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CION Investment (CION) Institutional Ownership

CION Investment logo
$6.84 -0.45 (-6.21%)
Closing price 05/11/2026 03:59 PM Eastern
Extended Trading
$6.85 +0.01 (+0.19%)
As of 07:50 AM 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 Massive. Learn more.
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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)
102
Total
Institutional Inflows
(last 12 months)
$45.81M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$30.48M
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Skip Chart & View Institutional Buying and Selling Data

CION Institutional Buying and Selling by Quarter

CION Investment Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/26/2026Alpine Global Management LLC93,836$907K0.2%+5.6%0.180%
2/23/2026Virtu Financial LLC19,921$193K0.0%N/A0.038%
2/19/2026Invesco Ltd.1,256,649$12.15M0.0%+0.7%2.412%
2/18/2026Mercer Global Advisors Inc. ADV13,243$128K0.0%-15.6%0.025%
2/18/2026XTX Topco Ltd31,909$309K0.0%N/A0.061%
2/18/2026nVerses Capital LLC34,892$337K0.8%N/A0.067%
2/18/2026Virtus Investment Advisers LLC74,429$720K0.2%-22.9%0.143%
2/18/2026Tudor Investment Corp ET AL189,494$1.83M0.0%N/A0.364%
2/18/2026Quadrature Capital Ltd40,468$391K0.0%+283.3%0.078%
2/18/2026Millennium Management LLC51,374$497K0.0%+249.6%0.099%
2/18/2026Engineers Gate Manager LP19,203$186K0.0%N/A0.037%
2/17/2026Cetera Investment Advisers142,067$1.37M0.0%-48.0%0.273%
2/17/2026Kovack Advisors Inc.25,349$245K0.0%N/A0.049%
2/17/2026Trexquant Investment LP84,183$814K0.0%-26.1%0.162%
2/17/2026Jump Financial LLC32,013$310K0.0%N/A0.061%
2/17/2026Sherman Porfolios LLC193,758$1.87M0.1%N/A0.372%
2/17/2026Osaic 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%
2/17/2026Punch & Associates Investment Management Inc.10,435$101K0.0%N/A0.020%
2/17/2026Royal Bank of Canada26,354$255K0.0%+134.5%0.051%
2/16/2026Mariner LLC13,816$134K0.0%+16.0%0.027%
2/13/2026 Kestra Advisory Services LLC286,008$2.77M0.0%-1.1%0.549%
2/13/2026Marshall Wace LLP32,012$310K0.0%N/A0.061%
2/13/2026Beacon Capital Management LLC26,321$255K0.0%-19.6%0.051%
2/13/2026 Aviso Wealth Management14,632$142K0.1%-9.6%0.028%
2/13/2026Arkadios Wealth Advisors343,378$3.32M0.1%+1.9%0.659%
2/13/2026Van ECK Associates Corp1,243,866$12.03M0.0%-8.5%2.388%
2/13/2026Dynamic Technology Lab Private Ltd24,787$240K0.1%+47.0%0.048%
2/13/2026Wells Fargo & Company MN102,933$995K0.0%-87.0%0.198%
2/12/2026Advisors Asset Management Inc.292,397$2.83M0.0%+22.4%0.561%
2/12/2026Jane Street Group LLC317,818$3.07M0.0%+406.9%0.610%
2/12/2026Orion Porfolio Solutions LLC14,869$144K0.0%-22.8%0.029%
2/12/2026North 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%
2/12/2026Renaissance Technologies LLC260,800$2.52M0.0%-15.2%0.501%
2/12/2026Campbell & CO Investment Adviser LLC27,177$263K0.0%N/A0.052%
2/12/2026 Wedbush Securities Inc.34,875$337K0.0%+14.1%0.067%
2/12/2026Great Valley Advisor Group Inc.21,627$209K0.0%+7.5%0.042%
2/12/2026Kovack Advisors Inc.25,348$245K0.0%N/A0.049%
2/11/2026 Janney Montgomery Scott LLC68,216$660K0.0%-21.6%0.131%
2/11/2026Focus 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%
2/11/2026Closed End Fund Advisors Inc.475,908$4.60M2.7%N/A0.914%
2/11/2026TT 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%
2/6/2026LSV 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%
2/4/2026HighPoint 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%
1/26/2026CWM LLC8,130$79K0.0%-21.4%0.016%
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%
1/20/2026Savvy Advisors Inc.10,675$103K0.0%N/A0.020%
1/16/2026 BridgePort Financial Solutions LLC12,233$118K0.0%-23.5%0.023%
1/14/2026Hennion & 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%
1/1/2026JPMorgan Chase & Co.28,530$270K0.0%+103.6%0.055%
12/2/2025 IFP Advisors Inc15,443$146K0.0%-8.5%0.030%
11/17/2025 Kestra Private Wealth Services LLC23,324$221K0.0%+5.0%0.045%
11/17/2025Mercer Global Advisors Inc. ADV15,693$149K0.0%-12.5%0.030%
11/17/2025Millennium Management LLC14,696$139K0.0%-77.8%0.028%
11/17/2025Brevan Howard Capital Management LP46,645$442K0.0%-41.9%0.090%
11/17/2025Bank of America Corp DE88,299$837K0.0%+1,084.0%0.170%
11/17/2025Aquatic Capital Management LLC10,354$98K0.0%+165.0%0.020%
11/17/2025Ameriprise Financial Inc.50,424$478K0.0%+2.9%0.097%
11/14/2025Creative Planning20,657$196K0.0%-13.6%0.040%


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 Alpine Global Management LLC ($605.56K).

Institutional investors have bought a total of 4,824,028 shares in the last 24 months. This purchase volume represents approximately $45.81M in transactions.

Of the 68 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), Alpine Global Management LLC ($294.80K), Pinkerton Wealth LLC ($249.68K), Kestra Advisory Services LLC ($220.27K), Hennion & Walsh Asset Management Inc. ($170.81K), Legacy Wealth Managment LLC ID ($152.88K), and Cetera Investment Advisers ($136.28K).

Institutional investors have sold a total of 3,179,324 shares in the last 24 months. This volume of shares sold represents approximately $30.48M in transactions.


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This page (NYSE:CION) was last updated on 5/12/2026 by MarketBeat.com Staff.
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