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 191 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
54,457
shares
|
$526,054
0.01% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
53,182
shares
|
$513,738
0.05% of portfolio
|
Q1 2025
Added 42.95%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
52,808
shares
|
$510,125
0.07% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
51,604
shares
|
$498,494
0.03% of portfolio
|
Q1 2025
Added 141.4%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
51,366
shares
|
$496,195
0.26% of portfolio
|
Q1 2025
Added 48.39%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
50,023
shares
|
$483,222
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,502
shares
|
$449,209
0.02% of portfolio
|
Q4 2021
Reduced 69.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
43,797
shares
|
$423,079
0.02% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
42,983
shares
|
$415,215
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
42,815
shares
|
$413,592
0.0% of portfolio
|
Q1 2025
Added 147.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
42,655
shares
|
$412,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
42,245
shares
|
$408,086
0.06% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
42,021
shares
|
$405,922
0.07% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
40,835
shares
|
$394,466
0.0% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,500
shares
|
$381,570
0.0% of portfolio
|
Q1 2025
Added 72.07%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
34,136
shares
|
$329,753
0.03% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
32,079
shares
|
$309,883
0.0% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
31,557
shares
|
$304,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
31,438
shares
|
$303,691
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
31,151
shares
|
$300,918
0.64% of portfolio
|
Q1 2025
Reduced 29.36%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,030
shares
|
$299,749
0.05% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
30,998
shares
|
$299,440
0.27% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
30,780
shares
|
$297,334
0.22% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
29,757
shares
|
$287,452
0.0% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,755
shares
|
$287,433
0.0% of portfolio
|
Q1 2025
Reduced 59.55%
|