NewEdge Advisors, LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 168 filers reported holding CION INVT CORP in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of CION INVT CORP
ValueSharesWeighting
Q2 2024$70
+12.9%
60.0%0.00%
Q1 2024$62
-100.0%
6
-100.0%
0.00%
-100.0%
Q4 2023$262,554
+179731.5%
23,214
+165714.3%
0.00%
Q3 2023$146
-96.1%
14
-96.2%
0.00%
Q2 2023$3,7783640.00%
Other shareholders
CION INVT CORP shareholders Q2 2023
NameSharesValueWeighting ↓
Bulldog Investors, LLP 960,314$9,478,2993.05%
Pinkerton Retirement Specialists, LLC 800,767$7,903,5741.48%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,656,266$16,347,3471.05%
FirstPurpose Wealth LLC 212,354$2,095,9381.03%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 289,584$2,858,1970.56%
Endowment Wealth Management, Inc. 53,945$532,4400.54%
Paradigm Financial Partners, LLC 194,029$1,915,0660.52%
Berger Financial Group, Inc 399,320$3,941,2890.47%
WealthPLAN Partners, LLC 406,497$4,012,1250.46%
Arkadios Wealth Advisors 330,258$3,259,6420.39%
View complete list of CION INVT CORP shareholders