | 7,450 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 5,826 | $8.20 萬 | 0.00% | +308+5.6% | 加碼 |
| Royal Bank of Canada | 5,754 | $8.10 萬 | 0.00% | +975+20.4% | 加碼 |
| Tradition Wealth Management, LLC | 5,300 | $7.50 萬 | 0.01% | +1,300+32.5% | 加碼 |
| Larson Financial Group LLC | 2,600 | $3.70 萬 | 0.01% | +1,100+73.3% | 加碼 |
| American Portfolios Advisors | 2,488 | $3.51 萬 | 0.00% | +66+2.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,333 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,476 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,325 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 1,255 | $1.80 萬 | 0.00% | −246−16.4% | 減碼 |
| Spire Wealth Management | 900 | $1.30 萬 | 0.00% | +650+260.0% | 加碼 |
| Rise Advisors, LLC | 418 | $6,000 | 0.01% | +22+5.6% | 加碼 |
| IFP Advisors, Inc | 421 | $6,000 | 0.00% | +421 | 新進 |
| Parallel Advisors, LLC | 55 | $1,000 | 0.00% | 00.0% | 不變 |
| Pflug Koory, LLC | 41 | $1,000 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 70 | $1,000 | 0.00% | +70 | 新進 |
| Focused Wealth Management, Inc | 100 | $1,000 | 0.00% | +100 | 新進 |
| Global Retirement Partners, LLC | 79 | $1,000 | 0.00% | +79 | 新進 |
| US Bancorp | 2 | $0 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | 減碼 |
| TSFG, LLC | 17 | $0 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 24 | $0 | 0.00% | +24 | 新進 |
| TCWP LLC | 46 | $0 | 0.00% | +46 | 新進 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −65,069−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −21,400−100.0% | 清倉 |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −12,946−100.0% | 清倉 |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −11,300−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −4,007−100.0% | 清倉 |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −191−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |