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CION Investment (CION) Institutional Ownership

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$9.81 +0.15 (+1.55%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for CION Investment (NYSE:CION)

Current
Institutional Ownership
Percentage
32.01%
Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$90.62M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$36.26M
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CION Institutional Buying and Selling by Quarter

CION Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025Sigma Planning Corp342,566$3.28M0.1%+1.3%0.650%
8/4/2025 Simon Quick Advisors LLC25,526$244K0.0%+8.1%0.048%
8/4/2025 Spire Wealth Management3,931$38K0.0%-75.8%0.007%
8/4/2025 Arkadios Wealth Advisors329,379$3.15M0.1%+3.3%0.625%
8/4/2025 Daymark Wealth Partners LLC10,283$98K0.0%N/A0.020%
8/1/2025 Y Intercept Hong Kong Ltd63,351$606K0.0%+381.2%0.120%
8/1/2025 Envestnet Asset Management Inc.199,905$1.91M0.0%+98.8%0.379%
7/31/2025 Whipplewood Advisors LLC52,245$500K0.3%+208,880.0%0.099%
7/30/2025 Strategic Blueprint LLC48,293$462K0.0%-6.4%0.092%
7/30/2025 BlueChip Wealth Advisors LLC52,976$507K0.2%+3.1%0.101%
7/29/2025 International Assets Investment Management LLC64,996$622K0.0%-3.0%0.123%
7/29/2025 Koshinski Asset Management Inc.32,788$314K0.0%-3.9%0.062%
7/28/2025 Acorn Financial Advisory Services Inc. ADV267,634$2.56M0.4%+5.5%0.508%
7/25/2025 Endowment Wealth Management Inc.63,830$611K0.3%+6.2%0.121%
7/25/2025 Concurrent Investment Advisors LLC51,286$491K0.0%+19.3%0.097%
7/25/2025 Apollon Wealth Management LLC69,707$667K0.0%+28.0%0.132%
7/24/2025 Strong Tower Advisory Services198,777$1.90M0.4%+3.9%0.377%
7/23/2025 Winthrop Advisory Group LLC11,493$110K0.0%-32.7%0.022%
7/23/2025 Kingswood Wealth Advisors LLC14,599$140K0.0%-66.7%0.028%
7/22/2025 Belpointe Asset Management LLC15,946$153K0.0%+10.3%0.030%
7/22/2025 Wealthcare Advisory Partners LLC28,979$277K0.0%+40.8%0.055%
7/22/2025 Berger Financial Group Inc487,404$4.66M0.3%+27.6%0.925%
7/18/2025 Consolidated Portfolio Review Corp40,973$392K0.1%-2.5%0.078%
7/18/2025 Cooper Financial Group50,895$487K0.1%-3.6%0.097%
7/17/2025 Symmetry Partners LLC40,376$386K0.0%+117.6%0.077%
7/17/2025 Beacon Capital Management LLC33,404$320K0.0%+7.7%0.063%
7/14/2025 A&I Financial Services LLC28,743$275K0.2%-6.6%0.055%
7/11/2025 SeaCrest Wealth Management LLC29,102$279K0.0%+14.0%0.055%
7/9/2025 Triumph Capital Management14,619$140K0.0%-37.0%0.028%
5/20/2025 Belpointe Asset Management LLC14,456$150K0.0%-12.2%0.027%
5/16/2025Advisors Asset Management Inc.134,665$1.39M0.0%+11.1%0.256%
5/15/2025 Focus Partners Advisor Solutions LLC20,427$211K0.0%N/A0.039%
5/15/2025Royal Bank of Canada29,757$308K0.0%-21.0%0.056%
5/15/2025Alpine Global Management LLC88,836$919K0.2%-76.8%0.168%
5/15/2025Quarry LP2,570$27K0.0%N/A0.005%
5/15/2025Magnetar Financial LLC50,023$518K0.0%N/A0.094%
5/15/2025WPG Advisers LLC3,497$36K0.0%N/A0.007%
5/15/2025Trexquant Investment LP62,120$643K0.0%-20.5%0.117%
5/15/2025OMERS ADMINISTRATION Corp13,700$142K0.0%N/A0.026%
5/14/2025Wealth Preservation Advisors LLC3,061$32K0.0%N/A0.006%
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5/14/2025North Ground Capital581,100$5.84M5.7%+37.8%1.096%
5/14/2025Kestra Advisory Services LLC314,514$3.26M0.0%-40.8%0.593%
5/14/2025BI Asset Management Fondsmaeglerselskab A S184,026$1.91M0.0%+37.0%0.347%
5/13/2025Elevatus Welath Management11,099$115K0.1%N/A0.021%
5/13/2025Gen Wealth Partners Inc11,298$117K0.0%-11.0%0.021%
