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 186 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
8,020
shares
|
$95,037
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,436
shares
|
$88,116
0.0% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,284
shares
|
$86,315
0.01% of portfolio
|
Q1 2024
Added 37.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,364
shares
|
$75,413
0.0% of portfolio
|
Q2 2023
Added 0.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,907
shares
|
$69,997
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,800
shares
|
$68,730
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,704
shares
|
$55,742
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
4,131
shares
|
$48,952
0.02% of portfolio
|
Q4 2022
Reduced 3.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$47,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,309
shares
|
$39,211
0.0% of portfolio
|
Q2 2023
Reduced 29.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,133
shares
|
$37,126
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,034
shares
|
$35,952
0.0% of portfolio
|
Q3 2022
Added 49.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
2,856
shares
|
$33,843
0.02% of portfolio
|
Q2 2024
Reduced 41.5%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$28,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
2,247
shares
|
$26,626
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,173
shares
|
$25,750
0.0% of portfolio
|
Q3 2024
Added 2397.7%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,134
shares
|
$25,287
0.01% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
2,100
shares
|
$24,885
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,000
shares
|
$23,700
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,994
shares
|
$23,628
0.0% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,689
shares
|
$20,014
0.0% of portfolio
|
Q3 2023
Reduced 54.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,562
shares
|
$18,509
0.0% of portfolio
|
Q3 2022
Reduced 7.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
854
shares
|
$10,119
0.0% of portfolio
|
Q3 2022
Added 50.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
800
shares
|
$9,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
590
shares
|
$6,991
0.0% of portfolio
|
Q1 2024
New holding
|