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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.62K- 16.78% |
$17.5K - $20.3K
|
8.02K
$92.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 10.66% |
$21K - $24.3K
|
16.3K
$187K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.03K- 41.5% |
$21.9K - $25.4K
|
2.86K
$32.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-2.3K- 0.22% |
$24.8K - $28.8K
|
1.02M
$11.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56K- 10.01% |
$27.7K - $32.2K
|
23K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.6K- 5.36% |
$28.1K - $32.7K
|
46K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.13K- 6.81% |
$33.8K - $39.3K
|
42.8K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.31K- 3.76% |
$35.7K - $41.5K
|
84.6K
$972K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.61K- 24.18% |
$39K - $45.3K
|
11.3K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.7K- 14.91% |
$40K - $46.4K
|
21.1K
$242K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.15K- 21.85% |
$44.8K - $52K
|
14.8K
$170K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 21.59% |
$46K - $53.4K
|
15.4K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-5.39K- 14.56% |
$58.3K - $67.6K
|
31.6K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.74K- 18.66% |
$72.9K - $84.6K
|
29.4K
$337K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.07K- 38.51% |
$76.5K - $88.8K
|
11.3K
$130K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.61K- 34.66% |
$93.1K - $108K
|
16.2K
$186K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.98K- 2.89% |
$97.1K - $113K
|
301K
$3.46M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.1K- 51.98% |
$109K - $127K
|
9.36K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10.3K- 2.97% |
$111K - $129K
|
335K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.8K- 2.77% |
$117K - $136K
|
379K
$4.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7K- 14.36% |
$127K - $147K
|
70K
$804K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-13.4K- 48.92% |
$144K - $168K
|
13.9K
$160K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.5K- 44.72% |
$157K - $182K
|
17.9K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.4K- 23.86% |
$167K - $193K
|
49.2K
$565K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 73.78% |
$177K - $206K
|
5.83K
$66.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-17.1K- 29.19% |
$185K - $215K
|
41.6K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.4K- 71.39% |
$253K - $293K
|
9.36K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.3K- 53.6% |
$263K - $305K
|
21K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.1K- 2.81% |
$293K - $340K
|
937K
$10.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29K- 3.32% |
$313K - $364K
|
842K
$9.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-30.3KClosed |
$328K - $381K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-30.9K- 29.69% |
$334K - $388K
|
73.2K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-35.9K- 67.4% |
$388K - $451K
|
17.4K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-42K- 63.0% |
$454K - $528K
|
24.7K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-44.1K- 43.34% |
$476K - $553K
|
57.6K
$661K
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-53.2K- 31.42% |
$575K - $668K
|
116K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-55.7K- 61.16% |
$602K - $698K
|
35.3K
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-58.4K- 7.75% |
$632K - $733K
|
695K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.5K- 69.22% |
$686K - $796K
|
28.2K
$324K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-85.6K- 16.34% |
$926K - $1.07M
|
438K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140K- 36.15% |
$1.51M - $1.76M
|
247K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-230K- 41.57% |
$2.48M - $2.88M
|
323K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-292K- 46.18% |
$3.16M - $3.67M
|
341K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-296K- 57.19% |
$3.2M - $3.72M
|
222K
$2.55M
|