CION Insider Trading

Insider Ownership Percentage: 0.44%
Insider Buying (Last 12 Months): $358,310.84
Insider Selling (Last 12 Months): $0.00

CION Investment Insider Trading History Chart

This chart shows the insider buying and selling history at CION Investment by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

CION Investment Share Price & Price History

Current Price: $11.02
Price Change: Price Decrease of -0.1 (-0.90%)
As of 04/12/2024 05:28 PM ET

This chart shows the closing price history over time for CION up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

CION Investment Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/5/2024Eric A PineroInsiderBuy450$11.11$4,999.507,136View SEC Filing Icon  
4/1/2024Stephen RomanInsiderBuy450$11.05$4,972.509,146View SEC Filing Icon  
3/27/2024Mark GattoCEOBuy1,150$11.02$12,673.001,000View SEC Filing Icon  
3/25/2024Michael A ReisnerCEOBuy469$10.65$4,994.8543,753View SEC Filing Icon  
3/20/2024Gregg A. BresnerInsiderBuy4,000$10.78$43,120.0050,099View SEC Filing Icon  
11/27/2023Peter I FinlayDirectorBuy300$10.88$3,264.002,300View SEC Filing Icon  
11/15/2023Michael A ReisnerCEOBuy434$11.06$4,800.0443,284View SEC Filing Icon  
8/22/2023Michael A ReisnerCEOBuy460$10.89$5,009.4042,850View SEC Filing Icon  
6/1/2023Keith S. FranzCFOBuy15,715$9.52$149,606.8071,612View SEC Filing Icon  
5/31/2023Gregg A. BresnerInsiderBuy1,000$9.32$9,320.0045,099View SEC Filing Icon  
5/26/2023Gregg A. BresnerInsiderBuy2,000$9.90$19,800.0044,099View SEC Filing Icon  
5/24/2023Gregg A. BresnerInsiderBuy1,000$9.91$9,910.0041,099View SEC Filing Icon  
5/22/2023Catherine ChoiDirectorBuy2,000$9.92$19,840.002,000View SEC Filing Icon  
5/19/2023Michael A ReisnerCEOBuy500$9.78$4,890.0042,390View SEC Filing Icon  
5/15/2023Aron I SchwartzDirectorBuy2,000$9.25$18,500.002,000View SEC Filing Icon  
5/15/2023Stephen RomanInsiderBuy1,100$9.26$10,186.007,697View SEC Filing Icon  
5/12/2023Eric A PineroInsiderBuy1,070$9.42$10,079.405,917View SEC Filing Icon  
5/12/2023Robert A BreakstoneDirectorBuy2,395$9.33$22,345.359,096View SEC Filing Icon  
11/30/2022Keith S. FranzCFOBuy10,000$10.01$100,100.0055,500View SEC Filing Icon  
11/30/2022Robert A BreakstoneDirectorBuy1,000$10.10$10,100.006,000View SEC Filing Icon  
11/23/2022Michael A ReisnerCEOBuy1,000$10.35$10,350.0038,397View SEC Filing Icon  
8/23/2022Michael A ReisnerCEOBuy5,000$10.47$52,350.0037,397View SEC Filing Icon  
8/18/2022Peter I FinlayDirectorBuy640$10.50$6,720.001,000View SEC Filing Icon  
8/16/2022Robert A BreakstoneDirectorBuy2,000$10.08$20,160.005,000View SEC Filing Icon  
8/15/2022Gregg A. BresnerInsiderBuy5,000$10.29$51,450.0030,099View SEC Filing Icon  
6/2/2022Robert A BreakstoneDirectorBuy3,000$10.76$32,280.003,000View SEC Filing Icon  
5/31/2022Peter I FinlayDirectorBuy360$10.97$3,949.20360View SEC Filing Icon  
5/19/2022Mark GattoCEOBuy5,000$10.98$54,900.0032,806View SEC Filing Icon  
5/13/2022Keith S. FranzCFOBuy20,000$10.50$210,000.0035,000View SEC Filing Icon  
3/11/2022Eric A PineroInsiderBuy1,500$12.74$19,110.00View SEC Filing Icon  
11/23/2021Edward J. EstradaDirectorBuy3,695$13.57$50,141.15View SEC Filing Icon  
11/23/2021Gregg A. BresnerInsiderBuy3,200$13.54$43,328.00View SEC Filing Icon  
11/23/2021Keith S. FranzCFOBuy5,000$13.50$67,500.00View SEC Filing Icon  
11/17/2021Stephen RomanInsiderBuy3,000$13.32$39,960.00View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for CION Investment (NYSE:CION)

