CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 179 filers reported holding CION INVT CORP in Q4 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $234,700 | +2.6% | 21,473 | 0.0% | 0.02% | -14.3% |
| Q3 2023 | $228,687 | -14.3% | 21,473 | -11.4% | 0.02% | -12.5% |
| Q2 2023 | $266,937 | +28.6% | 24,245 | +15.3% | 0.02% | +9.1% |
| Q1 2023 | $207,566 | -8.1% | 21,030 | +0.9% | 0.02% | -40.5% |
| Q4 2022 | $225,916 | +41.2% | 20,841 | +14.8% | 0.04% | -45.6% |
| Q3 2022 | $160,000 | +3.9% | 18,157 | -1.9% | 0.07% | +1.5% |
| Q2 2022 | $154,000 | +10.8% | 18,502 | +56.2% | 0.07% | +24.1% |
| Q1 2022 | $139,000 | – | 11,845 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bulldog Investors, LLP | 960,314 | $9,478,299 | 3.05% |
| Pinkerton Retirement Specialists, LLC | 800,767 | $7,903,574 | 1.48% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1,656,266 | $16,347,347 | 1.05% |
| FirstPurpose Wealth LLC | 212,354 | $2,095,938 | 1.03% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 289,584 | $2,858,197 | 0.56% |
| Endowment Wealth Management, Inc. | 53,945 | $532,440 | 0.54% |
| Paradigm Financial Partners, LLC | 194,029 | $1,915,066 | 0.52% |
| Berger Financial Group, Inc | 399,320 | $3,941,289 | 0.47% |
| WealthPLAN Partners, LLC | 406,497 | $4,012,125 | 0.46% |
| Arkadios Wealth Advisors | 330,258 | $3,259,642 | 0.39% |