5/13/2025Leigh Baldwin & CO. LLC13,259$137K0.1%N/A0.025%
5/13/2025 Trivium Point Advisory LLC69,866$723K0.1%-8.1%0.132%
5/13/2025HighTower Advisors LLC39,500$409K0.0%+72.1%0.074%
5/12/2025Virtu Financial LLC19,259$199K0.0%-19.2%0.036%
5/12/2025Invesco Ltd.1,005,064$10.40M0.0%-3.6%1.895%
5/12/2025 Berger Financial Group Inc381,926$3.95M0.3%+17.0%0.720%
5/12/2025Townsquare Capital LLC31,438$325K0.0%-7.2%0.059%
5/12/2025Founders Financial Alliance LLC24,677$255K0.1%+13.4%0.047%
5/9/2025 Atria Wealth Solutions Inc.29,755$308K0.0%-59.5%0.056%
5/8/2025 Harbour Investments Inc.15,660$162K0.0%-14.2%0.030%
5/8/2025 Arkadios Wealth Advisors318,983$3.30M0.1%+8.9%0.602%
5/7/2025LPL Financial LLC992,946$10.28M0.0%+2.7%1.873%
5/6/2025Cetera Investment Advisers252,994$2.62M0.0%-2.6%0.477%
5/6/2025Avantax Advisory Services Inc.26,147$271K0.0%N/A0.049%
5/6/2025AE Wealth Management LLC32,079$332K0.0%+17.4%0.060%
5/6/2025Wedbush Securities Inc.16,350$169K0.0%+31.3%0.031%
5/6/2025Efficient Advisors LLC11,690$121K0.0%N/A0.022%
5/6/2025 BlueChip Wealth Advisors LLC51,366$532K0.2%+48.4%0.097%
5/6/2025 Y Intercept Hong Kong Ltd13,165$136K0.0%-8.5%0.025%
5/5/2025 IFP Advisors Inc16,501$171K0.0%-26.1%0.031%
5/5/2025Private Advisor Group LLC739,356$7.65M0.0%+10.7%1.394%
5/5/2025Hollencrest Capital Management3,000$31K0.0%N/A0.006%
5/5/2025Transce3nd LLC7,495$78K0.0%-60.8%0.014%
5/2/2025Pinkerton Retirement Specialists LLC478,317$4.95M0.6%-8.6%0.902%
5/2/2025 Apollon Wealth Management LLC54,457$564K0.0%+3.2%0.103%
5/2/2025Sigma Planning Corp338,143$3.50M0.1%+3.8%0.638%
5/1/2025 A&I Financial Services LLC30,780$319K0.2%-9.1%0.058%
5/1/2025Diversify Wealth Management LLC154,702$1.56M0.1%-8.4%0.292%
4/30/2025Financial Gravity Asset Management Inc.97,281$1.01M0.2%N/A0.183%
4/29/2025 Envestnet Asset Management Inc.100,541$1.04M0.0%+91.0%0.190%
4/29/2025 Strategic Blueprint LLC51,604$534K0.0%+141.4%0.097%
4/29/2025OneDigital Investment Advisors LLC200,964$2.08M0.0%-0.9%0.379%
4/28/2025Redmont Wealth Advisors LLC31,151$322K0.6%-29.4%0.059%
4/24/2025Golden State Wealth Management LLC10,031$104K0.0%+18.9%0.019%
4/23/2025Western Wealth Management LLC13,068$135K0.0%-31.9%0.025%
4/23/2025Golden State Wealth Management LLC20,061$208K0.0%+137.9%0.038%
4/23/2025 Symmetry Partners LLC18,559$192K0.0%N/A0.035%
4/23/2025 Consolidated Portfolio Review Corp42,021$435K0.1%+14.8%0.079%
4/23/2025Continuum Advisory LLC42,245$437K0.1%-7.0%0.080%
4/22/2025TT Capital Management LLC30,998$321K0.3%+4.4%0.058%
4/21/2025United Advisor Group LLC24,136$250K0.1%-8.8%0.046%
4/21/2025 Beacon Capital Management LLC31,030$321K0.0%-4.4%0.059%
4/21/2025 Kingswood Wealth Advisors LLC43,797$459K0.0%+50.0%0.083%
4/15/2025GPS Wealth Strategies Group LLC15,350$159K0.0%-23.9%0.029%
4/15/2025 Redhawk Wealth Advisors Inc.65,718$680K0.1%N/A0.124%
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4/15/2025 Wealthcare Advisory Partners LLC20,577$213K0.0%-23.4%0.039%
4/11/2025 SeaCrest Wealth Management LLC25,538$264K0.0%N/A0.048%
4/10/2025Hennion & Walsh Asset Management Inc.555,374$5.75M0.3%+10.1%1.047%
4/9/2025 Merit Financial Group LLC19,803$205K0.0%N/A0.037%
4/9/2025 Strong Tower Advisory Services191,279$1.98M0.5%-7.1%0.361%
2/28/2025 BridgePort Financial Solutions LLC15,576$191K0.1%N/A0.029%
2/24/2025 Ameriflex Group Inc.4,681$55K0.0%N/A0.009%
2/18/2025Alpine Global Management LLC383,632$4.37M0.9%+42.1%0.720%
2/18/2025Pinkerton Retirement Specialists LLC523,465$5.97M0.9%-20.6%0.982%
2/18/2025Continuum Advisory LLC45,434$518K0.1%-3.0%0.085%
(Data available from 1/1/2016 forward)

