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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
2,856
shares
|
$29,016
0.01% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
2,605
shares
|
$26,466
0.01% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,320
shares
|
$23,571
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
2,134
shares
|
$21,681
0.01% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,000
shares
|
$20,320
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,000
shares
|
$20,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,562
shares
|
$15,869
0.0% of portfolio
|
Q3 2022
Reduced 7.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
1,461
shares
|
$14,843
0.01% of portfolio
|
Q3 2025
Reduced 97.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,307
shares
|
$13,279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
1,042
shares
|
$10,586
0.0% of portfolio
|
Q3 2025
Reduced 96.49%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
886
shares
|
$9,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
800
shares
|
$8,128
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
611
shares
|
$6,207
0.0% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
590
shares
|
$5,994
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
538
shares
|
$5,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
404
shares
|
$4,104
0.0% of portfolio
|
Q1 2024
Reduced 78.56%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
399
shares
|
$4,053
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
153
shares
|
$1,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
42
shares
|
$426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3
shares
|
$30
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|