Institutional Ownership Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
1,538,071
shares
|
$15.6 Million
5.25% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
1,359,023
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,247,326
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Cf Capital LLC
Cohasset, MA |
Oct 29, 2025 Q3 2025 |
1,002,778
shares
|
$10.2 Million
5.83% of portfolio
|
Q3 2025
Added 100.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
991,403
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
798,395
shares
|
$8.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
794,106
shares
|
$8.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
708,922
shares
|
$7.2 Million
0.04% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
574,045
shares
|
$5.83 Million
0.0% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
562,388
shares
|
$5.71 Million
0.49% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
515,776
shares
|
$5.24 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
484,890
shares
|
$4.93 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
460,930
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
369,344
shares
|
$3.75 Million
0.38% of portfolio
|
Q3 2025
Reduced 20.01%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
360,943
shares
|
$3.67 Million
2.35% of portfolio
|
Q3 2025
Added 4580.88%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
337,100
shares
|
$3.42 Million
0.08% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
332,600
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.69%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
307,500
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
289,314
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
277,041
shares
|
$2.81 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
273,060
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
267,862
shares
|
$2.72 Million
0.47% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
260,667
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
238,823
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
237,742
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|