CION Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 02/14/2025 | 1.68 M | $19.19 M | 62.43% | 3.15% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 1.33 M | $15.16 M | 1.67% | 2.49% |
| INVESCO LTD. | 02/13/2025 | 1.04 M | $11.88 M | 100.00% | 1.95% |
| LPL FINANCIAL LLC | 02/11/2025 | 967.24 K | $11.03 M | -0.46% | 1.81% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 905.92 K | $10.33 M | -0.76% | 1.70% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 722.20 K | $8.23 M | 6,958.95% | 1.35% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 667.92 K | $7.61 M | 2.52% | 1.25% |
| WEALTHFRONT ADVISERS LLC | 02/07/2025 | 605.15 K | $16.96 M | 100.00% | 1.13% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 566.40 K | $6.46 M | -0.37% | 1.06% |
| MORGAN STANLEY | 02/14/2025 | 546.56 K | $6.23 M | -56.08% | 1.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 531.48 K | $6.06 M | 63.38% | 0.99% |
| PINKERTON RETIREMENT SPECIALISTS, LLC | 02/18/2025 | 523.47 K | $5.97 M | -20.59% | 0.98% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 504.41 K | $5.75 M | 14.11% | 0.94% |
| CALLODINE CAPITAL MANAGEMENT, LP | 02/13/2025 | 500.00 K | $5.70 M | -20.02% | 0.94% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 479.69 K | $5.47 M | -12.56% | 0.90% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 468.61 K | $5.34 M | -15.76% | 0.88% |
| 02/14/2025 | 421.80 K | $4.81 M | 100.00% | 0.79% | |
| FRANKLIN RESOURCES INC | 02/12/2025 | 409.66 K | $4.67 M | 14.13% | 0.77% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 390.57 K | $4.45 M | 5.13% | 0.73% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/14/2025 | 383.63 K | $4.37 M | 42.09% | 0.72% |
| BERGER FINANCIAL GROUP, INC | 02/14/2025 | 326.43 K | $3.72 M | -2.05% | 0.61% |
| SIGMA PLANNING CORP | 02/03/2025 | 325.77 K | $3.71 M | 6.23% | 0.61% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 298.86 K | $3.41 M | -12.61% | 0.56% |
| ARKADIOS WEALTH ADVISORS | 01/15/2025 | 292.96 K | $3.34 M | 2.19% | 0.55% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 259.74 K | $2.96 M | -10.44% | 0.49% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 02/14/2025 | 253.70 K | $2.89 M | 0.14% | 0.47% |
| BLACKROCK, INC. | 02/07/2025 | 245.61 K | $2.80 M | 31.15% | 0.46% |
| STRONG TOWER ADVISORY SERVICES | 01/16/2025 | 205.94 K | $2.35 M | 4.97% | 0.39% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2025 | 202.71 K | $2.31 M | 3.04% | 0.38% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 01/16/2025 | 168.96 K | $1.84 M | -8.23% | 0.32% |
| HIGHPOINT ADVISOR GROUP LLC | 02/12/2025 | 157.70 K | $1.85 M | -0.19% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 150.09 K | $1.71 M | 100.00% | 0.28% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/13/2025 | 134.37 K | $1.53 M | 36.91% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 121.41 K | $1.44 M | -41.51% | 0.23% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 121.20 K | $1.38 M | 143.99% | 0.23% |
| UBS GROUP AG | 02/14/2025 | 97.50 K | $1.11 M | 9.24% | 0.18% |
| FINANCIAL GRAVITY COMPANIES, INC. | 02/14/2025 | 97.28 K | $1.11 M | 499.28% | 0.18% |
| VIRTUS ETF ADVISERS LLC | 02/14/2025 | 81.66 K | $930.92 K | 43.60% | 0.15% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 78.15 K | $890.90 K | 68.29% | 0.15% |
| PARADIGM FINANCIAL PARTNERS, LLC | 02/13/2025 | 76.01 K | $866.56 K | -6.22% | 0.14% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 75.58 K | $861.64 K | 481.94% | 0.14% |
| LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 74.62 K | $850.00 K | 36.54% | 0.14% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 73.56 K | $838.53 K | 4.61% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 01/08/2025 | 66.97 K | $766.17 K | -92.31% | 0.13% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 02/14/2025 | 63.26 K | $721.19 K | 0.00% | 0.12% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 02/07/2025 | 59.85 K | $682.31 K | 2.61% | 0.11% |
| COOPER FINANCIAL GROUP | 01/13/2025 | 52.81 K | $602.01 K | -2.65% | 0.10% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/28/2025 | 52.75 K | $601.32 K | 15.45% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 52.63 K | $600.00 K | 1.24% | 0.10% |
| CONTINUUM ADVISORY, LLC | 02/18/2025 | 45.43 K | $517.95 K | -2.97% | 0.09% |
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CION Investment Corporation institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of CION Investment Corporation. The most heavily invested institutionals were:
Wealthfront Advisers LLC: 0
Stratos Wealth Partners, LTD.: 0
Bulldog Investors, LLP: 1.68 M
VAN ECK ASSOCIATES CORP: 1.33 M
Invesco Ltd.: 1.04 M
LPL Financial LLC: 967,240
37.35% of CION Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 15.75 M shares in the last 24 months. This purchase volume represents approximately $156.70 M in transactions.