CION Investment Ownership | Who Owns CION Investment?
CION Investment Ownership Summary
CION Investment is owned by 33.80% institutional investors, 0.50% insiders, and 65.70% retail investors. Van eck associates is the largest institutional shareholder, holding 2.29% of CION shares. VanEck BDC Income ETF is the top mutual fund, with 2.33% of its assets in CION Investment shares.
CION Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CION Investment | 33.80% | 0.50% | 65.70% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Van eck associates | 1.24M | 2.29% | $15.00M |
| Morgan stanley | 1.13M | 2.10% | $13.70M |
| Bulldog investors, llp | 1.02M | 1.90% | $12.42M |
| Lpl financial | 936.66K | 1.74% | $11.35M |
| Cambridge investment research advisors | 842.48K | 1.56% | $10.21M |
| Acadian asset management | 695.61K | 1.29% | $8.43M |
| Pinkerton retirement specialists | 695.02K | 1.29% | $8.42M |
| Callodine capital management, lp | 675.00K | 1.25% | $8.18M |
| Private advisor group | 617.44K | 1.14% | $7.48M |
| Two sigma advisers, lp | 594.50K | 1.10% | $7.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bulldog investors, llp | 1.02M | 4.64% | $12.42M |
| Callodine capital management, lp | 675.00K | 1.91% | $8.18M |
| Pinkerton retirement specialists | 695.02K | 1.29% | $8.42M |
| Redmont wealth advisors | 45.82K | 0.87% | $555.29K |
| Alpine global management | 340.82K | 0.72% | $4.13M |
| Acorn financial advisory services inc /adv | 251.09K | 0.57% | $3.04M |
| Endowment wealth management | 56.84K | 0.50% | $688.91K |
| Virtus etf advisers | 61.55K | 0.37% | $746.00K |
| Berger financial group | 334.69K | 0.32% | $4.06M |
| Diversify wealth management | 193.78K | 0.28% | $2.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private advisor group | 617.44K | 0.05% | 537.68K |
| Morgan stanley | 1.13M | 0.00% | 522.71K |
| Two sigma advisers, lp | 594.50K | 0.02% | 247.30K |
| Diversify wealth management | 193.78K | 0.28% | 193.78K |
| Acadian asset management | 695.61K | 0.03% | 170.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Punch & associates investment management | - | - | -556.21K |
| Wealthplan partners | - | - | -528.46K |
| Millennium management | 221.88K | 0.00% | -296.42K |
| Alpine global management | 340.82K | 0.72% | -292.48K |
| Renaissance | 322.60K | 0.01% | -229.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Diversify wealth management | 193.78K | 0.28% | 193.78K | $2.25M |
| Bi asset management fondsmaeglerselskab | 87.82K | 0.02% | 87.82K | $1.06M |
| Redmont wealth advisors | 45.82K | 0.87% | 45.82K | $555.29K |
| Stifel financial | 34.04K | 0.00% | 34.04K | $412.52K |
| Kingsview wealth management | 23.30K | 0.01% | 23.30K | $282.33K |
Sold Out
| Holder | Change |
|---|---|
| Camelot portfolios | -1.63K |
| Blackston financial advisory group | -1.87K |
| Yhb investment advisors | -2.42K |
| Hillsdale investment management | -3.60K |
| Tyler-stone wealth management | -3.86K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 170 | -4.49% | 18,060,171 | 5.37% | 33 | 3.35% | 78 | -4.88% | 56 | -5.08% |
| Jun 30, 2024 | 177 | - | 17,117,895 | -5.98% | 31 | 2.82% | 81 | -7.95% | 59 | 9.26% |
| Mar 31, 2024 | 177 | -2.75% | 18,207,197 | 4.58% | 33 | 3.29% | 88 | - | 54 | -10.00% |
| Dec 31, 2023 | 182 | 8.33% | 17,409,518 | -3.49% | 31 | 2.94% | 88 | 27.54% | 60 | -9.09% |
| Sep 30, 2023 | 168 | -1.75% | 18,039,840 | 7.33% | 32 | 3.54% | 69 | - | 66 | 1.54% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.24M | 2.33% | - |
| Special Opportunities Fund | 909.62K | 1.71% | 10.40K |
| High Income Securities | 617.72K | 1.16% | - |
| Putnam BDC Income ETF | 357.34K | 0.67% | 24.36K |
| iShares Listed Private Eq ETF USD Dist | 195.59K | 0.37% | - |
| Alternative Credit Income I | 120.80K | 0.23% | - |
| BankInvest Børsnoterede Alt. Akk. W | 85.35K | 0.16% | 85.35K |
| Virtus Private Credit ETF | 65.36K | 0.12% | - |
| Acadian Global Small-Cap Equity CIT Cl A | 26.05K | 0.05% | 26.05K |
| IQ U.S. Small Cap ETF | 22.55K | 0.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 21, 2024 | Reisner Michael A | Co-Chairman & Co-CEO | Buy | $5.00K |
| Nov 21, 2024 | ROMAN STEPHEN | CCO & Secretary | Buy | $5.02K |
| Nov 15, 2024 | Breakstone Robert A | - | Buy | $11.34K |
| Nov 12, 2024 | BRESNER GREGG A. | President & CIO | Buy | $22.82K |
| Nov 12, 2024 | Arestia Charlie | See Remarks | Buy | $8.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 5 | - |
| 2024 Q3 | 7 | - |
| 2024 Q2 | 6 | - |
| 2024 Q1 | 4 | - |
| 2023 Q4 | 3 | - |
CION Ownership FAQ
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