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CION Investment (CION) Institutional Ownership

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$11.74 +0.19 (+1.65%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$11.72 -0.02 (-0.17%)
As of 01/31/2025 05:30 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)
74
Total
Institutional Inflows
(last 12 months)
$55.56M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$27.16M
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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
1/31/2025Atria 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%
12/26/2024JPMorgan 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%
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%
11/12/2024 Kingsview Wealth Management LLC27,910$332K0.0%+19.8%0.052%
11/8/2024Advisors Asset Management Inc.49,673$591K0.0%+130.6%0.093%
11/7/2024Aviso Wealth Management21,850$260K0.1%-30.9%0.041%
11/6/2024OneDigital Investment Advisors LLC196,724$2.34M0.0%+7.2%0.368%
11/6/2024Endowment Wealth Management Inc.58,330$694K0.5%+2.6%0.109%
11/5/2024GSA Capital Partners LLP19,856$236K0.0%-20.3%0.037%
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11/5/2024Harbour Investments Inc.18,149$216K0.0%+17.3%0.034%
11/5/2024 Apollon Wealth Management LLC45,687$544K0.0%+81.4%0.085%
11/4/2024Sigma Planning Corp306,660$3.65M0.1%+3.6%0.574%
11/1/2024Acorn Financial Advisory Services Inc. ADV253,353$3.02M0.5%+0.9%0.474%
10/31/2024Concurrent 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%
10/25/2024Creekmur 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%
10/22/2024Private 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%
10/16/2024Kowal Investment Group LLC12,361$147K0.0%-11.3%0.023%
10/11/2024Creative 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%
10/8/2024CWM LLC7,436$88K0.0%-67.2%0.014%
10/7/2024 EWG Elevate Inc.27,794$331K0.1%-5.6%0.052%
9/23/2024Centaurus Financial Inc.11,295$137K0.0%-38.5%0.021%
9/16/2024Cubist Systematic Strategies LLC35,335$428K0.0%-61.2%0.066%
8/26/2024Founders Financial Alliance LLC16,719$203K0.1%+42.6%0.031%
8/22/2024Cetera Investment Advisers438,484$5.31M0.0%-16.3%0.818%
8/16/2024Aviso Wealth Management31,631$383K0.2%-14.6%0.059%
8/15/2024Millennium Management LLC221,882$2.69M0.0%-57.2%0.414%
8/14/2024Cubist Systematic Strategies LLC35,335$428K0.0%-61.2%0.066%
8/14/2024Marshall Wace LLP13,503$164K0.0%N/A0.025%
8/14/2024Magnetar Financial LLC32,199$390K0.0%N/A0.060%
8/14/2024Beck Capital Management LLC27,714$336K0.1%+17.5%0.052%
8/13/2024Kowal Investment Group LLC13,939$169K0.0%-48.9%0.026%
8/13/2024Sei Investments Co.26,048$316K0.0%N/A0.049%
8/13/2024AE Wealth Management LLC29,022$352K0.0%+18.5%0.054%
8/12/2024Mercer Global Advisors Inc. ADV46,980$569K0.0%+20.0%0.088%
8/9/2024Renaissance Technologies LLC322,600$3.91M0.0%-41.6%0.602%
8/9/2024Collaborative 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%
8/8/2024Pinkerton 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%
8/6/2024Acadian Asset Management LLC695,609$8.43M0.0%+32.5%1.298%
8/5/2024Private Advisor Group LLC617,444$7.48M0.1%+674.1%1.152%
8/2/2024Founders Financial Securities LLC55,412$672K0.1%+33.4%0.103%
8/2/2024Acorn Financial Advisory Services Inc. ADV251,086$3.04M0.6%+2.1%0.469%
8/2/2024Endowment 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%
7/31/2024Concurrent 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%
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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%
7/25/2024First Heartland Consultants Inc.11,951$145K0.0%N/A0.022%
7/25/2024Fullcircle 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%
7/22/2024Atria 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%
7/19/2024Western 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%
(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, 165 institutional investors and hedge funds held shares of CION Investment. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($17.23M), Van ECK Associates Corp ($15.16M), Invesco Ltd. ($11.95M), Bulldog Investors LLP ($11.68M), LPL Financial LLC ($10.04M), Acadian Asset Management LLC ($8.43M), and Pinkerton Retirement Specialists LLC ($8.42M).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 119 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), Van ECK Associates Corp ($1.34M), 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 10,441,807 shares in the last 24 months. This purchase volume represents approximately $114.24M 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: International Assets Investment Management LLC ($861.61K), WealthPlan Investment Management LLC ($847.74K), Millennium Management LLC ($296.42K), Renaissance Technologies LLC ($229.50K), Wealthcare Advisory Partners LLC ($209.19K), Sigma Planning Corp ($152.77K), and IFP Advisors Inc ($124.77K).

How much institutional selling is happening at CION Investment?

Institutional investors have sold a total of 4,578,348 shares in the last 24 months. This volume of shares sold represents approximately $50.57M in transactions.


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This page (NYSE:CION) was last updated on 2/1/2025 by MarketBeat.com Staff
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