Purchases and Sales Made in Q3 2022 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.5KNew |
$190K - $255K
|
23.5K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
23.3KNew |
$188K - $253K
|
23.3K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2K+ 31.74% |
$188K - $252K
|
96.3K
$1.21M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.7K+ 69.71% |
$183K - $246K
|
55.1K
$692K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.8K+ 51.86% |
$176K - $237K
|
63.8K
$800K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
21.6K+ 60.55% |
$175K - $235K
|
57.4K
$719K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
21.5K+ 148.35% |
$174K - $233K
|
36K
$451K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
20.4K+ 105.5% |
$165K - $221K
|
39.7K
$498K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 153.26% |
$159K - $213K
|
32.5K
$407K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.8K+ 49.31% |
$152K - $204K
|
56.9K
$713K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
18.7K+ 56.16% |
$151K - $203K
|
52K
$652K
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.4KNew |
$149K - $199K
|
18.4K
$231K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
18.3K+ 52.6% |
$148K - $199K
|
53.2K
$667K
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
18.3KNew |
$148K - $198K
|
18.3K
$229K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18K+ 55.56% |
$146K - $195K
|
50.4K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
17.5KNew |
$141K - $190K
|
17.5K
$219K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
17.4KNew |
$141K - $189K
|
17.4K
$218K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.3K+ 60.34% |
$140K - $188K
|
46K
$577K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.1KNew |
$138K - $186K
|
17.1K
$214K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.9K+ 24.75% |
$136K - $183K
|
85K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.2KNew |
$131K - $175K
|
16.2K
$203K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.8KNew |
$128K - $171K
|
15.8K
$198K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.8K+ 215.83% |
$128K - $171K
|
23.1K
$290K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.7K+ 30.13% |
$127K - $171K
|
67.9K
$851K
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.2KNew |
$115K - $154K
|
14.2K
$178K
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13.9KNew |
$113K - $151K
|
13.9K
$175K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.4K+ 35.4% |
$108K - $146K
|
51.3K
$643K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.4KNew |
$108K - $145K
|
13.4K
$167K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.3KNew |
$108K - $145K
|
13.3K
$167K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$106K - $142K
|
13.1K
$164K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.7KNew |
$103K - $138K
|
12.7K
$159K
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
12.6KNew |
$102K - $137K
|
12.6K
$159K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 38.6% |
$101K - $136K
|
45K
$564K
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
12.4KNew |
$100K - $135K
|
12.4K
$156K
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
12.1K+ 50.01% |
$98.2K - $132K
|
36.4K
$457K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11.8K+ 46.1% |
$95.1K - $128K
|
37.3K
$467K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
11.7KNew |
$94.8K - $127K
|
11.7K
$147K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.6K+ 33.35% |
$93.9K - $126K
|
46.4K
$582K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11.5K+ 40.46% |
$92.8K - $124K
|
39.8K
$499K
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$90.6K - $122K
|
11.2K
$140K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
11.1KNew |
$89.8K - $120K
|
11.1K
$139K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.9KNew |
$88.3K - $118K
|
10.9K
$137K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7KNew |
$86.5K - $116K
|
10.7K
$134K
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10.7KNew |
$86.3K - $116K
|
10.7K
$134K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.5KNew |
$85K - $114K
|
10.5K
$132K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
10.4KNew |
$84.4K - $113K
|
10.4K
$131K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
10.3KNew |
$83K - $111K
|
10.3K
$129K
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.1KNew |
$82.1K - $110K
|
10.1K
$127K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 69.75% |
$78.8K - $106K
|
23.7K
$297K
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
9.26K+ 53.78% |
$74.9K - $100K
|
26.5K
$332K
|