CION Investment Corporation (CION) Institutional Ownership
Track institutional investors, ownership changes, and 13F filings.
Ownership Summary
Total Institutions
177
Total Shares Held
19.94M
Total Value
$237.45M
Institutional Holding %
37.32%
Ownership Distribution
Top 5 Holders
Top Institutional Holders (as of Dec 31, 2024)
| Institution | Shares | Ownership % | Value |
|---|---|---|---|
| BULLDOG INVESTORS, LLP | 1.68M | 3.15% | $19.19M |
| VAN ECK | 1.33M | 2.49% | $15.16M |
| INVESCO | 1.04M | 1.95% | $11.88M |
| CAMBRIDGE RESEARCH | 905.92K | 1.70% | $10.33M |
| WELLS FARGOMPANY | 722.20K | 1.35% | $8.23M |
| PRIVATE | 667.92K | 1.25% | $7.61M |
| WEALTHFRONT ADVISERS | 605.15K | 1.13% | $16.96M |
| TWO SIGMA ADVISERS | 566.40K | 1.06% | $6.46M |
| MORGAN STANLEY | 546.56K | 1.02% | $6.23M |
| KESTRAYRVICES | 531.48K | 0.99% | $6.06M |
Recent Insider Trading
| Insider | Title | Transaction | Shares | Value | Date |
|---|---|---|---|---|---|
| Breakstone Robert A | Director | P-Purchase | 500 | $5.38K | Mar 24, 2025 |
| Bresner Gregg A. | President & Cio | P-Purchase | 1.00K | $10.98K | Mar 19, 2025 |
| Bresner Gregg A. | President & Cio | P-Purchase | 2.00K | $21.44K | Mar 18, 2025 |
| Finlay Peter I. | Director | P-Purchase | 250 | $2.69K | Mar 18, 2025 |
| Roman Stephen | Cco & Secretary | P-Purchase | 455 | $4.97K | Mar 17, 2025 |
| Breakstone Robert A | Director | P-Purchase | 500 | $5.53K | Mar 17, 2025 |
| Pinero Eric A. | Chief Legal Officer | P-Purchase | 465 | $4.98K | Mar 18, 2025 |
| Reisner Michael A | Director, Co-Chairman & Co-Ceo | P-Purchase | 437 | $5.00K | Nov 21, 2024 |
| Roman Stephen | Cco & Secretary | P-Purchase | 435 | $5.02K | Nov 21, 2024 |
| Breakstone Robert A | Director | P-Purchase | 1.00K | $11.34K | Nov 15, 2024 |
Recent Position Changes
| Institution | Shares Changed | % Change | Date |
|---|---|---|---|
| INVESCO | +1.04M | +100.00% | Feb 13, 2025 |
| INTERNATIONAL ASSETS | -804.11K | -92.31% | Jan 08, 2025 |
| WELLS FARGOMPANY | +711.97K | +6958.95% | Feb 13, 2025 |
| MORGAN STANLEY | -697.89K | -56.08% | Feb 14, 2025 |
| BULLDOG INVESTORS, LLP | +646.60K | +62.43% | Feb 14, 2025 |
| WEALTHFRONT ADVISERS | +605.15K | +100.00% | Feb 07, 2025 |
| +421.80K | +100.00% | Feb 14, 2025 | |
| KESTRAYRVICES | +206.18K | +63.38% | Feb 10, 2025 |
| RAYMOND JAMES FINANCIAL | +150.09K | +100.00% | Feb 13, 2025 |
| PINKERTON RETIREMENT SPECIALISTS | -135.71K | -20.59% | Feb 18, 2025 |
Recent Ownership Filings
4
Form 4 - Statement of changes in beneficial ownership of securities
Mar 25, 2025
4
Form 4 - Statement of changes in beneficial ownership of securities
Mar 20, 2025
4
Form 4 - Statement of changes in beneficial ownership of securities
Mar 19, 2025
4
Form 4 - Statement of changes in beneficial ownership of securities
Mar 18, 2025
4
Form 4 - Statement of changes in beneficial ownership of securities
Mar 18, 2025
4
Form 4 - Statement of changes in beneficial ownership of securities
Mar 18, 2025
4
Form 4 - Statement of changes in beneficial ownership of securities
Nov 22, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Nov 21, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Nov 18, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Nov 14, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Nov 13, 2024
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