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CION Investment (CION) Institutional Ownership

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$9.76 -0.17 (-1.66%)
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)
88
Total
Institutional Inflows
(last 12 months)
$101.76M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$29.93M
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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
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%
4/29/2025 OneDigital Investment Advisors LLC200,964$2.08M0.0%-0.9%0.379%
4/28/2025 Redmont Wealth Advisors LLC31,151$322K0.6%-29.4%0.059%
4/24/2025 Golden State Wealth Management LLC10,031$104K0.0%+18.9%0.019%
4/23/2025 Western Wealth Management LLC13,068$135K0.0%-31.9%0.025%
4/23/2025 Golden 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%
4/23/2025 Continuum Advisory LLC42,245$437K0.1%-7.0%0.080%
4/22/2025 TT Capital Management LLC30,998$321K0.3%+4.4%0.058%
4/21/2025 United 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%
4/15/2025 GPS 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%
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%
4/10/2025 Hennion & 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%
2/24/2025Ameriflex 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%
2/18/2025 Continuum Advisory LLC45,434$518K0.1%-3.0%0.085%
2/17/2025Two Sigma Advisers LP566,400$6.46M0.0%-0.4%1.063%
2/17/2025Two Sigma Investments LP390,572$4.45M0.0%+5.1%0.733%
2/17/2025Lazard Asset Management LLC74,621$850K0.0%+36.5%0.140%
2/17/2025Gen Wealth Partners Inc12,688$145K0.1%-12.3%0.024%
2/17/2025D. E. Shaw & Co. Inc.75,582$862K0.0%+481.9%0.142%
2/17/2025EPG Wealth Management LLC25,808$294K0.1%-15.0%0.048%
2/17/2025Cetera Investment Advisers259,744$2.96M0.0%-10.4%0.487%
2/17/2025Bulldog Investors LLP1,682,352$19.19M5.1%+62.4%3.157%
2/17/2025CF Capital LLC421,801$4.81M5.2%N/A0.792%
2/17/2025Bank of America Corp DE9,902$113K0.0%-32.9%0.019%
2/17/2025Ameriprise Financial Inc.32,381$369K0.0%-17.7%0.061%
2/14/2025Mercer Global Advisors Inc. ADV23,655$270K0.0%-48.7%0.044%
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2/14/2025Jane Street Group LLC21,305$243K0.0%+57.5%0.040%
2/14/2025Talon Private Wealth LLC15,253$174K0.1%N/A0.029%
2/14/2025Northern Trust Corp21,100$241K0.0%-9.2%0.040%
2/14/2025Beacon Pointe Advisors LLC20,275$231K0.0%-38.9%0.038%
2/14/2025Berger Financial Group Inc326,434$3.72M0.3%-2.0%0.613%
2/14/2025Aquatic Capital Management LLC8,992$103K0.0%N/A0.017%
2/14/2025Virtus ETF Advisers LLC81,660$931K0.4%+43.6%0.153%
2/14/2025Coppell Advisory Solutions LLC10,966$123K0.0%+11.1%0.021%
2/14/2025Alpine Global Management LLC383,632$4.37M1.0%+42.1%0.720%
2/14/2025 OneDigital Investment Advisors LLC202,710$2.31M0.0%+3.0%0.380%
2/14/2025Transce3nd LLC19,110$218K0.1%N/A0.036%
2/14/2025BI Asset Management Fondsmaeglerselskab A S134,367$1.53M0.0%+36.9%0.252%
2/14/2025Callodine Capital Management LP500,000$5.70M1.2%-20.0%0.938%
2/13/2025Mariner LLC27,172$310K0.0%-15.2%0.051%
2/13/2025 TT Capital Management LLC29,698$339K0.3%N/A0.056%
2/13/2025Townsquare Capital LLC33,883$386K0.0%+7.8%0.064%
2/13/2025Legacy Investment Solutions LLC8,486$99K0.1%-22.3%0.016%
2/13/2025LSV Asset Management31,000$353K0.0%+434.5%0.058%
2/13/2025Raymond James Financial Inc.150,088$1.71M0.0%N/A0.282%
2/13/2025Renaissance Technologies LLC479,688$5.47M0.0%-12.6%0.900%
2/13/2025Invesco Ltd.1,042,279$11.88M0.0%N/A1.956%
2/13/2025Cerity Partners LLC25,666$293K0.0%-8.0%0.048%
2/13/2025Dynamic Technology Lab Private Ltd11,111$127K0.0%N/A0.021%
2/13/2025Wells Fargo & Company MN722,201$8.23M0.0%+6,958.9%1.355%
2/12/2025ExodusPoint Capital Management LP32,459$370K0.0%-40.0%0.061%
2/12/2025Creekmur Asset Management LLC14,618$167K0.0%-26.6%0.027%
2/12/2025Trexquant Investment LP78,149$891K0.0%+68.3%0.147%
2/12/2025Franklin Resources Inc.409,661$4.67M0.0%+14.1%0.769%
2/12/2025O Shaughnessy Asset Management LLC24,621$281K0.0%+15.0%0.046%
2/12/2025BlueChip Wealth Advisors LLC34,616$395K0.2%-30.0%0.065%
2/12/2025JPMorgan Chase & Co.6,462$74K0.0%-66.8%0.012%
2/12/2025Aviso Wealth Management17,691$202K0.1%-19.0%0.033%
2/11/2025LPL Financial LLC967,240$11.03M0.0%-0.5%1.815%
2/11/2025Virtu Financial LLC23,831$272K0.0%+124.1%0.045%
2/10/2025GWN Securities Inc.10,819$124K0.0%N/A0.020%
2/10/2025Commonwealth Equity Services LLC298,858$3.41M0.0%-12.6%0.561%
2/7/2025HighTower Advisors LLC22,956$262K0.0%+16.4%0.043%
2/7/2025Wealthfront Advisers LLC605,152$6.90M0.0%N/A1.136%
2/7/2025Endowment Wealth Management Inc.59,852$682K0.5%+2.6%0.112%
2/7/2025Founders Financial Alliance LLC21,769$248K0.1%+5.3%0.041%
2/6/2025Raymond James Financial Inc.150,088$1.71M0.0%N/A0.282%
2/5/2025A&I Financial Services LLC33,860$386K0.4%N/A0.064%
2/5/2025 Whipplewood Advisors LLC40,899$466K0.3%N/A0.077%
2/4/2025Y Intercept Hong Kong Ltd14,384$164K0.0%-39.9%0.027%
2/3/2025Sigma Planning Corp325,766$3.71M0.1%+6.2%0.611%
2/3/2025 Concurrent Investment Advisors LLC42,822$488K0.0%+2.6%0.080%
2/3/2025Private Advisor Group LLC667,922$7.61M0.0%+2.5%1.253%
1/31/2025Atria Wealth Solutions Inc.73,555$839K0.0%+4.6%0.138%
1/29/2025Van ECK Associates Corp1,329,799$15.16M0.0%+1.7%2.495%
1/28/2025Entropy Technologies LP12,083$138K0.0%N/A0.023%
Virtually Limitless Energy? (Ad)

