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 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
452+ 100.22% |
$3.61K - $6.39K
|
903
$10.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
901+ 2435.14% |
$7.19K - $12.7K
|
938
$10.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.73K+ 11.86% |
$13.8K - $24.4K
|
16.3K
$190K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
36.1KNew |
$288K - $510K
|
36.1K
$420K
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
12.5KNew |
$100K - $177K
|
12.5K
$146K
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-950Closed |
$7.58K - $13.4K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-11.5KClosed |
$91.6K - $162K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$149K - $263K
|
18.6K
$217K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34.3KNew |
$274K - $485K
|
34.3K
$400K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Benefit Street Partners LLC
|
SELL
|
- |
-82KClosed |
$968K - $1.23M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.7KNew |
$244K - $310K
|
20.7K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.5KNew |
$183K - $233K
|
15.5K
$181K
|
|
|
May 13, 2022
Q1 2022
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-106KClosed |
$1.26M - $1.59M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-28.6KClosed |
$338K - $429K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.7KClosed |
$126K - $160K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-478Closed |
$5.64K - $7.16K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-3.75KClosed |
$44.3K - $56.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-32.4K- 69.71% |
$382K - $482K
|
14.1K
$164K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.59KNew |
$18.8K - $23.7K
|
1.59K
$18.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
19.4KNew |
$229K - $288K
|
19.4K
$226K
|
|