Institutional Ownership Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
1,682,352
shares
|
$21 Million
8.41% of portfolio
|
Q4 2024
Added 62.43%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
1,329,799
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,042,279
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
967,240
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
905,919
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
722,201
shares
|
$9.01 Million
0.0% of portfolio
|
Q4 2024
Added 6958.95%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
667,922
shares
|
$8.34 Million
0.04% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
605,152
shares
|
$7.55 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
566,400
shares
|
$7.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
546,560
shares
|
$6.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.08%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
531,476
shares
|
$6.63 Million
0.04% of portfolio
|
Q4 2024
Added 63.38%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
523,465
shares
|
$6.53 Million
0.87% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
504,411
shares
|
$6.3 Million
0.27% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Feb 13, 2025 Q4 2024 |
500,000
shares
|
$6.24 Million
1.29% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
479,688
shares
|
$5.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
468,613
shares
|
$5.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.76%
|
|
|
Cf Capital LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
421,801
shares
|
$5.26 Million
5.18% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
409,661
shares
|
$5.11 Million
0.0% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
390,572
shares
|
$4.87 Million
0.01% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
326,434
shares
|
$4.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
325,766
shares
|
$4.07 Million
0.12% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
298,858
shares
|
$3.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
292,964
shares
|
$3.66 Million
0.19% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
259,744
shares
|
$3.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
253,698
shares
|
$3.17 Million
0.55% of portfolio
|
Q4 2024
Added 0.14%
|