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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.4K+ 3.8% |
$128K - $155K
|
338K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-3.08K- 9.1% |
$31.9K - $38.7K
|
30.8K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
81K+ 499.28% |
$839K - $1.02M
|
97.3K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-14.3K- 8.44% |
$148K - $179K
|
155K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-597- 4.66% |
$6.18K - $7.49K
|
12.2K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.9K+ 91.03% |
$496K - $601K
|
101K
$971K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30.2K+ 141.4% |
$313K - $379K
|
51.6K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 9.93% |
$17K - $20.7K
|
14.9K
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
161+ 0.38% |
$1.67K - $2.02K
|
43K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-71- 0.03% |
$735 - $891
|
254K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-13K- 29.36% |
$134K - $163K
|
31.2K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
153New |
$1.58K - $1.92K
|
153
$1.48K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.75K- 0.86% |
$18.1K - $21.9K
|
201K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10K- 50.0% |
$104K - $126K
|
10K
$96.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.11K- 31.87% |
$63.3K - $76.7K
|
13.1K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
18.6KNew |
$192K - $233K
|
18.6K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.3K+ 4.38% |
$13.5K - $16.3K
|
31K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.5K- 5.13% |
$481K - $584K
|
859K
$8.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.19K- 7.02% |
$33K - $40K
|
42.2K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.41K+ 14.78% |
$56K - $67.9K
|
42K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
411+ 2.64% |
$4.25K - $5.16K
|
16K
$154K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 8.77% |
$24K - $29.1K
|
24.1K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.42K- 4.38% |
$14.7K - $17.8K
|
31K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.6K+ 50.0% |
$151K - $183K
|
43.8K
$423K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-961- 8.57% |
$9.95K - $12.1K
|
10.3K
$99K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.83K- 23.95% |
$50K - $60.7K
|
15.4K
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
65.7KNew |
$680K - $825K
|
65.7K
$635K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
103+ 0.44% |
$1.07K - $1.29K
|
23.6K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
80New |
$828 - $1K
|
80
$773
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.29K- 23.42% |
$65.1K - $79K
|
20.6K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
51K+ 10.1% |
$527K - $640K
|
555K
$5.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-14.7K- 7.12% |
$152K - $184K
|
191K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19.8KNew |
$205K - $249K
|
19.8K
$191K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40.9K- 99.94% |
$423K - $513K
|
25
$242
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.22K- 3.42% |
$92.4K - $99.2K
|
232K
$2.24M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.68KNew |
$52.7K - $56.5K
|
4.68K
$45.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24.8K+ 43.6% |
$279K - $300K
|
81.7K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.13K- 9.16% |
$23.9K - $25.7K
|
21.1K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.56KNew |
$40.1K - $43K
|
3.56K
$34.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.09K+ 11.07% |
$12.3K - $13.2K
|
11K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-49.6K- 68.53% |
$558K - $600K
|
22.8K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 38.86% |
$145K - $156K
|
20.3K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.99KNew |
$101K - $109K
|
8.99K
$86.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
81K+ 499.28% |
$912K - $979K
|
97.3K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
62.6K+ 481.94% |
$704K - $756K
|
75.6K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.78K+ 57.5% |
$87.5K - $94K
|
21.3K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
15.3KNew |
$172K - $184K
|
15.3K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.1KNew |
$125K - $134K
|
11.1K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.22K- 7.97% |
$25K - $26.8K
|
25.7K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
538New |
$6.05K - $6.5K
|
538
$5.2K
|
|