Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans CION Investment Corporation comprennent Brevan Howard Capital Management LP, Daymark Wealth Partners, Llc, Monachil Credit Income Fund, LPL Financial LLC, Strategic Wealth Partners, Ltd., et Harwood Advisory Group, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