32.01% of CION Investment stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CION by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

CION Investment Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024Ignite Planners LLC16,217$0.18M0.1%-12.0%0.030%Search for SEC Filing on Google Icon
4/11/2024Cooper Financial Group57,113$0.63M0.1%-6.3%0.106%Search for SEC Filing on Google Icon
4/11/2024International Assets Investment Management LLC104,117$1.16M0.0%+33.9%0.193%Search for SEC Filing on Google Icon
3/28/2024Newbridge Financial Services Group Inc.36,042$0.41M0.2%+19.3%0.067%Search for SEC Filing on Google Icon
3/26/2024HighPoint Advisor Group LLC158,004$1.68M0.1%N/A0.293%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd117,710$1.33M0.0%+92.7%0.219%Search for SEC Filing on Google Icon
3/15/2024BlueChip Wealth Advisors LLC15,082$0.17M0.1%N/A0.028%Search for SEC Filing on Google Icon
3/6/2024SageView Advisory Group LLC14,933$0.17M0.0%-10.8%0.028%Search for SEC Filing on Google Icon
3/1/2024Creekmur Asset Management LLC3,757$42K0.0%N/A0.007%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.100,131$1.13M0.0%+46.8%0.184%Search for SEC Filing on Google Icon
2/15/2024Mercer Global Advisors Inc. ADV62,164$0.70M0.0%-19.4%0.114%Search for SEC Filing on Google Icon
2/15/2024Townsquare Capital LLC34,196$0.39M0.0%+16.7%0.063%Search for SEC Filing on Google Icon
2/15/2024Virtus ETF Advisers LLC32,533$0.37M0.2%-22.3%0.060%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC11,267$0.13M0.0%N/A0.021%Search for SEC Filing on Google Icon
2/15/2024Occudo Quantitative Strategies LP21,162$0.24M0.0%-20.0%0.039%Search for SEC Filing on Google Icon
2/15/2024Buckingham Strategic Partners LLC16,837$0.19M0.0%-38.0%0.031%Search for SEC Filing on Google Icon
2/15/2024Bulldog Investors LLP1,032,248$11.68M3.8%+3.1%1.901%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada101,022$1.14M0.0%+74.3%0.186%Search for SEC Filing on Google Icon
2/14/2024Continuum Advisory LLC72,156$0.82M0.1%-6.6%0.133%Search for SEC Filing on Google Icon
2/14/2024Kestra Advisory Services LLC387,750$4.39M0.0%-7.7%0.714%Search for SEC Filing on Google Icon
2/14/2024Creative Planning18,966$0.22M0.0%+12.7%0.035%Search for SEC Filing on Google Icon
2/14/2024Cubist Systematic Strategies LLC98,255$1.11M0.0%N/A0.181%Search for SEC Filing on Google Icon
2/14/2024Nebula Research & Development LLC20,195$0.23M0.1%N/A0.037%Search for SEC Filing on Google Icon
2/14/2024Putnam Investments LLC65,172$0.74M0.0%+99.0%0.120%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.73,987$0.84M0.0%+14.4%0.136%Search for SEC Filing on Google Icon
2/14/2024Quadrature Capital Ltd117,710$1.33M0.0%+92.7%0.217%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.35,533$0.40M0.0%-20.1%0.065%Search for SEC Filing on Google Icon
2/13/2024Cetera Advisor Networks LLC376,271$4.26M0.0%-5.5%0.693%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.100,131$1.13M0.0%+46.8%0.184%Search for SEC Filing on Google Icon
2/12/2024Cape Investment Advisory Inc.41,165$0.47M0.2%+113.7%0.076%Search for SEC Filing on Google Icon
2/9/2024Eagle Global Advisors LLC23,920$0.27M0.0%+23.0%0.044%Search for SEC Filing on Google Icon
2/9/2024SageView Advisory Group LLC14,933$0.17M0.0%-10.8%0.028%Search for SEC Filing on Google Icon
2/9/2024Tidemark LLC2,301$26K0.0%N/A0.004%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP28,076$0.32M0.0%N/A0.052%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG35,706$0.40M0.0%-14.8%0.066%Search for SEC Filing on Google Icon
2/8/2024Beacon Pointe Advisors LLC35,828$0.41M0.0%-6.6%0.066%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC47,000$0.53M0.0%+67.3%0.087%Search for SEC Filing on Google Icon
2/7/2024Endowment Wealth Management Inc.53,579$0.61M0.5%+2.7%0.099%Search for SEC Filing on Google Icon
2/7/2024Berger Financial Group Inc343,783$3.89M0.4%-1.9%0.633%Search for SEC Filing on Google Icon
2/6/2024Apollon Wealth Management LLC15,343$0.17M0.0%+40.5%0.028%Search for SEC Filing on Google Icon
