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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,080
shares
|
$149,895
0.0% of portfolio
|
Q1 2025
Reduced 57.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
15,045
shares
|
$149,547
0.06% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
14,943
shares
|
$148,533
0.0% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
14,500
shares
|
$144,130
0.0% of portfolio
|
Q1 2025
Reduced 55.33%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
13,700
shares
|
$136,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
13,259
shares
|
$131,794
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
13,165
shares
|
$130,860
0.01% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
13,068
shares
|
$129,895
0.01% of portfolio
|
Q1 2025
Reduced 31.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,998
shares
|
$129,200
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
12,390
shares
|
$123,156
0.0% of portfolio
|
Q1 2025
Added 71.35%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
12,361
shares
|
$122,868
0.03% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,293
shares
|
$122,192
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
12,214
shares
|
$121,407
0.06% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,322
shares
|
$112,540
0.0% of portfolio
|
Q2 2024
Reduced 24.18%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
11,298
shares
|
$112,302
0.05% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
11,146
shares
|
$110,791
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
11,099
shares
|
$110,324
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
10,966
shares
|
$109,002
0.02% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,909
shares
|
$108,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
10,594
shares
|
$105,304
0.04% of portfolio
|
Q4 2022
Added 91.4%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
10,250
shares
|
$101,885
0.01% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
10,197
shares
|
$101,358
0.07% of portfolio
|
Q4 2024
Reduced 62.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
10,031
shares
|
$99,708
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
8,486
shares
|
$84,350
0.07% of portfolio
|
Q4 2024
Reduced 22.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,407
shares
|
$83,565
0.0% of portfolio
|
Q1 2025
Reduced 88.73%
|