Latest Institutional Transactions on Cion Investment Corp (CION)
This table provides information on the latest institutional transactions involving Cion Investment Corp (CION) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.47K- 32.59% |
$72.8K - $78.2K
|
13.4K
$156K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
605KNew |
$6.81M - $7.31M
|
605K
$7.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.52K+ 2.61% |
$17.1K - $18.4K
|
59.9K
$697K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.09K+ 5.25% |
$12.2K - $13.1K
|
21.8K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86.2K- 41.51% |
$969K - $1.04M
|
121K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 16.41% |
$36.4K - $39.1K
|
23K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150KNew |
$1.69M - $1.81M
|
150K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-431- 2.78% |
$4.85K - $5.21K
|
15K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
33.9KNew |
$381K - $409K
|
33.9K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
40.9KNew |
$460K - $494K
|
40.9K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.54K- 39.87% |
$107K - $115K
|
14.4K
$168K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-797- 3.45% |
$8.97K - $9.63K
|
22.3K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
63+ 0.85% |
$709 - $761
|
7.5K
$87.4K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
68+ 3.03% |
$765 - $821
|
2.32K
$27K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.1K+ 6.23% |
$215K - $231K
|
326K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 2.62% |
$12.3K - $13.2K
|
42.8K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.4K+ 2.52% |
$185K - $198K
|
668K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 1.1% |
$1.59K - $1.7K
|
13K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.24K+ 4.61% |
$36.5K - $39.2K
|
73.6K
$857K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
654+ 2.06% |
$7.36K - $7.9K
|
32.5K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.8K+ 1.67% |
$246K - $264K
|
1.33M
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69- 0.41% |
$776 - $834
|
16.7K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.61K- 14.1% |
$40.6K - $43.6K
|
22K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.1KNew |
$136K - $146K
|
12.1K
$141K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.06K+ 15.45% |
$79.4K - $85.3K
|
52.7K
$615K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.43KNew |
$94.9K - $102K
|
8.43K
$98.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
36.6KNew |
$412K - $442K
|
36.6K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-338- 3.11% |
$3.8K - $4.08K
|
10.5K
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1K- 4.72% |
$11.3K - $12.1K
|
20.2K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-17K- 62.56% |
$192K - $206K
|
10.2K
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.41K+ 25.97% |
$49.6K - $53.2K
|
21.4K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
263+ 2.4% |
$2.96K - $3.18K
|
11.2K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.2KNew |
$328K - $353K
|
29.2K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-789- 9.84% |
$8.88K - $9.53K
|
7.23K
$84.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
694+ 3.04% |
$7.81K - $8.38K
|
23.5K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 8.23% |
$170K - $183K
|
169K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.74K+ 4.97% |
$110K - $118K
|
206K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.28K+ 2.19% |
$70.6K - $75.8K
|
293K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
418New |
$4.7K - $5.05K
|
418
$4.87K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.25K- 25.61% |
$104K - $112K
|
26.9K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
62.4K+ 14.11% |
$702K - $753K
|
504K
$5.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$4.5K - $4.83K
|
400
$4.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.44K- 2.65% |
$16.2K - $17.4K
|
52.8K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.36K- 12.46% |
$26.6K - $28.5K
|
16.6K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17.1KNew |
$192K - $206K
|
17.1K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.32K- 8.35% |
$26.1K - $28K
|
25.5K
$297K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-804K- 92.31% |
$9.05M - $9.71M
|
67K
$780K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
16+ 3.02% |
$180 - $193
|
545
$6.35K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 108.23% |
$117K - $126K
|
19.5K
$227K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.6KNew |
$123K - $132K
|
10.6K
$124K
|
|