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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.7K+ 2.85% |
$155K - $168K
|
528K
$6.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.1KNew |
$138K - $150K
|
13.1K
$153K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$130K - $141K
|
12.3K
$144K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1KNew |
$107K - $116K
|
10.1K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.8K+ 2.34% |
$92.8K - $101K
|
385K
$4.51M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.61K+ 22.32% |
$48.6K - $52.6K
|
25.2K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4KNew |
$42.2K - $45.7K
|
4K
$46.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.42KNew |
$25.6K - $27.7K
|
2.42K
$28.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 37.85% |
$21.1K - $22.9K
|
7.28K
$85.2K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.87KNew |
$19.8K - $21.4K
|
1.87K
$21.9K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 8.58% |
$12.3K - $13.3K
|
14.8K
$173K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
629+ 1.0% |
$6.64K - $7.19K
|
63.8K
$746K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
590New |
$6.22K - $6.74K
|
590
$6.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.16MNew |
$11.3M - $13.5M
|
1.16M
$13.6M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
93K+ 143.0% |
$902K - $1.08M
|
158K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
32.4K+ 99.03% |
$315K - $378K
|
65.2K
$763K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9K+ 367.53% |
$212K - $255K
|
27.9K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
20.2KNew |
$196K - $235K
|
20.2K
$236K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$112K - $134K
|
11.5K
$135K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
11.3KNew |
$109K - $131K
|
11.3K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
5.8KNew |
$56.3K - $67.6K
|
5.8K
$67.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.58K+ 86.39% |
$44.4K - $53.3K
|
9.87K
$116K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$20.4K - $24.5K
|
2.1K
$24.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.77KNew |
$17.1K - $20.6K
|
1.77K
$20.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.13KNew |
$11K - $13.2K
|
1.13K
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
600New |
$5.82K - $6.99K
|
600
$7.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
489New |
$4.74K - $5.7K
|
489
$5.72K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
399New |
$3.87K - $4.65K
|
399
$4.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
96New |
$931 - $1.12K
|
96
$1.12K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
45.4KNew |
$476K - $529K
|
45.4K
$531K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
43.8KNew |
$459K - $510K
|
43.8K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13KNew |
$136K - $152K
|
13K
$152K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.77K+ 35.08% |
$70.9K - $78.9K
|
26.1K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.7KNew |
$49.3K - $54.8K
|
4.7K
$55K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3.86K+ 17.42% |
$40.5K - $45K
|
26K
$304K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.53KNew |
$37K - $41.1K
|
3.53K
$41.3K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
928New |
$9.73K - $10.8K
|
928
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
99+ 0.81% |
$1.04K - $1.15K
|
12.3K
$144K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.9KNew |
$264K - $310K
|
28.9K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.5KNew |
$105K - $123K
|
11.5K
$134K
|
|
|
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
$129K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.8KNew |
$98.5K - $116K
|
10.8K
$126K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5KNew |
$45.7K - $53.7K
|
5K
$58.5K
|
|
|
Dec 01, 2023
Q2 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
1.79K+ 2.92% |
$16.4K - $19.3K
|
63.3K
$740K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
725+ 3.84% |
$6.62K - $7.79K
|
19.6K
$229K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
153+ 1.5% |
$1.4K - $1.64K
|
10.3K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 0.86% |
$493 - $580
|
6.36K
$74.5K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14.3KNew |
$134K - $160K
|
14.3K
$167K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.47KNew |
$89.2K - $107K
|
9.47K
$111K
|
|