2/6/2024Private Advisor Group LLC85,432$0.97M0.0%-11.1%0.157%Search for SEC Filing on Google Icon
2/6/2024Wealthcare Advisory Partners LLC27,715$0.31M0.0%-80.8%0.051%Search for SEC Filing on Google Icon
2/6/2024LSV Asset Management5,800$66K0.0%N/A0.011%Search for SEC Filing on Google Icon
2/6/2024Great Valley Advisor Group Inc.20,633$0.23M0.0%+51.4%0.038%Search for SEC Filing on Google Icon
2/5/2024Triumph Capital Management30,306$0.34M0.1%-17.3%0.056%Search for SEC Filing on Google Icon
2/5/2024Kestra Private Wealth Services LLC25,365$0.29M0.0%-22.6%0.047%Search for SEC Filing on Google Icon
2/5/2024Van ECK Associates Corp993,940$11.24M0.0%+10.3%1.830%Search for SEC Filing on Google Icon
2/5/2024Silver Oak Securities Incorporated27,851$0.32M0.0%+367.5%0.051%Search for SEC Filing on Google Icon
2/5/2024Paradigm Financial Partners LLC144,675$1.64M0.4%-18.7%0.266%Search for SEC Filing on Google Icon
2/2/2024Atria Wealth Solutions Inc.82,417$0.93M0.0%-7.4%0.152%Search for SEC Filing on Google Icon
2/1/2024Sigma Planning Corp182,234$2.06M0.2%-40.0%0.336%Search for SEC Filing on Google Icon
2/1/2024CWM LLC13,765$0.16M0.0%+56.7%0.025%Search for SEC Filing on Google Icon
1/31/2024Western Wealth Management LLC21,505$0.24M0.0%-13.8%0.040%Search for SEC Filing on Google Icon
1/29/2024Koshinski Asset Management Inc.16,466$0.19M0.0%-59.8%0.030%Search for SEC Filing on Google Icon
1/26/2024Cerity Partners LLC24,516$0.28M0.0%N/A0.045%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC77,766$0.88M0.0%+2.2%0.143%Search for SEC Filing on Google Icon
1/25/2024Strategic Blueprint LLC25,527$0.29M0.0%+6.3%0.047%Search for SEC Filing on Google Icon
1/25/2024Pinkerton Retirement Specialists LLC782,480$8.85M1.7%-0.1%1.441%Search for SEC Filing on Google Icon
1/24/2024Arkadios Wealth Advisors313,877$3.55M0.3%+3.1%0.578%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC879,533$99.48M0.0%+1,056.3%1.620%Search for SEC Filing on Google Icon
1/23/2024Denver Wealth Management Inc.10,194$0.12M0.1%-39.1%0.019%Search for SEC Filing on Google Icon
1/22/2024Regatta Capital Group LLC20,457$0.23M0.1%-34.8%0.038%Search for SEC Filing on Google Icon
1/18/2024Global Retirement Partners LLC12,337$0.14M0.0%-30.7%0.023%Search for SEC Filing on Google Icon
1/17/2024Acorn Financial Advisory Services Inc. ADV262,205$2.97M0.5%-8.0%0.483%Search for SEC Filing on Google Icon
1/16/2024Wealthstar Advisors LLC63,144$0.71M0.1%-3.1%0.116%Search for SEC Filing on Google Icon
1/16/2024Cooper Financial Group60,982$0.69M0.1%-11.9%0.112%Search for SEC Filing on Google Icon
1/12/2024GPS Wealth Strategies Group LLC38,333$0.43M0.1%-16.3%0.071%Search for SEC Filing on Google Icon
1/11/2024Brookstone Capital Management22,445$0.25M0.0%-5.0%0.041%Search for SEC Filing on Google Icon
1/9/2024Beacon Capital Management LLC34,595$0.37M0.1%+15.7%0.064%Search for SEC Filing on Google Icon
1/9/2024Ignite Planners LLC18,429$0.21M0.1%-12.2%0.034%Search for SEC Filing on Google Icon
1/5/2024WealthPLAN Partners LLC513,804$5.81M0.6%+9.8%0.946%Search for SEC Filing on Google Icon
1/5/2024WealthPlan Investment Management LLC11,518$0.13M0.0%-97.5%0.021%Search for SEC Filing on Google Icon
12/11/2023Sunbelt Securities Inc.3,000$32K0.0%-47.7%0.006%Search for SEC Filing on Google Icon
11/20/2023Silver Oak Securities Incorporated5,957$63K0.0%-83.9%0.011%Search for SEC Filing on Google Icon
11/17/2023Diversified Trust Co26,014$0.28M0.0%+17.4%0.048%Search for SEC Filing on Google Icon
11/16/2023Creative Planning16,829$0.18M0.0%-10.8%0.031%Search for SEC Filing on Google Icon
11/16/2023Financial Gravity Asset Management Inc.472,055$4.99M0.1%+1,800.0%0.869%Search for SEC Filing on Google Icon
11/16/2023Tudor Investment Corp Et Al43,232$0.46M0.0%N/A0.080%Search for SEC Filing on Google Icon
11/16/2023Belpointe Asset Management LLC37,722$0.40M0.0%-53.1%0.069%Search for SEC Filing on Google Icon
11/15/2023Townsquare Capital LLC29,305$0.31M0.0%+5.1%0.054%Search for SEC Filing on Google Icon
