CION Investment (CION) Institutional Ownership

$12.31

+0.07 (+0.57%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 32.01%
Number of Institutional Buyers (last 12 months): 71
Total Institutional Inflows (last 12 months): $56.51M

Number of Institutional Sellers (last 12 months): 55
Total Institutional Outflows (last 12 months): $18.35M

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CION Institutional Buying and Selling by Quarter

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CION Investment Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bensler LLC	10,662	$129K	0.0%	-12.7%	0.020%
7/25/2024	First Heartland Consultants Inc.	11,951	$145K	0.0%	N/A	0.022%
7/25/2024	Fullcircle Wealth LLC	12,810	$156K	0.1%	N/A	0.024%
7/25/2024	Beacon Capital Management LLC	33,098	$401K	0.1%	-3.0%	0.062%
7/24/2024	Catalina Capital Group LLC	22,931	$278K	0.1%	+61.9%	0.043%
7/22/2024	Atria Wealth Solutions Inc.	70,008	$848K	0.0%	-14.4%	0.131%
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7/20/2024	Hennion & Walsh Asset Management Inc.	350,825	$4.25M	0.2%	+18.8%	0.655%
7/19/2024	Western Wealth Management LLC	20,382	$247K	0.0%	-5.2%	0.038%
7/16/2024	GPS Wealth Strategies Group LLC	37,893	$459K	0.1%	+5.3%	0.071%
7/16/2024	Wealth Enhancement Advisory Services LLC	23,039	$279K	0.0%	-10.0%	0.043%
7/12/2024	Ignite Planners LLC	14,885	$182K	0.0%	-8.2%	0.028%
7/10/2024	Redmont Wealth Advisors LLC	45,816	$555K	0.9%	N/A	0.085%
7/10/2024	CWM LLC	22,645	$274K	0.0%	+62.8%	0.042%
7/9/2024	Kingswood Wealth Advisors LLC	21,173	$257K	0.0%	N/A	0.040%
6/21/2024	Cape Investment Advisory Inc.	15,682	$172K	0.1%	-61.9%	0.029%
5/24/2024	Cetera Advisors LLC	139,063	$1.53M	0.0%	+19.6%	0.259%
5/24/2024	Cetera Investment Advisers	524,131	$5.77M	0.0%	+2,340.1%	0.978%
5/15/2024	Beck Capital Management LLC	23,596	$260K	0.1%	N/A	0.044%
5/15/2024	Alpine Global Management LLC	633,297	$6.97M	1.8%	+143.6%	1.182%
5/15/2024	Lazard Asset Management LLC	3,365	$37K	0.0%	N/A	0.006%
5/15/2024	Quadrature Capital Ltd	101,666	$1.12M	0.0%	-13.6%	0.190%
5/10/2024	Acadian Asset Management LLC	524,974	$5.77M	0.0%	-2.1%	0.975%
5/10/2024	Pinkerton Retirement Specialists LLC	753,448	$8.29M	1.3%	-3.7%	1.399%
5/9/2024	Endowment Wealth Management Inc.	55,588	$611K	0.5%	+3.7%	0.103%
5/7/2024	Concurrent Investment Advisors LLC	41,981	$462K	0.0%	-5.4%	0.078%
5/7/2024	Atomi Financial Group Inc.	14,761	$162K	0.0%	+8.6%	0.027%
5/7/2024	WealthPLAN Partners LLC	528,464	$5.81M	0.6%	+2.9%	0.982%
5/3/2024	Catalina Capital Group LLC	14,165	$156K	0.1%	N/A	0.026%
5/1/2024	Diversify Advisory Services LLC	13,116	$145K	0.0%	N/A	0.024%
4/30/2024	Private Advisor Group LLC	79,763	$877K	0.0%	-6.6%	0.148%
4/30/2024	Van ECK Associates Corp	1,069,799	$11.77M	0.0%	+7.6%	1.987%
4/30/2024	BlueChip Wealth Advisors LLC	24,564	$270K	0.2%	+62.9%	0.046%
4/30/2024	Arkadios Wealth Advisors	310,181	$3.41M	0.3%	-1.2%	0.576%
4/29/2024	Commonwealth Equity Services LLC	326,469	$3.59M	0.0%	+20.1%	0.606%
4/26/2024	YHB Investment Advisors Inc.	2,422	$27K	0.0%	N/A	0.004%
4/25/2024	Triumph Capital Management	17,386	$193K	0.1%	-42.6%	0.032%
4/23/2024	Strategic Blueprint LLC	18,193	$200K	0.0%	-28.7%	0.034%
4/22/2024	PFG Investments LLC	10,123	$111K	0.0%	N/A	0.019%
4/18/2024	Kowal Investment Group LLC	27,290	$300K	0.1%	+3.7%	0.051%
4/17/2024	Hennion & Walsh Asset Management Inc.	295,387	$3.25M	0.2%	+42.0%	0.549%
Collapse of the Petrodollar (Ad) The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar. In answer to this issue, we have released a Special Report to the public.
4/15/2024	Brookstone Capital Management	18,898	$208K	0.0%	-15.8%	0.035%
4/12/2024	Ignite Planners LLC	16,217	$180K	0.1%	-12.0%	0.030%
4/11/2024	Cooper Financial Group	57,113	$628K	0.1%	-6.3%	0.106%
4/11/2024	International Assets Investment Management LLC	104,117	$1.16M	0.0%	+33.9%	0.193%
3/28/2024	Newbridge Financial Services Group Inc.	36,042	$408K	0.2%	+19.3%	0.067%
3/26/2024	HighPoint Advisor Group LLC	158,004	$1.68M	0.1%	N/A	0.293%