A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts. This obscure company could be at the center of the next trillion-dollar energy revolution.

One company’s discovery could change power forever
1/28/2025Apollon Wealth Management LLC52,747$601K0.0%+15.5%0.099%
1/28/2025 Golden State Wealth Management LLC8,434$96K0.0%N/A0.016%
1/27/2025 Consolidated Portfolio Review Corp36,610$417K0.1%N/A0.069%
1/24/2025 Catalina Capital Group LLC10,197$116K0.0%-62.6%0.019%
1/24/2025 GPS Wealth Strategies Group LLC20,184$230K0.0%-4.7%0.038%
1/23/2025 Strategic Blueprint LLC21,377$244K0.0%+26.0%0.040%
1/22/2025 Kingswood Wealth Advisors LLC29,198$333K0.0%N/A0.055%
1/16/2025 Strong Tower Advisory Services205,941$2.35M0.6%+5.0%0.386%
1/16/2025Diversify Wealth Management LLC168,958$1.84M0.1%-8.2%0.317%
1/15/2025Arkadios Wealth Advisors292,964$3.34M0.2%+2.2%0.550%
(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, 185 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. ($11.88M), LPL Financial LLC ($11.03M), Acadian Asset Management LLC ($8.43M), and Wells Fargo & Company MN ($8.23M).Learn more on CION's institutional investors.

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

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

Which institutional investors have been buying CION Investment stock?

Of the 137 institutional investors that purchased CION Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.73M), Invesco Ltd. ($1.04M), WealthPlan Investment Management LLC ($936.14K), Alpine Global Management LLC ($717.14K), Wells Fargo & Company MN ($711.97K), Private Advisor Group LLC ($705.68K), and Bulldog Investors LLP ($677.61K).

How much institutional buying is happening at CION Investment?

Institutional investors have bought a total of 13,702,384 shares in the last 24 months. This purchase volume represents approximately $153.67M in transactions.

Which CION Investment major shareholders have been selling company stock?

Of the 97 institutional investors that sold CION Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($847.74K), International Assets Investment Management LLC ($835.02K), Renaissance Technologies LLC ($298.41K), Millennium Management LLC ($296.42K), Pinkerton Retirement Specialists LLC ($243.78K), Sigma Planning Corp ($152.77K), and Wealthcare Advisory Partners LLC ($137.69K).

How much institutional selling is happening at CION Investment?

Institutional investors have sold a total of 4,666,109 shares in the last 24 months. This volume of shares sold represents approximately $52.35M in transactions.


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This page (NYSE:CION) was last updated on 5/1/2025 by MarketBeat.com Staff
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