Berger Financial Group, Inc Cion Investment Corp Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Cion Investment Corp stock. As of the latest transaction made, Berger Financial Group, Inc holds 484,890 shares of CION stock, worth $4.93 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

484,890

Previous 487,404 0.52%

Holding current value

$4.93 Million

Previous $4.66 Million 1.46%

% of portfolio

0.34%

Previous 0.37%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$9.48 - $10.86 $23,832 - $27,302	-2,514 Reduced 0.52%	484,890 $4.6 Million
Q2 2025 Jul 22, 2025	BUY	$8.68 - $10.48 $915,549 - $1.11 Million	105,478 Added 27.62%	487,404 $4.66 Million
Q1 2025 May 12, 2025	BUY	$10.35 - $12.55 $574,342 - $696,424	55,492 Added 17.0%	381,926 $3.95 Million
Q4 2024 Feb 14, 2025	SELL	$11.25 - $12.08 $76,702 - $82,361	-6,818 Reduced 2.05%	326,434 $3.72 Million
Q3 2024 Nov 12, 2024	SELL	$11.55 - $12.46 $16,562 - $17,867	-1,434 Reduced 0.43%	333,252 $3.97 Million

Q2 2024 Aug 14, 2024	SELL	$10.81 - $12.55 $110,824 - $128,662	-10,252 Reduced 2.97%	334,686 $4.06 Million
Q1 2024 Apr 16, 2024	BUY	$10.55 - $11.43 $12,185 - $13,201	1,155 Added 0.34%	344,938 $3.79 Million
Q4 2023 Feb 07, 2024	SELL	$9.7 - $11.65 $63,049 - $75,725	-6,500 Reduced 1.86%	343,783 $3.89 Million
Q3 2023 Nov 03, 2023	SELL	$10.48 - $11.65 $146,824 - $163,216	-14,010 Reduced 3.85%	350,283 $3.7 Million
Q2 2023 Aug 10, 2023	SELL	$9.13 - $10.74 $319,796 - $376,189	-35,027 Reduced 8.77%	364,293 $3.78 Million
Q1 2023 Apr 24, 2023	SELL	$9.42 - $11.25 $126,359 - $150,907	-13,414 Reduced 3.25%	399,320 $3.94 Million
Q4 2022 Jan 30, 2023	SELL	$8.36 - $10.83 $111,940 - $145,013	-13,390 Reduced 3.14%	412,734 $4.02 Million
Q3 2022 Oct 27, 2022	BUY	$8.09 - $10.85 $1.1 Million - $1.48 Million	135,992 Added 46.87%	426,124 $3.62 Million
Q2 2022 Aug 08, 2022	BUY	$7.98 - $14.13 $1.2 Million - $2.13 Million	150,418 Added 107.66%	290,132 $2.52 Million
Q1 2022 May 10, 2022	SELL	$11.8 - $14.98 $32,650 - $41,449	-2,767 Reduced 1.94%	139,714 $2.07 Million
Q4 2021 Jan 26, 2022	BUY	$11.8 - $14.86 $1.68 Million - $2.12 Million	142,481 New	142,481 $1.86 Million

Others Institutions Holding CION

# of Institutions

172

Shares Held

19.4M

Call Options Held

14.6K

Put Options Held

21.5K

View Full List

About CION Investment Corp

Ticker CION
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 56,958,440
Market Cap $579M
Description
CION Investment Corporation is a business development company. It specializes in investments in senior secured loans, including unitranche loans, First Lien, second lien loans, long-term subordinated loans, and mezzanine loans; equity interests such as warrants or options; and corporate bonds; and other debt securities in middle-market companies...

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Berger Financial Group, Inc Cion Investment Corp Transaction History