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 193 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
1,694,446
shares
|
$16.5 Million
7.48% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
1,227,826
shares
|
$12 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,005,064
shares
|
$9.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
992,946
shares
|
$9.67 Million
0.0% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
880,204
shares
|
$8.57 Million
0.0% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
859,402
shares
|
$8.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
739,356
shares
|
$7.2 Million
0.05% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
598,600
shares
|
$5.83 Million
0.01% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Cf Capital LLC
Cohasset, MA |
May 14, 2025 Q1 2025 |
581,100
shares
|
$5.66 Million
5.94% of portfolio
|
Q1 2025
Added 37.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
577,300
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
555,374
shares
|
$5.41 Million
0.27% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
548,556
shares
|
$5.34 Million
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Callodine Capital Management, LP
Boston, MA |
May 14, 2025 Q1 2025 |
500,000
shares
|
$4.87 Million
0.93% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
478,317
shares
|
$4.66 Million
0.64% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
468,613
shares
|
$4.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.76%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
381,926
shares
|
$3.72 Million
0.33% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
343,981
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Added 252.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
338,143
shares
|
$3.29 Million
0.12% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
332,417
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
318,983
shares
|
$3.11 Million
0.13% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
314,514
shares
|
$3.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 40.82%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
295,068
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
253,627
shares
|
$2.47 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
252,994
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
239,911
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 97.6%
|