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 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.64K- 13.8% |
$37.7K - $45.7K
|
22.7K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.79K- 1.27% |
$39.2K - $47.6K
|
295K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.57K- 19.19% |
$47.3K - $57.4K
|
19.3K
$186K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.83K- 23.95% |
$50K - $60.7K
|
15.4K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.06K- 21.4% |
$52.4K - $63.5K
|
18.6K
$180K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.16K- 41.64% |
$53.4K - $64.7K
|
7.23K
$69.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.82K- 26.09% |
$60.3K - $73.1K
|
16.5K
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.11K- 31.87% |
$63.3K - $76.7K
|
13.1K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.15K- 8.09% |
$63.6K - $77.2K
|
69.9K
$675K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.29K- 23.42% |
$65.1K - $79K
|
20.6K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.36KClosed |
$65.9K - $79.9K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.75K- 2.6% |
$69.9K - $84.7K
|
253K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.89K- 20.96% |
$81.7K - $99K
|
29.8K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10K- 50.0% |
$104K - $126K
|
10K
$96.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-11.6K- 60.78% |
$120K - $146K
|
7.5K
$72.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-13K- 29.36% |
$134K - $163K
|
31.2K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-14.3K- 8.44% |
$148K - $179K
|
155K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-14.6K- 99.9% |
$151K - $183K
|
15
$145
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-14.7K- 7.12% |
$152K - $184K
|
191K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-16K- 20.51% |
$166K - $201K
|
62.1K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-18K- 55.33% |
$186K - $225K
|
14.5K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20K- 57.07% |
$207K - $252K
|
15.1K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37.2K- 3.57% |
$385K - $467K
|
1.01M
$9.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40.9K- 99.94% |
$423K - $513K
|
25
$242
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.8K- 59.55% |
$453K - $550K
|
29.8K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-45.1K- 8.62% |
$467K - $567K
|
478K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.5K- 5.13% |
$481K - $584K
|
859K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-58.2K- 14.89% |
$602K - $730K
|
332K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-66.2K- 88.73% |
$685K - $831K
|
8.41K
$81.2K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-102K- 7.67% |
$1.06M - $1.28M
|
1.23M
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-217K- 40.82% |
$2.25M - $2.72M
|
315K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-248K- 60.48% |
$2.56M - $3.11M
|
162K
$1.56M
|