Latest Institutional Purchases of Cion Investment Corp (CION)
This list provides information on the latest institutional transactions involving Cion Investment Corp (CION) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.41K+ 14.78% |
$56K - $67.9K
|
42K
$406K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.76K+ 17.42% |
$49.3K - $59.7K
|
32.1K
$310K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.9K+ 31.33% |
$40.4K - $48.9K
|
16.4K
$158K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.06KNew |
$31.7K - $38.4K
|
3.06K
$29.6K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3KNew |
$31.1K - $37.7K
|
3K
$29K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.91K+ 13.36% |
$30.1K - $36.5K
|
24.7K
$238K
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.67K+ 16.19% |
$27.7K - $33.5K
|
19.2K
$185K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.57KNew |
$26.6K - $32.3K
|
2.57K
$24.8K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2K+ 0.37% |
$20.7K - $25K
|
549K
$5.3M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.71K+ 3.24% |
$17.7K - $21.5K
|
54.5K
$526K
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.3K+ 4.38% |
$13.5K - $16.3K
|
31K
$299K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$10.4K - $12.6K
|
1K
$9.7K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
930New |
$9.63K - $11.7K
|
930
$8.98K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
918+ 32.14% |
$9.5K - $11.5K
|
3.77K
$36.5K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
411+ 2.64% |
$4.25K - $5.16K
|
16K
$154K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
348+ 17.45% |
$3.6K - $4.37K
|
2.34K
$22.6K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
225+ 0.38% |
$2.33K - $2.82K
|
60.1K
$580K
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
190+ 0.65% |
$1.97K - $2.38K
|
29.4K
$284K
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
173+ 1.14% |
$1.79K - $2.17K
|
15.3K
$148K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
161+ 0.38% |
$1.67K - $2.02K
|
43K
$415K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
153New |
$1.58K - $1.92K
|
153
$1.48K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
129+ 4.09% |
$1.34K - $1.62K
|
3.28K
$31.7K
|
|
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
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.1% |
$269 - $326
|
26K
$251K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.05% |
$124 - $151
|
22K
$212K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11+ 0.48% |
$114 - $138
|
2.33K
$22.5K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3+ 4.55% |
$31 - $37.7
|
69
$667
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.01% |
$31 - $37.7
|
21.1K
$204K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
605KNew |
$6.81M - $7.31M
|
605K
$5.85M
|
|
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
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24.8K+ 43.6% |
$279K - $300K
|
81.7K
$789K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17.1KNew |
$192K - $206K
|
17.1K
$165K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
15.3KNew |
$172K - $184K
|
15.3K
$147K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.1KNew |
$136K - $146K
|
12.1K
$117K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.1KNew |
$125K - $134K
|
11.1K
$107K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$122K - $131K
|
10.8K
$105K
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.78K+ 57.5% |
$87.5K - $94K
|
21.3K
$206K
|
|
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
|
Mai Capital Management
|
BUY
|
- |
3.56KNew |
$40.1K - $43K
|
3.56K
$34.4K
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.56K+ 355.13% |
$17.5K - $18.8K
|
2K
$19.3K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.09K+ 11.07% |
$12.3K - $13.2K
|
11K
$106K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
735+ 33.82% |
$8.27K - $8.88K
|
2.91K
$28.1K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
538New |
$6.05K - $6.5K
|
538
$5.2K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
418New |
$4.7K - $5.05K
|
418
$4.04K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
324+ 1.33% |
$3.65K - $3.91K
|
24.6K
$238K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
145+ 0.89% |
$1.63K - $1.75K
|
16.4K
$158K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 1.1% |
$1.59K - $1.7K
|
13K
$126K
|