CION Insider Trading

Insider Ownership Percentage: 0.25%
Insider Buying (Last 12 Months): $571,469.20
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: $10.05
Price Change: Price Increase of +0.03 (0.30%)
As of 12/7/2022 04:03 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
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CION Investment Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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)

17.75% 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
12/5/2022Centaurus Financial Inc.15,806$0.13M0.0%N/A0.029%Search for SEC Filing on Google Icon
11/22/2022IHT Wealth Management LLC44,987$0.38M0.0%+38.6%0.081%Search for SEC Filing on Google Icon
11/16/2022Captrust Financial Advisors23,109$0.20M0.0%+215.8%0.042%Search for SEC Filing on Google Icon
11/16/2022Almanack Investment Partners LLC.4,709$39K0.0%N/A0.008%Search for SEC Filing on Google Icon
11/15/2022EPG Wealth Management LLC99,819$0.85M0.3%+50.1%0.180%Search for SEC Filing on Google Icon
11/15/2022Mercer Global Advisors Inc. ADV32,617$0.28M0.0%+29.5%0.059%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Advisers LP184,600$1.57M0.0%+604.6%0.333%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Investments LP185,149$1.57M0.0%+302.2%0.334%Search for SEC Filing on Google Icon
11/15/2022USAdvisors Wealth Management LLC12,703$0.11M0.1%N/A0.023%Search for SEC Filing on Google Icon
11/15/2022PAX Financial Group LLC72,252$0.61M0.2%+51.7%0.130%Search for SEC Filing on Google Icon
11/15/2022Putnam Investments LLC18,287$0.16M0.0%N/A0.033%Search for SEC Filing on Google Icon
11/15/2022Pinkerton Retirement Specialists LLC820,258$6.97M2.7%+46.7%1.480%Search for SEC Filing on Google Icon
11/15/2022Laidlaw Wealth Management LLC17,293$0.15M0.0%+50.0%0.031%Search for SEC Filing on Google Icon
11/15/2022Marshall Wace LLP10,511$89K0.0%N/A0.019%Search for SEC Filing on Google Icon
11/15/2022Engineers Gate Manager LP49,374$0.42M0.0%-50.8%0.089%Search for SEC Filing on Google Icon
11/15/2022Belpointe Asset Management LLC135,961$1.16M0.1%+22.6%0.245%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.455,913$3.88M0.0%+26.1%0.823%Search for SEC Filing on Google Icon
11/15/2022Buckingham Strategic Partners46,422$0.40M0.0%+33.3%0.084%Search for SEC Filing on Google Icon
11/15/2022Bulldog Investors LLP974,829$8.29M2.4%+45.6%1.759%Search for SEC Filing on Google Icon
11/15/2022Commonwealth Equity Services LLC248,163$2.11M0.0%+33.3%0.448%Search for SEC Filing on Google Icon
11/14/2022United Capital Financial Advisers LLC13,112$0.11M0.0%N/A0.023%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada51,896$0.44M0.0%+87.6%0.091%Search for SEC Filing on Google Icon
11/14/2022Virtus ETF Advisers LLC12,643$0.11M0.0%N/A0.022%Search for SEC Filing on Google Icon
11/14/2022Almitas Capital LLC3,987$34K0.0%N/A0.007%Search for SEC Filing on Google Icon
11/14/2022Cubist Systematic Strategies LLC64,950$0.55M0.0%+108.4%0.114%Search for SEC Filing on Google Icon
11/14/2022Wealthstar Advisors LLC73,841$0.63M0.3%+56.8%0.130%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC96,300$0.82M0.0%+31.7%0.169%Search for SEC Filing on Google Icon
11/14/2022CenterBook Partners LP40,871$0.35M0.1%N/A0.072%Search for SEC Filing on Google Icon
11/10/2022Envestnet Asset Management Inc.52,461$0.45M0.0%+264.4%0.092%Search for SEC Filing on Google Icon
11/10/2022Sigma Planning Corp308,626$2.62M0.1%+166.1%0.542%Search for SEC Filing on Google Icon
11/10/2022RFG Advisory LLC22,869$0.22M0.0%-19.7%0.040%Search for SEC Filing on Google Icon
11/10/2022Hilton Capital Management LLC12,414$0.11M0.0%N/A0.022%Search for SEC Filing on Google Icon
11/9/2022Paradigm Financial Partners LLC213,409$1.87M0.6%+16.4%0.375%Search for SEC Filing on Google Icon
11/9/2022Joseph Group Capital Management4,294$36K0.0%N/A0.008%Search for SEC Filing on Google Icon
11/9/2022Ausdal Financial Partners Inc.10,690$91K0.0%N/A0.019%Search for SEC Filing on Google Icon
11/9/2022Aveo Capital Partners LLC56,878$0.48M0.1%+49.3%0.100%Search for SEC Filing on Google Icon
11/8/2022Resources Investment Advisors LLC.206,670$1.76M0.1%+46.0%0.363%Search for SEC Filing on Google Icon
11/8/2022IFP Advisors Inc104,227$0.86M0.0%+50.0%0.183%Search for SEC Filing on Google Icon
11/8/2022Apollon Wealth Management LLC69,676$0.59M0.0%+230.2%0.122%Search for SEC Filing on Google Icon
11/8/2022Strategic Blueprint LLC32,466$0.28M0.0%+153.3%0.057%Search for SEC Filing on Google Icon
11/8/2022Fisher Asset Management LLC17,989$0.15M0.0%-12.5%0.032%Search for SEC Filing on Google Icon
11/8/2022Signaturefd LLC4,665$40K0.0%+109.7%0.008%Search for SEC Filing on Google Icon
11/8/2022Continuum Advisory LLC101,925$0.87M0.2%+107.0%0.179%Search for SEC Filing on Google Icon
11/7/2022Monument Capital Management20,164$0.17M0.1%+28.1%0.035%Search for SEC Filing on Google Icon
11/7/2022Spire Wealth Management9,628$82K0.0%-75.1%0.017%Search for SEC Filing on Google Icon
11/7/2022Jump Financial LLC43,100$0.37M0.0%N/A0.076%Search for SEC Filing on Google Icon
11/7/2022Western Wealth Management LLC57,371$0.49M0.0%+60.5%0.101%Search for SEC Filing on Google Icon
11/4/2022Independent Advisor Alliance11,102$94K0.0%N/A0.019%Search for SEC Filing on Google Icon
