GREAT VALLEY ADVISOR GROUP, INC. - CION INVT CORP ownership

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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%.

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Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$143,750
+10.6%
13,630
+8.9%
0.01%
+20.0%
Q2 2023$130,000
+2.4%
12,519
-2.5%
0.01%
-16.7%
Q1 2023$127,000
-0.8%
12,834
-2.4%
0.01%
-14.3%
Q4 2022$128,000
+12.3%
13,151
-1.5%
0.01%
+16.7%
Q3 2022$114,000–13,354–0.01%–
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Other shareholders
CION INVT CORP shareholders Q3 2023
NameSharesValueWeighting ↓
Bulldog Investors, LLP 1,001,239$10,583,0963.67%
Pinkerton Retirement Specialists, LLC 783,442$8,280,9861.80%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,630,333$17,232,6151.10%
FirstPurpose Wealth LLC 203,557$2,151,6020.93%
Callodine Capital Management, LP 250,000$2,642,5000.74%
WealthPLAN Partners, LLC 468,122$4,948,0500.58%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 284,918$3,011,5820.54%
Paradigm Financial Partners, LLC 177,975$1,817,1250.50%
Endowment Wealth Management, Inc. 52,182$551,5690.50%
Alpine Global Management, LLC 180,849$1,911,5740.48%
View complete list of CION INVT CORP shareholders