CAPTRUST FINANCIAL ADVISORS - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 130 filers reported holding CION INVT CORP in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$309,894
+18.5%
29,318
+16.4%
0.00%0.0%
Q2 2023$261,508
+5.4%
25,193
+0.2%
0.00%0.0%
Q1 2023$248,090
+13.6%
25,136
+12.2%
0.00%0.0%
Q4 2022$218,410
+11.4%
22,401
-3.1%
0.00%0.0%
Q3 2022$196,000
+206.2%
23,109
+215.8%
0.00%
Q2 2022$64,000
+8.5%
7,317
+84.4%
0.00%
Q1 2022$59,000
+25.5%
3,967
+11.1%
0.00%
Q4 2021$47,0003,5720.00%
Other shareholders
CION INVT CORP shareholders Q2 2022
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