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CION Investment (CION) Institutional Ownership

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$10.49 +0.01 (+0.10%)
Closing price 04/2/2025 03:58 PM Eastern
Extended Trading
$10.50 +0.01 (+0.10%)
As of 04/2/2025 07:00 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.
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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)
86
Total
Institutional Inflows
(last 12 months)
$100.65M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$29.66M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2025BridgePort Financial Solutions LLC15,576$191K0.1%N/A0.029%
2/24/2025Ameriflex Group Inc.4,681$55K0.0%N/A0.009%
2/18/2025Alpine Global Management LLC383,632$4.37M0.9%+42.1%0.720%
2/18/2025Pinkerton Retirement Specialists LLC523,465$5.97M0.9%-20.6%0.982%
2/18/2025Continuum Advisory LLC45,434$518K0.1%-3.0%0.085%
2/17/2025Two Sigma Advisers LP566,400$6.46M0.0%-0.4%1.063%
2/17/2025Two Sigma Investments LP390,572$4.45M0.0%+5.1%0.733%
2/17/2025Lazard Asset Management LLC74,621$850K0.0%+36.5%0.140%
2/17/2025Gen Wealth Partners Inc12,688$145K0.1%-12.3%0.024%
2/17/2025D. E. Shaw & Co. Inc.75,582$862K0.0%+481.9%0.142%
2/17/2025EPG Wealth Management LLC25,808$294K0.1%-15.0%0.048%
2/17/2025Cetera Investment Advisers259,744$2.96M0.0%-10.4%0.487%
2/17/2025Bulldog Investors LLP1,682,352$19.19M5.1%+62.4%3.157%
2/17/2025CF Capital LLC421,801$4.81M5.2%N/A0.792%
2/17/2025Bank of America Corp DE9,902$113K0.0%-32.9%0.019%
2/17/2025Ameriprise Financial Inc.32,381$369K0.0%-17.7%0.061%
2/14/2025Mercer Global Advisors Inc. ADV23,655$270K0.0%-48.7%0.044%
2/14/2025Jane Street Group LLC21,305$243K0.0%+57.5%0.040%
2/14/2025Talon Private Wealth LLC15,253$174K0.1%N/A0.029%
2/14/2025Northern Trust Corp21,100$241K0.0%-9.2%0.040%
2/14/2025Beacon Pointe Advisors LLC20,275$231K0.0%-38.9%0.038%
2/14/2025Berger Financial Group Inc326,434$3.72M0.3%-2.0%0.613%
2/14/2025Aquatic Capital Management LLC8,992$103K0.0%N/A0.017%
2/14/2025Virtus ETF Advisers LLC81,660$931K0.4%+43.6%0.153%
2/14/2025Coppell Advisory Solutions LLC10,966$123K0.0%+11.1%0.021%
2/14/2025Alpine Global Management LLC383,632$4.37M1.0%+42.1%0.720%
2/14/2025OneDigital Investment Advisors LLC202,710$2.31M0.0%+3.0%0.380%
2/14/2025Transce3nd LLC19,110$218K0.1%N/A0.036%
2/14/2025BI Asset Management Fondsmaeglerselskab A S134,367$1.53M0.0%+36.9%0.252%
2/14/2025Callodine Capital Management LP500,000$5.70M1.2%-20.0%0.938%
2/13/2025Mariner LLC27,172$310K0.0%-15.2%0.051%
2/13/2025TT Capital Management LLC29,698$339K0.3%N/A0.056%
2/13/2025Townsquare Capital LLC33,883$386K0.0%+7.8%0.064%
2/13/2025Legacy Investment Solutions LLC8,486$99K0.1%-22.3%0.016%
2/13/2025LSV Asset Management31,000$353K0.0%+434.5%0.058%
2/13/2025Raymond James Financial Inc.150,088$1.71M0.0%N/A0.282%
2/13/2025Renaissance Technologies LLC479,688$5.47M0.0%-12.6%0.900%
2/13/2025Invesco Ltd.1,042,279$11.88M0.0%N/A1.956%
2/13/2025Cerity Partners LLC25,666$293K0.0%-8.0%0.048%
2/13/2025Dynamic Technology Lab Private Ltd11,111$127K0.0%N/A0.021%
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2/13/2025Wells Fargo & Company MN722,201$8.23M0.0%+6,958.9%1.355%
2/12/2025ExodusPoint Capital Management LP32,459$370K0.0%-40.0%0.061%
2/12/2025Creekmur Asset Management LLC14,618$167K0.0%-26.6%0.027%
2/12/2025Trexquant Investment LP78,149$891K0.0%+68.3%0.147%
2/12/2025Franklin Resources Inc.409,661$4.67M0.0%+14.1%0.769%
2/12/2025O Shaughnessy Asset Management LLC24,621$281K0.0%+15.0%0.046%
2/12/2025BlueChip Wealth Advisors LLC34,616$395K0.2%-30.0%0.065%
2/12/2025JPMorgan Chase & Co.6,462$74K0.0%-66.8%0.012%
2/12/2025Aviso Wealth Management17,691$202K0.1%-19.0%0.033%
2/11/2025LPL Financial LLC967,240$11.03M0.0%-0.5%1.815%
2/11/2025Virtu Financial LLC23,831$272K0.0%+124.1%0.045%
2/10/2025GWN Securities Inc.10,819$124K0.0%N/A0.020%
2/10/2025Commonwealth Equity Services LLC298,858$3.41M0.0%-12.6%0.561%
2/7/2025HighTower Advisors LLC22,956$262K0.0%+16.4%0.043%
2/7/2025Wealthfront Advisers LLC605,152$6.90M0.0%N/A1.136%
2/7/2025Endowment Wealth Management Inc.59,852$682K0.5%+2.6%0.112%
2/7/2025Founders Financial Alliance LLC21,769$248K0.1%+5.3%0.041%
2/6/2025Raymond James Financial Inc.150,088$1.71M0.0%N/A0.282%
