Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in CION Investment Corporation includono Brevan Howard Capital Management LP, Daymark Wealth Partners, Llc, Monachil Credit Income Fund, LPL Financial LLC, Strategic Wealth Partners, Ltd., e Harwood Advisory Group, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
