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CION Investment (CION) Institutional Ownership

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$12.55 +0.01 (+0.08%)
Closing price 03:59 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)
89
Total
Institutional Inflows
(last 12 months)
$103.31M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$29.68M
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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
2/28/2025 BridgePort Financial Solutions LLC15,576$191K0.1%N/A0.029%
2/24/2025 Ameriflex Group Inc.4,681$55K0.0%N/A0.009%
2/18/2025 Alpine Global Management LLC383,632$4.37M0.9%+42.1%0.720%
2/18/2025 Pinkerton Retirement Specialists LLC523,465$5.97M0.9%-20.6%0.982%
2/18/2025 Continuum Advisory LLC45,434$518K0.1%-3.0%0.085%
2/17/2025 Two Sigma Advisers LP566,400$6.46M0.0%-0.4%1.063%
2/17/2025 Two Sigma Investments LP390,572$4.45M0.0%+5.1%0.733%
2/17/2025 Lazard Asset Management LLC74,621$850K0.0%+36.5%0.140%
2/17/2025 Gen Wealth Partners Inc12,688$145K0.1%-12.3%0.024%
2/17/2025 D. E. Shaw & Co. Inc.75,582$862K0.0%+481.9%0.142%
2/17/2025 EPG Wealth Management LLC25,808$294K0.1%-15.0%0.048%
2/17/2025 Cetera Investment Advisers259,744$2.96M0.0%-10.4%0.487%
2/17/2025 Bulldog Investors LLP1,682,352$19.19M5.1%+62.4%3.157%
2/17/2025 CF Capital LLC421,801$4.81M5.2%N/A0.792%
2/17/2025 Bank of America Corp DE9,902$113K0.0%-32.9%0.019%
2/17/2025 Ameriprise Financial Inc.32,381$369K0.0%-17.7%0.061%
2/14/2025 Mercer Global Advisors Inc. ADV23,655$270K0.0%-48.7%0.044%
2/14/2025 Jane Street Group LLC21,305$243K0.0%+57.5%0.040%
2/14/2025 Talon Private Wealth LLC15,253$174K0.1%N/A0.029%
2/14/2025 Northern Trust Corp21,100$241K0.0%-9.2%0.040%
2/14/2025 Beacon Pointe Advisors LLC20,275$231K0.0%-38.9%0.038%
2/14/2025 Berger Financial Group Inc326,434$3.72M0.3%-2.0%0.613%
2/14/2025 Aquatic Capital Management LLC8,992$103K0.0%N/A0.017%
2/14/2025 Virtus ETF Advisers LLC81,660$931K0.4%+43.6%0.153%
2/14/2025 Coppell Advisory Solutions LLC10,966$123K0.0%+11.1%0.021%
2/14/2025 Alpine Global Management LLC383,632$4.37M1.0%+42.1%0.720%
2/14/2025 OneDigital Investment Advisors LLC202,710$2.31M0.0%+3.0%0.380%
2/14/2025 Transce3nd LLC19,110$218K0.1%N/A0.036%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S134,367$1.53M0.0%+36.9%0.252%
2/14/2025 Callodine Capital Management LP500,000$5.70M1.2%-20.0%0.938%
2/13/2025 Mariner LLC27,172$310K0.0%-15.2%0.051%
2/13/2025 TT Capital Management LLC29,698$339K0.3%N/A0.056%
2/13/2025 Townsquare Capital LLC33,883$386K0.0%+7.8%0.064%
2/13/2025 Legacy Investment Solutions LLC8,486$99K0.1%-22.3%0.016%
2/13/2025 LSV Asset Management31,000$353K0.0%+434.5%0.058%
2/13/2025 Raymond James Financial Inc.150,088$1.71M0.0%N/A0.282%
2/13/2025 Renaissance Technologies LLC479,688$5.47M0.0%-12.6%0.900%
2/13/2025 Invesco Ltd.1,042,279$11.88M0.0%N/A1.956%
2/13/2025 Cerity Partners LLC25,666$293K0.0%-8.0%0.048%
2/13/2025 Dynamic Technology Lab Private Ltd11,111$127K0.0%N/A0.021%
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2/13/2025 Wells Fargo & Company MN722,201$8.23M0.0%+6,958.9%1.355%
2/12/2025 ExodusPoint Capital Management LP32,459$370K0.0%-40.0%0.061%
2/12/2025 Creekmur Asset Management LLC14,618$167K0.0%-26.6%0.027%
2/12/2025 Trexquant Investment LP78,149$891K0.0%+68.3%0.147%
2/12/2025 Franklin Resources Inc.409,661$4.67M0.0%+14.1%0.769%
2/12/2025 O Shaughnessy Asset Management LLC24,621$281K0.0%+15.0%0.046%
2/12/2025 BlueChip Wealth Advisors LLC34,616$395K0.2%-30.0%0.065%
2/12/2025 JPMorgan Chase & Co.6,462$74K0.0%-66.8%0.012%
