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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
24.3KNew |
$194K - $343K
|
24.3K
$276K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.6K+ 209.59% |
$188K - $333K
|
34.8K
$395K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23K+ 121.32% |
$184K - $326K
|
42K
$477K
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
21.9KNew |
$175K - $310K
|
21.9K
$249K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.1KNew |
$168K - $298K
|
21.1K
$240K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.6KNew |
$164K - $291K
|
20.6K
$234K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
19.8K+ 107.98% |
$158K - $279K
|
38.1K
$433K
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
19.8K+ 131.08% |
$158K - $279K
|
34.8K
$396K
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.4KNew |
$155K - $274K
|
19.4K
$220K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19KNew |
$151K - $268K
|
19K
$215K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$149K - $263K
|
18.6K
$211K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.6K+ 96.36% |
$148K - $262K
|
37.8K
$430K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.9K+ 151.88% |
$143K - $253K
|
29.7K
$338K
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
17.2KNew |
$137K - $243K
|
17.2K
$196K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 104.36% |
$132K - $234K
|
32.5K
$369K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16.6KNew |
$132K - $234K
|
16.6K
$188K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.2K+ 141.82% |
$129K - $229K
|
27.7K
$314K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15.8K+ 71.5% |
$126K - $223K
|
37.9K
$430K
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
15.7KNew |
$126K - $222K
|
15.7K
$179K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.2K+ 44.72% |
$121K - $215K
|
49.2K
$559K
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
15.2KNew |
$121K - $215K
|
15.2K
$173K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15K+ 146.84% |
$120K - $212K
|
25.2K
$286K
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.8K+ 84.57% |
$118K - $210K
|
32.4K
$368K
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
14.5KNew |
$116K - $205K
|
14.5K
$165K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4KNew |
$115K - $203K
|
14.4K
$164K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
14.3K+ 101.66% |
$114K - $202K
|
28.4K
$322K
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
14KNew |
$111K - $197K
|
14K
$159K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$109K - $194K
|
13.7K
$156K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2KNew |
$105K - $187K
|
13.2K
$150K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
13KNew |
$104K - $184K
|
13K
$148K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.8KNew |
$102K - $181K
|
12.8K
$146K
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
12.5KNew |
$100K - $177K
|
12.5K
$142K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.2K+ 76.7% |
$97.7K - $173K
|
28.2K
$320K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12K+ 301.56% |
$95.5K - $169K
|
15.9K
$181K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11.5KNew |
$92K - $163K
|
11.5K
$131K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10.8KNew |
$86.2K - $153K
|
10.8K
$123K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.8KNew |
$85.8K - $152K
|
10.8K
$122K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3KNew |
$82.3K - $146K
|
10.3K
$117K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$80.6K - $143K
|
10.1K
$115K
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
9.41K+ 1.3% |
$75.1K - $133K
|
733K
$8.33M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.28K+ 135.58% |
$74K - $131K
|
16.1K
$183K
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.11K+ 46.59% |
$64.7K - $115K
|
25.5K
$290K
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
6.66K+ 56.2% |
$53.1K - $94.1K
|
18.5K
$210K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.21K+ 39.78% |
$41.6K - $73.6K
|
18.3K
$208K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.06K+ 1065.26% |
$40.4K - $71.5K
|
5.54K
$62.9K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.72K+ 115.26% |
$29.7K - $52.5K
|
6.94K
$78.8K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.35KNew |
$26.7K - $47.3K
|
3.35K
$38K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.14KNew |
$25K - $44.3K
|
3.14K
$35.6K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.23KNew |
$17.8K - $31.4K
|
2.23K
$25.3K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.2K+ 1278.49% |
$17.5K - $31.1K
|
2.37K
$26.9K
|