Free Trial
→ URGENT: Someone's Moving Gold Out of London... (From Golden Portfolio) (Ad) Buy CION Stock  Free CION Stock Alerts

CION Investment (CION) Institutional Ownership

CION Investment logo
$9.56 -0.40 (-3.97%)
Closing price 03:59 PM Eastern
Extended Trading
$9.55 0.00 (-0.05%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for CION Investment (NYSE:CION)

Current
Institutional Ownership
Percentage
32.01%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$103.29M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$36.65M
Get CION Insider Trade Alerts

Want to know when executives and insiders are buying or selling CION Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CION Institutional Buying and Selling by Quarter

CION Investment Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC14,456$150K0.0%-12.2%0.027%
5/16/2025 Advisors 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%
5/15/2025 Royal Bank of Canada29,757$308K0.0%-21.0%0.056%
5/15/2025 Alpine Global Management LLC88,836$919K0.2%-76.8%0.168%
5/15/2025 Quarry LP2,570$27K0.0%N/A0.005%
5/15/2025 Magnetar Financial LLC50,023$518K0.0%N/A0.094%
5/15/2025 WPG Advisers LLC3,497$36K0.0%N/A0.007%
5/15/2025 Trexquant Investment LP62,120$643K0.0%-20.5%0.117%
5/15/2025 OMERS ADMINISTRATION Corp13,700$142K0.0%N/A0.026%
5/14/2025 Wealth Preservation Advisors LLC3,061$32K0.0%N/A0.006%
5/14/2025 North Ground Capital581,100$5.84M5.7%+37.8%1.096%
5/14/2025 Kestra Advisory Services LLC314,514$3.26M0.0%-40.8%0.593%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S184,026$1.91M0.0%+37.0%0.347%
5/13/2025 Elevatus Welath Management11,099$115K0.1%N/A0.021%
5/13/2025 Gen Wealth Partners Inc11,298$117K0.0%-11.0%0.021%
5/13/2025 Leigh Baldwin & CO. LLC13,259$137K0.1%N/A0.025%
5/13/2025 Trivium Point Advisory LLC69,866$723K0.1%-8.1%0.132%
5/13/2025 HighTower Advisors LLC39,500$409K0.0%+72.1%0.074%
5/12/2025 Virtu Financial LLC19,259$199K0.0%-19.2%0.036%
5/12/2025 Invesco 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%
5/12/2025 Townsquare Capital LLC31,438$325K0.0%-7.2%0.059%
5/12/2025 Founders 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%
5/7/2025 LPL Financial LLC992,946$10.28M0.0%+2.7%1.873%
5/6/2025 Cetera Investment Advisers252,994$2.62M0.0%-2.6%0.477%
5/6/2025 Avantax Advisory Services Inc.26,147$271K0.0%N/A0.049%
5/6/2025 AE Wealth Management LLC32,079$332K0.0%+17.4%0.060%
5/6/2025 Wedbush Securities Inc.16,350$169K0.0%+31.3%0.031%
5/6/2025 Efficient 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%
5/5/2025 Private Advisor Group LLC739,356$7.65M0.0%+10.7%1.394%
5/5/2025 Hollencrest Capital Management3,000$31K0.0%N/A0.006%
5/5/2025 Transce3nd LLC7,495$78K0.0%-60.8%0.014%
5/2/2025 Pinkerton Retirement Specialists LLC478,317$4.95M0.6%-8.6%0.902%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
5/2/2025 Apollon Wealth Management LLC54,457$564K0.0%+3.2%0.103%
5/2/2025 Sigma 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%
5/1/2025 Diversify Wealth Management LLC154,702$1.56M0.1%-8.4%0.292%
4/30/2025 Financial 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%
2/24/2025 Ameriflex Group Inc.4,681$55K0.0%N/A0.009%
2/18/2025 Alpine Global Management LLC383,632$4.37M0.9%+42.1%0.720%
2/18/2025 Pinkerton Retirement Specialists LLC523,465$5.97M0.9%-20.6%0.982%
2/18/2025 Continuum Advisory LLC45,434$518K0.1%-3.0%0.085%
2/17/2025 Two Sigma Advisers LP566,400$6.46M0.0%-0.4%1.063%
2/17/2025 Two Sigma Investments LP390,572$4.45M0.0%+5.1%0.733%
2/17/2025 Lazard Asset Management LLC74,621$850K0.0%+36.5%0.140%
2/17/2025 Gen Wealth Partners Inc12,688$145K0.1%-12.3%0.024%
2/17/2025 D. E. Shaw & Co. Inc.75,582$862K0.0%+481.9%0.142%
2/17/2025 EPG Wealth Management LLC25,808$294K0.1%-15.0%0.048%
2/17/2025 Cetera Investment Advisers259,744$2.96M0.0%-10.4%0.487%
2/17/2025 Bulldog Investors LLP1,682,352$19.19M5.1%+62.4%3.157%
2/17/2025 CF Capital LLC421,801$4.81M5.2%N/A0.792%
2/17/2025 Bank of America Corp DE9,902$113K0.0%-32.9%0.019%
2/17/2025 Ameriprise Financial Inc.32,381$369K0.0%-17.7%0.061%
2/14/2025 Mercer Global Advisors Inc. ADV23,655$270K0.0%-48.7%0.044%
2/14/2025 Jane Street Group LLC21,305$243K0.0%+57.5%0.040%
2/14/2025 Talon Private Wealth LLC15,253$174K0.1%N/A0.029%
2/14/2025 Northern Trust Corp21,100$241K0.0%-9.2%0.040%
2/14/2025 Beacon Pointe Advisors LLC20,275$231K0.0%-38.9%0.038%
2/14/2025 Berger Financial Group Inc326,434$3.72M0.3%-2.0%0.613%
2/14/2025 Aquatic Capital Management LLC8,992$103K0.0%N/A0.017%
2/14/2025 Virtus ETF Advisers LLC81,660$931K0.4%+43.6%0.153%
Banks aren’t ready for this altcoin—are you? (Ad)

