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CION Investment (CION) Institutional Ownership

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$6.92 +0.11 (+1.54%)
Closing price 03:58 PM Eastern
Extended Trading
$6.99 +0.07 (+0.94%)
As of 07:11 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)
96
Total
Institutional Inflows
(last 12 months)
$42.79M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$25.07M
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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
5/19/2026 Bank of America Corp DE55,967$383K0.0%-14.7%0.112%
5/19/2026 Arkadios Wealth Advisors335,418$2.29M0.0%-2.3%0.674%
5/18/2026 Royal Bank of Canada33,645$230K0.0%+27.7%0.068%
5/18/2026 Empowered Funds LLC12,706$87K0.0%N/A0.026%
5/15/2026 Callodine Capital Management LP612,388$4.19M0.3%+8.9%1.230%
5/15/2026 Punch & Associates Investment Management Inc.14,845$102K0.0%+42.3%0.030%
5/15/2026 Entropy Technologies LP15,551$106K0.0%N/A0.031%
5/14/2026 Renaissance Technologies LLC271,800$1.86M0.0%+4.2%0.546%
5/13/2026 Cetera Investment Advisers122,748$840K0.0%-13.6%0.247%
5/7/2026 Legacy Wealth Managment LLC ID208,062$1.42M0.7%-3.3%0.418%
5/6/2026 GatePass Capital LLC22,500$154K0.1%-10.0%0.045%
5/6/2026 Catalyst Capital Advisors LLC14,600$100K0.0%N/A0.029%
5/6/2026 Independent Financial Group LLC44,807$306K0.0%N/A0.089%
5/5/2026 BlueChip Wealth Advisors LLC24,676$169K0.1%-40.4%0.049%
5/5/2026 Sigma Planning Corp211,663$1.45M0.0%-24.4%0.419%
5/2/2026 Diversify Wealth Management LLC186,522$1.40M0.0%+39.9%0.369%
4/30/2026 Kestra Advisory Services LLC299,079$2.05M0.0%+4.6%0.592%
4/28/2026 Berger Financial Group Inc406,899$2.78M0.2%-16.1%0.806%
4/27/2026 PAX Financial Group LLC11,046$76K0.0%-19.1%0.022%
4/27/2026 Private Advisor Group LLC860,616$5.89M0.0%+16.2%1.704%
4/27/2026 Y Intercept Hong Kong Ltd37,814$259K0.0%N/A0.075%
4/23/2026 Continuum Advisory LLC37,229$255K0.0%-6.0%0.074%
4/22/2026 Janney Montgomery Scott LLC75,805$519K0.0%+11.1%0.150%
4/21/2026 Silver Oak Securities Incorporated25,688$176K0.0%-8.5%0.051%
4/16/2026 Founders Financial Securities LLC36,904$262K0.0%-24.3%0.073%
2/26/2026 Alpine Global Management LLC93,836$907K0.2%+5.6%0.180%
2/23/2026 Virtu Financial LLC19,921$193K0.0%N/A0.038%
2/19/2026 Invesco Ltd.1,256,649$12.15M0.0%+0.7%2.412%
2/18/2026 Mercer Global Advisors Inc. ADV13,243$128K0.0%-15.6%0.025%
2/18/2026 XTX Topco Ltd31,909$309K0.0%N/A0.061%
2/18/2026 nVerses Capital LLC34,892$337K0.8%N/A0.067%
2/18/2026 Virtus Investment Advisers LLC74,429$720K0.2%-22.9%0.143%
2/18/2026 Tudor Investment Corp ET AL189,494$1.83M0.0%N/A0.364%
2/18/2026 Quadrature Capital Ltd40,468$391K0.0%+283.3%0.078%
2/18/2026 Millennium Management LLC51,374$497K0.0%+249.6%0.099%
2/18/2026 Engineers Gate Manager LP19,203$186K0.0%N/A0.037%
2/17/2026 Cetera Investment Advisers142,067$1.37M0.0%-48.0%0.273%
2/17/2026 Kovack Advisors Inc.25,349$245K0.0%N/A0.049%
2/17/2026 Trexquant Investment LP84,183$814K0.0%-26.1%0.162%
2/17/2026 Jump Financial LLC32,013$310K0.0%N/A0.061%
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2/17/2026 Sherman Porfolios LLC193,758$1.87M0.1%N/A0.372%
2/17/2026 Osaic Holdings Inc.195,411$1.89M0.0%-17.2%0.375%
2/17/2026 Private Advisor Group LLC740,833$7.16M0.0%+4.5%1.422%
2/17/2026 Punch & Associates Investment Management Inc.10,435$101K0.0%N/A0.020%
2/17/2026 Royal Bank of Canada26,354$255K0.0%+134.5%0.051%
2/16/2026 Mariner LLC13,816$134K0.0%+16.0%0.027%
