REGATTA CAPITAL GROUP, LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 172 filers reported holding CION INVT CORP in Q4 2022. The put-call ratio across all filers is 0.29 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 Q4 2022
NameSharesValueWeighting ↓
Bulldog Investors, LLP 966,536$9,423,7262.83%
Foresight Wealth Management, LLC 17,204$167,7392.40%
Pinkerton Retirement Specialists, LLC 803,089$7,830,1211.70%
FirstPurpose Wealth LLC 216,263$2,108,5681.18%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,682,182$16,401,2741.06%
Paradigm Financial Partners, LLC 200,450$2,056,6170.60%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 287,379$2,801,9440.60%
Endowment Wealth Management, Inc. 51,591$503,0080.55%
Berger Financial Group, Inc 412,734$4,024,1560.53%
Cooper Financial Group 135,360$1,319,7570.40%
View complete list of CION INVT CORP shareholders