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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.58K+ 86.39% |
$44.4K - $53.3K
|
9.87K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
96New |
$931 - $1.12K
|
96
$1.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
600New |
$5.82K - $6.99K
|
600
$6.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
489New |
$4.74K - $5.7K
|
489
$5.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
5.8KNew |
$56.3K - $67.6K
|
5.8K
$67.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9K+ 367.53% |
$212K - $255K
|
27.9K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.43K- 94.22% |
$23.5K - $28.3K
|
149
$1.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.77KNew |
$17.1K - $20.6K
|
1.77K
$20.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$20.4K - $24.5K
|
2.1K
$24.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-6.56K- 39.14% |
$63.6K - $76.4K
|
10.2K
$119K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.13KNew |
$11K - $13.2K
|
1.13K
$13.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$112K - $134K
|
11.5K
$134K
|
|
| Q3 2023 | |||||||
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3.86K+ 17.42% |
$40.5K - $45K
|
26K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.77K- 11.43% |
$29.1K - $32.3K
|
21.5K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13KNew |
$136K - $152K
|
13K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-36.1K- 3.09% |
$378K - $420K
|
1.13M
$13.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.7KNew |
$49.3K - $54.8K
|
4.7K
$54.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.77K+ 35.08% |
$70.9K - $78.9K
|
26.1K
$304K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2K- 54.2% |
$20.9K - $23.3K
|
1.69K
$19.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8.08K- 61.76% |
$84.6K - $94.1K
|
5K
$58.3K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
928New |
$9.73K - $10.8K
|
928
$10.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.53KNew |
$37K - $41.1K
|
3.53K
$41.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.26K- 11.14% |
$13.2K - $14.7K
|
10.1K
$117K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
43.8KNew |
$459K - $510K
|
43.8K
$510K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
45.4KNew |
$476K - $529K
|
45.4K
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
99+ 0.81% |
$1.04K - $1.15K
|
12.3K
$143K
|
|
| Q2 2023 | |||||||
|
Dec 01, 2023
Q2 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
1.79K+ 2.92% |
$16.4K - $19.3K
|
63.3K
$737K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
725+ 3.84% |
$6.62K - $7.79K
|
19.6K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.99K- 50.79% |
$36.4K - $42.8K
|
3.86K
$45K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.9KNew |
$264K - $310K
|
28.9K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.5KNew |
$105K - $123K
|
11.5K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.5K- 60.38% |
$142K - $167K
|
10.2K
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 0.86% |
$493 - $580
|
6.36K
$74.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
11.1KNew |
$102K - $120K
|
11.1K
$130K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11KNew |
$101K - $118K
|
11K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 29.07% |
$12.4K - $14.6K
|
3.31K
$38.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.14K- 19.86% |
$37.8K - $44.4K
|
16.7K
$194K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
153+ 1.5% |
$1.4K - $1.64K
|
10.3K
$120K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5KNew |
$45.7K - $53.7K
|
5K
$58.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.65K- 10.85% |
$69.8K - $82.2K
|
62.9K
$732K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.8KNew |
$98.5K - $116K
|
10.8K
$126K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12.6K- 36.6% |
$115K - $136K
|
21.9K
$255K
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71K+ 29.3% |
$34.9K - $41.7K
|
16.4K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.47KNew |
$89.2K - $107K
|
9.47K
$110K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.88KNew |
$36.6K - $43.7K
|
3.88K
$45.2K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.42K- 29.71% |
$51.1K - $61K
|
12.8K
$150K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$13.3K - $15.9K
|
1.42K
$16.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14.3KNew |
$134K - $160K
|
14.3K
$166K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-6.75K- 35.57% |
$63.6K - $75.9K
|
12.2K
$142K
|
|
| Q4 2022 | |||||||
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$87.1K - $113K
|
10.4K
$121K
|
|