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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
29,757
shares
|
$295,784
0.0% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,755
shares
|
$295,764
0.0% of portfolio
|
Q1 2025
Reduced 59.55%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
29,423
shares
|
$292,464
0.1% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
28,565
shares
|
$283,936
0.0% of portfolio
|
Q1 2025
Added 119.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
27,851
shares
|
$276,838
0.03% of portfolio
|
Q4 2023
Added 367.53%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
27,349
shares
|
$271,849
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,593
shares
|
$264,334
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
26,147
shares
|
$259,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
26,070
shares
|
$259,135
0.06% of portfolio
|
Q3 2023
Added 35.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,984
shares
|
$258,280
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
25,666
shares
|
$255,120
0.0% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
25,538
shares
|
$253,847
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
25,474
shares
|
$253,211
0.11% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
24,677
shares
|
$245,289
0.06% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
24,627
shares
|
$244,792
0.05% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
24,136
shares
|
$239,911
0.05% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
23,624
shares
|
$234,822
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
23,213
shares
|
$230,737
0.07% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
23,199
shares
|
$230,598
0.09% of portfolio
|
Q1 2025
Added 52.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,738
shares
|
$226,015
0.0% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
21,986
shares
|
$218,540
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
21,473
shares
|
$213,441
0.02% of portfolio
|
Q3 2023
Reduced 11.43%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
21,129
shares
|
$210,022
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
20,734
shares
|
$206,095
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
20,577
shares
|
$204,535
0.01% of portfolio
|
Q1 2025
Reduced 23.42%
|