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CION Investment Corp

CION
Exchange
NYSE
SEC CIK
0001534254

No open-market purchases or sales by CION Investment Corp insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $100.4M in total; no superinvestor holds it.

Other share classesCICBCICC

Q4 2021 vs. Q3 2021

How the institutions holding CION Investment Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of CION: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders282+80
Shares296.6K4.14M+3.84M (+1,296.3%)
Value$3.74M$54.5M+$50.8M (+1,356.6%)

New holders (80)

Institutions that held CION Investment Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to CION in Q4 2021
InstitutionSharesValue% of portfolio
Punch & Associates Investment Management, Inc.805,056$10.5M0.55%
Cambridge Investment Research Advisors, Inc.424,367$5.55M0.02%
Kestra Advisory Services, LLC250,124$3.27M0.03%
Cetera Advisor Networks LLC190,448$2.49M0.03%
Advisor Group Holdings, Inc.174,447$2.28M0.00%
Berger Financial Group, Inc142,481$1.86M0.25%
Bulldog Investors, LLP129,538$1.69M0.45%
Commonwealth Equity Services, LLC108,578$1.42M0.00%
Ares Management LLC106,371$1.39M0.04%
Wealthcare Advisory Partners LLC46,476$1.21M0.07%
WealthPLAN Partners, LLC96,938$1.21M0.08%
Benefit Street Partners LLC82,000$1.07M0.35%
FirstPurpose Wealth LLC78,896$1.03M0.65%
Paradigm Financial Partners, LLC72,707$950.0K0.20%
AE Wealth Management LLC68,963$901.0K0.01%
Ergoteles LLC57,725$754.0K0.03%
Resources Investment Advisors, LLC.57,668$754.0K0.03%
Cooper Financial Group49,081$641.0K0.24%
Private Advisor Group, LLC41,350$540.0K0.00%
Cetera Investment Advisers37,582$491.0K0.01%
Continuum Advisory, LLC34,031$445.0K0.10%
Tower Research Capital LLC (TRC)31,768$415.0K0.01%
Koshinski Asset Management, Inc.31,737$414.8K0.03%
Virtu Financial LLC30,196$395.0K0.04%
Gitterman Wealth Management, LLC28,626$374.0K0.28%
Raymond James Financial Services Advisors, Inc.25,035$327.0K0.00%
Kestra Private Wealth Services, LLC24,371$319.0K0.02%
Jane Street Group, LLC24,277$317.0K0.00%
GPS Wealth Strategies Group, LLC24,176$316.0K0.07%
Independent Financial Group, LLC22,323$291.8K0.02%
Cedar Brook Financial Partners, LLC22,091$289.0K0.07%
PAX Financial Group, LLC22,023$288.0K0.06%
Mariner, LLC20,572$269.0K0.00%
Wealthstar Advisors, LLC20,456$268.0K0.09%
SWMG, LLC19,374$253.0K0.13%
Harbour Investments, Inc.19,263$252.0K0.02%
Regatta Capital Group, LLC18,575$243.0K0.08%
HighTower Advisors, LLC19,717$241.0K0.00%
Aveo Capital Partners, LLC18,317$239.0K0.04%
Citadel Advisors LLC18,184$238.0K0.00%
Alpha Omega Group, Inc.17,842$233.0K0.23%
Endowment Wealth Management, Inc.17,294$226.0K0.23%
IFP Advisors, Inc17,275$225.0K0.00%
Bank of America Corp16,911$221.0K0.00%
Foresight Wealth Management, LLC15,892$208.0K0.08%
HRT Financial LP15,813$206.0K0.00%
CWM, LLC15,100$197.0K0.00%
American Portfolios Advisors14,087$184.1K0.01%
Collaborative Wealth Managment Inc.14,062$184.0K0.10%
Cetera Advisors LLC13,607$178.0K0.00%
National Wealth Management Group, LLC13,508$176.5K0.17%
Schonfeld Strategic Advisors LLC13,347$174.0K0.00%
Beacon Pointe Advisors, LLC13,081$171.0K0.00%
Belpointe Asset Management LLC12,017$157.0K0.01%
Triumph Capital Management12,025$157.0K0.07%
Royal Bank of Canada11,446$150.0K0.00%
Creative Planning11,325$148.0K0.00%
Allworth Financial LP10,706$140.0K0.00%
JT Stratford LLC10,686$140.0K0.04%
Envestnet Asset Management Inc10,296$133.0K0.00%
Alliancebernstein L.P.10,106$132.0K0.00%
Northwestern Mutual Wealth Management Co8,409$110.0K0.00%
IAG Wealth Partners, LLC5,195$68.0K0.02%
Captrust Financial Advisors3,572$47.0K0.00%
TAP Consulting, LLC3,754$45.0K0.01%
Steward Partners Investment Advisory, LLC3,362$44.0K0.00%
Focused Wealth Management, Inc3,195$42.0K0.01%
Assetmark, Inc2,726$36.0K0.00%
UBS Group AG2,716$36.0K0.00%
Morgan Stanley2,484$33.0K0.00%
Proequities, Inc.1,953$26.0K0.00%
Tyler-Stone Wealth Management1,767$23.0K0.01%
US Bancorp1,594$21.0K0.00%
Lenox Wealth Advisors, LLC1,378$18.0K0.00%
Trustcore Financial Services, LLC1,012$12.0K0.00%
Atticus Wealth Management, LLC475$6.00K0.00%
Wells Fargo & Company291$4.00K0.00%
Syverson Strege & Co159$2.00K0.00%
FMR LLC2$00.00%
The PNC Financial Services Group, Inc.37$00.00%

Sold out (0)

Institutions that held CION Investment Corp at the end of Q3 2021 and filed for Q4 2021 without it.

None.