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 187 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
1,307,974
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,244,455
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
1,035,756
shares
|
$11.9 Million
6.22% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
971,721
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
912,874
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
659,173
shares
|
$7.6 Million
1.14% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
651,505
shares
|
$7.51 Million
0.05% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
625,180
shares
|
$7.21 Million
1.74% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
568,500
shares
|
$6.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
556,270
shares
|
$6.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
548,600
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2024
Added 70.06%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
504,411
shares
|
$5.82 Million
0.27% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
371,514
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
358,956
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
341,987
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
333,252
shares
|
$3.84 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
325,298
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
306,660
shares
|
$3.54 Million
0.11% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
292,964
shares
|
$3.38 Million
0.19% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
290,010
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.86%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
270,000
shares
|
$3.11 Million
0.97% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
253,353
shares
|
$2.92 Million
0.59% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
207,565
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
205,941
shares
|
$2.37 Million
0.65% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
196,724
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2024
Added 7.18%
|