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 186 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
46,823
shares
|
$548,765
0.07% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,502
shares
|
$545,003
0.02% of portfolio
|
Q4 2021
Reduced 69.71%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
46,436
shares
|
$544,229
0.01% of portfolio
|
Q3 2024
Reduced 24.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
46,092
shares
|
$540,198
0.0% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
44,101
shares
|
$516,863
0.89% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
42,822
shares
|
$501,873
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,359
shares
|
$473,007
0.0% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
39,944
shares
|
$468,143
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
39,843
shares
|
$466,959
0.04% of portfolio
|
Q3 2024
Reduced 28.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
39,331
shares
|
$460,959
0.0% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
36,610
shares
|
$429,069
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
35,454
shares
|
$415,520
0.0% of portfolio
|
Q3 2024
Added 68.51%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
34,136
shares
|
$400,073
0.0% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
33,162
shares
|
$388,658
0.0% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
32,450
shares
|
$380,314
0.06% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
32,024
shares
|
$375,321
0.0% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
31,945
shares
|
$374,395
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
31,438
shares
|
$368,453
0.0% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
31,235
shares
|
$366,074
0.0% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
30,375
shares
|
$355,995
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
29,511
shares
|
$345,868
0.11% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
29,198
shares
|
$342,200
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
28,275
shares
|
$331,383
0.03% of portfolio
|
Q3 2024
Added 67.64%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
27,888
shares
|
$326,847
0.0% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
27,851
shares
|
$326,413
0.03% of portfolio
|
Q4 2023
Added 367.53%
|