Recent Quarter Total Invested
$207.41 M
Recent Quarter Institutional Ownership Percentage
31.72%
Total Invested of Last Quarter
$200.52 M
Ownership Percentage of Last Quarter
33.54%
CION Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 07/31/2024 | 1.24 M | $15.00 M | 15.66% | 2.29% |
| MORGAN STANLEY | 08/14/2024 | 1.13 M | $13.70 M | 85.96% | 2.10% |
| BULLDOG INVESTORS, LLP | 08/09/2024 | 1.02 M | $12.42 M | -0.22% | 1.90% |
| LPL FINANCIAL LLC | 08/07/2024 | 936,658 | $11.35 M | -2.81% | 1.74% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 842,482 | $10.21 M | -3.32% | 1.56% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 695,609 | $8.43 M | 32.50% | 1.29% |
| PINKERTON RETIREMENT SPECIALISTS, LLC | 08/08/2024 | 695,021 | $8.42 M | -7.75% | 1.29% |
| CALLODINE CAPITAL MANAGEMENT, LP | 08/13/2024 | 675,000 | $8.18 M | 8.00% | 1.25% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 617,444 | $7.48 M | 674.10% | 1.14% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 594,500 | $7.21 M | 71.23% | 1.10% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 438,484 | $5.31 M | -16.34% | 0.81% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 382,977 | $4.64 M | 4.76% | 0.71% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 379,011 | $4.59 M | -2.77% | 0.70% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 350,825 | $4.25 M | 18.77% | 0.65% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2024 | 340,817 | $4.13 M | -46.18% | 0.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 337,228 | $4.09 M | 3.30% | 0.63% |
| BERGER FINANCIAL GROUP, INC | 08/14/2024 | 334,686 | $4.06 M | -2.97% | 0.62% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 322,600 | $3.91 M | -41.57% | 0.60% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 315,880 | $3.83 M | 61.49% | 0.59% |
| ARKADIOS WEALTH ADVISORS | 07/29/2024 | 301,202 | $3.65 M | -2.89% | 0.56% |
| SIGMA PLANNING CORP | 08/06/2024 | 295,949 | $3.59 M | 0.14% | 0.55% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 08/01/2024 | 251,086 | $3.04 M | 2.09% | 0.47% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 247,387 | $3.00 M | -36.15% | 0.46% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 221,882 | $2.69 M | -57.19% | 0.41% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 08/08/2024 | 193,776 | $2.25 M | 100.00% | 0.36% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/02/2024 | 183,542 | $2.22 M | 2.77% | 0.34% |
| HIGHPOINT ADVISOR GROUP LLC | 08/08/2024 | 158,004 | $1.94 M | 0.00% | 0.29% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/13/2024 | 124,500 | $1.51 M | 237.30% | 0.23% |
| BLACKROCK INC. | 08/13/2024 | 124,338 | $1.51 M | -0.84% | 0.23% |
| MAN GROUP PLC | 08/14/2024 | 116,209 | $1.41 M | -31.42% | 0.22% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/14/2024 | 87,820 | $1.06 M | 100.00% | 0.16% |
| PARADIGM FINANCIAL PARTNERS, LLC | 08/14/2024 | 84,627 | $1.03 M | -3.76% | 0.16% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 73,200 | $887,184 | -29.69% | 0.14% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 70,008 | $848,497 | -14.36% | 0.13% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 08/14/2024 | 63,262 | $766,741 | 0.00% | 0.12% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 61,875 | $749,925 | 50.30% | 0.11% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 61,551 | $745,998 | 20.79% | 0.11% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 57,603 | $697,572 | -43.34% | 0.11% |
| COOPER FINANCIAL GROUP | 07/15/2024 | 57,215 | $693,448 | 0.18% | 0.11% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 08/01/2024 | 56,841 | $688,914 | 2.25% | 0.11% |
| FOUNDERS FINANCIAL SECURITIES LLC | 08/02/2024 | 55,412 | $671,594 | 33.38% | 0.10% |
| RMB CAPITAL MANAGEMENT, LLC | 08/13/2024 | 55,000 | $666,600 | 22.22% | 0.10% |
| UBS GROUP AG | 08/14/2024 | 54,475 | $660,237 | 40.19% | 0.10% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 49,185 | $596,122 | -23.86% | 0.09% |
| CONTINUUM ADVISORY, LLC | 07/19/2024 | 47,077 | $570,573 | 0.00% | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 46,980 | $569,403 | 20.01% | 0.09% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 46,944 | $568,961 | 100.00% | 0.09% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 45,952 | $556,940 | -5.36% | 0.09% |
| REDMONT WEALTH ADVISORS LLC | 07/10/2024 | 45,816 | $555,290 | 100.00% | 0.08% |
| MARINER, LLC | 08/13/2024 | 43,941 | $532,565 | 34.50% | 0.08% |
CION Investment Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CION shares?
During the previous two years, 211 institutional investors and hedge funds held shares of CION Investment Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 1.24 M
MORGAN STANLEY: 1.13 M
Bulldog Investors, LLP: 1.02 M
LPL Financial LLC: 936,658
Cambridge Investment Research Advisors, Inc.: 842,482
ACADIAN ASSET MANAGEMENT LLC: 695,609
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What percentage of CION Investment Corporation stock is owned by institutional investors?
31.72% of CION Investment Corporation stock is owned by institutional investors.
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How much institutional buying is happening at CION ?
Institutional investors have bought a total of 17.99 M shares in the last 24 months. This purchase volume represents approximately $213.16 M in transactions.