Purchases and Sales Made in Q4 2025 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8KNew |
$124K - $140K
|
13.8K
$140K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.8KNew |
$106K - $120K
|
11.8K
$120K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$96.5K - $108K
|
10.7K
$108K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10KNew |
$90.8K - $102K
|
10K
$102K
|
|
|
Jan 21, 2026
Q4 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
522+ 3.61% |
$4.72K - $5.3K
|
15K
$152K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 3.6% |
$199 - $224
|
633
$6.43K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-698- 2.43% |
$6.31K - $7.09K
|
28.1K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.87K- 5.82% |
$25.9K - $29.1K
|
46.3K
$471K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-3.75K- 23.48% |
$33.9K - $38.1K
|
12.2K
$124K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.17K- 31.61% |
$64.8K - $72.9K
|
15.5K
$158K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-101K- 19.61% |
$914K - $1.03M
|
415K
$4.21M
|
|