11/4/2022Foresight Wealth Management LLC53,168$0.45M0.1%+52.6%0.093%Search for SEC Filing on Google Icon
11/3/2022Creative Planning27,137$0.23M0.0%+43.1%0.048%Search for SEC Filing on Google Icon
11/3/2022ACG Wealth103,057$0.88M0.2%+34.9%0.181%Search for SEC Filing on Google Icon
11/2/2022Avantax Advisory Services Inc.17,101$0.15M0.0%N/A0.030%Search for SEC Filing on Google Icon
11/1/2022Kestra Advisory Services LLC663,814$5.64M0.1%+61.3%1.165%Search for SEC Filing on Google Icon
11/1/2022Triumph Capital Management35,994$0.31M0.2%+148.4%0.063%Search for SEC Filing on Google Icon
10/28/2022Capital Wealth Management LLC26,471$0.23M0.2%+53.8%0.046%Search for SEC Filing on Google Icon
10/27/2022Berger Financial Group Inc426,124$3.62M0.5%+46.9%0.748%Search for SEC Filing on Google Icon
10/27/2022CWM LLC51,970$0.44M0.0%+56.2%0.091%Search for SEC Filing on Google Icon
10/27/2022Founders Financial Securities LLC55,340$0.47M0.1%N/A0.097%Search for SEC Filing on Google Icon
10/25/2022AE Wealth Management LLC181,765$1.55M0.0%+43.1%0.319%Search for SEC Filing on Google Icon
10/25/2022Raymond James Financial Services Advisors Inc.46,043$0.39M0.0%+60.3%0.081%Search for SEC Filing on Google Icon
10/24/2022FirstPurpose Wealth LLC219,204$1.86M1.2%+45.9%0.385%Search for SEC Filing on Google Icon
10/21/2022West Wealth Group LLC12,098$0.10M0.1%-20.4%0.021%Search for SEC Filing on Google Icon
10/21/2022Great Valley Advisor Group Inc.13,354$0.11M0.0%N/A0.023%Search for SEC Filing on Google Icon
10/21/2022Arkadios Wealth Advisors293,578$2.50M0.4%+60.6%0.515%Search for SEC Filing on Google Icon
10/20/2022Koshinski Asset Management Inc.59,408$0.51M0.0%+110.6%0.104%Search for SEC Filing on Google Icon
10/20/2022Focused Wealth Management Inc9,877$84K0.0%+42.3%0.017%Search for SEC Filing on Google Icon
10/18/2022Koshinski Asset Management Inc.59,408$0.51M0.1%+110.6%0.104%Search for SEC Filing on Google Icon
10/18/2022Allworth Financial LP3,688$31K0.0%+50.0%0.006%Search for SEC Filing on Google Icon
10/17/2022GPS Wealth Strategies Group LLC66,761$0.57M0.1%+57.8%0.117%Search for SEC Filing on Google Icon
10/14/2022Private Advisor Group LLC114,674$0.98M0.0%+56.5%0.201%Search for SEC Filing on Google Icon
10/14/2022Strong Tower Advisory Services11,203$95K0.1%N/A0.020%Search for SEC Filing on Google Icon
10/14/2022Carmel Capital Partners LLC10,670$91K0.1%N/A0.019%Search for SEC Filing on Google Icon
10/14/2022Gradient Investments LLC3,066$26K0.0%+221.4%0.005%Search for SEC Filing on Google Icon
10/14/2022Brookstone Capital Management17,393$0.15M0.0%N/A0.031%Search for SEC Filing on Google Icon
10/13/2022EWG Elevate Inc.36,414$0.31M0.2%+50.0%0.064%Search for SEC Filing on Google Icon
10/13/2022Newbridge Financial Services Group Inc.5,323$45K0.0%-50.7%0.009%Search for SEC Filing on Google Icon
10/13/2022Cooper Financial Group142,348$1.21M0.4%+57.3%0.250%Search for SEC Filing on Google Icon
10/12/2022Advisory Alpha LLC10,265$87K0.0%N/A0.018%Search for SEC Filing on Google Icon
10/12/2022Acorn Financial Advisory Services Inc. ADV306,199$2.60M0.6%+50.4%0.538%Search for SEC Filing on Google Icon
10/12/2022Aurora Private Wealth Inc.10,920$93K0.0%N/A0.019%Search for SEC Filing on Google Icon
10/12/2022Ignite Planners LLC11,826$100K0.1%-9.3%0.021%Search for SEC Filing on Google Icon
10/11/2022DAVENPORT & Co LLC10,429$89K0.0%N/A0.018%Search for SEC Filing on Google Icon
10/11/2022Apella Capital LLC11,721$100K0.0%N/A0.021%Search for SEC Filing on Google Icon
10/5/2022Beacon Capital Management LLC39,715$0.34M0.1%+105.5%0.070%Search for SEC Filing on Google Icon
8/23/2022Captrust Financial Advisors7,317$64K0.0%+84.4%0.013%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.52,741$0.46M0.0%-49.1%0.093%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors15,930$0.14M0.0%+301.6%0.028%Search for SEC Filing on Google Icon
8/16/2022Collaborative Wealth Managment Inc.28,357$0.25M0.2%N/A0.050%Search for SEC Filing on Google Icon
8/16/2022Creative Planning18,967$0.17M0.0%N/A0.033%Search for SEC Filing on Google Icon
8/15/2022Occudo Quantitative Strategies LP21,944$0.19M0.0%N/A0.039%Search for SEC Filing on Google Icon
8/15/2022EPG Wealth Management LLC66,484$0.58M0.2%N/A0.117%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC31,160$0.27M0.0%N/A0.055%Search for SEC Filing on Google Icon
8/15/2022Citadel Advisors LLC14,952$0.13M0.0%N/A0.026%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC737,237$6.41M0.0%+123.9%1.294%Search for SEC Filing on Google Icon
8/15/2022Atria Wealth Solutions Inc.13,705$0.12M0.0%N/A0.024%Search for SEC Filing on Google Icon
8/15/2022Bulldog Investors LLP669,424$5.82M1.6%+69.7%1.175%Search for SEC Filing on Google Icon
8/15/2022Kestra Private Wealth Services LLC42,030$0.37M0.0%+121.3%0.074%Search for SEC Filing on Google Icon
8/13/2022PAX Financial Group LLC47,616$0.41M0.1%+113.5%0.084%Search for SEC Filing on Google Icon
8/13/2022Pensionmark Financial Group LLC25,280$0.24M0.0%N/A0.044%Search for SEC Filing on Google Icon
8/13/2022Pinkerton Retirement Specialists LLC559,164$4.87M1.5%N/A0.982%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: $10.05
Low: $9.95
High: $10.09

