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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
13.7KNew |
$142K - $172K
|
13.7K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-18K- 55.33% |
$186K - $225K
|
14.5K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3+ 4.55% |
$31 - $37.7
|
69
$667
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.6K+ 119.76% |
$161K - $195K
|
28.6K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-248K- 60.48% |
$2.56M - $3.11M
|
162K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.15K- 8.09% |
$63.6K - $77.2K
|
69.9K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 10.06% |
$26.9K - $32.6K
|
23.2K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
13.3KNew |
$137K - $166K
|
13.3K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158K+ 21.88% |
$1.64M - $1.98M
|
880K
$8.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105K+ 427.09% |
$1.09M - $1.32M
|
130K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.7KNew |
$441K - $535K
|
42.7K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
246K+ 252.79% |
$2.55M - $3.09M
|
344K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.6K+ 16.39% |
$255K - $309K
|
175K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
11.1KNew |
$115K - $139K
|
11.1K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.39K- 10.96% |
$14.4K - $17.4K
|
11.3K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
129+ 4.09% |
$1.34K - $1.62K
|
3.28K
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.45K- 7.22% |
$25.3K - $30.7K
|
31.4K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.91K+ 13.36% |
$30.1K - $36.5K
|
24.7K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.3K+ 746.69% |
$499K - $606K
|
54.7K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16K+ 42.95% |
$165K - $201K
|
53.2K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55.5K+ 17.0% |
$574K - $696K
|
382K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 72.07% |
$171K - $208K
|
39.5K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37.2K- 3.57% |
$385K - $467K
|
1.01M
$9.71M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.57K- 19.19% |
$47.3K - $57.4K
|
19.3K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
930New |
$9.63K - $11.7K
|
930
$8.98K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
225+ 0.38% |
$2.33K - $2.82K
|
60.1K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.8K- 59.55% |
$453K - $550K
|
29.8K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.79K- 1.27% |
$39.2K - $47.6K
|
295K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
127K+ 410.32% |
$1.32M - $1.6M
|
158K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.59K- 14.17% |
$26.8K - $32.5K
|
15.7K
$151K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.01% |
$31 - $37.7
|
21.1K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
26K+ 8.88% |
$269K - $327K
|
319K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 2.66% |
$266K - $323K
|
993K
$9.59M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$10.4K - $12.6K
|
1K
$9.7K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
16.8K+ 48.39% |
$173K - $210K
|
51.4K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
11.7KNew |
$121K - $147K
|
11.7K
$113K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.76K+ 17.42% |
$49.3K - $59.7K
|
32.1K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.9K+ 31.33% |
$40.4K - $48.9K
|
16.4K
$158K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.1KNew |
$271K - $328K
|
26.1K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.75K- 2.6% |
$69.9K - $84.7K
|
253K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
71.4K+ 10.69% |
$739K - $896K
|
739K
$7.14M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.05% |
$124 - $151
|
22K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.82K- 26.09% |
$60.3K - $73.1K
|
16.5K
$159K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.22K- 8.47% |
$12.6K - $15.3K
|
13.2K
$127K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11+ 0.48% |
$114 - $138
|
2.33K
$22.5K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-11.6K- 60.78% |
$120K - $146K
|
7.5K
$72.4K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-14.6K- 99.9% |
$151K - $183K
|
15
$145
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3KNew |
$31.1K - $37.7K
|
3K
$29K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-45.1K- 8.62% |
$467K - $567K
|
478K
$4.62M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.71K+ 3.24% |
$17.7K - $21.5K
|
54.5K
$526K
|