Purchases and Sales Made in Q2 2024 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.33K+ 26.81% |
$57.6K - $66.8K
|
25.2K
$295K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.15K+ 2.09% |
$55.6K - $64.6K
|
251K
$2.94M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.99K+ 42.58% |
$54K - $62.7K
|
16.7K
$196K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.96K+ 2.77% |
$53.6K - $62.2K
|
184K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.53K+ 18.51% |
$49K - $56.9K
|
29K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.12K+ 17.45% |
$44.5K - $51.7K
|
27.7K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$38.9K - $45.2K
|
3.6K
$42.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.78K+ 35.45% |
$30.1K - $34.9K
|
10.6K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.22K+ 8.66% |
$24K - $27.9K
|
27.9K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9K+ 5.28% |
$20.5K - $23.9K
|
37.9K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.63KNew |
$17.6K - $20.4K
|
1.63K
$19.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.25K+ 2.25% |
$13.5K - $15.7K
|
56.8K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1KNew |
$10.8K - $12.6K
|
1K
$11.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
902+ 118.68% |
$9.75K - $11.3K
|
1.66K
$19.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
637+ 2.97% |
$6.89K - $7.99K
|
22.1K
$258K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
600+ 4.88% |
$6.49K - $7.53K
|
12.9K
$151K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
588+ 3.11% |
$6.36K - $7.38K
|
19.5K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
473+ 4.19% |
$5.11K - $5.94K
|
11.8K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
439New |
$4.75K - $5.51K
|
439
$5.14K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
410+ 0.14% |
$4.43K - $5.15K
|
296K
$3.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
353+ 2.22% |
$3.82K - $4.43K
|
16.3K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
296+ 1.05% |
$3.2K - $3.71K
|
28.4K
$332K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
221+ 0.61% |
$2.39K - $2.77K
|
36.6K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
163+ 0.64% |
$1.76K - $2.05K
|
25.6K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
133+ 0.65% |
$1.44K - $1.67K
|
20.5K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
129+ 1.03% |
$1.39K - $1.62K
|
12.7K
$149K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
102+ 0.18% |
$1.1K - $1.28K
|
57.2K
$669K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 0.58% |
$962 - $1.12K
|
15.5K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
87New |
$940 - $1.09K
|
87
$1.02K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
63+ 2.99% |
$681 - $791
|
2.17K
$25.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46+ 0.44% |
$497 - $577
|
10.6K
$124K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 3.01% |
$162 - $188
|
514
$6.01K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 2.58% |
$43.2 - $50.2
|
159
$1.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3- 0.03% |
$32.4 - $37.7
|
9.54K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 0.42% |
$1.08K - $1.26K
|
23.8K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-163- 0.52% |
$1.76K - $2.05K
|
31.3K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-195- 6.1% |
$2.11K - $2.45K
|
3K
$35.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-206- 1.31% |
$2.23K - $2.59K
|
15.5K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-216- 1.09% |
$2.33K - $2.71K
|
19.6K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-289- 2.75% |
$3.12K - $3.63K
|
10.2K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-555- 3.11% |
$6K - $6.97K
|
17.3K
$202K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.03K- 3.03% |
$11.2K - $13K
|
33.1K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.06K- 0.84% |
$11.4K - $13.3K
|
124K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.12K- 5.22% |
$12.1K - $14.1K
|
20.4K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.24K- 5.7% |
$13.4K - $15.5K
|
20.4K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.31K- 4.92% |
$14.2K - $16.4K
|
25.3K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.33K- 8.21% |
$14.4K - $16.7K
|
14.9K
$174K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.44K- 3.43% |
$15.6K - $18.1K
|
40.5K
$474K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.56K- 12.75% |
$16.8K - $19.6K
|
10.7K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.6K- 9.48% |
$17.2K - $20K
|
15.2K
$178K
|