11/15/2023WealthPlan Investment Management LLC468,122$4.95M0.6%+883,149.1%0.862%Search for SEC Filing on Google Icon
11/15/2023Mercer Global Advisors Inc. ADV77,160$0.82M0.0%-2.9%0.142%Search for SEC Filing on Google Icon
11/15/2023GSA Capital Partners LLP15,547$0.16M0.0%-9.9%0.029%Search for SEC Filing on Google Icon
11/15/2023Royal Bank of Canada57,945$0.61M0.0%-5.6%0.107%Search for SEC Filing on Google Icon
11/15/2023Sei Investments Co.64,658$0.68M0.0%+68.3%0.119%Search for SEC Filing on Google Icon
11/15/2023Ameriprise Financial Inc.49,673$0.53M0.0%-2.7%0.091%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd61,086$0.65M0.0%+129.1%0.112%Search for SEC Filing on Google Icon
11/14/2023Alpine Global Management LLC180,849$1.91M0.5%+181.4%0.333%Search for SEC Filing on Google Icon
11/13/2023EPG Wealth Management LLC22,898$0.24M0.1%-35.4%0.042%Search for SEC Filing on Google Icon
11/13/2023Mariner LLC43,539$0.46M0.0%+3.8%0.080%Search for SEC Filing on Google Icon
11/13/2023LPL Financial LLC949,385$10.04M0.0%+1.3%1.748%Search for SEC Filing on Google Icon
11/13/2023Acadian Asset Management LLC656,910$6.94M0.0%+11.0%1.210%Search for SEC Filing on Google Icon
11/13/2023Pinkerton Retirement Specialists LLC783,442$8.28M1.8%-1.7%1.443%Search for SEC Filing on Google Icon
11/13/2023PAX Financial Group LLC27,603$0.29M0.1%-59.6%0.051%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.1,130,471$11.95M0.0%-3.1%2.082%Search for SEC Filing on Google Icon
11/13/2023Callodine Capital Management LP250,000$2.64M0.7%+40.7%0.460%Search for SEC Filing on Google Icon
11/13/2023Envestnet Asset Management Inc.44,449$0.47M0.0%-7.3%0.082%Search for SEC Filing on Google Icon
11/13/2023Kestra Advisory Services LLC419,893$4.44M0.0%-8.3%0.773%Search for SEC Filing on Google Icon
11/9/2023Atomi Financial Group Inc.21,569$0.23M0.1%+18.3%0.040%Search for SEC Filing on Google Icon
11/9/2023Collaborative Wealth Managment Inc.25,763$0.27M0.2%-17.0%0.047%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
CION Investment logo
CION Investment Corporation is a business development company. It specializes in investments in senior secured loans, including unitranche loans, First Lien, second lien loans, long-term subordinated loans, and mezzanine loans; equity interests such as warrants or options; and corporate bonds; and other debt securities in middle-market companies. The firm invests in growth capital, acquisitions, leveraged buyouts, market/product expansion, refinancing and recapitalization. The fund also invests up to 30 percent of their assets opportunistically in other types of investments, including the securities of larger public companies and foreign securities. It also makes investments in the secondary loan market. The fund does not invest in start-up companies, turnaround situations, or companies with speculative business plans. The fund prefers to invest in high tech industries, healthcare, pharmaceuticals, business services, media, chemicals, plastic, rubber, telecommunication, consumer services, advertising, printing and publishing, consumer goods, durables, diversified financials, and other industries. It also invests in homebuilding, restaurants, beverage and tobacco bars, broadcasting, distributors, Non-durable good distribution, food beverage and tobacco, energy, oil gas and consumables fuels, insurance, aerospace and defense, industrial machinery, paper and forest product machinery, information technology, metals and mining, and real estate. It primarily seeks to invest in the United States. The fund seeks to invest between $5 million and $50 million in companies with an EBITDA between $25 million and $75 million with average targeted hold of $25 million. It also purchases minority interests in the form of common or preferred equity in the target companies, typically in conjunction with its debt investments or through a co-investment with a financial sponsor. The fund seeks to exit its investments through an initial public offering of common stock, a merger, a sale, or other recapitalization.
Read More on CION Investment

