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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.9KNew |
$264K - $310K
|
28.9K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
11.1KNew |
$102K - $120K
|
11.1K
$121K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11KNew |
$101K - $118K
|
11K
$120K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.8KNew |
$98.5K - $116K
|
10.8K
$117K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5KNew |
$45.7K - $53.7K
|
5K
$54.2K
|
|
|
Dec 01, 2023
Q2 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
1.79K+ 2.92% |
$16.4K - $19.3K
|
63.3K
$686K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
725+ 3.84% |
$6.62K - $7.79K
|
19.6K
$212K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
153+ 1.5% |
$1.4K - $1.64K
|
10.3K
$112K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 0.86% |
$493 - $580
|
6.36K
$69K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14.3KNew |
$134K - $160K
|
14.3K
$155K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.47KNew |
$89.2K - $107K
|
9.47K
$103K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.88KNew |
$36.6K - $43.7K
|
3.88K
$42.1K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71K+ 29.3% |
$34.9K - $41.7K
|
16.4K
$177K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$13.3K - $15.9K
|
1.42K
$15.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
31.5KNew |
$263K - $341K
|
31.5K
$341K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
20.7KNew |
$173K - $225K
|
20.7K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.5KNew |
$146K - $190K
|
17.5K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$141K - $183K
|
16.9K
$183K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12KNew |
$100K - $130K
|
12K
$130K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$87.1K - $113K
|
10.4K
$113K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.3KNew |
$44.3K - $57.4K
|
5.3K
$57.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.06K+ 91.4% |
$42.3K - $54.8K
|
10.6K
$115K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.52KNew |
$12.7K - $16.4K
|
1.52K
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
736New |
$6.15K - $7.97K
|
736
$7.98K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
403New |
$3.37K - $4.36K
|
403
$4.37K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
285New |
$2.38K - $3.09K
|
285
$3.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
24New |
$201 - $260
|
24
$260
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
17+ 2.99% |
$142 - $184
|
585
$6.34K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
40.9KNew |
$331K - $443K
|
40.9K
$443K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
26.6K+ 34.88% |
$216K - $289K
|
103K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
21.5KNew |
$174K - $233K
|
21.5K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
21.5KNew |
$174K - $233K
|
21.5K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
17.5KNew |
$141K - $190K
|
17.5K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.7KNew |
$103K - $138K
|
12.7K
$138K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
12.4KNew |
$100K - $135K
|
12.4K
$135K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
11.7KNew |
$94.8K - $127K
|
11.7K
$127K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.9KNew |
$88.3K - $118K
|
10.9K
$118K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7KNew |
$86.5K - $116K
|
10.7K
$116K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
10.4KNew |
$84.4K - $113K
|
10.4K
$113K
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
9.26K+ 53.78% |
$74.9K - $100K
|
26.5K
$287K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.77K+ 65.63% |
$54.8K - $73.5K
|
17.1K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.77K+ 50.01% |
$46.6K - $62.6K
|
17.3K
$187K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.69KNew |
$46K - $61.7K
|
5.69K
$61.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.71KNew |
$38.1K - $51.1K
|
4.71K
$51K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.07KNew |
$32.9K - $44.2K
|
4.07K
$44.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
3.99KNew |
$32.3K - $43.3K
|
3.99K
$43.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.43KNew |
$19.7K - $26.4K
|
2.43K
$26.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.06KNew |
$8.6K - $11.5K
|
1.06K
$11.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.01K+ 49.98% |
$8.18K - $11K
|
3.03K
$32.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
877+ 50.0% |
$7.09K - $9.52K
|
2.63K
$28.5K
|
|