Purchases and Sales Made in Q2 2025 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q2 2025. The information is specifically focused on institutions that hold shares of CION Investment Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
795K+ 2563.73% |
$6.9M - $8.33M
|
826K
$8.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
338K+ 33.64% |
$2.93M - $3.54M
|
1.34M
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
208K+ 60.45% |
$1.8M - $2.18M
|
552K
$5.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
105K+ 27.62% |
$916K - $1.11M
|
487K
$4.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.4K+ 98.83% |
$862K - $1.04M
|
200K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
84.9K+ 63.01% |
$737K - $889K
|
220K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
80.3KNew |
$697K - $841K
|
80.3K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
76.9K+ 6.26% |
$667K - $806K
|
1.3M
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75K+ 7.55% |
$651K - $786K
|
1.07M
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
52.2K+ 208880.0% |
$453K - $547K
|
52.2K
$531K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
50.2K+ 381.21% |
$436K - $526K
|
63.4K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
50K+ 10.0% |
$434K - $524K
|
550K
$5.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.8K+ 4.98% |
$372K - $449K
|
902K
$9.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.9K+ 142.25% |
$338K - $408K
|
66.3K
$673K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
30.1K+ 5.41% |
$261K - $315K
|
585K
$5.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
29.7KNew |
$257K - $311K
|
29.7K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
28.4K+ 17.95% |
$247K - $298K
|
187K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 9.54% |
$199K - $240K
|
263K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22KNew |
$191K - $231K
|
22K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
21.8K+ 117.55% |
$189K - $229K
|
40.4K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.6KNew |
$188K - $227K
|
21.6K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
18.9K+ 20.94% |
$164K - $198K
|
109K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.5KNew |
$160K - $193K
|
18.5K
$188K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.3K+ 28.0% |
$132K - $160K
|
69.7K
$708K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
14K+ 5.52% |
$122K - $147K
|
268K
$2.72M
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
13.9KNew |
$121K - $146K
|
13.9K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.6KNew |
$110K - $132K
|
12.6K
$128K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.5KNew |
$108K - $131K
|
12.5K
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$98.5K - $119K
|
11.3K
$115K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4K+ 3.26% |
$90.2K - $109K
|
329K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$89.3K - $108K
|
10.3K
$104K
|
|
|
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
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.83K+ 87.98% |
$76.6K - $92.5K
|
18.9K
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.4K+ 40.83% |
$72.9K - $88.1K
|
29K
$294K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.3K+ 19.32% |
$72.1K - $87K
|
51.3K
$521K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.18K+ 20.04% |
$71K - $85.8K
|
49K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.53K+ 4.31% |
$65.4K - $78.9K
|
182K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
7.5K+ 3.92% |
$65.1K - $78.6K
|
199K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7.3KNew |
$63.4K - $76.5K
|
7.3K
$74.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.15K+ 0.81% |
$62.1K - $75K
|
887K
$9.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.38K+ 14.97% |
$55.4K - $66.9K
|
49K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.14KNew |
$44.6K - $53.9K
|
5.14K
$52.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.42K+ 1.31% |
$38.4K - $46.4K
|
343K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.2K+ 15.79% |
$36.4K - $44K
|
30.8K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.05K+ 24.77% |
$35.2K - $42.4K
|
20.4K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$33.9K - $40.9K
|
3.91K
$39.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.75K+ 6.25% |
$32.6K - $39.3K
|
63.8K
$649K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.56K+ 13.96% |
$30.9K - $37.4K
|
29.1K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.37K+ 7.65% |
$20.6K - $24.9K
|
33.4K
$339K
|
|