CION Investment Corporation (CION) Insider Trading

Over the last 6 months, 93 institutions increased and 107 reduced their position (13F).

Insider Activity

Sentiment
50/100
Buys (3m)
0
Sells (3m)
0
Net (3m)
$0
Insider trades by month Buys Sells
Aug
Nov
Mar
Apr
May
Aug
Context3-month price +10.9%Institutions mixed (13F)
DateInsiderTypeSharesPrice
Aug 13, 2025Reisner Michael Adirector, officer: Co-Chairman & Co-CEOBuy472$10.57
May 28, 2025FINLAY PETER I.directorBuy200$9.66
May 22, 2025ROMAN STEPHENofficer: CCO & SecretaryBuy600$9.48
May 19, 2025Breakstone Robert AdirectorBuy500$9.72
May 13, 2025Gatto Markdirector, officer: Co-Chairman & Co-CEOBuy2,070$9.66
May 13, 2025Reisner Michael Adirector, officer: Co-Chairman & Co-CEOBuy515$9.69
Apr 2, 2025BRESNER GREGG A.officer: President & CIOBuy1,000$10.48
Mar 31, 2025Reisner Michael Adirector, officer: Co-Chairman & Co-CEOBuy490$10.45
Mar 25, 2025Breakstone Robert AdirectorBuy500$10.75
Mar 20, 2025BRESNER GREGG A.officer: President & CIOBuy1,000$10.98
Mar 20, 2025BRESNER GREGG A.officer: President & CIOBuy2,000$10.72
Mar 19, 2025FINLAY PETER I.directorBuy250$10.76
Mar 18, 2025ROMAN STEPHENofficer: CCO & SecretaryBuy455$10.93
Mar 18, 2025Breakstone Robert AdirectorBuy500$11.05
Mar 18, 2025Pinero Eric A.officer: Chief Legal OfficerBuy465$10.72
Nov 22, 2024Reisner Michael Adirector, officer: Co-Chairman & Co-CEOBuy437$11.44
Nov 21, 2024ROMAN STEPHENofficer: CCO & SecretaryBuy435$11.53
Nov 18, 2024Breakstone Robert AdirectorBuy1,000$11.34
Nov 14, 2024BRESNER GREGG A.officer: President & CIOBuy2,000$11.41
Nov 13, 2024Arestia Charlieofficer: See RemarksBuy750$11.39
Aug 27, 2024Reisner Michael Adirector, officer: Co-Chairman & Co-CEOBuy400$12.33
Aug 21, 2024ROMAN STEPHENofficer: CCO & SecretaryBuy450$12.18
Aug 16, 2024BRESNER GREGG A.officer: President & CIOBuy2,500$12.08
Aug 16, 2024BRESNER GREGG A.officer: President & CIOBuy1,000$12.05
Aug 15, 2024Pinero Eric A.officer: Chief Legal OfficerBuy402$12.16
Aug 14, 2024Arestia Charlieofficer: See RemarksBuy450$11.94
Aug 13, 2024Breakstone Robert AdirectorBuy1,000$11.89
May 29, 2024Pinero Eric A.officer: Chief Legal OfficerBuy403$12.42
May 22, 2024ROMAN STEPHENofficer: CCO & SecretaryBuy400$12.41
May 17, 2024BRESNER GREGG A.officer: President & CIOBuy2,000$12.51

Source: CION SEC Form 4 filings, latest Aug 13, 2025. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their CION positions over the last 6 months (SEC Form 13F).

Increased
93
New positions
38
Reduced
107
Sold out
33
Largest moves
InstitutionActionSharesFiled
BULLDOG INVESTORS, LLPUnchanged1.5MMay 8, 2026
Bulldog Investors, LLPUnchanged1.5MAug 14, 2026
Invesco Ltd.Increased1.4MAug 14, 2026
MORGAN STANLEYIncreased1.3MAug 13, 2026
VAN ECK ASSOCIATES CORPIncreased1.2MAug 14, 2026
MORGAN STANLEYIncreased1.2MMay 15, 2026
LPL Financial LLCIncreased1.0MAug 7, 2026
LPL FINANCIAL LLCIncreased989KMay 6, 2026
VAN ECK ASSOCIATES CORPReduced968KMay 15, 2026
UBS Group AGIncreased916KAug 13, 2026
PRIVATE ADVISOR GROUP, LLCIncreased861KApr 27, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Reduced719KApr 30, 2026
Cambridge Investment Research Advisors, Inc.Reduced714KJul 30, 2026
UBS GROUP AGIncreased683KMay 5, 2026
Callodine Capital Management, LPIncreased674KAug 14, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.