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CION Investment (CION) Institutional Ownership

CION Investment logo
$11.65 +0.06 (+0.52%)
(As of 12/20/2024 05:31 PM ET)
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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)
70
Total
Institutional Inflows
(last 12 months)
$63.03M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$23.69M
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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
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%
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%
11/7/2024 Aviso Wealth Management21,850$260K0.1%-30.9%0.041%
11/6/2024 OneDigital Investment Advisors LLC196,724$2.34M0.0%+7.2%0.368%
11/6/2024 Endowment Wealth Management Inc.58,330$694K0.5%+2.6%0.109%
11/5/2024 GSA Capital Partners LLP19,856$236K0.0%-20.3%0.037%
11/5/2024 Harbour Investments Inc.18,149$216K0.0%+17.3%0.034%
11/5/2024 Apollon Wealth Management LLC45,687$544K0.0%+81.4%0.085%
11/4/2024 Sigma Planning Corp306,660$3.65M0.1%+3.6%0.574%
11/1/2024 Acorn Financial Advisory Services Inc. ADV253,353$3.02M0.5%+0.9%0.474%
10/31/2024 Concurrent Investment Advisors LLC41,729$497K0.0%+2.9%0.078%
10/30/2024 Catalina Capital Group LLC27,237$324K0.1%+18.8%0.051%
10/30/2024 Focused Wealth Management Inc10,059$120K0.0%N/A0.019%
10/29/2024 Van ECK Associates Corp1,307,974$15.62M0.0%+5.7%2.441%
10/25/2024 Diversify Wealth Management LLC184,101$2.20M0.2%-5.0%0.344%
10/25/2024 Creekmur Asset Management LLC19,917$237K0.1%-32.3%0.037%
10/24/2024 Arkadios Wealth Advisors286,689$3.41M0.2%-4.8%0.535%
10/23/2024 Hennion & Walsh Asset Management Inc.442,046$5.26M0.2%+26.0%0.825%
10/22/2024 International Assets Investment Management LLC871,080$103.66M0.0%+1,090.0%1.625%
10/22/2024 Private Advisor Group LLC651,505$7.75M0.0%+5.5%1.216%
10/17/2024 Redmont Wealth Advisors LLC44,101$525K0.8%-3.7%0.082%
10/16/2024 Kowal Investment Group LLC12,361$147K0.0%-11.3%0.023%
10/11/2024 Creative Planning13,835$165K0.0%-6.7%0.026%
10/10/2024 Koshinski Asset Management Inc.34,136$406K0.0%-7.5%0.064%
10/9/2024 Strong Tower Advisory Services196,199$2.34M0.7%+1,469.2%0.366%
10/8/2024 CWM LLC7,436$88K0.0%-67.2%0.014%
10/7/2024 EWG Elevate Inc.27,794$331K0.1%-5.6%0.052%
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9/23/2024 Centaurus Financial Inc.11,295$137K0.0%-38.5%0.021%
9/16/2024 Cubist Systematic Strategies LLC35,335$428K0.0%-61.2%0.066%
8/26/2024 Founders Financial Alliance LLC16,719$203K0.1%+42.6%0.031%
8/22/2024 Cetera Investment Advisers438,484$5.31M0.0%-16.3%0.818%
8/16/2024 Aviso Wealth Management31,631$383K0.2%-14.6%0.059%
8/15/2024 Millennium Management LLC221,882$2.69M0.0%-57.2%0.414%
8/14/2024 Cubist Systematic Strategies LLC35,335$428K0.0%-61.2%0.066%
8/14/2024 Marshall Wace LLP13,503$164K0.0%N/A0.025%
8/14/2024 Magnetar Financial LLC32,199$390K0.0%N/A0.060%
8/14/2024 Beck Capital Management LLC27,714$336K0.1%+17.5%0.052%
8/13/2024 Kowal Investment Group LLC13,939$169K0.0%-48.9%0.026%
8/13/2024 Sei Investments Co.26,048$316K0.0%N/A0.049%
8/13/2024 AE Wealth Management LLC29,022$352K0.0%+18.5%0.054%
8/12/2024 Mercer Global Advisors Inc. ADV46,980$569K0.0%+20.0%0.088%
8/9/2024 Renaissance Technologies LLC322,600$3.91M0.0%-41.6%0.602%
8/9/2024 Collaborative Wealth Managment Inc.21,093$256K0.1%-14.9%0.039%
8/8/2024 Diversify Wealth Management LLC193,776$2.25M0.3%N/A0.362%
8/8/2024 Pinkerton Retirement Specialists LLC695,021$8.42M1.3%-7.8%1.297%
8/6/2024Financial Gravity Asset Management Inc.16,233$197K0.0%-34.7%0.030%
8/6/2024 Acadian Asset Management LLC695,609$8.43M0.0%+32.5%1.298%
8/5/2024 Private Advisor Group LLC617,444$7.48M0.1%+674.1%1.152%
8/2/2024 Founders Financial Securities LLC55,412$672K0.1%+33.4%0.103%
8/2/2024 Acorn Financial Advisory Services Inc. ADV251,086$3.04M0.6%+2.1%0.469%
8/2/2024 Endowment Wealth Management Inc.56,841$689K0.5%+2.3%0.106%
7/31/2024 Van ECK Associates Corp1,237,366$15.00M0.0%+15.7%2.309%
7/31/2024Commonwealth Equity Services LLC337,228$4.09M0.0%+3.3%0.629%
