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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,583,096 | +6.2% | 1,001,239 | +4.3% | 3.67% | +11.3% |
| Q2 2023 | $9,968,059 | +5.2% | 960,314 | 0.0% | 3.30% | +8.4% |
| Q1 2023 | $9,478,299 | +0.6% | 960,314 | -0.6% | 3.05% | +7.5% |
| Q4 2022 | $9,423,726 | +13.7% | 966,536 | -0.9% | 2.83% | +17.1% |
| Q3 2022 | $8,286,000 | +42.3% | 974,829 | +45.6% | 2.42% | +50.5% |
| Q2 2022 | $5,824,000 | -0.2% | 669,424 | +69.7% | 1.61% | +7.3% |
| Q1 2022 | $5,837,000 | +244.8% | 394,414 | +204.5% | 1.50% | +231.6% |
| Q4 2021 | $1,693,000 | – | 129,538 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 232,864 | $3,434,000 | 2.35% |
| Bulldog Investors, LLP | 394,414 | $5,837,000 | 1.50% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 723,957 | $10,715,000 | 0.61% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 98,641 | $1,460,000 | 0.29% |
| Endowment Wealth Management, Inc. | 17,555 | $260,000 | 0.27% |
| Berger Financial Group, Inc | 139,714 | $2,068,000 | 0.26% |
| National Wealth Management Group, LLC | 13,097 | $193,839 | 0.19% |
| SWMG, LLC | 19,374 | $287,000 | 0.16% |
| WealthPlan Investment Management, LLC | 201,893 | $2,261,000 | 0.16% |
| WealthPLAN Partners, LLC | 201,893 | $2,261,000 | 0.16% |