CION Investment Corp

CIONNYSE

$7.00-0.15 (-2.10%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

CION Investment Corp price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-26.6%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Bulldog Investors, LLP	3.13%	$9.58M	2.11%	Not reported
Cambridge Investment Research Advisors, Inc.	2.90%	$8.89M	0.01%	Not reported
Invesco Ltd.	2.78%	$8.53M	0.00%	Not reported
Morgan Stanley	2.58%	$7.89M	0.00%	Not reported
Van Eck Associates Corp	2.51%	$7.7M	0.00%	Add 27.71%
LPL Financial LLC	2.07%	$6.35M	0.00%	Not reported
UBS Group AG	1.86%	$5.7M	0.00%	Not reported
Callodine Capital Management, LP	1.37%	$4.2M	0.27%	Add 10.08%
Berger Financial Group, Inc	0.82%	$2.52M	0.13%	Reduce 0.59%
LSV Asset Management	0.79%	$2.41M	0.00%	Not reported
Arkadios Wealth Advisors	0.66%	$2.01M	0.03%	Reduce 3.89%
D. E. Shaw & Co., Inc.	0.64%	$1.95M	0.00%	Not reported
Osaic Holdings, Inc.	0.59%	$1.81M	0.00%	Not reported
Hennion & Walsh Asset Management, Inc.	0.59%	$1.81M	0.05%	Reduce 8.35%
Advisors Asset Management, Inc.	0.59%	$1.81M	0.03%	Not reported
Renaissance Technologies LLC	0.51%	$1.55M	0.00%	Not reported
Envestnet Asset Management Inc	0.43%	$1.31M	0.00%	Not reported
Commonwealth Equity Services, LLC	0.42%	$1.29M	0.00%	Not reported
Sigma Planning Corp	0.41%	$1.25M	0.03%	Reduce 5.44%
BlackRock, Inc.	0.40%	$1.22M	0.00%	Not reported
Bank of America Corp	0.35%	$1.06M	0.00%	Not reported
Kestra Advisory Services, LLC	0.34%	$1.06M	0.00%	Not reported
Pinkerton Wealth, LLC	0.33%	$1.12M	0.10%	Reduce 28.69%
Alpine Global Management, LLC	0.32%	$970K	0.16%	Not reported
True Freedom Investing, LLC	0.29%	$979K	0.08%	Not reported
Diversify Advisory Services, LLC	0.26%	$768K	0.01%	New Not reported
Diversify Wealth Management, LLC	0.26%	$768K	0.01%	Reduce 31.36%
Legacy Wealth Managment, LLC	0.25%	$755K	0.31%	Reduce 41.76%
Qube Research & Technologies Ltd	0.23%	$710K	0.00%	Not reported
Virtus Investment Advisers, LLC	0.22%	$673K	0.16%	Add 20.86%
Cetera Investment Advisers	0.20%	$599K	0.00%	Not reported
Adapt Wealth Advisors, LLC	0.19%	$574K	0.19%	Reduce 3.73%
Apollon Wealth Management, LLC	0.18%	$542K	0.01%	Not reported
Financial Gravity Companies, Inc.	0.16%	$491K	0.08%	Reduce 19.26%
Curi Capital, LLC	0.15%	$470K	0.01%	New Not reported
Hopwood Nicholas Hunter	0.14%	$444K	0.12%	Add 3.46%
Ameriprise Financial Inc	0.14%	$440K	0.00%	Not reported
International Assets Investment Management, LLC	0.14%	$451K	0.03%	Not reported
Royal Bank of Canada	0.14%	$430K	0.00%	Not reported
Endowment Wealth Management, Inc.	0.14%	$427K	0.17%	Add 3.17%
Apollo Management Holdings, L.P.	0.13%	$394K	0.00%	Not reported
Private Advisor Group, LLC	0.13%	$391K	0.00%	Not reported
Independent Financial Group, LLC	0.13%	$390K	0.01%	Add 39.77%
Two Sigma Investments, LP	0.12%	$383K	0.00%	Not reported
AE Wealth Management LLC	0.12%	$360K	0.00%	Not reported
Campbell & CO Investment Adviser LLC	0.11%	$336K	0.02%	Reduce 18.74%
BI Asset Management Fondsmaeglerselskab A/S	0.08%	$240K	0.00%	Reduce 79.04%
Engineers Gate Manager LP	0.08%	$236K	0.00%	Not reported
Wedbush Securities Inc	0.08%	$233K	0.01%	Add 3.59%
Continuum Advisory, LLC	0.08%	$232K	0.02%	Not reported

50 of 134 holders

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