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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
7,495
shares
|
$72,401
0.03% of portfolio
|
Q1 2025
Reduced 60.78%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,284
shares
|
$70,363
0.01% of portfolio
|
Q1 2024
Added 37.85%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,231
shares
|
$69,851
0.0% of portfolio
|
Q1 2025
Reduced 41.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,826
shares
|
$56,279
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
4,131
shares
|
$39,905
0.02% of portfolio
|
Q4 2022
Reduced 3.8%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
3,774
shares
|
$36,456
0.02% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,562
shares
|
$34,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
3,497
shares
|
$33,781
0.03% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,309
shares
|
$31,964
0.0% of portfolio
|
Q2 2023
Reduced 29.07%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,280
shares
|
$31,684
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,133
shares
|
$30,264
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
3,061
shares
|
$29,569
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,034
shares
|
$29,308
0.0% of portfolio
|
Q3 2022
Added 49.98%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
3,000
shares
|
$28,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,570
shares
|
$24,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,342
shares
|
$22,623
0.0% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
2,326
shares
|
$22,469
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,134
shares
|
$20,614
0.01% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$19,320
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,562
shares
|
$15,088
0.0% of portfolio
|
Q3 2022
Reduced 7.08%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,068
shares
|
$10,316
0.0% of portfolio
|
Q2 2025
Added 167.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,004
shares
|
$9,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$9,660
0.0% of portfolio
|
Q2 2025
Reduced 52.38%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
930
shares
|
$8,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
800
shares
|
$7,728
0.0% of portfolio
|
Q3 2024
New holding
|