LPL Financial LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 165 filers reported holding CION INVT CORP in Q3 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$10,035,000
+3.1%
949,385
+1.3%
0.01%0.0%
Q2 2023$9,729,542
+5.3%
937,336
+0.1%
0.01%0.0%
Q1 2023$9,242,239
+5.9%
936,397
+4.6%
0.01%0.0%
Q4 2022$8,726,162
+30.5%
894,991
+13.7%
0.01%
+16.7%
Q3 2022$6,689,000
+59.6%
786,892
+63.4%
0.01%
+50.0%
Q2 2022$4,190,000481,6280.00%
Other shareholders
CION INVT CORP shareholders Q3 2023
NameSharesValueWeighting ↓
Kalos Management, Inc. 232,864$3,434,0002.35%
Bulldog Investors, LLP 394,414$5,837,0001.50%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 723,957$10,715,0000.61%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 98,641$1,460,0000.29%
Endowment Wealth Management, Inc. 17,555$260,0000.27%
Berger Financial Group, Inc 139,714$2,068,0000.26%
National Wealth Management Group, LLC 13,097$193,8390.19%
SWMG, LLC 19,374$287,0000.16%
WealthPlan Investment Management, LLC 201,893$2,261,0000.16%
WealthPLAN Partners, LLC 201,893$2,261,0000.16%
View complete list of CION INVT CORP shareholders