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 |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
19,856
shares
|
$232,712
0.02% of portfolio
|
Q3 2024
Reduced 20.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,720
shares
|
$231,118
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
19,488
shares
|
$228,399
0.0% of portfolio
|
Q3 2024
Added 108.23%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
19,374
shares
|
$227,063
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
18,524
shares
|
$217,101
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
18,284
shares
|
$214,288
0.0% of portfolio
|
Q3 2024
Reduced 62.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
18,149
shares
|
$212,706
0.01% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,839
shares
|
$209,073
0.0% of portfolio
|
Q3 2024
Reduced 27.76%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
17,478
shares
|
$204,842
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
17,386
shares
|
$203,763
0.08% of portfolio
|
Q1 2024
Reduced 42.63%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
17,204
shares
|
$201,630
2.4% of portfolio
|
Q4 2022
Reduced 67.64%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
17,085
shares
|
$200,236
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
16,865
shares
|
$197,657
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
16,740
shares
|
$196,192
0.05% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,687
shares
|
$195,571
0.0% of portfolio
|
Q2 2023
Reduced 19.86%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
16,590
shares
|
$194,434
0.0% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
16,456
shares
|
$192,864
0.01% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
16,258
shares
|
$190,543
0.01% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
16,247
shares
|
$190,414
0.0% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
16,233
shares
|
$190,250
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
16,233
shares
|
$190,250
0.05% of portfolio
|
Q2 2024
Reduced 34.66%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
15,476
shares
|
$181,378
0.07% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,230
shares
|
$178,495
0.0% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
15,019
shares
|
$176,022
0.0% of portfolio
|
Q3 2024
Reduced 73.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
14,758
shares
|
$172,963
0.0% of portfolio
|
Q3 2024
Added 38.9%
|