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CION Investment (CION) Institutional Ownership

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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)
77
Total
Institutional Inflows
(last 12 months)
$50.61M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$22.35M
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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
4/25/2024Triumph Capital Management17,386$193K0.1%-42.6%0.032%
4/23/2024 Strategic Blueprint LLC18,193$200K0.0%-28.7%0.034%
4/22/2024 PFG Investments LLC10,123$111K0.0%N/A0.019%
4/18/2024 Kowal Investment Group LLC27,290$300K0.1%+3.7%0.051%
4/17/2024 Hennion & Walsh Asset Management Inc.295,387$3.25M0.2%+42.0%0.549%
4/15/2024 Brookstone Capital Management18,898$208K0.0%-15.8%0.035%
4/12/2024 Ignite Planners LLC16,217$180K0.1%-12.0%0.030%
4/11/2024 Cooper Financial Group57,113$628K0.1%-6.3%0.106%
4/11/2024 International Assets Investment Management LLC104,117$1.16M0.0%+33.9%0.193%
3/28/2024 Newbridge Financial Services Group Inc.36,042$408K0.2%+19.3%0.067%
3/26/2024HighPoint Advisor Group LLC158,004$1.68M0.1%N/A0.293%
3/25/2024Quadrature Capital Ltd117,710$1.33M0.0%+92.7%0.219%
3/15/2024BlueChip Wealth Advisors LLC15,082$171K0.1%N/A0.028%
3/6/2024SageView Advisory Group LLC14,933$171K0.0%-10.8%0.028%
3/1/2024Creekmur Asset Management LLC3,757$42K0.0%N/A0.007%
2/15/2024Bulldog Investors LLP1,032,248$11.68M3.8%+3.1%1.901%
2/14/2024Quadrature Capital Ltd117,710$1.33M0.0%+92.7%0.217%
2/13/2024Cetera Advisor Networks LLC376,271$4.26M0.0%-5.5%0.693%
2/12/2024Cape Investment Advisory Inc.41,165$466K0.2%+113.7%0.076%
2/9/2024Eagle Global Advisors LLC23,920$271K0.0%+23.0%0.044%
2/9/2024Tidemark LLC2,301$26K0.0%N/A0.004%
2/9/2024Trexquant Investment LP28,076$318K0.0%N/A0.052%
2/8/2024Beacon Pointe Advisors LLC35,828$405K0.0%-6.6%0.066%
2/7/2024Jump Financial LLC47,000$532K0.0%+67.3%0.087%
2/7/2024Endowment Wealth Management Inc.53,579$606K0.5%+2.7%0.099%
2/7/2024 Berger Financial Group Inc343,783$3.89M0.4%-1.9%0.633%
2/6/2024Apollon Wealth Management LLC15,343$174K0.0%+40.5%0.028%
2/6/2024Private Advisor Group LLC85,432$966K0.0%-11.1%0.157%
2/6/2024 Wealthcare Advisory Partners LLC27,715$313K0.0%-80.8%0.051%
2/6/2024LSV Asset Management5,800$66K0.0%N/A0.011%
2/6/2024Great Valley Advisor Group Inc.20,633$233K0.0%+51.4%0.038%
2/5/2024Triumph Capital Management30,306$344K0.1%-17.3%0.056%
2/5/2024Kestra Private Wealth Services LLC25,365$287K0.0%-22.6%0.047%
2/5/2024Van ECK Associates Corp993,940$11.24M0.0%+10.3%1.830%
2/5/2024Silver Oak Securities Incorporated27,851$315K0.0%+367.5%0.051%
2/5/2024Paradigm Financial Partners LLC144,675$1.64M0.4%-18.7%0.266%
2/2/2024Atria Wealth Solutions Inc.82,417$932K0.0%-7.4%0.152%
2/1/2024Sigma Planning Corp182,234$2.06M0.2%-40.0%0.336%
2/1/2024 CWM LLC13,765$156K0.0%+56.7%0.025%
1/31/2024Western Wealth Management LLC21,505$243K0.0%-13.8%0.040%
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1/29/2024Koshinski Asset Management Inc.16,466$186K0.0%-59.8%0.030%
1/26/2024Cerity Partners LLC24,516$277K0.0%N/A0.045%
1/25/2024 International Assets Investment Management LLC77,766$880K0.0%+2.2%0.143%
1/25/2024 Strategic Blueprint LLC25,527$289K0.0%+6.3%0.047%
1/25/2024Pinkerton Retirement Specialists LLC782,480$8.85M1.7%-0.1%1.441%
1/24/2024Arkadios Wealth Advisors313,877$3.55M0.3%+3.1%0.578%
1/24/2024 International Assets Investment Management LLC879,533$99.48M0.0%+1,056.3%1.620%
1/23/2024 Denver Wealth Management Inc.10,194$115K0.1%-39.1%0.019%
1/22/2024 Regatta Capital Group LLC20,457$231K0.1%-34.8%0.038%
1/18/2024 Global Retirement Partners LLC12,337$136K0.0%-30.7%0.023%
1/17/2024Acorn Financial Advisory Services Inc. ADV262,205$2.97M0.5%-8.0%0.483%
1/16/2024 Wealthstar Advisors LLC63,144$714K0.1%-3.1%0.116%
1/16/2024 Cooper Financial Group60,982$690K0.1%-11.9%0.112%
1/12/2024GPS Wealth Strategies Group LLC38,333$434K0.1%-16.3%0.071%
1/11/2024 Brookstone Capital Management22,445$254K0.0%-5.0%0.041%
1/9/2024Beacon Capital Management LLC34,595$366K0.1%+15.7%0.064%
1/9/2024 Ignite Planners LLC18,429$205K0.1%-12.2%0.034%
1/5/2024WealthPLAN Partners LLC513,804$5.81M0.6%+9.8%0.946%
1/5/2024WealthPlan Investment Management LLC11,518$130K0.0%-97.5%0.021%
