Purchases and Sales Made in Q1 2023 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q1 2023. 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 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
237K+ 164.76% |
$2.23M - $2.66M
|
380K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
126KNew |
$1.19M - $1.42M
|
126K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
125KNew |
$1.18M - $1.41M
|
125K
$1.42M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
101K+ 326.07% |
$948K - $1.13M
|
131K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
93.8K+ 17.3% |
$884K - $1.06M
|
636K
$7.23M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76.2K+ 108.47% |
$718K - $858K
|
146K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.3KNew |
$690K - $824K
|
73.3K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
61.5KNew |
$579K - $692K
|
61.5K
$699K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
60.1KNew |
$566K - $676K
|
60.1K
$683K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
52.1K+ 6.95% |
$491K - $586K
|
802K
$9.12M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.1KNew |
$453K - $541K
|
48.1K
$547K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.3KNew |
$445K - $532K
|
47.3K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.4K+ 4.63% |
$390K - $466K
|
936K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
38.4KNew |
$362K - $432K
|
38.4K
$437K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.7K+ 18.13% |
$346K - $413K
|
239K
$2.72M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.8K+ 11.66% |
$328K - $391K
|
333K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
30.1K+ 400.0% |
$283K - $338K
|
37.6K
$427K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29KNew |
$274K - $327K
|
29K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24.8KNew |
$234K - $280K
|
24.8K
$282K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
24K+ 7.84% |
$226K - $270K
|
330K
$3.76M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
22.7KNew |
$214K - $256K
|
22.7K
$258K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
19.4KNew |
$183K - $219K
|
19.4K
$221K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.6KNew |
$175K - $209K
|
18.6K
$211K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5K+ 17.51% |
$165K - $197K
|
118K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
16.8K+ 56.37% |
$158K - $189K
|
46.6K
$530K
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 92.86% |
$152K - $181K
|
33.5K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.2KNew |
$143K - $171K
|
15.2K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.9K+ 3.57% |
$141K - $168K
|
433K
$4.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14.3KNew |
$134K - $160K
|
14.3K
$162K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.1K+ 7.47% |
$133K - $159K
|
203K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12.5K+ 3.16% |
$117K - $140K
|
406K
$4.62M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$101K - $121K
|
10.7K
$122K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 70.36% |
$100K - $120K
|
25.7K
$293K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10K+ 91.42% |
$94.5K - $113K
|
21K
$239K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
9.77K+ 22.53% |
$92K - $110K
|
53.1K
$604K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.47KNew |
$89.2K - $107K
|
9.47K
$108K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.95KNew |
$84.3K - $101K
|
8.95K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
7.67K+ 53.59% |
$72.2K - $86.2K
|
22K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.63K+ 10.89% |
$43.6K - $52K
|
47.1K
$535K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.18K+ 34.38% |
$39.4K - $47.1K
|
16.4K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.13K+ 215.49% |
$38.9K - $46.5K
|
6.05K
$68.8K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.88KNew |
$36.6K - $43.7K
|
3.88K
$44.1K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.85K+ 26.23% |
$36.2K - $43.3K
|
18.5K
$211K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71K+ 29.3% |
$34.9K - $41.7K
|
16.4K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.74K+ 12.21% |
$25.8K - $30.8K
|
25.1K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.35K+ 4.56% |
$22.2K - $26.5K
|
53.9K
$613K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.29K+ 2.6% |
$21.6K - $25.8K
|
90.5K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.29K+ 2.6% |
$21.6K - $25.8K
|
90.5K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.21K+ 0.77% |
$20.8K - $24.8K
|
290K
$3.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 23.97% |
$14.8K - $17.7K
|
8.13K
$92.4K
|