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 | $272,311 | -15.5% | 25,763 | -17.0% | 0.16% | -15.6% |
| Q2 2023 | $322,296 | +5.2% | 31,050 | +0.0% | 0.19% | -0.5% |
| Q1 2023 | $306,322 | +0.0% | 31,036 | -1.2% | 0.19% | -4.0% |
| Q4 2022 | $306,248 | -9.7% | 31,410 | -21.1% | 0.20% | -16.2% |
| Q3 2022 | $339,000 | +37.2% | 39,829 | +40.5% | 0.24% | +48.1% |
| Q2 2022 | $247,000 | +34.2% | 28,357 | +101.7% | 0.16% | +60.4% |
| Q4 2021 | $184,000 | -11.5% | 14,062 | 0.0% | 0.10% | -15.8% |
| Q1 2021 | $208,000 | – | 14,062 | – | 0.12% | – |
Download | ||||||
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% |