Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i CION Investment Corporation inkluderer Brevan Howard Capital Management LP, Daymark Wealth Partners, Llc, Monachil Credit Income Fund, LPL Financial LLC, Strategic Wealth Partners, Ltd., og Harwood Advisory Group, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Quantbot Technologies LP | 29 665 | 284 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 259 295 | 8,08 | 2 504 | 0,85 | ||||
| 2025-08-14 | 13F | Aquatic Capital Management LLC | 3 907 | 37 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 585 434 | 5,41 | 5 603 | −2,54 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 930 | 1,72 | 152 | −6,17 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 66 254 | 142,25 | 634 | 124,03 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 946 | 10,31 | 153 | 2,01 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51 286 | 19,32 | 491 | 10,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 551 905 | 60,45 | 5 282 | 48,34 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22 031 | 18,03 | 211 | 8,81 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 63 830 | 6,25 | 611 | −1,77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 | 16,67 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 97 281 | 499,28 | 1 007 | 413,27 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 29 102 | 13,96 | 279 | 5,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 902 203 | 4,98 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 24 195 | 4,23 | 232 | −3,75 | ||||
| 2025-03-28 | NP | DVDN - Kingsbarn Dividend Opportunity ETF | 7 989 | 51,68 | 94 | 45,31 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 343 185 | 33,64 | 12 854 | 23,57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 329 379 | 3,26 | 3 152 | −4,51 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 311 440 | 34,06 | 2 980 | 23,96 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 751 | 36,73 | 342 | 26,67 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 487 404 | 27,62 | 4 664 | 18,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 410 | 3,17 | 128 | −13,51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20 400 | 24,77 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 28 979 | 40,83 | 277 | 30,66 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 182 218 | 4,31 | 1 744 | −3,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 27 409 | 42,96 | 262 | 32,32 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 342 566 | 1,31 | 3 278 | −6,32 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 34 416 | 11,03 | 329 | 2,81 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 402 | 482,61 | 4 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 49 018 | 20,04 | 469 | 11,14 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 63 351 | 381,21 | 606 | 345,59 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 40 376 | 117,55 | 386 | 101,04 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 219 520 | 63,01 | 2 101 | 50,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30 792 | 15,79 | 295 | 6,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 213 | 1,03 | 213 | −6,61 | ||||
| 2025-08-28 | NP | Monachil Credit Income Fund | 10 000 | 96 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7 679 | 2,40 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 068 | 167,00 | 10 | 150,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 283 | 98 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 53 199 | 0,03 | 509 | −5,57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5 144 | 49 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16 870 | 2,24 | 161 | −5,29 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 18 455 | 177 | ||||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 80 285 | 768 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 21 618 | 207 | ||||||
| 2025-08-11 | 13F | Lsv Asset Management | 186 600 | 17,95 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 511 | 14 | ||||||
| 2025-08-13 | 13F | Callodine Capital Management, LP | 550 000 | 10,00 | 5 264 | 1,70 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 346 | 109 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 2 513 | 8,04 | 24 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 15 479 | 0,84 | 148 | −6,33 | ||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 7 729 | 14,28 | 77 | −3,80 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 69 707 | 28,00 | 667 | 18,47 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 802 | 21,73 | 84 | 13,51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 887 357 | 0,81 | 8 492 | −6,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 21 800 | 118,00 | 209 | 101,94 | |||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1 304 706 | 6,26 | 12 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 33 404 | 7,65 | 320 | −0,62 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 18 856 | 87,98 | 180 | 74,76 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 198 777 | 3,92 | 1 902 | 12,68 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 267 634 | 5,52 | 2 561 | −2,44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 52 245 | 208 880,00 | 500 | 10,15 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 25 526 | 8,05 | 244 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 199 905 | 98,83 | 1 913 | 83,94 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 52 976 | 3,13 | 507 | −4,71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49 039 | 14,97 | 469 | 6,35 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 97 634 | 0,36 | 934 | −15,78 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 7 300 | 70 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 067 915 | 7,55 | 10 220 | −0,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 12 200 | 24,49 | 117 | 14,85 | |||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 123 | 3,25 | 317 | −4,82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | Put | 10 000 | 96 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 590 | 4,06 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 109 146 | 20,94 | 1 045 | 11,78 | ||||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 1 191 489 | 1,51 | 11 403 | −6,13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 643 | 121 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 416 | 14 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28 461 | 2,19 | 272 | −6,53 |
