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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-791- 83.62% |
$8.35K - $9.04K
|
155
$1.78K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 4.2% |
$15.1K - $16.4K
|
32.7K
$375K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.48K- 78.56% |
$15.6K - $16.9K
|
404
$4.64K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.51K- 28.13% |
$15.9K - $17.2K
|
3.85K
$44.2K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 8.83% |
$20.3K - $22K
|
19.8K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.21K- 12.0% |
$23.3K - $25.3K
|
16.2K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.34K- 6.11% |
$24.7K - $26.8K
|
36K
$413K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.41K- 5.42% |
$25.4K - $27.5K
|
42K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.24K- 86.19% |
$34.2K - $37K
|
519
$5.96K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.43K- 6.6% |
$36.2K - $39.2K
|
48.6K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.55K- 15.8% |
$37.4K - $40.5K
|
18.9K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.7K- 1.18% |
$39K - $42.2K
|
310K
$3.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.87K- 6.34% |
$40.8K - $44.2K
|
57.1K
$656K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.96K- 2.61% |
$52.3K - $56.6K
|
185K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.26K- 13.94% |
$55.5K - $60.1K
|
32.5K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-5.6K- 0.54% |
$59.1K - $64K
|
1.03M
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.67K- 6.64% |
$59.8K - $64.8K
|
79.8K
$916K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.68K- 15.99% |
$60K - $65K
|
29.9K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-5.88K- 33.28% |
$62K - $67.2K
|
11.8K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.27K- 7.4% |
$76.7K - $83.1K
|
91K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.33K- 28.73% |
$77.4K - $83.8K
|
18.2K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-11.1K- 2.06% |
$117K - $126K
|
525K
$6.03M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-11.7K- 58.87% |
$123K - $134K
|
8.16K
$93.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-12.9K- 42.63% |
$136K - $148K
|
17.4K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-16.3K- 6.2% |
$172K - $186K
|
246K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.3K- 4.99% |
$215K - $233K
|
387K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23K- 37.02% |
$243K - $263K
|
39.1K
$449K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.2K- 99.97% |
$245K - $265K
|
6
$68.9
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25.1K- 34.76% |
$265K - $287K
|
47.1K
$540K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25.5K- 61.9% |
$269K - $291K
|
15.7K
$180K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-29K- 3.71% |
$306K - $332K
|
753K
$8.65M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-31.8K- 23.38% |
$336K - $364K
|
104K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-52.2K- 13.07% |
$551K - $597K
|
347K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-53.6K- 12.79% |
$566K - $613K
|
366K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.8K- 54.71% |
$578K - $626K
|
45.3K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.1K- 54.51% |
$581K - $629K
|
46K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-56.7K- 39.22% |
$599K - $649K
|
87.9K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-57.6K- 49.52% |
$607K - $658K
|
58.7K
$674K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.5K- 36.31% |
$754K - $817K
|
125K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-198K- 27.61% |
$2.09M - $2.26M
|
518K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-258K- 91.32% |
$2.72M - $2.95M
|
24.5K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-456K- 96.56% |
$4.81M - $5.21M
|
16.2K
$186K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-523K- 46.23% |
$5.51M - $5.97M
|
608K
$6.98M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-605K- 52.11% |
$6.38M - $6.92M
|
556K
$6.39M
|