2/5/2025A&I Financial Services LLC33,860$386K0.4%N/A0.064%
2/5/2025Whipplewood Advisors LLC40,899$466K0.3%N/A0.077%
2/4/2025Y Intercept Hong Kong Ltd14,384$164K0.0%-39.9%0.027%
2/3/2025Sigma Planning Corp325,766$3.71M0.1%+6.2%0.611%
2/3/2025Concurrent Investment Advisors LLC42,822$488K0.0%+2.6%0.080%
2/3/2025Private Advisor Group LLC667,922$7.61M0.0%+2.5%1.253%
1/31/2025Atria Wealth Solutions Inc.73,555$839K0.0%+4.6%0.138%
1/29/2025Van ECK Associates Corp1,329,799$15.16M0.0%+1.7%2.495%
1/28/2025Entropy Technologies LP12,083$138K0.0%N/A0.023%
1/28/2025Apollon Wealth Management LLC52,747$601K0.0%+15.5%0.099%
1/28/2025Golden State Wealth Management LLC8,434$96K0.0%N/A0.016%
1/27/2025Consolidated Portfolio Review Corp36,610$417K0.1%N/A0.069%
1/24/2025Catalina Capital Group LLC10,197$116K0.0%-62.6%0.019%
1/24/2025GPS Wealth Strategies Group LLC20,184$230K0.0%-4.7%0.038%
1/23/2025Strategic Blueprint LLC21,377$244K0.0%+26.0%0.040%
1/22/2025Kingswood Wealth Advisors LLC29,198$333K0.0%N/A0.055%
1/16/2025Strong Tower Advisory Services205,941$2.35M0.6%+5.0%0.386%
1/16/2025Diversify Wealth Management LLC168,958$1.84M0.1%-8.2%0.317%
1/15/2025Arkadios Wealth Advisors292,964$3.34M0.2%+2.2%0.550%
1/15/2025Wealthcare Advisory Partners LLC26,869$306K0.0%-25.6%0.050%
1/15/2025Hennion & Walsh Asset Management Inc.504,411$5.75M0.3%+14.1%0.947%
1/13/2025Cooper Financial Group52,808$602K0.1%-2.7%0.099%
1/13/2025Brookstone Capital Management16,590$189K0.0%-12.5%0.031%
1/13/2025Winthrop Advisory Group LLC17,085$195K0.0%N/A0.032%
1/13/2025EWG Elevate Inc.25,474$290K0.1%-8.3%0.048%
1/8/2025International Assets Investment Management LLC66,973$766K0.0%-92.3%0.126%
12/26/2024JPMorgan Chase & Co.19,488$232K0.0%+108.2%0.037%
11/27/2024Franklin Resources Inc.358,956$4.26M0.0%+13.6%0.674%
11/20/2024Virtu Financial LLC10,632$127K0.0%N/A0.020%
11/15/2024Y Intercept Hong Kong Ltd23,922$285K0.0%-42.4%0.045%
11/15/2024Legacy Investment Solutions LLC10,924$124K0.1%N/A0.021%
11/15/2024Orion Portfolio Solutions LLC27,109$323K0.0%+54.1%0.051%
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11/15/2024Jane Street Group LLC13,527$161K0.0%N/A0.025%
11/15/2024Stifel Financial Corp31,945$380K0.0%-6.1%0.060%
11/15/2024Quadrature Capital Ltd15,019$179K0.0%-73.9%0.028%
11/15/2024Beck Capital Management LLC29,511$351K0.1%+6.5%0.055%
11/15/2024Paloma Partners Management Co18,524$220K0.0%N/A0.035%
11/14/2024Arete Wealth Advisors LLC28,275$337K0.0%+67.6%0.053%
11/13/2024Townsquare Capital LLC31,438$374K0.0%+7.0%0.059%
11/13/2024Quantbot Technologies LP8,712$104K0.0%N/A0.016%
11/12/2024Kingsview Wealth Management LLC27,910$332K0.0%+19.8%0.052%
11/8/2024Advisors Asset Management Inc.49,673$591K0.0%+130.6%0.093%
(Data available from 1/1/2016 forward)

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CION Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CION shares?

During the previous two years, 183 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. ($11.88M), LPL Financial LLC ($11.03M), 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 134 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), Private Advisor Group LLC ($705.68K), and Bulldog Investors LLP ($677.61K).

How much institutional buying is happening at CION Investment?

Institutional investors have bought a total of 13,406,272 shares in the last 24 months. This purchase volume represents approximately $150.55M in transactions.

Which CION Investment major shareholders have been selling company stock?

Of the 96 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 ($861.61K), WealthPlan Investment Management LLC ($847.74K), Renaissance Technologies LLC ($298.41K), Millennium Management LLC ($296.42K), Pinkerton Retirement Specialists LLC ($243.78K), Sigma Planning Corp ($152.77K), and Wealthcare Advisory Partners LLC ($131.39K).

How much institutional selling is happening at CION Investment?

Institutional investors have sold a total of 4,807,124 shares in the last 24 months. This volume of shares sold represents approximately $53.71M in transactions.


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This page (NYSE:CION) was last updated on 4/3/2025 by MarketBeat.com Staff
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