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Get Institutions for : 
Cion Investment Corp (CION)  
$11.39 0.04 (0.35%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 170    3
Total shares held : 
 17,663,459  
% of shares held : 
 31.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 87,220  
% of shares held change : 
   0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.42  
Last Quarter's Ending Price : 
 $11.31  
Last Quarter's Average Price : 
 $10.63  
Change from last quarter's     
avg. price to the last closing  : 
0.76 (7.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 372,878
 2.11%
 
Increased Positions :
64
 2,529,332
 14.32%
 
Unchanged Positions :
34
 872,738
 4.94%
 
Decreased Positions :
57
-1,492,378
-8.45%
 
Closed Positions :
12
-1,322,612
-7.49%
 
Guru Positions :
1
12,646
 0.07%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 40 - 2023-12-31 1,161,379 $13,135,000 -468,954
   LPL FINANCIAL CORP 1204 - 2023-12-31 945,942 $10,699,000 -3,443
   Pinkerton Retirement Specialists LLC - 2023-12-31 782,480 $8,850,000 -962
   ACADIAN ASSET MANAGEMENT LLC 402 - 2023-12-31 536,024 $6,057,000 -120,886
   Advisor Group Holdings Inc. 1248 - 2023-12-31 407,788 $4,611,000 -125,179
   Kestra Advisory Services LLC 502 - 2023-12-31 387,750 $4,385,000 -32,143
   FINANCIAL NETWORK 641 - 2023-12-31 376,271 $4,256,000 -21,959
   AE Wealth Management LLC 736 - 2023-12-31 282,158 $3,177,000 -1,527
   COMMONWEALTH EQUITY SERVICES LLC. 1385 - 2023-12-31 271,919 $3,075,000 -11,951
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 20 - 2023-12-31 262,205 $2,966,000 -22,713
   Sigma Planning Corp 123 - 2023-12-31 182,234 $2,061,000 -121,653
   Resources Investment Advisors Inc. 312 - 2023-12-31 178,254 $2,016,000 -11,875
   FirstPurpose Wealth LLC 21 - 2024-03-31 184,598 $2,005,000 -4,956
   Paradigm Financial Partners LLC 79 - 2023-12-31 144,675 $1,636,000 -33,300
   MORGAN STANLEY 4632 - 2023-12-31 117,728 $1,332,000 -9,511
   MULTIFINANCIAL SECURITIES CORP 664 - 2023-12-31 116,305 $1,315,000 -1,366
   Private Advisor Group LLC 1127 - 2023-12-31 85,432 $966,000 -10,685
   Atria Wealth Solutions Inc. 881 - 2023-12-31 82,417 $932,000 -6,555
   Continuum Advisory LLC 204 - 2023-12-31 72,156 $816,000 -5,079
   MERCER GLOBAL ADVISORS INC /ADV 1131 - 2023-12-31 62,164 $703,000 -14,996
   Cooper Financial Group 180 - 2024-03-31 57,113 $628,000 -3,869
   FOUNDERS FINANCIAL SECURITIES LLC 278 - 2024-03-31 41,543 $457,000 -350
   GPS Wealth Strategies Group LLC 161 - 2023-12-31 38,333 $434,000 -7,491
   Beacon Pointe Advisors LLC 948 - 2023-12-31 35,828 $405,000 -2,526
   UBS Group AG 4086 - 2023-12-31 35,706 $404,000 -6,208
   ENVESTNET ASSET MANAGEMENT INC 3418 - 2023-12-31 35,533 $402,000 -8,916
   MARINER WEALTH ADVISORS, LLC 2128 - 2023-12-31 34,104 $386,000 -9,435
   Virtus ETF Advisers LLC 178 - 2023-12-31 32,533 $368,000 -9,315
   NEUBERGER BERMAN GROUP LLC 1608 - 2023-12-31 28,728 $325,000 -2,101
   CAPTRUST FINANCIAL ADVISORS 2058 - 2023-12-31 28,414 $321,000 -904
   KESTRA PRIVATE WEALTH SERVICES LLC 959 - 2023-12-31 25,365 $287,000 -7,396
   Collaborative Wealth Managment Inc. 123 - 2023-12-31 25,196 $285,000 -567
   IHT Wealth Management LLC 783 - 2023-12-31 25,112 $284,000 -2,624
   HIGHTOWER ADVISORS, LLC 2793 - 2023-12-31 21,769 $246,000 -972
   Western Wealth Management LLC 606 - 2023-12-31 21,505 $243,000 -3,440
   Cetera Investment Advisers 1905 - 2023-12-31 21,480 $243,000 -21,232
   OCCUDO QUANTITATIVE STRATEGIES LP 602 - 2023-12-31 21,162 $239,000 -5,304
   REGATTA CAPITAL GROUP LLC 170 - 2024-03-31 19,690 $217,000 -767
   FRANKLIN RESOURCES INC 2261 - 2023-12-31 18,734 $212,000 -37
   Brookstone Capital Management 858 - 2024-03-31 18,898 $208,000 -3,547
   Strategic Blueprint LLC 581 - 2024-03-31 18,193 $200,000 -7,334
   Redwood Financial Network Corp 137 - 2023-12-31 17,654 $200,000 -3,709
   IFP Advisors Inc 924 - 2023-12-31 17,601 $199,000 -300
   Triumph Capital Management 213 - 2024-03-31 17,386 $193,000 -12,920
   Buckingham Strategic Partners 397 - 2023-12-31 16,837 $190,000 -10,335
   Integrated Wealth Concepts LLC 1454 - 2023-12-31 16,825 $190,000 -4,219
   Koshinski Asset Management Inc. 471 - 2023-12-31 16,466 $186,000 -24,533
   Ignite Planners LLC 273 - 2024-03-31 16,217 $180,000 -2,212
   SageView Advisory Group LLC 539 - 2023-12-31 14,933 $171,000 -1,813
   Foresight Wealth Management LLC 14 - 2022-12-31 17,204 $168,000 -35,964
   Atomi Financial Group Inc. 563 - 2023-12-31 13,595 $154,000 -7,974
   Arete Wealth Advisors LLC 694 - 2023-12-31 13,291 $150,000 -1,470
   Sound Income Strategies LLC 945 - 2024-03-31 404 $4,000 -1,480
   NBC SECURITIES INC. 2134 - 2024-03-31 155 $1,000 -791
  54 Records found
  1    
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