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 | $551,569 | -3.8% | 52,182 | -5.5% | 0.50% | -5.7% |
| Q2 2023 | $573,321 | +7.7% | 55,233 | +2.4% | 0.52% | -1.9% |
| Q1 2023 | $532,440 | +5.9% | 53,945 | +4.6% | 0.54% | -3.4% |
| Q4 2022 | $503,008 | +17.5% | 51,591 | +2.4% | 0.55% | +6.7% |
| Q3 2022 | $428,000 | +51.8% | 50,404 | +55.6% | 0.52% | +52.6% |
| Q2 2022 | $282,000 | +8.5% | 32,401 | +84.6% | 0.34% | +24.5% |
| Q1 2022 | $260,000 | +15.0% | 17,555 | +1.5% | 0.27% | +19.7% |
| Q4 2021 | $226,000 | – | 17,294 | – | 0.23% | – |
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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% |