Purchases and Sales Made in Q1 2024 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4KNew |
$42.2K - $45.7K
|
4K
$45.9K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.37KNew |
$35.5K - $38.5K
|
3.37K
$38.6K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.22K+ 194.27% |
$34K - $36.8K
|
4.88K
$56K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.15K+ 8.83% |
$33.3K - $36K
|
38.9K
$446K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.13K+ 7.31% |
$33K - $35.8K
|
46K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.05K+ 4.79% |
$32.2K - $34.9K
|
66.7K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.74K+ 7.98% |
$28.9K - $31.3K
|
37K
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.42KNew |
$25.6K - $27.7K
|
2.42K
$27.8K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17K+ 13.4% |
$22.9K - $24.8K
|
18.4K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.06K+ 0.53% |
$21.7K - $23.5K
|
390K
$4.47M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.01K+ 3.75% |
$21.2K - $23K
|
55.6K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 26.55% |
$21.1K - $22.9K
|
9.55K
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 37.85% |
$21.1K - $22.9K
|
7.28K
$83.6K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.92K+ 5.62% |
$20.3K - $22K
|
36.1K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.87KNew |
$19.8K - $21.4K
|
1.87K
$21.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.66K+ 0.19% |
$17.5K - $18.9K
|
871K
$10M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 4.86% |
$13K - $14.1K
|
26.6K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 8.58% |
$12.3K - $13.3K
|
14.8K
$169K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.16K+ 0.34% |
$12.2K - $13.2K
|
345K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.15K+ 4.69% |
$12.1K - $13.1K
|
25.7K
$295K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.02K+ 5.0% |
$10.8K - $11.7K
|
21.4K
$246K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
964+ 3.66% |
$10.2K - $11K
|
27.3K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
897+ 38.98% |
$9.46K - $10.3K
|
3.2K
$36.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
760New |
$8.02K - $8.69K
|
760
$8.72K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
629+ 1.0% |
$6.64K - $7.19K
|
63.8K
$732K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
590New |
$6.22K - $6.74K
|
590
$6.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
542+ 1.96% |
$5.72K - $6.2K
|
28.3K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
464+ 3.95% |
$4.9K - $5.3K
|
12.2K
$140K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
358+ 2.3% |
$3.78K - $4.09K
|
15.9K
$183K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
348+ 0.97% |
$3.67K - $3.98K
|
36.4K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
333+ 0.19% |
$3.51K - $3.81K
|
179K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 1.24% |
$3.29K - $3.57K
|
25.4K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
300+ 1.08% |
$3.17K - $3.43K
|
28.1K
$322K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
238+ 1.93% |
$2.51K - $2.72K
|
12.6K
$144K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
184+ 1.66% |
$1.94K - $2.1K
|
11.3K
$130K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
143+ 1.04% |
$1.51K - $1.63K
|
13.9K
$160K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
134+ 0.66% |
$1.41K - $1.53K
|
20.3K
$233K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 4.98% |
$1.06K - $1.14K
|
2.11K
$24.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 0.59% |
$950 - $1.03K
|
15.4K
$177K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.45% |
$496 - $537
|
10.6K
$121K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 3.1% |
$158 - $171
|
499
$5.73K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30- 0.38% |
$317 - $343
|
7.84K
$90K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-83- 0.78% |
$876 - $949
|
10.5K
$121K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-227- 1.38% |
$2.39K - $2.59K
|
16.2K
$186K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 1.7% |
$3.17K - $3.43K
|
17.3K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-350- 0.84% |
$3.69K - $4K
|
41.5K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-407- 1.62% |
$4.29K - $4.65K
|
24.8K
$285K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-464- 1.34% |
$4.9K - $5.3K
|
34.1K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-670- 0.81% |
$7.07K - $7.66K
|
81.7K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-767- 3.75% |
$8.09K - $8.77K
|
19.7K
$226K
|