50 Day Range

MA: $9.43
Low: $8.22
High: $10.57

52 Week Range

Now: $10.05
Low: $7.83
High: $15.09

Volume

3,863 shs

Average Volume

239,456 shs

Market Capitalization

$557.07 million

P/E Ratio

10.05

Dividend Yield

12.24%

Beta

1.56

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. Michael A Reisner (CEO)
  3. Mark Gatto (CEO)
  4. Gregg A Bresner (Insider)
  5. Robert A Breakstone (Director)
  6. Peter I Finlay (Director)
  7. Edward J Estrada (Director)
  8. Eric A Pinero (Insider)
  9. Stephen Roman (Insider)
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. Bulldog Investors LLP — 1.76%
  2. Pinkerton Retirement Specialists LLC — 1.48%
  3. Kestra Advisory Services LLC — 1.17%
  4. BlackRock Inc. — 0.82%
  5. Berger Financial Group Inc — 0.75%
  6. Sigma Planning Corp — 0.54%
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. Engineers Gate Manager LP
  2. Spire Wealth Management
  3. RFG Advisory LLC
  4. Newbridge Financial Services Group Inc.
  5. West Wealth Group LLC
  6. Fisher Asset Management LLC
  7. Ignite Planners LLC

Which major investors are buying CION Investment stock?

Within the last quarter, CION stock was bought by institutional investors including:
  1. Bulldog Investors LLP
  2. Pinkerton Retirement Specialists LLC
  3. Kestra Advisory Services LLC
  4. Sigma Planning Corp
  5. Two Sigma Advisers LP
  6. Two Sigma Investments LP
  7. Berger Financial Group Inc
  8. Arkadios Wealth Advisors
Within the previous year, these company insiders have bought CION Investment stock:
  1. Keith S Franz (CFO)
  2. Michael A Reisner (CEO)
  3. Mark Gatto (CEO)
  4. Gregg A Bresner (Insider)
  5. Robert A Breakstone (Director)
  6. Peter I Finlay (Director)
  7. Edward J Estrada (Director)
  8. Eric A Pinero (Insider)
  9. Stephen Roman (Insider)
Learn More investors buying CION Investment stock.