Cion Investment Corp (CION) Ownership

11.14 ↓0.02 (-0.18%)
As of February 3, 2023, 3:58pm EST.

Institutional Ownership

CAMBRIDGE Invest RESEARCH ADVISORS, INC. is the biggest individual institutional holder of Cion Investment Corp (CION), owning a total of 1.2 million shares. Combined, the top 24 institutional holders of CION own 20.18% of the company with a total of 11.2 million shares.

In the latest ownership report on December 31st 2022, the top 24 institutional holders decreased their combined ownership of CION by 22 thousand shares. None of the institutional holders bought any additional shares. However 2 institutions sold 21,761 total shares and decreased their ownership by an average of 3.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Cion Investment Corp decreased by a net total of -21,761 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Acorn Financial Advisory Services Inc0.519%-6.146%287,379-18,8202022-12-31
FirstPurpose Wealth LLC0.390%-1.342%216,263-2,9412022-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
CAMBRIDGE Invest RESEARCH ADVISORS, INC.2.206%58.018%1,222,747448,9452022-09-30
Punch & Associates Inv Mgmt Inc1.832%38.487%1,015,623282,2532022-09-30
Bulldog Investors, LLC1.759%45.622%974,829305,4052022-09-30
Pinkerton Retirement Specialists, LLC1.480%46.694%820,258261,0942022-09-30
LPL Financial Corp1.420%63.382%786,892305,2642022-09-30
Millennium Management LLC1.305%-1.898%723,246-13,9912022-09-30
Kestra Advisory Services, LLC1.198%61.251%663,814252,1482022-09-30
Advisor Group Holdings, Inc.1.048%43.561%580,867176,2542022-09-30
BlackRock Inc0.823%26.136%455,91394,4672022-09-30
Berger Financial Group, Inc0.769%46.873%426,124135,9922022-09-30
Cetera Advisor Networks LLC0.725%20.014%401,66366,9822022-09-30
WealthPlan Investment Management, LLC0.686%88.192%379,946178,0532022-09-30
Sigma Planning Corp0.557%166.091%308,626192,6412022-09-30
Citadel Advisors Llc0.548%1,929.910%303,512288,5602022-09-30
Arkadios Wealth Advisors0.530%60.564%293,578110,7362022-09-30
Acorn Financial Advisory Services Inc0.519%-6.146%287,379-18,8202022-12-31
Commonwealth Equity Services Inc0.448%33.293%248,16361,9852022-09-30
FirstPurpose Wealth LLC0.390%-1.342%216,263-2,9412022-12-31
Paradigm Financial Partners, LLC0.385%16.367%213,40930,0162022-09-30
Resources Investment Advisors Inc0.373%46.026%206,67065,1402022-09-30
Two Sigma Investments LLC0.334%302.183%185,149139,1132022-09-30
AE Wealth Management LLC0.328%43.070%181,76554,7192022-09-30
Wealthcare Advisory Partners LLC0.263%205.711%148,06899,6342022-09-30
Cooper Financial Group0.253%57.327%142,34851,8692022-09-30

Mutual Fund Ownership

Invesco KBW High Dividend Yld Fincl ETF is the biggest individual fund holder of Cion Investment Corp (CION), owning a total of 1.1 million shares. Combined, the top 28 mutual fund holders of CION own 6.70% of the company with a total of 3.7 million shares.

In the latest ownership report on December 31st 2022, the top 28 fund holders increased their combined ownership of CION by 3 thousand shares. 1 funds bought 3,246 total additional shares and increased their ownership by an average of 12.50%. However 1 funds sold 3 total shares and decreased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Cion Investment Corp increased by a net total of 3,243 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Invesco KBW High Dividend Yld Fincl ETF1.991%0.000%1,103,29602022-12-31
Putnam Bdc Income ETF0.053%12.502%29,2103,2462022-12-31
Franklin U.S. Small Cap Equity I0.040%0.000%22,30002022-12-31
USAA Extended Market Index0.012%-0.046%6,464-32022-12-31
Aptus Impact Series Moderate0.002%0.000%1,09102022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Invesco KBW High Dividend Yld Fincl ETF1.991%0.000%1,103,29602022-12-31
Special Opportunities Fund1.483%49.209%822,020271,1022022-09-30
VanEck BDC Income ETF1.349%0.480%747,7863,5702022-12-30
iShares Listed Private Eq ETF USD Dist0.835%0.891%462,6484,0862022-12-30
High Income Securities0.459%190.124%254,349166,6802022-02-28
Alternative Credit Income I0.218%0.000%120,80002022-11-30
Mediobanca SICAV PE Strat C0.054%0.000%30,00030,0002022-05-31
Putnam Bdc Income ETF0.053%12.502%29,2103,2462022-12-31
Franklin U.S. Small Cap Equity I0.040%0.000%22,30002022-12-31
Destra Multi-Alternative0.038%-32.161%21,094-10,0002022-09-30
FlexShares® Listed Priv Eq ETF USD Acc0.026%0.000%14,55102022-12-30
Virtus Private Credit ETF0.026%0.000%14,30402022-12-30
iShares Morningstar Small-Cap Value ETF0.025%0.000%13,79402022-12-30
FlexShares Mstar US Mkt Factors Tilt ETF0.021%0.000%11,59202022-12-30
AllianzGI Best Styles Managed Volatility0.021%0.000%11,50111,5012022-09-30
USAA Extended Market Index0.012%-0.046%6,464-32022-12-31
RAM (Lux) Sys L/S Global Eqs B USD0.012%0.000%6,4046,4042022-09-30
Virtus Global Allocation A0.010%0.000%5,68602022-11-30
RAM (Lux) Sys Global Eq Sust Alp B USD0.009%0.000%5,1735,1732022-09-30
iShares Morningstar Small-Cap ETF0.006%0.000%3,36902022-12-30
Blackstone Alternative Multi-Strategy I0.005%0.000%2,6002,6002022-09-30
CIBC US Broad Market Index0.004%-31.312%2,073-9452022-10-31
SAST SA Franklin Tactical Oppos Port 10.002%0.000%1,20002022-11-30
Impact Series Moderate0.002%0.000%1,0911,0912022-09-30
Aptus Impact Series Moderate0.002%0.000%1,09102022-12-31
Wilshire 5000 Index Instl0.001%0.000%56402022-11-30
Gyroscope Lg Cap Div Inc with Cvrd Calls0.001%0.000%43302022-09-30
GUGG Total Income 28 CA0.000%600.000%762022-11-30

Discussions

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ihatenewegg

$CION the trend is your friend
until the end.

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dogefan77

$CION whats the target for Friday close?

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