Latest Institutional Transactions on Cion Investment Corp (CION)
This table provides information on the latest institutional transactions involving Cion Investment Corp (CION) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30.4KNew |
$351K - $378K
|
30.4K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10.3K+ 11.75% |
$119K - $129K
|
98.1K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.71KNew |
$101K - $109K
|
8.71K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.05K- 14.29% |
$46.8K - $50.5K
|
24.3K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
688+ 7.21% |
$7.95K - $8.57K
|
10.2K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
293+ 1.16% |
$3.38K - $3.65K
|
25.6K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.8K- 16.1% |
$460K - $496K
|
208K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-888- 1.89% |
$10.3K - $11.1K
|
46.1K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-148K- 33.86% |
$1.71M - $1.85M
|
290K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.06K+ 7.02% |
$23.8K - $25.7K
|
31.4K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
800New |
$9.24K - $9.97K
|
800
$9.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.9K- 27.12% |
$138K - $148K
|
32K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-49.8K- 7.38% |
$575K - $621K
|
625K
$7.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2KNew |
$268K - $289K
|
23.2K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-717- 18.62% |
$8.28K - $8.93K
|
3.13K
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15.6K- 28.1% |
$180K - $194K
|
39.8K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43.1K+ 13.64% |
$498K - $537K
|
359K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.42KNew |
$28K - $30.2K
|
2.42K
$28.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-501- 2.46% |
$5.79K - $6.24K
|
19.9K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-19.8K- 54.09% |
$229K - $247K
|
16.8K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.49K- 8.3% |
$17.2K - $18.6K
|
16.5K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 5.04% |
$11.9K - $12.8K
|
21.4K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.22K- 20.63% |
$48.8K - $52.6K
|
16.2K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 0.08% |
$196 - $212
|
21.1K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-70.4K- 56.54% |
$813K - $877K
|
54.1K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-139K- 20.03% |
$1.61M - $1.74M
|
556K
$6.48M
|
|
|
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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.62K+ 19.81% |
$53.3K - $57.5K
|
27.9K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-15.4K- 24.95% |
$178K - $192K
|
46.4K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.43K- 0.43% |
$16.6K - $17.9K
|
333K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-35.8K- 5.16% |
$414K - $447K
|
659K
$7.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 108.23% |
$117K - $126K
|
19.5K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-450- 3.49% |
$5.2K - $5.61K
|
12.5K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
304+ 0.43% |
$3.51K - $3.79K
|
70.3K
$819K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
103New |
$1.19K - $1.28K
|
103
$1.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.1K+ 130.57% |
$325K - $350K
|
49.7K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 3.74% |
$405K - $437K
|
972K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-9.78K- 30.92% |
$113K - $122K
|
21.9K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-869- 28.94% |
$10K - $10.8K
|
2.13K
$24.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.3K- 3.93% |
$15K - $16.2K
|
31.8K
$370K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.2K+ 7.18% |
$152K - $164K
|
197K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.49K+ 2.62% |
$17.2K - $18.6K
|
58.3K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 35.29% |
$157K - $169K
|
52K
$606K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.04K- 20.25% |
$58.2K - $62.8K
|
19.9K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49+ 0.14% |
$566 - $611
|
36.1K
$421K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.68K+ 17.32% |
$30.9K - $33.4K
|
18.1K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.5K+ 81.38% |
$237K - $255K
|
45.7K
$532K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7K+ 3.62% |
$124K - $133K
|
307K
$3.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.27K+ 0.9% |
$26.2K - $28.2K
|
253K
$2.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.96K+ 23.71% |
$45.8K - $49.4K
|
20.7K
$241K
|