REGATTA CAPITAL GROUP, LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 72 filers reported holding CION INVT CORP in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
REGATTA CAPITAL GROUP, LLC ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$331,513
-37.1%
31,364
-38.2%
0.10%
-37.1%
Q2 2023$527,017
+4.5%
50,772
-1.8%
0.17%
-7.2%
Q1 2023$504,241
+0.0%
51,7170.0%0.18%0.0%
Q4 2022$504,240
+55.6%
51,717
+38.8%
0.18%
+36.4%
Q3 2022$324,000
+45.9%
37,272
+46.1%
0.13%
+24.5%
Q2 2022$222,000
-14.0%
25,512
+46.6%
0.11%
+19.1%
Q1 2022$258,000
+6.2%
17,404
-6.3%
0.09%
+4.7%
Q4 2021$243,00018,5750.08%
Other shareholders
CION INVT CORP shareholders Q1 2022
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