3/25/2024	Quadrature Capital Ltd	117,710	$1.33M	0.0%	+92.7%	0.219%
3/15/2024	BlueChip Wealth Advisors LLC	15,082	$171K	0.1%	N/A	0.028%
3/6/2024	SageView Advisory Group LLC	14,933	$171K	0.0%	-10.8%	0.028%
3/1/2024	Creekmur Asset Management LLC	3,757	$42K	0.0%	N/A	0.007%
2/15/2024	Bulldog Investors LLP	1,032,248	$11.68M	3.8%	+3.1%	1.901%
2/14/2024	Quadrature Capital Ltd	117,710	$1.33M	0.0%	+92.7%	0.217%
2/13/2024	Cetera Advisor Networks LLC	376,271	$4.26M	0.0%	-5.5%	0.693%
2/12/2024	Cape Investment Advisory Inc.	41,165	$466K	0.2%	+113.7%	0.076%
2/9/2024	Eagle Global Advisors LLC	23,920	$271K	0.0%	+23.0%	0.044%
2/9/2024	Tidemark LLC	2,301	$26K	0.0%	N/A	0.004%
2/9/2024	Trexquant Investment LP	28,076	$318K	0.0%	N/A	0.052%
2/8/2024	Beacon Pointe Advisors LLC	35,828	$405K	0.0%	-6.6%	0.066%
2/7/2024	Jump Financial LLC	47,000	$532K	0.0%	+67.3%	0.087%
2/7/2024	Endowment Wealth Management Inc.	53,579	$606K	0.5%	+2.7%	0.099%
2/7/2024	Berger Financial Group Inc	343,783	$3.89M	0.4%	-1.9%	0.633%
2/6/2024	Apollon Wealth Management LLC	15,343	$174K	0.0%	+40.5%	0.028%
2/6/2024	Private Advisor Group LLC	85,432	$966K	0.0%	-11.1%	0.157%
2/6/2024	Wealthcare Advisory Partners LLC	27,715	$313K	0.0%	-80.8%	0.051%
2/6/2024	LSV Asset Management	5,800	$66K	0.0%	N/A	0.011%
2/6/2024	Great Valley Advisor Group Inc.	20,633	$233K	0.0%	+51.4%	0.038%
2/5/2024	Triumph Capital Management	30,306	$344K	0.1%	-17.3%	0.056%
2/5/2024	Kestra Private Wealth Services LLC	25,365	$287K	0.0%	-22.6%	0.047%
2/5/2024	Van ECK Associates Corp	993,940	$11.24M	0.0%	+10.3%	1.830%
2/5/2024	Silver Oak Securities Incorporated	27,851	$315K	0.0%	+367.5%	0.051%
2/5/2024	Paradigm Financial Partners LLC	144,675	$1.64M	0.4%	-18.7%	0.266%
2/2/2024	Atria Wealth Solutions Inc.	82,417	$932K	0.0%	-7.4%	0.152%
2/1/2024	Sigma Planning Corp	182,234	$2.06M	0.2%	-40.0%	0.336%
2/1/2024	CWM LLC	13,765	$156K	0.0%	+56.7%	0.025%
1/31/2024	Western Wealth Management LLC	21,505	$243K	0.0%	-13.8%	0.040%
1/29/2024	Koshinski Asset Management Inc.	16,466	$186K	0.0%	-59.8%	0.030%
1/26/2024	Cerity Partners LLC	24,516	$277K	0.0%	N/A	0.045%
1/25/2024	International Assets Investment Management LLC	77,766	$880K	0.0%	+2.2%	0.143%
1/25/2024	Strategic Blueprint LLC	25,527	$289K	0.0%	+6.3%	0.047%
1/25/2024	Pinkerton Retirement Specialists LLC	782,480	$8.85M	1.7%	-0.1%	1.441%
1/24/2024	Arkadios Wealth Advisors	313,877	$3.55M	0.3%	+3.1%	0.578%
1/24/2024	International Assets Investment Management LLC	879,533	$99.48M	0.0%	+1,056.3%	1.620%
1/23/2024	Denver Wealth Management Inc.	10,194	$115K	0.1%	-39.1%	0.019%
1/22/2024	Regatta Capital Group LLC	20,457	$231K	0.1%	-34.8%	0.038%
1/18/2024	Global Retirement Partners LLC	12,337	$136K	0.0%	-30.7%	0.023%
1/17/2024	Acorn Financial Advisory Services Inc. ADV	262,205	$2.97M	0.5%	-8.0%	0.483%
1/16/2024	Wealthstar Advisors LLC	63,144	$714K	0.1%	-3.1%	0.116%
1/16/2024	Cooper Financial Group	60,982	$690K	0.1%	-11.9%	0.112%
1/12/2024	GPS Wealth Strategies Group LLC	38,333	$434K	0.1%	-16.3%	0.071%
1/11/2024	Brookstone Capital Management	22,445	$254K	0.0%	-5.0%	0.041%
Collapse of the Petrodollar (Ad) The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar. In answer to this issue, we have released a Special Report to the public.
1/9/2024	Beacon Capital Management LLC	34,595	$366K	0.1%	+15.7%	0.064%
1/9/2024	Ignite Planners LLC	18,429	$205K	0.1%	-12.2%	0.034%
1/5/2024	WealthPLAN Partners LLC	513,804	$5.81M	0.6%	+9.8%	0.946%
1/5/2024	WealthPlan Investment Management LLC	11,518	$130K	0.0%	-97.5%	0.021%
12/11/2023	Sunbelt Securities Inc.	3,000	$32K	0.0%	-47.7%	0.006%
11/20/2023	Silver Oak Securities Incorporated	5,957	$63K	0.0%	-83.9%	0.011%
11/16/2023	Financial Gravity Asset Management Inc.	472,055	$4.99M	0.1%	+1,800.0%	0.869%
11/16/2023	Belpointe Asset Management LLC	37,722	$399K	0.0%	-53.1%	0.069%
11/15/2023	WealthPlan Investment Management LLC	468,122	$4.95M	0.6%	+883,149.1%	0.862%
11/14/2023	Quadrature Capital Ltd	61,086	$646K	0.0%	+129.1%	0.112%