2/13/2026 Kestra Advisory Services LLC286,008$2.77M0.0%-1.1%0.549%
2/13/2026 Marshall Wace LLP32,012$310K0.0%N/A0.061%
2/13/2026 Beacon Capital Management LLC26,321$255K0.0%-19.6%0.051%
2/13/2026 Aviso Wealth Management14,632$142K0.1%-9.6%0.028%
2/13/2026 Arkadios Wealth Advisors343,378$3.32M0.1%+1.9%0.659%
2/13/2026 Van ECK Associates Corp1,243,866$12.03M0.0%-8.5%2.388%
2/13/2026 Dynamic Technology Lab Private Ltd24,787$240K0.1%+47.0%0.048%
2/13/2026 Wells Fargo & Company MN102,933$995K0.0%-87.0%0.198%
2/12/2026 Advisors Asset Management Inc.292,397$2.83M0.0%+22.4%0.561%
2/12/2026 Jane Street Group LLC317,818$3.07M0.0%+406.9%0.610%
2/12/2026 Orion Porfolio Solutions LLC14,869$144K0.0%-22.8%0.029%
2/12/2026 North Ground Capital1,086,992$10.51M5.2%+8.4%2.087%
2/12/2026 Commonwealth Equity Services LLC216,587$2.09M0.0%-16.9%0.416%
2/12/2026 Renaissance Technologies LLC260,800$2.52M0.0%-15.2%0.501%
2/12/2026 Campbell & CO Investment Adviser LLC27,177$263K0.0%N/A0.052%
2/12/2026 Wedbush Securities Inc.34,875$337K0.0%+14.1%0.067%
2/12/2026 Great Valley Advisor Group Inc.21,627$209K0.0%+7.5%0.042%
2/12/2026 Kovack Advisors Inc.25,348$245K0.0%N/A0.049%
2/11/2026 Janney Montgomery Scott LLC68,216$660K0.0%-21.6%0.131%
2/11/2026 Focus Partners Advisor Solutions LLC20,906$202K0.0%-43.9%0.040%
2/11/2026 LPL Financial LLC933,985$9.03M0.0%-5.8%1.793%
2/11/2026 Closed End Fund Advisors Inc.475,908$4.60M2.7%N/A0.914%
2/11/2026 TT Capital Management LLC27,225$263K0.2%-12.8%0.052%
2/11/2026 Continuum Advisory LLC39,609$383K0.0%-5.8%0.076%
2/10/2026 Founders Financial Securities LLC48,781$472K0.0%+32.2%0.094%
2/10/2026 Northwestern Mutual Wealth Management Co.8,872$86K0.0%+183.2%0.017%
2/9/2026 Endowment Wealth Management Inc.64,505$624K0.3%+2.8%0.124%
2/6/2026GPS Wealth Strategies Group LLC6,720$65K0.1%-51.8%0.013%
2/6/2026 LSV Asset Management352,236$3.41M0.0%+88.8%0.676%
2/6/2026 Pinkerton Wealth LLC228,636$2.21M0.2%-38.1%0.439%
2/6/2026 HighTower Advisors LLC17,350$168K0.0%-51.1%0.033%
2/4/2026 HighPoint Advisor Group LLC162,034$1.57M0.1%+2.7%0.311%
2/4/2026 Bensler LLC11,866$115K0.0%N/A0.023%
2/3/2026 Legacy Wealth Managment LLC ID215,209$2.08M1.0%-40.4%0.413%
2/3/2026 International Assets Investment Management LLC70,091$678K0.0%-38.9%0.135%
2/3/2026 Diversify Wealth Management LLC133,315$1.25M0.1%+8.2%0.256%
1/30/2026 Sigma Planning Corp280,046$2.71M0.1%+1.1%0.538%
1/30/2026 Strategic Blueprint LLC40,797$395K0.0%+3.9%0.078%
1/29/2026 Kestra Private Wealth Services LLC17,076$165K0.0%-26.8%0.033%
1/29/2026 UBS Group AG556,353$5.38M0.0%-3.1%1.068%
1/27/2026 Symmetry Partners LLC39,228$379K0.0%-2.8%0.075%
1/26/2026 Trivium Point Advisory LLC46,074$446K0.0%-20.0%0.088%
1/26/2026 Merit Financial Group LLC12,928$125K0.0%-40.6%0.025%
1/26/2026 CWM LLC8,130$79K0.0%-21.4%0.016%
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1/23/2026 Diversify Advisory Services LLC10,042$95K0.0%N/A0.019%
1/22/2026 Apollon Wealth Management LLC83,184$804K0.0%+23.7%0.160%
1/21/2026 Sowell Financial Services LLC13,763$133K0.0%N/A0.026%
1/20/2026 Savvy Advisors Inc.10,675$103K0.0%N/A0.020%
1/16/2026 BridgePort Financial Solutions LLC12,233$118K0.0%-23.5%0.023%
1/14/2026 Hennion & Walsh Asset Management Inc.414,620$4.01M0.1%-19.6%0.796%
1/14/2026 Wealthcare Advisory Partners LLC15,517$150K0.0%-31.6%0.030%
1/9/2026 First Heartland Consultants Inc.11,770$114K0.0%N/A0.023%
1/8/2026 Cooper Financial Group46,332$448K0.0%-5.8%0.089%
1/1/2026 JPMorgan Chase & Co.28,530$270K0.0%+103.6%0.055%


