Triumph Capital Management - CION INVT CORP ownership

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
Triumph Capital Management ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$389,096
-21.9%
36,638
-23.6%
0.18%
-21.7%
Q2 2023$498,001
-5.0%
47,977
-9.7%
0.23%
-15.7%
Q1 2023$524,117
+24.0%
53,102
+22.5%
0.27%
+18.6%
Q4 2022$422,536
+38.1%
43,337
+20.4%
0.23%
+35.3%
Q3 2022$306,000
+955.2%
35,994
+148.4%
0.17%
+1013.3%
Q2 2022$29,000
-81.5%
14,493
+20.5%
0.02%
-77.9%
Q4 2021$157,00012,0250.07%
Other shareholders
CION INVT CORP shareholders Q3 2023
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%
WealthPLAN Partners, LLC 201,893$2,261,0000.16%
SWMG, LLC 19,374$287,0000.16%
WealthPlan Investment Management, LLC 201,893$2,261,0000.16%
View complete list of CION INVT CORP shareholders