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 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.64K- 8.8% |
$43.7K - $52.2K
|
48.1K
$556K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.74K- 24.42% |
$44.7K - $53.4K
|
14.7K
$170K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.08K- 12.22% |
$47.8K - $57.1K
|
36.5K
$422K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.23K- 5.91% |
$49.2K - $58.8K
|
83.1K
$962K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.3KClosed |
$49.9K - $59.6K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.37K- 25.61% |
$50.6K - $60.4K
|
15.6K
$180K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.42K- 29.71% |
$51.1K - $61K
|
12.8K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.91K- 13.54% |
$55.6K - $66.5K
|
37.7K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-6.22K- 0.64% |
$58.6K - $70K
|
960K
$11.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.36K- 17.47% |
$59.9K - $71.6K
|
30.1K
$348K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.42K- 3.2% |
$60.5K - $72.2K
|
194K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.44K- 38.17% |
$60.7K - $72.4K
|
10.4K
$121K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-6.75K- 35.57% |
$63.6K - $75.9K
|
12.2K
$141K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.13K- 37.06% |
$67.2K - $80.2K
|
12.1K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.81K- 11.14% |
$73.6K - $87.9K
|
62.3K
$721K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.9K- 19.08% |
$74.4K - $88.9K
|
33.5K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.11K- 1.65% |
$85.8K - $102K
|
544K
$6.29M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11K- 20.7% |
$104K - $124K
|
42.3K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-11.6K- 8.59% |
$110K - $131K
|
124K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-13.4K- 3.25% |
$126K - $151K
|
399K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.9K- 10.76% |
$131K - $157K
|
116K
$1.34M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-16.7K- 32.64% |
$158K - $188K
|
34.6K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 11.98% |
$168K - $200K
|
131K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-20.5K- 33.38% |
$193K - $231K
|
41K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21.6K- 13.39% |
$204K - $243K
|
140K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-23.1K- 44.68% |
$218K - $260K
|
28.7K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24.9K- 16.77% |
$235K - $281K
|
124K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-25.5K- 24.79% |
$240K - $287K
|
77.3K
$894K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-25.9K- 1.54% |
$244K - $292K
|
1.66M
$19.2M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-26.6K- 48.95% |
$250K - $299K
|
27.7K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49.5K- 8.67% |
$467K - $557K
|
522K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-87.2K- 70.14% |
$822K - $981K
|
37.1K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-99.7K- 57.8% |
$939K - $1.12M
|
72.8K
$842K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-103K- 8.66% |
$971K - $1.16M
|
1.09M
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-121K- 10.93% |
$1.14M - $1.36M
|
983K
$11.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-122K- 86.45% |
$1.15M - $1.37M
|
19.1K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-175K- 36.42% |
$1.65M - $1.97M
|
305K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-370K- 89.44% |
$3.49M - $4.17M
|
43.7K
$506K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-391K- 99.26% |
$3.68M - $4.4M
|
2.91K
$33.6K
|