CION Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 institutional investors and hedge funds held shares of CION Investment. The most heavily invested institutionals were Bulldog Investors LLP ($19.19M), Invesco Ltd. ($12.15M), Van ECK Associates Corp ($12.03M), North Ground Capital ($10.51M), LPL Financial LLC ($9.03M), Acadian Asset Management LLC ($8.43M), and Wealthfront Advisers LLC ($6.90M).Learn more on CION Investment's institutional investors.

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

Of the 149 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: Invesco Ltd. ($1.39M), International Assets Investment Management LLC ($847.68K), Private Advisor Group LLC ($842.39K), North Ground Capital ($746.29K), Wells Fargo & Company MN ($711.97K), Bulldog Investors LLP ($646.60K), and Wealthfront Advisers LLC ($605.15K).

Institutional investors have bought a total of 4,568,382 shares in the last 24 months. This purchase volume represents approximately $42.79M in transactions.

Of the 66 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: Wells Fargo & Company MN ($691.17K), Pinkerton Wealth LLC ($249.68K), Hennion & Walsh Asset Management Inc. ($170.81K), Cetera Investment Advisers ($155.60K), Legacy Wealth Managment LLC ID ($152.88K), Van ECK Associates Corp ($115.16K), and Invesco Ltd. ($95.86K).

Institutional investors have sold a total of 2,671,016 shares in the last 24 months. This volume of shares sold represents approximately $25.07M in transactions.


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This page (NYSE:CION) was last updated on 6/2/2026 by MarketBeat.com Staff.
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