Purchases and Sales Made in Q3 2024 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.21K+ 7.63% |
$25.6K - $27.6K
|
31.2K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.09K+ 2397.7% |
$24.1K - $26K
|
2.17K
$23.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.06K+ 7.02% |
$23.8K - $25.7K
|
31.4K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.8K+ 6.48% |
$20.8K - $22.4K
|
29.5K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.49K+ 2.62% |
$17.2K - $18.6K
|
58.3K
$636K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.19K+ 2.94% |
$13.7K - $14.8K
|
41.7K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 5.04% |
$11.9K - $12.8K
|
21.4K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
800New |
$9.24K - $9.97K
|
800
$8.72K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
756+ 3.43% |
$8.73K - $9.42K
|
22.8K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
717+ 4.41% |
$8.28K - $8.93K
|
17K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
688+ 7.21% |
$7.95K - $8.57K
|
10.2K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
332+ 19.98% |
$3.83K - $4.14K
|
1.99K
$21.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
304+ 0.43% |
$3.51K - $3.79K
|
70.3K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
293+ 1.16% |
$3.38K - $3.65K
|
25.6K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
286+ 2.68% |
$3.3K - $3.56K
|
10.9K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
260+ 0.22% |
$3K - $3.24K
|
116K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
232New |
$2.68K - $2.89K
|
232
$2.53K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
193+ 0.75% |
$2.23K - $2.4K
|
25.8K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 1.2% |
$1.77K - $1.91K
|
12.9K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
103New |
$1.19K - $1.28K
|
103
$1.12K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.38% |
$1.16K - $1.25K
|
26.5K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
89+ 0.45% |
$1.03K - $1.11K
|
19.7K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 1.39% |
$936 - $1.01K
|
5.91K
$64.4K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
74+ 3.41% |
$855 - $922
|
2.25K
$24.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49+ 0.14% |
$566 - $611
|
36.1K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 0.08% |
$196 - $212
|
21.1K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 2.92% |
$173 - $187
|
529
$5.77K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 3.77% |
$69.3 - $74.8
|
165
$1.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$11.6 - $12.5
|
12.8K
$140K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-254- 0.54% |
$2.93K - $3.16K
|
46.8K
$510K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-450- 3.49% |
$5.2K - $5.61K
|
12.5K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-501- 2.46% |
$5.79K - $6.24K
|
19.9K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-534- 2.74% |
$6.17K - $6.65K
|
19K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-717- 18.62% |
$8.28K - $8.93K
|
3.13K
$34.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-810- 5.25% |
$9.36K - $10.1K
|
14.6K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-869- 28.94% |
$10K - $10.8K
|
2.13K
$23.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-886- 7.53% |
$10.2K - $11K
|
10.9K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-888- 1.89% |
$10.3K - $11.1K
|
46.1K
$502K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-986- 6.65% |
$11.4K - $12.3K
|
13.8K
$151K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.3K- 3.93% |
$15K - $16.2K
|
31.8K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.43K- 0.43% |
$16.6K - $17.9K
|
333K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.49K- 8.3% |
$17.2K - $18.6K
|
16.5K
$179K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.58K- 11.32% |
$18.2K - $19.7K
|
12.4K
$135K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.64K- 5.57% |
$18.9K - $20.4K
|
27.8K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.72K- 3.74% |
$19.8K - $21.4K
|
44.1K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.09K- 6.14% |
$24.2K - $26.1K
|
31.9K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.67K- 7.44% |
$30.8K - $33.2K
|
33.2K
$361K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.77K- 7.51% |
$32K - $34.6K
|
34.1K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.83K- 16.38% |
$32.7K - $35.3K
|
14.5K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.88K- 6.72% |
$33.3K - $35.9K
|
39.9K
$435K
|