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 182 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
1,538,071
shares
|
$16.4 Million
5.52% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,343,185
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Added 33.64%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
1,304,706
shares
|
$13.9 Million
0.01% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,067,915
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
902,203
shares
|
$9.6 Million
0.03% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
887,357
shares
|
$9.44 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
825,703
shares
|
$8.79 Million
0.37% of portfolio
|
Q2 2025
Added 2563.73%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
677,822
shares
|
$7.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
585,434
shares
|
$6.23 Million
0.24% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
551,905
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Added 60.45%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
550,000
shares
|
$5.85 Million
0.57% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Cf Capital LLC
Cohasset, MA |
Aug 14, 2025 Q2 2025 |
500,000
shares
|
$5.32 Million
6.13% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
487,404
shares
|
$5.19 Million
0.37% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
479,900
shares
|
$5.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
461,725
shares
|
$4.91 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
459,664
shares
|
$4.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
342,566
shares
|
$3.64 Million
0.1% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
329,379
shares
|
$3.5 Million
0.1% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
310,326
shares
|
$3.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
298,700
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.26%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
285,492
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
267,634
shares
|
$2.85 Million
0.51% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
262,805
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
247,703
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
231,253
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.43%
|