Latest Institutional Purchases of Cion Investment Corp (CION)
This list provides information on the latest institutional transactions involving Cion Investment Corp (CION) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
605KNew |
$6.81M - $7.31M
|
605K
$7.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150KNew |
$1.69M - $1.81M
|
150K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
62.4K+ 14.11% |
$702K - $753K
|
504K
$5.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
40.9KNew |
$460K - $494K
|
40.9K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
36.6KNew |
$412K - $442K
|
36.6K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
33.9KNew |
$381K - $409K
|
33.9K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.2KNew |
$328K - $353K
|
29.2K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.8K+ 1.67% |
$246K - $264K
|
1.33M
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.1K+ 6.23% |
$215K - $231K
|
326K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17.1KNew |
$192K - $206K
|
17.1K
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.4K+ 2.52% |
$185K - $198K
|
668K
$7.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.1KNew |
$136K - $146K
|
12.1K
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.74K+ 4.97% |
$110K - $118K
|
206K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.43KNew |
$94.9K - $102K
|
8.43K
$98.3K
|
|
|
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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.28K+ 2.19% |
$70.6K - $75.8K
|
293K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.41K+ 25.97% |
$49.6K - $53.2K
|
21.4K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.24K+ 4.61% |
$36.5K - $39.2K
|
73.6K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 16.41% |
$36.4K - $39.1K
|
23K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.52K+ 2.61% |
$17.1K - $18.4K
|
59.9K
$697K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 2.62% |
$12.3K - $13.2K
|
42.8K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.09K+ 5.25% |
$12.2K - $13.1K
|
21.8K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
694+ 3.04% |
$7.81K - $8.38K
|
23.5K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
654+ 2.06% |
$7.36K - $7.9K
|
32.5K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
418New |
$4.7K - $5.05K
|
418
$4.87K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$4.5K - $4.83K
|
400
$4.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
263+ 2.4% |
$2.96K - $3.18K
|
11.2K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 1.1% |
$1.59K - $1.7K
|
13K
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
68+ 3.03% |
$765 - $821
|
2.32K
$27K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
63+ 0.85% |
$709 - $761
|
7.5K
$87.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
16+ 3.02% |
$180 - $193
|
545
$6.35K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
226K+ 70.06% |
$2.61M - $2.82M
|
549K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 10.05% |
$1.31M - $1.42M
|
1.24M
$14.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.4K+ 8.36% |
$813K - $877K
|
913K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.6K+ 249.89% |
$653K - $705K
|
79.2K
$923K
|
|
|
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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43.1K+ 13.64% |
$498K - $537K
|
359K
$4.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 3.74% |
$405K - $437K
|
972K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 63.84% |
$402K - $433K
|
89.3K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30.4KNew |
$351K - $378K
|
30.4K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.1K+ 130.57% |
$325K - $350K
|
49.7K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
26.6KNew |
$307K - $331K
|
26.6K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
24.9K+ 101.4% |
$288K - $310K
|
49.5K
$576K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2KNew |
$268K - $289K
|
23.2K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
22.6K+ 70.6% |
$261K - $282K
|
54.7K
$637K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
20.7KNew |
$239K - $258K
|
20.7K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
18.5KNew |
$214K - $231K
|
18.5K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
16.2KNew |
$187K - $202K
|
16.2K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4K+ 68.51% |
$166K - $180K
|
35.5K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 35.29% |
$157K - $169K
|
52K
$606K
|
|