7/31/2024 Concurrent Investment Advisors LLC40,539$491K0.0%-3.4%0.076%
7/30/2024 International Assets Investment Management LLC73,200$887K0.1%-29.7%0.137%
7/29/2024 Arkadios Wealth Advisors301,202$3.65M0.2%-2.9%0.562%
7/27/2024 Strategic Blueprint LLC16,253$197K0.0%-10.7%0.030%
7/26/2024 Bensler LLC10,662$129K0.0%-12.7%0.020%
7/25/2024 First Heartland Consultants Inc.11,951$145K0.0%N/A0.022%
7/25/2024 Fullcircle Wealth LLC12,810$156K0.1%N/A0.024%
7/25/2024 Beacon Capital Management LLC33,098$401K0.1%-3.0%0.062%
7/24/2024 Catalina Capital Group LLC22,931$278K0.1%+61.9%0.043%
7/22/2024 Atria Wealth Solutions Inc.70,008$848K0.0%-14.4%0.131%
7/20/2024 Hennion & Walsh Asset Management Inc.350,825$4.25M0.2%+18.8%0.655%
7/19/2024 Western Wealth Management LLC20,382$247K0.0%-5.2%0.038%
7/16/2024 GPS Wealth Strategies Group LLC37,893$459K0.1%+5.3%0.071%
7/16/2024 Wealth Enhancement Advisory Services LLC23,039$279K0.0%-10.0%0.043%
7/12/2024 Ignite Planners LLC14,885$182K0.0%-8.2%0.028%
7/10/2024 Redmont Wealth Advisors LLC45,816$555K0.9%N/A0.085%
7/10/2024 CWM LLC22,645$274K0.0%+62.8%0.042%
7/9/2024 Kingswood Wealth Advisors LLC21,173$257K0.0%N/A0.040%
6/21/2024 Cape Investment Advisory Inc.15,682$172K0.1%-61.9%0.029%
5/24/2024Cetera Advisors LLC139,063$1.53M0.0%+19.6%0.259%
5/24/2024 Cetera Investment Advisers524,131$5.77M0.0%+2,340.1%0.978%
5/15/2024 Beck Capital Management LLC23,596$260K0.1%N/A0.044%
5/15/2024 Alpine Global Management LLC633,297$6.97M1.8%+143.6%1.182%
5/15/2024 Lazard Asset Management LLC3,365$37K0.0%N/A0.006%
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5/15/2024 Quadrature Capital Ltd101,666$1.12M0.0%-13.6%0.190%
5/10/2024 Acadian Asset Management LLC524,974$5.77M0.0%-2.1%0.975%
5/10/2024 Pinkerton Retirement Specialists LLC753,448$8.29M1.3%-3.7%1.399%
5/9/2024 Endowment Wealth Management Inc.55,588$611K0.5%+3.7%0.103%
5/7/2024 Concurrent Investment Advisors LLC41,981$462K0.0%-5.4%0.078%
5/7/2024 Atomi Financial Group Inc.14,761$162K0.0%+8.6%0.027%
5/7/2024 WealthPLAN Partners LLC528,464$5.81M0.6%+2.9%0.982%
5/3/2024 Catalina Capital Group LLC14,165$156K0.1%N/A0.026%
5/1/2024 Diversify Advisory Services LLC13,116$145K0.0%N/A0.024%
4/30/2024 Private Advisor Group LLC79,763$877K0.0%-6.6%0.148%
(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, 166 institutional investors and hedge funds held shares of CION Investment. The most heavily invested institutionals were International Assets Investment Management LLC ($103.66M), Punch & Associates Investment Management Inc. ($17.23M), Van ECK Associates Corp ($15.62M), Invesco Ltd. ($11.95M), Bulldog Investors LLP ($11.68M), LPL Financial LLC ($10.04M), and Acadian Asset Management LLC ($8.43M).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 121 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 ($1.78M), Van ECK Associates Corp ($1.32M), WealthPlan Investment Management LLC ($936.14K), Private Advisor Group LLC ($689.27K), Cetera Investment Advisers ($502.65K), WealthPLAN Partners LLC ($497.98K), and Alpine Global Management LLC ($489.88K).

How much institutional buying is happening at CION Investment?

Institutional investors have bought a total of 10,500,488 shares in the last 24 months. This purchase volume represents approximately $114.43M in transactions.

Which CION Investment major shareholders have been selling company stock?

Of the 87 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), Millennium Management LLC ($296.42K), Renaissance Technologies LLC ($229.50K), Wealthcare Advisory Partners LLC ($199.94K), Kestra Advisory Services LLC ($194.38K), Sigma Planning Corp ($163.07K), and IFP Advisors Inc ($124.77K).

How much institutional selling is happening at CION Investment?

Institutional investors have sold a total of 3,927,442 shares in the last 24 months. This volume of shares sold represents approximately $42.82M in transactions.


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This page (NYSE:CION) was last updated on 12/21/2024 by MarketBeat.com Staff
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