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 | $484,358 | -23.5% | 45,824 | -24.9% | 0.09% | -21.2% |
| Q2 2023 | $633,344 | +5.2% | 61,016 | +0.1% | 0.12% | -5.6% |
| Q1 2023 | $601,832 | +1.3% | 60,976 | +0.1% | 0.12% | -29.8% |
| Q4 2022 | $593,824 | +4.7% | 60,905 | -8.8% | 0.18% | +24.5% |
| Q3 2022 | $567,000 | +54.1% | 66,761 | +57.8% | 0.14% | +52.1% |
| Q2 2022 | $368,000 | +16.5% | 42,311 | +75.0% | 0.09% | +34.3% |
| Q4 2021 | $316,000 | – | 24,176 | – | 0.07% | – |
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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% |