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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.52KNew |
$12.7K - $16.4K
|
1.52K
$14.7K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.86K- 15.4% |
$15.6K - $20.2K
|
10.2K
$98.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12KNew |
$100K - $130K
|
12K
$116K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
20.7KNew |
$173K - $225K
|
20.7K
$200K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
403New |
$3.37K - $4.36K
|
403
$3.89K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.69K- 55.25% |
$14.2K - $18.3K
|
1.37K
$13.3K
|
|
| Q3 2022 | |||||||
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
610New |
$4.93K - $6.62K
|
610
$5.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
40.9KNew |
$331K - $443K
|
40.9K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.06KNew |
$8.6K - $11.5K
|
1.06K
$10.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.77K+ 50.01% |
$46.6K - $62.6K
|
17.3K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.7KNew |
$103K - $138K
|
12.7K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.07KNew |
$32.9K - $44.2K
|
4.07K
$39.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
21.5KNew |
$174K - $233K
|
21.5K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.71KNew |
$38.1K - $51.1K
|
4.71K
$45.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
3.99KNew |
$32.3K - $43.3K
|
3.99K
$38.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
21.5KNew |
$174K - $233K
|
21.5K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
17.5KNew |
$141K - $190K
|
17.5K
$169K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
12.4KNew |
$100K - $135K
|
12.4K
$120K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-119- 7.08% |
$963 - $1.29K
|
1.56K
$15.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7KNew |
$86.5K - $116K
|
10.7K
$103K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
160+ 50.31% |
$1.29K - $1.74K
|
478
$4.62K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.77K+ 65.63% |
$54.8K - $73.5K
|
17.1K
$165K
|
|
|
Nov 07, 2022
Q3 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
573+ 50.22% |
$4.64K - $6.22K
|
1.71K
$16.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.01K+ 49.98% |
$8.18K - $11K
|
3.03K
$29.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
26.6K+ 34.88% |
$216K - $289K
|
103K
$996K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
877+ 50.0% |
$7.09K - $9.52K
|
2.63K
$25.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
9.26K+ 53.78% |
$74.9K - $100K
|
26.5K
$256K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
247New |
$2K - $2.68K
|
247
$2.39K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.43KNew |
$19.7K - $26.4K
|
2.43K
$23.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.9KNew |
$88.3K - $118K
|
10.9K
$105K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
10.4KNew |
$84.4K - $113K
|
10.4K
$101K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
11.7KNew |
$94.8K - $127K
|
11.7K
$113K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-248- 54.99% |
$2.01K - $2.69K
|
203
$1.96K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
285+ 50.09% |
$2.31K - $3.09K
|
854
$8.25K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
673+ 49.12% |
$5.44K - $7.3K
|
2.04K
$19.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
452+ 100.22% |
$3.61K - $6.39K
|
903
$8.72K
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.4KNew |
$155K - $274K
|
19.4K
$187K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
901+ 2435.14% |
$7.19K - $12.7K
|
938
$9.06K
|
|
|
Aug 10, 2022
Q2 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.73K+ 11.86% |
$13.8K - $24.4K
|
16.3K
$157K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
36.1KNew |
$288K - $510K
|
36.1K
$348K
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-950Closed |
$7.58K - $13.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
12.5KNew |
$100K - $177K
|
12.5K
$121K
|
|
|
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
$180K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34.3KNew |
$274K - $485K
|
34.3K
$332K
|
|
| 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
$200K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.5KNew |
$183K - $233K
|
15.5K
$150K
|
|