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 | $2,009,661 | +0.8% | 190,129 | -1.1% | 0.04% | 0.0% |
| Q2 2023 | $1,994,668 | +3.9% | 192,165 | -1.2% | 0.04% | -2.2% |
| Q1 2023 | $1,919,918 | +0.8% | 194,521 | -0.4% | 0.04% | -18.2% |
| Q4 2022 | $1,904,034 | +8.4% | 195,286 | -5.5% | 0.06% | -15.4% |
| Q3 2022 | $1,757,000 | +42.7% | 206,670 | +46.0% | 0.06% | +22.6% |
| Q2 2022 | $1,231,000 | +4.8% | 141,530 | +78.3% | 0.05% | +20.5% |
| Q1 2022 | $1,175,000 | +55.8% | 79,367 | +37.6% | 0.04% | +63.0% |
| Q4 2021 | $754,000 | – | 57,668 | – | 0.03% | – |
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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% |