12/11/2023 Sunbelt Securities Inc.3,000$32K0.0%-47.7%0.006%
11/20/2023Silver Oak Securities Incorporated5,957$63K0.0%-83.9%0.011%
11/16/2023Financial Gravity Asset Management Inc.472,055$4.99M0.1%+1,800.0%0.869%
11/16/2023Belpointe Asset Management LLC37,722$399K0.0%-53.1%0.069%
11/15/2023WealthPlan Investment Management LLC468,122$4.95M0.6%+883,149.1%0.862%
11/14/2023Quadrature Capital Ltd61,086$646K0.0%+129.1%0.112%
11/14/2023Alpine Global Management LLC180,849$1.91M0.5%+181.4%0.333%
11/13/2023EPG Wealth Management LLC22,898$242K0.1%-35.4%0.042%
11/13/2023Mariner LLC43,539$460K0.0%+3.8%0.080%
11/13/2023LPL Financial LLC949,385$10.04M0.0%+1.3%1.748%
11/13/2023Acadian Asset Management LLC656,910$6.94M0.0%+11.0%1.210%
11/13/2023Pinkerton Retirement Specialists LLC783,442$8.28M1.8%-1.7%1.443%
11/13/2023PAX Financial Group LLC27,603$292K0.1%-59.6%0.051%
11/13/2023Invesco Ltd.1,130,471$11.95M0.0%-3.1%2.082%
11/13/2023Callodine Capital Management LP250,000$2.64M0.7%+40.7%0.460%
11/13/2023Kestra Advisory Services LLC419,893$4.44M0.0%-8.3%0.773%
11/9/2023Atomi Financial Group Inc.21,569$228K0.1%+18.3%0.040%
11/9/2023Collaborative Wealth Managment Inc.25,763$272K0.2%-17.0%0.047%
11/8/2023Huntington National Bank4,704$50K0.0%N/A0.009%
11/8/2023Van ECK Associates Corp901,058$9.52M0.0%+14.2%1.651%
11/8/2023Redwood Financial Network Corp21,363$226K0.2%+12.7%0.039%
11/8/2023Western Wealth Management LLC24,945$264K0.0%-9.8%0.046%
11/8/2023Kestra Private Wealth Services LLC32,761$346K0.0%-7.5%0.060%
11/7/2023Madison Wealth Management26,070$276K0.1%+35.1%0.048%
11/7/2023Virtus ETF Advisers LLC41,848$442K0.3%+110.7%0.077%
11/7/2023Jump Financial LLC28,100$297K0.0%-18.3%0.051%
11/7/2023Great Valley Advisor Group Inc.13,630$144K0.0%+8.9%0.025%
11/7/2023 Wealthstar Advisors LLC65,195$689K0.3%-9.0%0.119%
11/6/2023Sigma Planning Corp303,887$3.21M0.1%+0.6%0.557%
11/3/2023 Berger Financial Group Inc350,283$3.70M0.4%-3.8%0.642%
11/3/2023Private Advisor Group LLC96,117$1.02M0.0%-13.8%0.176%
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11/2/2023WealthPlan Investment Management LLC468,122$4.95M0.6%+883,149.1%0.858%
10/31/2023Triumph Capital Management36,638$389K0.2%-23.6%0.067%
10/31/2023Endowment Wealth Management Inc.52,182$552K0.5%-5.5%0.096%
10/30/2023Arete Wealth Advisors LLC14,761$156K0.0%+29.4%0.027%
10/30/2023 FirstPurpose Wealth LLC203,557$2.15M0.9%-0.7%0.373%
10/30/2023 Regatta Capital Group LLC31,364$332K0.1%-38.2%0.057%
10/27/2023 Hennion & Walsh Asset Management Inc.107,263$1.13M0.1%+93.9%0.197%
10/27/2023Carmel Capital Partners LLC5,000$53K0.0%-61.8%0.009%
10/26/2023Punch & Associates Investment Management Inc.1,630,333$17.23M1.1%+0.4%2.987%
10/26/2023GPS Wealth Strategies Group LLC45,824$484K0.1%-24.9%0.084%
(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, 161 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), Bulldog Investors LLP ($11.68M), Van ECK Associates Corp ($11.24M), LPL Financial LLC ($10.04M), Pinkerton Retirement Specialists LLC ($8.85M), and Acadian Asset Management LLC ($6.94M).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 152 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 ($1.01M), International Assets Investment Management LLC ($981.51K), Pinkerton Retirement Specialists LLC ($820.26K), Bulldog Investors LLP ($611.42K), WealthPLAN Partners LLC ($588.27K), and Financial Gravity Asset Management Inc. ($488.62K).

How much institutional buying is happening at CION Investment?

Institutional investors have bought a total of 13,305,568 shares in the last 24 months. This purchase volume represents approximately $128.11M in transactions.

Which CION Investment major shareholders have been selling company stock?

Of the 73 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), Kalos Management Inc. ($262.39K), Kestra Advisory Services LLC ($225.49K), Wealthcare Advisory Partners LLC ($199.94K), 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 3,218,558 shares in the last 24 months. This volume of shares sold represents approximately $33.71M in transactions.


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This page (NYSE:CION) was last updated on 4/26/2024 by MarketBeat.com Staff

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