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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
200,964
shares
|
$2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
191,279
shares
|
$1.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
184,598
shares
|
$1.83 Million
0.74% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
184,026
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
174,686
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
161,878
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.48%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
158,200
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 410.32%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
157,704
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
154,702
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
134,665
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
129,776
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 427.09%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
124,338
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
103,057
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2022
Added 34.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
100,541
shares
|
$999,377
0.0% of portfolio
|
Q1 2025
Added 91.03%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
97,281
shares
|
$966,973
0.25% of portfolio
|
Q4 2024
Added 499.28%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
97,281
shares
|
$966,973
0.22% of portfolio
|
Q1 2025
Added 499.28%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
90,249
shares
|
$897,075
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
89,388
shares
|
$888,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
88,836
shares
|
$883,029
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
69,866
shares
|
$694,468
0.09% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
66,973
shares
|
$665,711
0.06% of portfolio
|
Q4 2024
Reduced 92.31%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
65,718
shares
|
$653,236
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
65,172
shares
|
$647,809
0.0% of portfolio
|
Q4 2023
Added 99.03%
|
|
|
Apollo Management Holdings, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
63,262
shares
|
$628,824
0.01% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
62,120
shares
|
$617,472
0.01% of portfolio
|
Q1 2025
Reduced 20.51%
|