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 173 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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
50,424
shares
|
$512,307
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
49,197
shares
|
$499,841
0.05% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
46,645
shares
|
$473,913
0.0% of portfolio
|
Q3 2025
Reduced 41.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,502
shares
|
$472,460
0.02% of portfolio
|
Q4 2021
Reduced 69.71%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
45,814
shares
|
$465,470
0.01% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
42,045
shares
|
$427,177
0.05% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
40,973
shares
|
$416,285
0.05% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
40,376
shares
|
$410,220
0.04% of portfolio
|
Q2 2025
Added 117.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
39,283
shares
|
$399,115
0.02% of portfolio
|
Q3 2025
Reduced 18.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
37,265
shares
|
$378,612
0.0% of portfolio
|
Q3 2025
Added 82.43%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
36,904
shares
|
$374,944
0.03% of portfolio
|
Q3 2025
Reduced 30.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,751
shares
|
$363,230
0.0% of portfolio
|
Q2 2025
Added 36.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
35,456
shares
|
$360,232
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
32,734
shares
|
$332,577
0.05% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
31,221
shares
|
$317,205
0.23% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
30,575
shares
|
$310,642
0.01% of portfolio
|
Q3 2025
Added 49.88%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
30,396
shares
|
$308,823
0.02% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
28,758
shares
|
$292,181
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
28,530
shares
|
$289,864
0.0% of portfolio
|
Q3 2025
Reduced 47.86%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
28,008
shares
|
$284,561
0.06% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
27,409
shares
|
$278,475
0.0% of portfolio
|
Q2 2025
Added 42.96%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
27,351
shares
|
$277,886
0.11% of portfolio
|
Q3 2025
Reduced 48.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,484
shares
|
$269,077
0.0% of portfolio
|
Q3 2025
Added 43.51%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
26,460
shares
|
$268,833
0.01% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
26,070
shares
|
$264,871
0.06% of portfolio
|
Q3 2023
Added 35.08%
|
|