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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26KNew |
$282K - $327K
|
26K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
10K+ 22.22% |
$108K - $126K
|
55K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-163- 0.52% |
$1.76K - $2.05K
|
31.3K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.22K+ 8.66% |
$24K - $27.9K
|
27.9K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$38.9K - $45.2K
|
3.6K
$41.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.06K- 0.84% |
$11.4K - $13.3K
|
124K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.63KNew |
$17.6K - $20.4K
|
1.63K
$19K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.61K- 34.66% |
$93.1K - $108K
|
16.2K
$189K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.03K- 41.5% |
$21.9K - $25.4K
|
2.86K
$33.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
353+ 2.22% |
$3.82K - $4.43K
|
16.3K
$189K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 59.2% |
$111K - $129K
|
27.5K
$321K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12KNew |
$129K - $150K
|
12K
$139K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.62K- 16.78% |
$17.5K - $20.3K
|
8.02K
$93.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56K- 10.01% |
$27.7K - $32.2K
|
23K
$268K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46+ 0.44% |
$497 - $577
|
10.6K
$124K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.33K- 8.21% |
$14.4K - $16.7K
|
14.9K
$173K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.2KNew |
$229K - $266K
|
21.2K
$247K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
590New |
$6.22K - $6.74K
|
590
$6.87K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-31.8K- 23.38% |
$336K - $364K
|
104K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.87KNew |
$19.8K - $21.4K
|
1.87K
$21.8K
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-605K- 52.11% |
$6.38M - $6.92M
|
556K
$6.48M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.2K- 99.97% |
$245K - $265K
|
6
$69.9
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
25.4KNew |
$268K - $290K
|
25.4K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.8K+ 2.34% |
$92.8K - $101K
|
385K
$4.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.8K+ 19.57% |
$240K - $260K
|
139K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$130K - $141K
|
12.3K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4KNew |
$42.2K - $45.7K
|
4K
$46.6K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 8.58% |
$12.3K - $13.3K
|
14.8K
$172K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.7K+ 2.85% |
$155K - $168K
|
528K
$6.16M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.61K+ 22.32% |
$48.6K - $52.6K
|
25.2K
$294K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
33.2KNew |
$350K - $379K
|
33.2K
$387K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-5.88K- 33.28% |
$62K - $67.2K
|
11.8K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.1KNew |
$138K - $150K
|
13.1K
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.3KNew |
$172K - $186K
|
16.3K
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.42KNew |
$25.6K - $27.7K
|
2.42K
$28.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-12.9K- 42.63% |
$136K - $148K
|
17.4K
$203K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 37.85% |
$21.1K - $22.9K
|
7.28K
$84.9K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.96K- 2.61% |
$52.3K - $56.6K
|
185K
$2.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1KNew |
$107K - $116K
|
10.1K
$118K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.6KNew |
$301K - $327K
|
28.6K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
629+ 1.0% |
$6.64K - $7.19K
|
63.8K
$743K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.48K- 78.56% |
$15.6K - $16.9K
|
404
$4.71K
|
|
| Q4 2023 | |||||||
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
93K+ 143.0% |
$902K - $1.08M
|
158K
$1.84M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
399New |
$3.87K - $4.65K
|
399
$4.65K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
11.3KNew |
$109K - $131K
|
11.3K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1K- 33.33% |
$9.7K - $11.7K
|
2K
$23.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.16MNew |
$11.3M - $13.5M
|
1.16M
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-904- 3.08% |
$8.77K - $10.5K
|
28.4K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
32.4K+ 99.03% |
$315K - $378K
|
65.2K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
20.2KNew |
$196K - $235K
|
20.2K
$235K
|
|