CION Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CION shares?

During the previous two years, 188 institutional investors and hedge funds held shares of CION Investment. The most heavily invested institutionals were Bulldog Investors LLP ($19.19M), Punch & Associates Investment Management Inc. ($17.23M), Van ECK Associates Corp ($15.16M), Invesco Ltd. ($10.40M), LPL Financial LLC ($10.28M), Acadian Asset Management LLC ($8.43M), and Wells Fargo & Company MN ($8.23M).Learn more on CION Investment's institutional investors.

What percentage of CION Investment's stock is owned by institutional investors?

32.01% of CION Investment's stock is owned by institutional investors. Learn more on CION's institutional investor holdings.

Which institutional investors have been buying CION Investment's stock?

Of the 141 institutional investors that purchased CION Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.72M), Invesco Ltd. ($1.04M), WealthPlan Investment Management LLC ($936.14K), Alpine Global Management LLC ($717.14K), Wells Fargo & Company MN ($711.97K), Bulldog Investors LLP ($677.61K), and Private Advisor Group LLC ($659.59K).

How much institutional buying is happening at CION Investment?

Institutional investors have bought a total of 8,015,874 shares in the last 24 months. This purchase volume represents approximately $90.62M in transactions.

Which of CION Investment's major shareholders have been selling company stock?

Of the 72 institutional investors that sold CION Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($806.08K), Renaissance Technologies LLC ($298.41K), Millennium Management LLC ($296.42K), Alpine Global Management LLC ($294.80K), Pinkerton Retirement Specialists LLC ($239.28K), Kestra Advisory Services LLC ($216.96K), and Callodine Capital Management LP ($125.18K).

How much institutional selling is happening at CION Investment?

Institutional investors have sold a total of 3,203,008 shares in the last 24 months. This volume of shares sold represents approximately $36.26M in transactions.


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This page (NYSE:CION) was last updated on 8/5/2025 by MarketBeat.com Staff
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