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 190 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
184,598
shares
|
$2.15 Million
0.74% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
180,892
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
168,958
shares
|
$1.97 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
158,004
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2023
Added 143.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
150,088
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
124,338
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
121,411
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.51%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
116,469
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
103,057
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2022
Added 34.88%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
98,140
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
89,254
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 63.84%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
81,052
shares
|
$944,255
0.14% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
79,197
shares
|
$922,645
0.0% of portfolio
|
Q3 2024
Added 249.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
73,555
shares
|
$856,915
0.01% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
72,434
shares
|
$843,856
0.0% of portfolio
|
Q3 2024
Added 189.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
66,973
shares
|
$780,235
0.06% of portfolio
|
Q4 2024
Reduced 92.31%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
65,172
shares
|
$759,253
0.0% of portfolio
|
Q4 2023
Added 99.03%
|
|
|
Apollo Management Holdings, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,262
shares
|
$737,002
0.01% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
59,852
shares
|
$697,275
0.51% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,866
shares
|
$662,488
0.33% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,652
shares
|
$636,695
0.0% of portfolio
|
Q3 2024
Added 70.6%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
54,111
shares
|
$630,393
0.0% of portfolio
|
Q3 2024
Reduced 56.54%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
52,808
shares
|
$615,213
0.07% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
52,747
shares
|
$614,502
0.01% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
51,987
shares
|
$605,648
0.0% of portfolio
|
Q3 2024
Added 35.29%
|