PRIVATE TRUST CO NA - CION INVT CORP ownership

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CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 172 filers reported holding CION INVT CORP in Q4 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

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Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$55,852
-4.0%
5,284
-5.7%
0.01%0.0%
Q2 2023$58,170
+5.2%
5,6040.0%0.01%
-12.5%
Q1 2023$55,311
+100465.5%
5,6040.0%0.01%0.0%
Q4 2022$55
-99.7%
5,604
+200.3%
0.01%
+300.0%
Q2 2022$16,000–1,866–0.00%–
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Other shareholders
CION INVT CORP shareholders Q4 2022
NameSharesValueWeighting ↓
Bulldog Investors, LLP 960,314$9,968,0593.30%
Pinkerton Retirement Specialists, LLC 797,319$8,276,1761.64%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,624,520$16,862,5141.03%
FirstPurpose Wealth LLC 205,011$2,128,0180.91%
WealthPLAN Partners, LLC 437,636$4,542,6620.64%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 293,046$3,041,8170.54%
Paradigm Financial Partners, LLC 192,050$1,993,4790.54%
Callodine Capital Management, LP 177,646$1,843,9650.53%
Endowment Wealth Management, Inc. 55,233$573,3210.52%
Berger Financial Group, Inc 364,293$3,781,3630.43%
View complete list of CION INVT CORP shareholders