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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
853+ 1.81% |
$7.79K - $9.16K
|
47.9K
$550K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
725+ 3.84% |
$6.62K - $7.79K
|
19.6K
$225K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
588+ 3.17% |
$5.37K - $6.32K
|
19.1K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
439+ 4.3% |
$4.01K - $4.71K
|
10.6K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
433+ 2.34% |
$3.95K - $4.65K
|
18.9K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
364New |
$3.32K - $3.91K
|
364
$4.18K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
350+ 2.36% |
$3.2K - $3.76K
|
15.2K
$175K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
278+ 2.55% |
$2.54K - $2.99K
|
11.2K
$128K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
162+ 0.24% |
$1.48K - $1.74K
|
68.4K
$785K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
153+ 1.5% |
$1.4K - $1.64K
|
10.3K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
99+ 0.82% |
$904 - $1.06K
|
12.2K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
88+ 0.58% |
$803 - $945
|
15.2K
$175K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
84+ 0.3% |
$767 - $902
|
27.7K
$318K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
58+ 3.18% |
$530 - $623
|
1.88K
$21.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57+ 0.23% |
$520 - $612
|
25.2K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 0.86% |
$493 - $580
|
6.36K
$73.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
51New |
$466 - $548
|
51
$585
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46+ 0.44% |
$420 - $494
|
10.5K
$120K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 0.07% |
$365 - $430
|
61K
$700K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
14+ 0.05% |
$128 - $150
|
31.1K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.03% |
$9.13 - $10.7
|
3.91K
$44.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$9.13 - $10.7
|
6.05K
$69.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-158- 1.47% |
$1.44K - $1.7K
|
10.6K
$121K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-160- 0.84% |
$1.46K - $1.72K
|
18.9K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-196- 0.31% |
$1.79K - $2.11K
|
62.1K
$713K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-289- 1.14% |
$2.64K - $3.1K
|
25K
$287K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-315- 2.45% |
$2.88K - $3.38K
|
12.5K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-318- 0.75% |
$2.9K - $3.42K
|
42K
$482K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-560- 6.89% |
$5.11K - $6.01K
|
7.57K
$86.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-618- 2.06% |
$5.64K - $6.64K
|
29.4K
$338K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-730- 83.05% |
$6.66K - $7.84K
|
149
$1.71K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-945- 1.83% |
$8.63K - $10.1K
|
50.8K
$583K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.12K- 7.16% |
$10.3K - $12.1K
|
14.6K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 5.41% |
$12.4K - $14.5K
|
23.7K
$272K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 29.07% |
$12.4K - $14.6K
|
3.31K
$38K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 8.61% |
$14.4K - $16.9K
|
16.7K
$192K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.62K- 14.64% |
$14.8K - $17.4K
|
9.47K
$109K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.98K- 1.02% |
$18.1K - $21.3K
|
192K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-2.1K- 9.57% |
$19.2K - $22.6K
|
19.9K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.32K- 6.16% |
$21.2K - $24.9K
|
35.4K
$406K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.36K- 1.21% |
$21.5K - $25.3K
|
192K
$2.21M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.55K- 8.37% |
$23.2K - $27.3K
|
27.9K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.82K- 19.19% |
$25.7K - $30.3K
|
11.9K
$136K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.85K- 3.83% |
$26K - $30.6K
|
71.7K
$823K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.85K- 98.18% |
$26.1K - $30.7K
|
53
$608
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.14K- 7.81% |
$28.7K - $33.8K
|
37.1K
$426K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.21K- 35.85% |
$29.3K - $34.5K
|
5.74K
$65.9K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.25K- 14.29% |
$29.6K - $34.9K
|
19.5K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.36K- 16.62% |
$30.6K - $36.1K
|
16.8K
$193K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-3.45K- 0.43% |
$31.5K - $37K
|
797K
$9.15M
|