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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
688+ 7.21% |
$7.95K - $8.57K
|
10.2K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2KNew |
$268K - $289K
|
23.2K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-888- 1.89% |
$10.3K - $11.1K
|
46.1K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-148K- 33.86% |
$1.71M - $1.85M
|
290K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.06K+ 7.02% |
$23.8K - $25.7K
|
31.4K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
800New |
$9.24K - $9.97K
|
800
$9.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.9K- 27.12% |
$138K - $148K
|
32K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-49.8K- 7.38% |
$575K - $621K
|
625K
$7.28M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 5.04% |
$11.9K - $12.8K
|
21.4K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-717- 18.62% |
$8.28K - $8.93K
|
3.13K
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15.6K- 28.1% |
$180K - $194K
|
39.8K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43.1K+ 13.64% |
$498K - $537K
|
359K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.42KNew |
$28K - $30.2K
|
2.42K
$28.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-501- 2.46% |
$5.79K - $6.24K
|
19.9K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.22K- 20.63% |
$48.8K - $52.6K
|
16.2K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 0.08% |
$196 - $212
|
21.1K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-35.8K- 5.16% |
$414K - $447K
|
659K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.49K- 8.3% |
$17.2K - $18.6K
|
16.5K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-70.4K- 56.54% |
$813K - $877K
|
54.1K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-139K- 20.03% |
$1.61M - $1.74M
|
556K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.4K+ 189.11% |
$547K - $590K
|
72.4K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.62K+ 19.81% |
$53.3K - $57.5K
|
27.9K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-15.4K- 24.95% |
$178K - $192K
|
46.4K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.43K- 0.43% |
$16.6K - $17.9K
|
333K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-450- 3.49% |
$5.2K - $5.61K
|
12.5K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 3.74% |
$405K - $437K
|
972K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
103New |
$1.19K - $1.28K
|
103
$1.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.1K+ 130.57% |
$325K - $350K
|
49.7K
$579K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-9.78K- 30.92% |
$113K - $122K
|
21.9K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-869- 28.94% |
$10K - $10.8K
|
2.13K
$24.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 35.29% |
$157K - $169K
|
52K
$606K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.2K+ 7.18% |
$152K - $164K
|
197K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.68K+ 17.32% |
$30.9K - $33.4K
|
18.1K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.27K+ 0.9% |
$26.2K - $28.2K
|
253K
$2.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.1KNew |
$116K - $125K
|
10.1K
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.38% |
$1.16K - $1.25K
|
26.5K
$308K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$11.6 - $12.5
|
12.8K
$149K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.4K+ 8.36% |
$813K - $877K
|
913K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 1.39% |
$936 - $1.01K
|
5.91K
$68.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9.49K- 32.26% |
$110K - $118K
|
19.9K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9KNew |
$126K - $136K
|
10.9K
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.76K+ 1.41% |
$55K - $59.3K
|
342K
$3.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
20.7KNew |
$239K - $258K
|
20.7K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.58K- 11.32% |
$18.2K - $19.7K
|
12.4K
$144K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.72K- 3.74% |
$19.8K - $21.4K
|
44.1K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-810- 5.25% |
$9.36K - $10.1K
|
14.6K
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 3.77% |
$69.3 - $74.8
|
165
$1.92K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-986- 6.65% |
$11.4K - $12.3K
|
13.8K
$161K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.77K- 7.51% |
$32K - $34.6K
|
34.1K
$398K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.07K- 38.51% |
$76.5K - $88.8K
|
11.3K
$132K
|
|