CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 179 filers reported holding CION INVT CORP in Q4 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,650,564 | +7.0% | 301,202 | -2.9% | 0.25% | -6.8% |
| Q1 2024 | $3,411,988 | -3.9% | 310,181 | -1.2% | 0.26% | -12.0% |
| Q4 2023 | $3,549,945 | +10.4% | 313,877 | +3.1% | 0.30% | -1.6% |
| Q3 2023 | $3,216,536 | -1.3% | 304,308 | -3.1% | 0.30% | -19.5% |
| Q2 2023 | $3,258,529 | -0.0% | 313,924 | -4.9% | 0.38% | -2.3% |
| Q1 2023 | $3,259,642 | +9.2% | 330,258 | +7.8% | 0.39% | -2.0% |
| Q4 2022 | $2,985,843 | +19.7% | 306,240 | +4.3% | 0.40% | +4.8% |
| Q3 2022 | $2,495,000 | +56.8% | 293,578 | +60.6% | 0.38% | +59.5% |
| Q2 2022 | $1,591,000 | – | 182,842 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bulldog Investors, LLP | 960,314 | $9,478,299 | 3.05% |
| Pinkerton Retirement Specialists, LLC | 800,767 | $7,903,574 | 1.48% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1,656,266 | $16,347,347 | 1.05% |
| FirstPurpose Wealth LLC | 212,354 | $2,095,938 | 1.03% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 289,584 | $2,858,197 | 0.56% |
| Endowment Wealth Management, Inc. | 53,945 | $532,440 | 0.54% |
| Paradigm Financial Partners, LLC | 194,029 | $1,915,066 | 0.52% |
| Berger Financial Group, Inc | 399,320 | $3,941,289 | 0.47% |
| WealthPLAN Partners, LLC | 406,497 | $4,012,125 | 0.46% |
| Arkadios Wealth Advisors | 330,258 | $3,259,642 | 0.39% |