Purchases and Sales Made in Q1 2025 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q1 2025. The information is specifically focused on institutions that hold shares of CION Investment Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.16K+ 71.35% |
$53.4K - $64.7K
|
12.4K
$120K
|
|
|
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
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 4.04% |
$228 - $276
|
567
$5.48K
|
|
|
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 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.01% |
$31 - $37.7
|
21.1K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3+ 4.55% |
$31 - $37.7
|
69
$667
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-71- 0.03% |
$735 - $891
|
254K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-579- 2.13% |
$5.99K - $7.27K
|
26.6K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-597- 4.66% |
$6.18K - $7.49K
|
12.2K
$118K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-775- 9.13% |
$8.02K - $9.73K
|
7.71K
$74.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-961- 8.57% |
$9.95K - $12.1K
|
10.3K
$99K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.06K- 23.23% |
$11K - $13.3K
|
3.5K
$33.8K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.22K- 8.47% |
$12.6K - $15.3K
|
13.2K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.39K- 10.96% |
$14.4K - $17.4K
|
11.3K
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.42K- 4.38% |
$14.7K - $17.8K
|
31K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.65K- 9.83% |
$17K - $20.7K
|
15.1K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 9.93% |
$17K - $20.7K
|
14.9K
$144K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.75K- 0.86% |
$18.1K - $21.9K
|
201K
$1.94M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2K- 12.15% |
$20.7K - $25.1K
|
14.5K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.31K- 23.35% |
$23.9K - $29K
|
7.59K
$73.3K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 8.77% |
$24K - $29.1K
|
24.1K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.45K- 7.22% |
$25.3K - $30.7K
|
31.4K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.59K- 14.17% |
$26.8K - $32.5K
|
15.7K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 10.06% |
$26.9K - $32.6K
|
23.2K
$224K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-3.08K- 9.1% |
$31.9K - $38.7K
|
30.8K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.19K- 7.02% |
$33K - $40K
|
42.2K
$408K
|