Purchases and Sales Made in Q2 2022 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
559KNew |
$4.46M - $7.9M
|
559K
$6.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
482KNew |
$3.84M - $6.81M
|
482K
$5.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
382K+ 1680.01% |
$3.05M - $5.4M
|
405K
$4.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
358K+ 85.95% |
$2.85M - $5.05M
|
774K
$8.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
275K+ 69.73% |
$2.19M - $3.89M
|
669K
$7.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
193K+ 87.97% |
$1.54M - $2.72M
|
412K
$4.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
183KNew |
$1.46M - $2.59M
|
183K
$2.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
183KNew |
$1.46M - $2.58M
|
183K
$2.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
150K+ 107.66% |
$1.2M - $2.13M
|
290K
$3.3M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
150KNew |
$1.2M - $2.12M
|
150K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
132K+ 65.43% |
$1.06M - $1.87M
|
335K
$3.81M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
127KNew |
$1.01M - $1.8M
|
127K
$1.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
116KNew |
$926K - $1.64M
|
116K
$1.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
105K+ 106.44% |
$838K - $1.48M
|
204K
$2.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
100KNew |
$801K - $1.42M
|
100K
$1.14M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
90.5KNew |
$722K - $1.28M
|
90.5K
$1.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
86.9K+ 361.37% |
$693K - $1.23M
|
111K
$1.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
76.4KNew |
$610K - $1.08M
|
76.4K
$869K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
69.5KNew |
$555K - $982K
|
69.5K
$790K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66.5KNew |
$531K - $939K
|
66.5K
$756K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
65KNew |
$519K - $919K
|
65K
$739K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62.7K+ 165.03% |
$501K - $887K
|
101K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
62.2K+ 78.32% |
$496K - $878K
|
142K
$1.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.6K+ 535.65% |
$492K - $870K
|
73.1K
$831K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.6K+ 39.42% |
$420K - $744K
|
186K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49.2KNew |
$393K - $696K
|
49.2K
$560K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
49.2K+ 15.74% |
$392K - $695K
|
361K
$4.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48.4KNew |
$387K - $684K
|
48.4K
$551K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
46KNew |
$367K - $650K
|
46K
$523K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42.3KNew |
$338K - $598K
|
42.3K
$481K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.8K+ 140.09% |
$317K - $562K
|
68.1K
$775K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.8K+ 140.09% |
$317K - $562K
|
68.1K
$775K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
38.7KNew |
$309K - $547K
|
38.7K
$440K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.7K+ 160.16% |
$292K - $518K
|
59.5K
$677K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
36.1KNew |
$288K - $510K
|
36.1K
$410K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
35.7KNew |
$285K - $505K
|
35.7K
$406K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34.3KNew |
$274K - $485K
|
34.3K
$390K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34KNew |
$271K - $480K
|
34K
$386K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
33.3KNew |
$266K - $470K
|
33.3K
$378K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.5KNew |
$259K - $459K
|
32.5K
$369K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
31.9K+ 77.18% |
$255K - $451K
|
73.3K
$833K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.4K+ 93.27% |
$251K - $444K
|
65.1K
$740K
|
|
|
Aug 15, 2022
Q2 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
31.2KNew |
$249K - $440K
|
31.2K
$354K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.5KNew |
$227K - $402K
|
28.5K
$324K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.2K+ 109.32% |
$217K - $385K
|
52.2K
$593K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 71.9% |
$216K - $383K
|
64.8K
$737K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
26.5K+ 129.17% |
$212K - $375K
|
47.1K
$535K
|
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
26.2KNew |
$209K - $370K
|
26.2K
$298K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
25.3K+ 113.46% |
$202K - $358K
|
47.6K
$541K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.3KNew |
$202K - $357K
|
25.3K
$287K
|