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.
Q2 2023 vs. Q1 2023
How the institutions holding CION Investment Corp changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 168 | 169 | +1 |
| Shares | 17.8M | 17.2M | −521.9K (−2.9%) |
| Value | $175.4M | $178.8M | +$3.33M (+1.9%) |
New holders (16)
Institutions that held CION Investment Corp at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Alpine Global Management, LLC | 64,270 | $667.1K | 0.18% |
| Beacon Pointe Advisors, LLC | 42,530 | $441.5K | 0.01% |
| Ergoteles LLC | 28,890 | $299.9K | 0.01% |
| Kingswood Wealth Advisors, LLC | 21,173 | $219.8K | 0.07% |
| Madison Wealth Management | 19,300 | $200.3K | 0.04% |
| Atomi Financial Group, Inc. | 18,225 | $189.2K | 0.09% |
| Gsa Capital Partners LLP | 17,262 | $179.0K | 0.02% |
| Apollon Wealth Management, LLC | 12,348 | $128.2K | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 11,584 | $120.2K | 0.01% |
| Verition Fund Management LLC | 11,484 | $119.2K | 0.00% |
| Providence Wealth Advisors, LLC | 11,146 | $117.1K | 0.13% |
| Virtue Capital Management, LLC | 10,786 | $113.4K | 0.02% |
| Creative Financial Designs Inc | 5,000 | $51.9K | 0.01% |
| Tyler-Stone Wealth Management | 3,863 | $40.0K | 0.02% |
| GWM Advisors LLC | 364 | $3.78K | 0.00% |
| Quantbot Technologies LP | 51 | $529 | 0.00% |
Sold out (15)
Institutions that held CION Investment Corp at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Legacy Capital Wealth Partners, LLC | 60,095 | $593.1K |
| Goldman Sachs Group Inc | 48,098 | $474.7K |
| Cubist Systematic Strategies, LLC | 46,608 | $460.0K |
| Raymond James Financial Services Advisors, Inc. | 41,826 | $412.8K |
| Trexquant Investment LP | 16,202 | $159.9K |
| XTX Topco Ltd | 15,592 | $153.9K |
| HRT Financial LP | 15,180 | $149.0K |
| Aveo Capital Partners, LLC | 12,834 | $126.7K |
| Hilton Capital Management, LLC | 12,414 | $121.0K |
| Ignite Planners, LLC | 10,869 | $106.5K |
| Ausdal Financial Partners, Inc. | 10,690 | $105.5K |
| Kalos Management, Inc. | 9,471 | $93.5K |
| Assetmark, Inc | 3,883 | $38.3K |
| Ameritas Advisory Services, LLC | 1,416 | $13.4K |
| Syverson Strege & Co | 478 | $4.72K |