Purchases and Sales Made in Q4 2024 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 16.41% |
$36.4K - $39.1K
|
23K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.21K+ 14.97% |
$36.1K - $38.7K
|
24.6K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.45K+ 7.78% |
$27.5K - $29.5K
|
33.9K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.56K+ 355.13% |
$17.5K - $18.8K
|
2K
$25.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.52K+ 2.61% |
$17.1K - $18.4K
|
59.9K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.09K+ 11.07% |
$12.3K - $13.2K
|
11K
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 2.62% |
$12.3K - $13.2K
|
42.8K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.09K+ 5.25% |
$12.2K - $13.1K
|
21.8K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
735+ 33.82% |
$8.27K - $8.88K
|
2.91K
$36.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
731+ 30.21% |
$8.22K - $8.83K
|
3.15K
$39.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
694+ 3.04% |
$7.81K - $8.38K
|
23.5K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
654+ 2.06% |
$7.36K - $7.9K
|
32.5K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
645+ 1.24% |
$7.26K - $7.79K
|
52.6K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
538New |
$6.05K - $6.5K
|
538
$6.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
418New |
$4.7K - $5.05K
|
418
$5.25K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$4.5K - $4.83K
|
400
$5.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
345+ 0.14% |
$3.88K - $4.17K
|
254K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
324+ 1.33% |
$3.65K - $3.91K
|
24.6K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
263+ 2.4% |
$2.96K - $3.18K
|
11.2K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178+ 0.69% |
$2K - $2.15K
|
26K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
145+ 0.89% |
$1.63K - $1.75K
|
16.4K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 1.1% |
$1.59K - $1.7K
|
13K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97+ 0.53% |
$1.09K - $1.17K
|
18.2K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
68+ 3.03% |
$765 - $821
|
2.32K
$29.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
66New |
$743 - $797
|
66
$828
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
66New |
$743 - $797
|
66
$828
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
63+ 0.85% |
$709 - $761
|
7.5K
$94.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
16+ 0.08% |
$180 - $193
|
21.1K
$265K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
16+ 3.02% |
$180 - $193
|
545
$6.84K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.02% |
$45 - $48.3
|
26.5K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69- 0.41% |
$776 - $834
|
16.7K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 1.37% |
$911 - $978
|
5.83K
$73.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-265- 1.71% |
$2.98K - $3.2K
|
15.3K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-278- 0.94% |
$3.13K - $3.36K
|
29.2K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-291- 3.34% |
$3.27K - $3.52K
|
8.42K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-300- 0.19% |
$3.38K - $3.62K
|
158K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-338- 3.11% |
$3.8K - $4.08K
|
10.5K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-431- 2.78% |
$4.85K - $5.21K
|
15K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-732- 2.7% |
$8.24K - $8.84K
|
26.4K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-789- 9.84% |
$8.88K - $9.53K
|
7.23K
$90.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-797- 3.45% |
$8.97K - $9.63K
|
22.3K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1K- 4.72% |
$11.3K - $12.1K
|
20.2K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.39K- 2.97% |
$15.6K - $16.8K
|
45.4K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.44K- 2.65% |
$16.2K - $17.4K
|
52.8K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.78K- 12.32% |
$20K - $21.5K
|
12.7K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.1K- 0.37% |
$23.6K - $25.4K
|
566K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.13K- 9.16% |
$23.9K - $25.7K
|
21.1K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.22K- 7.97% |
$25K - $26.8K
|
25.7K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.3K- 5.75% |
$25.8K - $27.7K
|
37.6K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.32K- 8.35% |
$26.1K - $28K
|
25.5K
$320K
|