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.
Q4 2023 vs. Q3 2023
How the institutions holding CION Investment Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 167 | 1 | 180 | +14 |
| Shares | 18.0M | 26.1K | 18.0M | −38.0K (−0.2%) |
| Value | $187.5M | $275.6K | $202.8M | +$15.6M (+8.3%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (26)
Institutions that held CION Investment Corp at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (12)
Institutions that held CION Investment Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Invesco Ltd. | 1,130,471 | $11.9M |
| SG Americas Securities, LLC | 45,403 | $480.0K |
| Legacy Capital Wealth Partners, LLC | 43,766 | $462.6K |
| Diversified Trust Co | 26,014 | $275.0K |
| Northern Trust Corp | 19,894 | $210.3K |
| XTX Topco Ltd | 13,005 | $137.5K |
| Linscomb & Williams, Inc. | 12,304 | $130.1K |
| Monument Capital Management | 12,228 | $129.3K |
| Advisory Alpha, LLC | 10,071 | $106.5K |
| Carmel Capital Partners, LLC | 5,000 | $52.9K |
| FinTrust Capital Advisors, LLC | 3,528 | $37.3K |
| First Horizon Advisors, Inc. | 928 | $9.81K |
Not filed for Q4 2023 yet (1)
Institutions that held CION Investment Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Madison Wealth Management | 26,070 | $275.6K |