2/12/2025 Aviso Wealth Management17,691$202K0.1%-19.0%0.033%
2/11/2025 LPL Financial LLC967,240$11.03M0.0%-0.5%1.815%
2/11/2025 Virtu Financial LLC23,831$272K0.0%+124.1%0.045%
2/10/2025 GWN Securities Inc.10,819$124K0.0%N/A0.020%
2/10/2025 Commonwealth Equity Services LLC298,858$3.41M0.0%-12.6%0.561%
2/7/2025 HighTower Advisors LLC22,956$262K0.0%+16.4%0.043%
2/7/2025 Wealthfront Advisers LLC605,152$6.90M0.0%N/A1.136%
2/7/2025 Endowment Wealth Management Inc.59,852$682K0.5%+2.6%0.112%
2/7/2025 Founders Financial Alliance LLC21,769$248K0.1%+5.3%0.041%
2/6/2025 Raymond James Financial Inc.150,088$1.71M0.0%N/A0.282%
2/5/2025 A&I Financial Services LLC33,860$386K0.4%N/A0.064%
2/5/2025 Whipplewood Advisors LLC40,899$466K0.3%N/A0.077%
2/4/2025 Y Intercept Hong Kong Ltd14,384$164K0.0%-39.9%0.027%
2/3/2025 Sigma Planning Corp325,766$3.71M0.1%+6.2%0.611%
2/3/2025 Concurrent Investment Advisors LLC42,822$488K0.0%+2.6%0.080%
2/3/2025 Private Advisor Group LLC667,922$7.61M0.0%+2.5%1.253%
1/31/2025 Atria Wealth Solutions Inc.73,555$839K0.0%+4.6%0.138%
1/29/2025 Van ECK Associates Corp1,329,799$15.16M0.0%+1.7%2.495%
1/28/2025 Entropy Technologies LP12,083$138K0.0%N/A0.023%
1/28/2025 Apollon Wealth Management LLC52,747$601K0.0%+15.5%0.099%
1/28/2025 Golden State Wealth Management LLC8,434$96K0.0%N/A0.016%
1/27/2025 Consolidated Portfolio Review Corp36,610$417K0.1%N/A0.069%
1/24/2025 Catalina Capital Group LLC10,197$116K0.0%-62.6%0.019%
1/24/2025 GPS Wealth Strategies Group LLC20,184$230K0.0%-4.7%0.038%
1/23/2025 Strategic Blueprint LLC21,377$244K0.0%+26.0%0.040%
1/22/2025 Kingswood Wealth Advisors LLC29,198$333K0.0%N/A0.055%
1/16/2025 Strong Tower Advisory Services205,941$2.35M0.6%+5.0%0.386%
1/16/2025 Diversify Wealth Management LLC168,958$1.84M0.1%-8.2%0.317%
1/15/2025 Arkadios Wealth Advisors292,964$3.34M0.2%+2.2%0.550%
1/15/2025 Wealthcare Advisory Partners LLC26,869$306K0.0%-25.6%0.050%
1/15/2025 Hennion & Walsh Asset Management Inc.504,411$5.75M0.3%+14.1%0.947%
1/13/2025 Cooper Financial Group52,808$602K0.1%-2.7%0.099%
1/13/2025 Brookstone Capital Management16,590$189K0.0%-12.5%0.031%
1/13/2025 Winthrop Advisory Group LLC17,085$195K0.0%N/A0.032%
1/13/2025 EWG Elevate Inc.25,474$290K0.1%-8.3%0.048%
1/8/2025 International Assets Investment Management LLC66,973$766K0.0%-92.3%0.126%
12/26/2024 JPMorgan Chase & Co.19,488$232K0.0%+108.2%0.037%
11/27/2024 Franklin Resources Inc.358,956$4.26M0.0%+13.6%0.674%
11/20/2024 Virtu Financial LLC10,632$127K0.0%N/A0.020%
11/15/2024 Y Intercept Hong Kong Ltd23,922$285K0.0%-42.4%0.045%
11/15/2024 Legacy Investment Solutions LLC10,924$124K0.1%N/A0.021%
11/15/2024 Orion Portfolio Solutions LLC27,109$323K0.0%+54.1%0.051%
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11/15/2024 Jane Street Group LLC13,527$161K0.0%N/A0.025%
11/15/2024 Stifel Financial Corp31,945$380K0.0%-6.1%0.060%
11/15/2024 Quadrature Capital Ltd15,019$179K0.0%-73.9%0.028%
11/15/2024 Beck Capital Management LLC29,511$351K0.1%+6.5%0.055%
11/15/2024 Paloma Partners Management Co18,524$220K0.0%N/A0.035%
11/14/2024 Arete Wealth Advisors LLC28,275$337K0.0%+67.6%0.053%
11/13/2024 Townsquare Capital LLC31,438$374K0.0%+7.0%0.059%
11/13/2024 Quantbot Technologies LP8,712$104K0.0%N/A0.016%
11/12/2024 Kingsview Wealth Management LLC27,910$332K0.0%+19.8%0.052%
11/8/2024 Advisors Asset Management Inc.49,673$591K0.0%+130.6%0.093%
(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, 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 3/3/2025 by MarketBeat.com Staff
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