(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, 170 institutional investors and hedge funds held shares of CION Investment. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($17.23M), Invesco Ltd. ($11.95M), Van ECK Associates Corp ($11.77M), Bulldog Investors LLP ($11.68M), LPL Financial LLC ($10.04M), Pinkerton Retirement Specialists LLC ($8.29M), and Alpine Global Management LLC ($6.97M).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 158 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: WealthPlan Investment Management LLC ($1.32M), Van ECK Associates Corp ($1.08M), International Assets Investment Management LLC ($981.51K), Pinkerton Retirement Specialists LLC ($820.26K), Bulldog Investors LLP ($611.42K), Cetera Investment Advisers ($529.76K), and WealthPLAN Partners LLC ($497.98K).

How much institutional buying is happening at CION Investment?: Institutional investors have bought a total of 13,360,276 shares in the last 24 months. This purchase volume represents approximately $130.12M in transactions.
Which CION Investment major shareholders have been selling company stock?: Of the 77 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), Wealthcare Advisory Partners LLC ($199.94K), Kestra Advisory Services LLC ($194.38K), Kalos Management Inc. ($181.42K), Sigma Planning Corp ($163.07K), IFP Advisors Inc ($124.77K), and Cooper Financial Group ($85.24K).
How much institutional selling is happening at CION Investment?: Institutional investors have sold a total of 3,209,480 shares in the last 24 months. This volume of shares sold represents approximately $33.17M in transactions.