Today's Range

Now: $11.02
Low: $11.00
High: $11.18

50 Day Range

MA: $10.96
Low: $10.55
High: $11.23

52 Week Range

Now: $11.02
Low: $8.99
High: $12.00

Volume

178,331 shs

Average Volume

303,910 shs

Market Capitalization

$593.32 million

P/E Ratio

6.26

Dividend Yield

12.52%

Beta

1.24

Who are the company insiders with the largest holdings of CION Investment?

CION Investment's top insider investors include:
  1. Keith S Franz (CFO)
  2. Gregg A Bresner (Insider)
  3. Michael A Reisner (CEO)
  4. Mark Gatto (CEO)
  5. Stephen Roman (Insider)
  6. Robert A Breakstone (Director)
  7. Eric A Pinero (Insider)
  8. Peter I Finlay (Director)
  9. Aron I Schwartz (Director)
  10. Catherine Choi (Director)
Learn More about top insider investors at CION Investment.

Who are the major institutional investors of CION Investment?

CION Investment's top institutional investors include:
  1. International Assets Investment Management LLC — 0.19%
  2. Cooper Financial Group — 0.11%
  3. Ignite Planners LLC — 0.03%
Learn More about top institutional investors of CION Investment stock.

Which major investors are selling CION Investment stock?

Within the last quarter, CION stock was sold by these institutional investors:
  1. Cooper Financial Group
  2. Ignite Planners LLC

Which major investors are buying CION Investment stock?

Within the last quarter, CION stock was bought by institutional investors including:
  1. International Assets Investment Management LLC
Within the previous year, these company insiders have bought CION Investment stock:
  1. Keith S Franz (CFO)
  2. Gregg A Bresner (Insider)
  3. Michael A Reisner (CEO)
  4. Mark Gatto (CEO)
  5. Stephen Roman (Insider)
  6. Robert A Breakstone (Director)
  7. Eric A Pinero (Insider)
  8. Peter I Finlay (Director)
  9. Aron I Schwartz (Director)
  10. Catherine Choi (Director)
Learn More investors buying CION Investment stock.