Cornerstone Strategic Investment Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALPINE GLOBAL MANAGEMENT, LLC | 11/21/2025 | 6.99 M | $57.91 M | 5.76% | 2.51% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 6.41 M | $53.06 M | 4.44% | 2.30% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 5.98 M | $49.49 M | 4.30% | 2.14% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 3.48 M | $28.37 M | -0.25% | 1.25% |
| SCULPTOR CAPITAL LP | 11/14/2025 | 2.81 M | $23.29 M | 5.47% | 1.01% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.45 M | $12.02 M | 6.60% | 0.52% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 1.07 M | $8.84 M | 74.76% | 0.38% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2025 | 1.02 M | $8.46 M | -14.70% | 0.37% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.01 M | $8.37 M | -43.92% | 0.36% |
| COHEN & STEERS, INC. | 11/14/2025 | 669.93 K | $5.55 M | -8.84% | 0.24% |
| CABLE CAR CAPITAL LLC | 11/14/2025 | 661.61 K | $5.48 M | -0.03% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 525.27 K | $4.35 M | 5.30% | 0.19% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 508.48 K | $4.21 M | -7.29% | 0.18% |
| MORGAN STANLEY | 11/14/2025 | 500.90 K | $4.15 M | -1.41% | 0.18% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 11/12/2025 | 454.90 K | $3.77 M | 0.81% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 345.58 K | $2.86 M | -1.67% | 0.12% |
| QUARRY LP | 11/14/2025 | 272.34 K | $2.25 M | -46.28% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 256.15 K | $2.12 M | 1.75% | 0.09% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 224.15 K | $1.86 M | 8.85% | 0.08% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 199.07 K | $1.65 M | -8.65% | 0.07% |
| CREATIVE PLANNING | 11/14/2025 | 198.94 K | $1.65 M | 64.45% | 0.07% |
| STONEX GROUP INC. | 11/14/2025 | 159.08 K | $1.32 M | 18.76% | 0.06% |
| 11/06/2025 | 150.90 K | $1.25 M | 100.00% | 0.05% | |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 145.94 K | $1.21 M | 0.00% | 0.05% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 10/31/2025 | 133.75 K | $1.11 M | 23.36% | 0.05% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 116.38 K | $963.63 K | 27.33% | 0.04% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 89.83 K | $743.79 K | -17.97% | 0.03% |
| ENCOMPASS MORE ASSET MANAGEMENT | 10/17/2025 | 83.83 K | $694.08 K | 4.37% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 83.44 K | $690.85 K | 2.07% | 0.03% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 82.67 K | $684.50 K | 16.88% | 0.03% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 69.08 K | $571.98 K | 76.62% | 0.02% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 68.77 K | $569.41 K | 15.58% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 67.62 K | $559.87 K | 34.79% | 0.02% |
| JANE STREET GROUP, LLC | 11/14/2025 | 67.54 K | $559.23 K | 3.90% | 0.02% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 11/13/2025 | 66.20 K | $548.14 K | 2.32% | 0.02% |
| AMERIFLEX GROUP, INC. | 11/12/2025 | 64.60 K | $534.89 K | 100.00% | 0.02% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 50.97 K | $422.05 K | -1.37% | 0.02% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 50.53 K | $418.40 K | 7.02% | 0.02% |
| TORONTO DOMINION BANK | 11/14/2025 | 50.00 K | $414.00 K | 0.00% | 0.02% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 11/14/2025 | 49.24 K | $407.71 K | -20.20% | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 45.43 K | $376.18 K | 0.49% | 0.02% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 41.63 K | $344.72 K | -19.87% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 39.96 K | $330.89 K | 41.91% | 0.01% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 39.02 K | $323.08 K | 4.56% | 0.01% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/09/2025 | 38.95 K | $322.48 K | -6.25% | 0.01% |
| MGO ONE SEVEN LLC | 10/24/2025 | 35.38 K | $292.98 K | 0.24% | 0.01% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11/13/2025 | 34.91 K | $289.08 K | 100.00% | 0.01% |
| ONEASCENT FAMILY OFFICE, LLC | 10/31/2025 | 34.00 K | $281.52 K | 100.00% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 33.19 K | $274.79 K | -3.65% | 0.01% |
| SEACREST WEALTH MANAGEMENT, LLC | 11/13/2025 | 30.49 K | $258.56 K | 27.37% | 0.01% |
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Cornerstone Strategic Investment Fund Inc. institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of Cornerstone Strategic Investment Fund Inc.. The most heavily invested institutionals were:
Stratos Wealth Partners, LTD.: 626,085
WINEBRENNER CAPITAL MANAGEMENT LLC: 136,754
Savvy Advisors, Inc.: 108,760
Encompass More Asset Management: 80,973
BENJAMIN EDWARDS INC: 77,735
Dynamic Advisor Solutions LLC: 44,746
13.61% of Cornerstone Strategic Investment Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 37.67 M shares in the last 24 months. This purchase volume represents approximately $306.67 M in transactions.