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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.36K- 12.46% |
$26.6K - $28.5K
|
16.6K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2.44K- 22.32% |
$27.4K - $29.5K
|
8.49K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2.44K- 22.32% |
$27.4K - $29.5K
|
8.49K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.64K- 6.62% |
$29.7K - $31.9K
|
37.2K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.68K- 15.0% |
$30.1K - $32.3K
|
15.2K
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.61K- 14.1% |
$40.6K - $43.6K
|
22K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.92K- 12.53% |
$44K - $47.3K
|
27.3K
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-4.16K- 19.03% |
$46.8K - $50.2K
|
17.7K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.48K- 0.46% |
$50.4K - $54.1K
|
967K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.57K- 15.04% |
$51.4K - $55.2K
|
25.8K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 15.15% |
$54.6K - $58.6K
|
27.2K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.86K- 32.9% |
$54.6K - $58.7K
|
9.9K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.04K- 6.22% |
$56.7K - $60.9K
|
76K
$927K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5.3K- 26.61% |
$59.6K - $64K
|
14.6K
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.47K- 32.59% |
$72.8K - $78.2K
|
13.4K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.82K- 2.05% |
$76.7K - $82.4K
|
326K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.95K- 17.67% |
$78.2K - $84K
|
32.4K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.96K- 0.76% |
$78.2K - $84K
|
906K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.25K- 25.61% |
$104K - $112K
|
26.9K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.54K- 39.87% |
$107K - $115K
|
14.4K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 38.86% |
$145K - $156K
|
20.3K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 66.84% |
$147K - $157K
|
6.46K
$78.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-14.9K- 30.03% |
$167K - $179K
|
34.6K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 8.23% |
$170K - $183K
|
169K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-17K- 62.56% |
$192K - $206K
|
10.2K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-21.7K- 40.01% |
$244K - $262K
|
32.5K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.4K- 48.68% |
$252K - $271K
|
23.7K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.3K- 10.44% |
$340K - $366K
|
260K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.1K- 12.61% |
$485K - $521K
|
299K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.1K- 55.65% |
$496K - $532K
|
35.1K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-49.6K- 68.53% |
$558K - $600K
|
22.8K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.9K- 12.56% |
$775K - $832K
|
480K
$5.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86.2K- 41.51% |
$969K - $1.04M
|
121K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-87.7K- 15.76% |
$986K - $1.06M
|
469K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-125K- 20.02% |
$1.41M - $1.51M
|
500K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-136K- 20.59% |
$1.53M - $1.64M
|
523K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-698K- 56.08% |
$7.85M - $8.43M
|
547K
$6.67M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-804K- 92.31% |
$9.05M - $9.71M
|
67K
$817K
|