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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.8KNew |
$98.5K - $116K
|
10.8K
$126K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12.6K- 36.6% |
$115K - $136K
|
21.9K
$255K
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71K+ 29.3% |
$34.9K - $41.7K
|
16.4K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.88KNew |
$36.6K - $43.7K
|
3.88K
$45.2K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.47KNew |
$89.2K - $107K
|
9.47K
$110K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.42K- 29.71% |
$51.1K - $61K
|
12.8K
$150K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$13.3K - $15.9K
|
1.42K
$16.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14.3KNew |
$134K - $160K
|
14.3K
$166K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-6.75K- 35.57% |
$63.6K - $75.9K
|
12.2K
$142K
|
|
| Q4 2022 | |||||||
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$87.1K - $113K
|
10.4K
$121K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.2KClosed |
$119K - $154K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.3KNew |
$44.3K - $57.4K
|
5.3K
$61.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
31.5KNew |
$263K - $341K
|
31.5K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
24New |
$201 - $260
|
24
$280
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
736New |
$6.15K - $7.97K
|
736
$8.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.5KNew |
$146K - $190K
|
17.5K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$141K - $183K
|
16.9K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-36K- 67.64% |
$301K - $389K
|
17.2K
$200K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-163- 3.8% |
$1.36K - $1.77K
|
4.13K
$48.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
285New |
$2.38K - $3.09K
|
285
$3.32K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.06K+ 91.4% |
$42.3K - $54.8K
|
10.6K
$123K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
17+ 2.99% |
$142 - $184
|
585
$6.82K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.86K- 15.4% |
$15.6K - $20.2K
|
10.2K
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.52KNew |
$12.7K - $16.4K
|
1.52K
$17.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12KNew |
$100K - $130K
|
12K
$140K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
403New |
$3.37K - $4.36K
|
403
$4.69K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
20.7KNew |
$173K - $225K
|
20.7K
$242K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.69K- 55.25% |
$14.2K - $18.3K
|
1.37K
$16K
|
|
| Q3 2022 | |||||||
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
610New |
$4.93K - $6.62K
|
610
$7.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.07KNew |
$32.9K - $44.2K
|
4.07K
$47.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.7KNew |
$103K - $138K
|
12.7K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.77K+ 50.01% |
$46.6K - $62.6K
|
17.3K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.06KNew |
$8.6K - $11.5K
|
1.06K
$12.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
40.9KNew |
$331K - $443K
|
40.9K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
21.5KNew |
$174K - $233K
|
21.5K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
17.5KNew |
$141K - $190K
|
17.5K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
21.5KNew |
$174K - $233K
|
21.5K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
3.99KNew |
$32.3K - $43.3K
|
3.99K
$46.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.69KNew |
$46K - $61.7K
|
5.69K
$66.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.71KNew |
$38.1K - $51.1K
|
4.71K
$54.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
12.4KNew |
$100K - $135K
|
12.4K
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-119- 7.08% |
$963 - $1.29K
|
1.56K
$18.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
160+ 50.31% |
$1.29K - $1.74K
|
478
$5.57K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.77K+ 65.63% |
$54.8K - $73.5K
|
17.1K
$199K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7KNew |
$86.5K - $116K
|
10.7K
$125K
|
|
|
Nov 07, 2022
Q3 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
573+ 50.22% |
$4.64K - $6.22K
|
1.71K
$20K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.01K+ 49.98% |
$8.18K - $11K
|
3.03K
$35.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
26.6K+ 34.88% |
$216K - $289K
|
103K
$1.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
877+ 50.0% |
$7.09K - $9.52K
|
2.63K
$30.7K
|
|