CION
CION Investment Corp
NYSEAccelerated filer
Total Trades
59
Buys
59
Sells
0
Largest Trade
$100K–$500K
Insiders
11
Institutional Funds
131
Inst. Value
$1M+
Activist Filings
1
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| BRESNER GREGG A. | President & CIO | BUY | $50K–$100K | 5K | $10.29 | Aug 17, 2022 |
| ROMAN STEPHEN | CCO & Secretary | BUY | $15K–$50K | 3K | $10.22 | Aug 17, 2022 |
| Breakstone Robert A | Director | BUY | $15K–$50K | 2K | $10.08 | Aug 17, 2022 |
| FINLAY PETER I. | Director | BUY | $1K–$15K | 360 | $10.97 | Jun 1, 2022 |
| Gatto Mark | Co-Chairman & Co-CEO | BUY | $50K–$100K | 5K | $10.98 | May 23, 2022 |
| Reisner Michael A | Co-Chairman & Co-CEO | BUY | $50K–$100K | 5K | $10.95 | May 23, 2022 |
| BRESNER GREGG A. | President & CIO | BUY | $100K–$500K | 10K | $11.09 | May 19, 2022 |
| Franz Keith S | CFO & Treasurer | BUY | $100K–$500K | 23K | $10.50 | May 17, 2022 |
| Pinero Eric A. | Chief Legal Officer | BUY | $15K–$50K | 2K | $12.74 | Mar 14, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 131 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Bulldog Investors, LLP | 1.5M | $1M+ | SH |
| North Ground Capital | 1.1M | $1M+ | SH |
| LPL Financial LLC | 934K | $1M+ | SH |
| Cambridge Investment Research Advisors, Inc. | 756K | $1M+ | SH |
| Callodine Capital Management, LP | 562K | $1M+ | SH |
| Berger Financial Group, Inc | 485K | $1M+ | SH |
| Hennion & Walsh Asset Management, Inc. | 415K | $1M+ | SH |
| Closed-End Fund Advisors, Inc. | 415K | $1M+ | SH |
| MORGAN STANLEY | 402K | $1M+ | SH |
| BlackRock, Inc. | 376K | $1M+ | SH |
| LSV ASSET MANAGEMENT | 352K | $1M+ | SH |
| Advisors Asset Management, Inc. | 292K | $1M+ | SH |
| Kestra Advisory Services, LLC | 286K | $1M+ | SH |
| Sigma Planning Corp | 280K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 261K | $1M+ | SH |
| JANE STREET GROUP, LLC | 257K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 233K | $1M+ | SH |
| PINKERTON WEALTH, LLC | 229K | $1M+ | SH |
| VAN ECK ASSOCIATES CORP | 225K | $1M+ | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 217K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Apollo Principal Holdings III, L.P.
SC 13G/A · Feb 13, 2023
0.1%
60K shares