Cornerstone Strategic Investment Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 4.64 M | $38.79 M | -22.37% | 1.66% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 3.37 M | $28.18 M | -3.26% | 1.21% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 3.00 M | $25.06 M | 7,582.94% | 1.07% |
| SCULPTOR CAPITAL LP | 02/13/2026 | 2.97 M | $24.81 M | 5.52% | 1.06% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.80 M | $15.07 M | 24.11% | 0.65% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 1.29 M | $10.75 M | -79.94% | 0.46% |
| QUARRY LP | 02/13/2026 | 1.24 M | $10.33 M | 353.60% | 0.44% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 1.20 M | $10.03 M | 12.48% | 0.43% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 1.14 M | $9.53 M | -83.70% | 0.41% |
| CABLE CAR CAPITAL LLC | 02/17/2026 | 661.68 K | $5.53 M | 0.01% | 0.24% |
| COHEN & STEERS, INC. | 02/13/2026 | 654.93 K | $5.48 M | -2.24% | 0.23% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 626.09 K | $5.23 M | 23.13% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 561.58 K | $4.70 M | 6.91% | 0.20% |
| MORGAN STANLEY | 02/13/2026 | 558.88 K | $4.67 M | 11.57% | 0.20% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2026 | 487.21 K | $4.07 M | -52.31% | 0.17% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 02/17/2026 | 465.56 K | $3.89 M | 2.34% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 367.47 K | $3.07 M | 6.33% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 284.56 K | $2.38 M | 11.09% | 0.10% |
| 02/02/2026 | 263.02 K | $2.20 M | 74.30% | 0.09% | |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 219.64 K | $1.81 M | -2.01% | 0.08% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 211.21 K | $1.77 M | 100.00% | 0.08% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 201.75 K | $1.69 M | 1.35% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 180.28 K | $1.51 M | 166.93% | 0.06% |
| CREATIVE PLANNING | 02/17/2026 | 178.09 K | $1.49 M | -10.48% | 0.06% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 160.36 K | $1.34 M | 37.79% | 0.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 145.94 K | $1.22 M | 0.00% | 0.05% |
| STONEX GROUP INC. | 02/12/2026 | 142.95 K | $1.20 M | -10.14% | 0.05% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 136.75 K | $1.14 M | 2.24% | 0.05% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 108.76 K | $909.23 K | 100.00% | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 91.11 K | $761.67 K | 9.20% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 87.88 K | $734.65 K | 119.90% | 0.03% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 87.69 K | $733.12 K | 6.08% | 0.03% |
| ENCOMPASS MORE ASSET MANAGEMENT | 02/03/2026 | 80.97 K | $676.93 K | -3.40% | 0.03% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 77.74 K | $649.85 K | -13.47% | 0.03% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 76.19 K | $636.94 K | 10.29% | 0.03% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 71.90 K | $601.11 K | 6.34% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 60.90 K | $509.13 K | -11.44% | 0.02% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 53.98 K | $451.29 K | 5.91% | 0.02% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 02/17/2026 | 52.08 K | $435.53 K | 5.77% | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 50.28 K | $420.31 K | 10.66% | 0.02% |
| TORONTO DOMINION BANK | 02/17/2026 | 50.00 K | $418.00 K | 0.00% | 0.02% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 46.86 K | $391.74 K | -7.27% | 0.02% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 44.75 K | $374.08 K | 14.89% | 0.02% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 42.40 K | $354.46 K | 1.84% | 0.02% |
| BLACKROCK, INC. | 02/12/2026 | 41.26 K | $344.92 K | 41.28% | 0.01% |
| MGO ONE SEVEN LLC | 02/03/2026 | 35.47 K | $296.54 K | 0.25% | 0.01% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 02/12/2026 | 34.91 K | $291.87 K | 0.00% | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 34.04 K | $287.97 K | 16.78% | 0.01% |
| ONEASCENT FAMILY OFFICE, LLC | 02/11/2026 | 34.00 K | $284.24 K | 0.00% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 33.84 K | $282.91 K | 1.97% | 0.01% |
Cornerstone Strategic Investment Fund Inc. institutional Ownership - FAQ's
During the previous two years, 162 institutional investors and hedge funds held shares of Cornerstone Strategic Investment Fund Inc.. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 4.64 M
ADVISOR GROUP HOLDINGS, INC.: 3.37 M
PFG Investments, LLC: 3 M
Sculptor Capital LP: 2.97 M
LPL Financial LLC: 1.8 M
BOOTHBAY FUND MANAGEMENT, LLC: 1.29 M
10.50% of Cornerstone Strategic Investment Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 29.99 M shares in the last 24 months. This purchase volume represents approximately $233.35 M in transactions.