While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly positioning itself to overthrow the entire banking system.

Click here to access the full report now.
2/14/2025 Coppell Advisory Solutions LLC10,966$123K0.0%+11.1%0.021%
2/14/2025 Alpine 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%
2/14/2025 Transce3nd LLC19,110$218K0.1%N/A0.036%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S134,367$1.53M0.0%+36.9%0.252%
2/14/2025 Callodine Capital Management LP500,000$5.70M1.2%-20.0%0.938%
2/13/2025 Mariner LLC27,172$310K0.0%-15.2%0.051%
2/13/2025 TT Capital Management LLC29,698$339K0.3%N/A0.056%
2/13/2025 Townsquare Capital LLC33,883$386K0.0%+7.8%0.064%
2/13/2025Legacy Investment Solutions LLC8,486$99K0.1%-22.3%0.016%
(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, 193 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'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 144 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), 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 13,568,164 shares in the last 24 months. This purchase volume represents approximately $152.67M in transactions.

Which CION Investment major shareholders have been selling company stock?

Of the 103 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: International Assets Investment Management LLC ($835.02K), WealthPlan Investment Management LLC ($456.60K), Kestra Advisory Services LLC ($319.12K), Renaissance Technologies LLC ($298.41K), Millennium Management LLC ($296.42K), Alpine Global Management LLC ($294.80K), and Pinkerton Retirement Specialists LLC ($286.60K).

How much institutional selling is happening at CION Investment?

Institutional investors have sold a total of 4,931,956 shares in the last 24 months. This volume of shares sold represents approximately $55.34M in transactions.


Related Companies

This page (NYSE:CION) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Man who predicted $100K Bitcoin sees a huge run coming for another coin …
Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election...
Weiss Ratings | Sponsored
Elon Set to Shock the World on June 1st?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored