Purchases and Sales Made in Q4 2024 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.04MNew |
$11.7M - $12.6M
|
1.04M
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
712K+ 6958.95% |
$8.01M - $8.6M
|
722K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
647K+ 62.43% |
$7.27M - $7.81M
|
1.68M
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
605KNew |
$6.81M - $7.31M
|
605K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
422KNew |
$4.75M - $5.1M
|
422K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
206K+ 63.38% |
$2.32M - $2.49M
|
531K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150KNew |
$1.69M - $1.81M
|
150K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
114K+ 42.09% |
$1.28M - $1.37M
|
384K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
81K+ 499.28% |
$912K - $979K
|
97.3K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
71.5K+ 143.99% |
$805K - $864K
|
121K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
62.6K+ 481.94% |
$704K - $756K
|
75.6K
$922K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
62.4K+ 14.11% |
$702K - $753K
|
504K
$6.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50.7K+ 14.13% |
$570K - $613K
|
410K
$5M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
40.9KNew |
$460K - $494K
|
40.9K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
36.6KNew |
$412K - $442K
|
36.6K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
36.2K+ 36.91% |
$408K - $438K
|
134K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
33.9KNew |
$381K - $409K
|
33.9K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
31.7K+ 68.29% |
$357K - $383K
|
78.1K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
29.7KNew |
$334K - $359K
|
29.7K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.2KNew |
$328K - $353K
|
29.2K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
25.2K+ 434.48% |
$284K - $304K
|
31K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24.8K+ 43.6% |
$279K - $300K
|
81.7K
$996K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.8K+ 1.67% |
$246K - $264K
|
1.33M
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
20K+ 36.54% |
$225K - $241K
|
74.6K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
19.1KNew |
$215K - $231K
|
19.1K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.1K+ 6.23% |
$215K - $231K
|
326K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
19.1K+ 5.13% |
$214K - $230K
|
391K
$4.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17.1KNew |
$192K - $206K
|
17.1K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
16.5KNew |
$186K - $199K
|
16.5K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.4K+ 2.52% |
$185K - $198K
|
668K
$8.15M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
15.6KNew |
$175K - $188K
|
15.6K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
15.3KNew |
$172K - $184K
|
15.3K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.2K+ 124.14% |
$148K - $159K
|
23.8K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13KNew |
$146K - $157K
|
13K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.1KNew |
$136K - $146K
|
12.1K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.1KNew |
$125K - $134K
|
11.1K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$122K - $131K
|
10.8K
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.74K+ 4.97% |
$110K - $118K
|
206K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.99KNew |
$101K - $109K
|
8.99K
$110K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.43KNew |
$94.9K - $102K
|
8.43K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.25K+ 9.24% |
$92.8K - $99.6K
|
97.5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.78K+ 57.5% |
$87.5K - $94K
|
21.3K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.06K+ 15.45% |
$79.4K - $85.3K
|
52.7K
$644K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.28K+ 2.19% |
$70.6K - $75.8K
|
293K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.99K+ 3.04% |
$67.3K - $72.3K
|
203K
$2.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.68KNew |
$52.7K - $56.5K
|
4.68K
$57.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.41K+ 25.97% |
$49.6K - $53.2K
|
21.4K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.56KNew |
$40.1K - $43K
|
3.56K
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.44K+ 24.85% |
$38.7K - $41.5K
|
17.3K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.24K+ 4.61% |
$36.5K - $39.2K
|
73.6K
$897K
|