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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
20,427
shares
|
$203,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,803
shares
|
$196,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
19,374
shares
|
$192,577
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
19,259
shares
|
$191,434
0.01% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
19,172
shares
|
$190,569
0.0% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
18,666
shares
|
$185,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,594
shares
|
$184,824
0.0% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
18,559
shares
|
$184,476
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
17,691
shares
|
$175,848
0.1% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
17,478
shares
|
$173,731
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
17,204
shares
|
$171,007
2.4% of portfolio
|
Q4 2022
Reduced 67.64%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
17,085
shares
|
$169,824
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
16,865
shares
|
$167,638
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
16,687
shares
|
$165,868
0.0% of portfolio
|
Q2 2023
Reduced 19.86%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,501
shares
|
$164,019
0.01% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
16,456
shares
|
$163,572
0.01% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,392
shares
|
$162,936
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
16,350
shares
|
$162,519
0.01% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,258
shares
|
$161,604
0.01% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
15,987
shares
|
$158,910
0.07% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
15,660
shares
|
$155,660
0.01% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
15,350
shares
|
$152,579
0.02% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
15,336
shares
|
$152,439
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
15,230
shares
|
$151,386
0.0% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
15,094
shares
|
$150,034
0.04% of portfolio
|
Q1 2025
Reduced 9.83%
|