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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
92+ 3.66% |
$872 - $999
|
2.61K
$26.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.8K- 8.7% |
$235K - $270K
|
261K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190+ 1.42% |
$1.8K - $2.06K
|
13.6K
$138K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
934+ 3.66% |
$8.85K - $10.1K
|
26.5K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.86K+ 15.14% |
$27.1K - $31.1K
|
21.8K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-200- 0.47% |
$1.9K - $2.17K
|
42K
$427K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.17KNew |
$30K - $34.4K
|
3.17K
$32.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.44K- 3.49% |
$23.1K - $26.4K
|
67.3K
$683K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-16.3K- 30.63% |
$154K - $177K
|
36.9K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.66K+ 34.69% |
$25.3K - $28.9K
|
10.3K
$105K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.2KNew |
$106K - $122K
|
11.2K
$114K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.51K- 0.52% |
$23.8K - $27.3K
|
485K
$4.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
514+ 3.69% |
$4.87K - $5.58K
|
14.5K
$147K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
200+ 1.39% |
$1.74K - $2.1K
|
14.6K
$149K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.9K- 76.96% |
$199K - $240K
|
6.86K
$69.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1K- 6.65% |
$8.68K - $10.5K
|
14K
$143K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 21.73% |
$13.6K - $16.5K
|
8.8K
$89.4K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 16.67% |
$8.68 - $10.5
|
7
$71.1
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-855- 5.67% |
$7.42K - $8.96K
|
14.2K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.38K+ 14.97% |
$55.4K - $66.9K
|
49K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.24K+ 42.96% |
$71.5K - $86.3K
|
27.4K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.8K- 15.91% |
$15.6K - $18.8K
|
9.5K
$96.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.51KNew |
$13.1K - $15.8K
|
1.51K
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-156K- 9.23% |
$1.36M - $1.64M
|
1.54M
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-29K- 70.73% |
$252K - $304K
|
12K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.62K- 21.61% |
$14.1K - $17K
|
5.88K
$59.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$98.5K - $119K
|
11.3K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.6K- 6.24% |
$13.9K - $16.8K
|
24.1K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7.3KNew |
$63.4K - $76.5K
|
7.3K
$74.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10KNew |
$86.8K - $105K
|
10K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-116K- 89.44% |
$1.01M - $1.22M
|
13.7K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.6KNew |
$188K - $227K
|
21.6K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.14KNew |
$44.6K - $53.9K
|
5.14K
$52.3K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.91K- 29.95% |
$42.6K - $51.5K
|
11.5K
$117K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
28.4K+ 17.95% |
$247K - $298K
|
187K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11K- 44.52% |
$95.2K - $115K
|
13.7K
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
353+ 0.36% |
$3.06K - $3.7K
|
97.6K
$992K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.73K- 8.17% |
$15K - $18.1K
|
19.4K
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.6K+ 36.73% |
$83.4K - $101K
|
35.8K
$363K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-775- 9.13% |
$6.73K - $8.12K
|
7.71K
$78.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$89.3K - $108K
|
10.3K
$104K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
50.2K+ 381.21% |
$436K - $526K
|
63.4K
$644K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
333+ 482.61% |
$2.89K - $3.49K
|
402
$4.08K
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
7.5K+ 3.92% |
$65.1K - $78.6K
|
199K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.59K- 32.73% |
$48.5K - $58.6K
|
11.5K
$117K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-29.2K- 66.67% |
$253K - $306K
|
14.6K
$148K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$12.3K - $14.8K
|
1.42K
$14.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
21.8K+ 117.55% |
$189K - $229K
|
40.4K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.05K- 2.49% |
$9.1K - $11K
|
41K
$416K
|
|