NewEdge Advisors, LLC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1633516
NEW ORLEANS, LA
Position in CLM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$136,843
+$9,516 QoQ
Shares Held
18,101
+3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 145 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. CLM ranks #229 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in CLM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,843 | 18,101 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $127,327 | 17,490 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $141,442 | 16,919 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $105,006 | 12,682 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $242,503 | 29,865 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $168,199 | 23,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $268,267 | 31,730 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $148,687 | 19,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $168,466 | 22,229 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $162,916 | 22,011 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,728 | 7,027 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $68,424 | 8,636 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $78,562 | 9,525 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $83,243 | 10,857 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,094 | 10,628 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $87,479 | 10,371 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $254,618 | 18,360 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $241,918 | 17,200 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $219,955 | 17,459 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $199,244 | 17,436 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||