Purchases and Sales Made in Q2 2023 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
184K+ 18.71% |
$1.68M - $1.97M
|
1.17M
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
64.3KNew |
$587K - $690K
|
64.3K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
52.6K+ 42.12% |
$481K - $565K
|
178K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42.5KNew |
$388K - $457K
|
42.5K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.1K+ 45.37% |
$320K - $377K
|
112K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
31.1K+ 7.66% |
$284K - $334K
|
438K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.9KNew |
$264K - $310K
|
28.9K
$332K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
27.4K+ 11.44% |
$250K - $294K
|
267K
$3.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
26.3K+ 90.5% |
$240K - $282K
|
55.3K
$635K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.2KNew |
$193K - $227K
|
21.2K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
19.3KNew |
$176K - $207K
|
19.3K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.2KNew |
$166K - $196K
|
18.2K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17.3KNew |
$158K - $185K
|
17.3K
$198K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 7.05% |
$150K - $176K
|
249K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$113K - $133K
|
12.3K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.3K+ 2.27% |
$113K - $132K
|
556K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.6KNew |
$106K - $124K
|
11.6K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.5KNew |
$105K - $123K
|
11.5K
$132K
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
11.1KNew |
$102K - $120K
|
11.1K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11KNew |
$101K - $118K
|
11K
$127K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.8KNew |
$98.5K - $116K
|
10.8K
$124K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.24K+ 0.57% |
$56.9K - $67K
|
1.09M
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5.62K+ 14.97% |
$51.3K - $60.4K
|
43.2K
$496K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.31K+ 5.86% |
$48.5K - $57K
|
95.8K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.31K+ 5.86% |
$48.5K - $57K
|
95.8K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5KNew |
$45.7K - $53.7K
|
5K
$57.4K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.6K+ 2.27% |
$42K - $49.4K
|
208K
$2.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.18K+ 16.18% |
$38.1K - $44.9K
|
30K
$344K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.99K+ 4.73% |
$36.4K - $42.9K
|
88.4K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.89K+ 151.11% |
$35.5K - $41.8K
|
6.46K
$74.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.46K+ 1.2% |
$31.6K - $37.2K
|
293K
$3.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.37K+ 20.09% |
$30.8K - $36.2K
|
20.2K
$231K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.36K+ 2.29% |
$30.7K - $36.1K
|
150K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.22K+ 15.29% |
$29.4K - $34.5K
|
24.2K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.85K+ 5384.91% |
$26.1K - $30.7K
|
2.91K
$33.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.49K+ 13.4% |
$22.7K - $26.7K
|
21K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.37K+ 1.82% |
$21.7K - $25.5K
|
133K
$1.53M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2K+ 8.91% |
$18.3K - $21.5K
|
24.4K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
1.79K+ 2.92% |
$16.4K - $19.3K
|
63.3K
$726K
|
|
|
Dec 01, 2023
Q2 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
1.79K+ 2.92% |
$16.4K - $19.3K
|
63.3K
$726K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.54K+ 8.04% |
$14K - $16.5K
|
20.7K
$237K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.46K+ 7.84% |
$13.3K - $15.7K
|
20.1K
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.32K+ 13.16% |
$12K - $14.2K
|
11.3K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.29K+ 2.39% |
$11.8K - $13.8K
|
55.2K
$634K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 10.32% |
$10.9K - $12.9K
|
12.8K
$147K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.09K+ 5.18% |
$9.97K - $11.7K
|
22.2K
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1K+ 3.61% |
$9.13K - $10.7K
|
28.7K
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
939+ 0.1% |
$8.57K - $10.1K
|
937K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
898+ 2.68% |
$8.2K - $9.64K
|
34.4K
$395K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
898+ 2.68% |
$8.2K - $9.64K
|
34.4K
$395K
|