Purchases and Sales Made in Q1 2022 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q1 2022. 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 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-814- 5.12% |
$9.61K - $12.2K
|
15.1K
$164K
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.17K- 6.3% |
$13.8K - $17.5K
|
17.4K
$190K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57K- 18.61% |
$18.5K - $23.4K
|
6.84K
$74.6K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.77KClosed |
$20.9K - $26.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.73KClosed |
$32.2K - $40.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.77K- 1.94% |
$32.7K - $41.4K
|
140K
$1.52M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-3.75KClosed |
$44.3K - $56.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 21.99% |
$51.2K - $65K
|
15.4K
$168K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 22.71% |
$55.1K - $70K
|
15.9K
$173K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.74K- 44.31% |
$56K - $71.1K
|
5.96K
$65K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.2KClosed |
$61.3K - $77.8K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.38K- 22.08% |
$63.5K - $80.6K
|
19K
$207K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.23K- 1.94% |
$97.1K - $123K
|
416K
$4.54M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.1KClosed |
$119K - $151K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3KClosed |
$121K - $154K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.7KClosed |
$126K - $160K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.3KClosed |
$134K - $170K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-12KClosed |
$142K - $180K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$157K - $200K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-15.1KClosed |
$178K - $226K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15.8K- 49.7% |
$186K - $236K
|
16K
$174K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15.8KClosed |
$187K - $237K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-17.8KClosed |
$211K - $267K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24.2KClosed |
$285K - $362K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-28.6KClosed |
$338K - $429K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-30.2KClosed |
$356K - $452K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-30.7K- 66.09% |
$363K - $460K
|
15.8K
$172K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.1K- 12.44% |
$367K - $466K
|
219K
$2.39M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31.8KClosed |
$375K - $476K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34KClosed |
$402K - $510K
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.8K- 58.35% |
$469K - $596K
|
28.4K
$309K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46.5KClosed |
$548K - $696K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-49.1KClosed |
$579K - $735K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-57.7KClosed |
$681K - $865K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-69KClosed |
$814K - $1.03M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-72.7KClosed |
$858K - $1.09M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-78.9KClosed |
$931K - $1.18M
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-81K- 25.8% |
$956K - $1.21M
|
233K
$2.54M
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-81.1K- 10.07% |
$957K - $1.21M
|
724K
$7.89M
|
|
May 16, 2022
Q1 2022
|
Benefit Street Partners LLC
|
SELL
|
- |
-82KClosed |
$968K - $1.23M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-106KClosed |
$1.26M - $1.59M
|
0
$0
|