Purchases and Sales Made in Q4 2022 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.1MNew |
$9.22M - $11.9M
|
1.1M
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
750KNew |
$6.27M - $8.13M
|
750K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
667K+ 65.63% |
$5.57M - $7.22M
|
1.68M
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
446K+ 459.76% |
$3.72M - $4.83M
|
542K
$5.91M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
192K+ 95.17% |
$1.61M - $2.08M
|
394K
$4.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 13.74% |
$904K - $1.17M
|
895K
$9.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
101K+ 433.73% |
$845K - $1.09M
|
124K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
96.9K+ 297.01% |
$810K - $1.05M
|
129K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
70.4KNew |
$588K - $762K
|
70.4K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.5K+ 74.72% |
$531K - $688K
|
149K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
61.5KNew |
$514K - $666K
|
61.5K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
60.2KNew |
$504K - $652K
|
60.2K
$657K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54.3KNew |
$454K - $588K
|
54.3K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.3K+ 49.12% |
$395K - $512K
|
144K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42.4KNew |
$355K - $459K
|
42.4K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2K+ 1138.51% |
$319K - $414K
|
41.6K
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
36.9K+ 35.41% |
$309K - $400K
|
141K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
31.5KNew |
$263K - $341K
|
31.5K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.9K+ 5.24% |
$200K - $259K
|
480K
$5.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
21.4KNew |
$179K - $232K
|
21.4K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21KNew |
$175K - $227K
|
21K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.8KNew |
$174K - $226K
|
20.8K
$227K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20.7K+ 11.41% |
$173K - $225K
|
203K
$2.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
20.7KNew |
$173K - $225K
|
20.7K
$226K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
20.7KNew |
$173K - $224K
|
20.7K
$225K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20K+ 374.94% |
$167K - $216K
|
25.3K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
18.2K+ 148.43% |
$152K - $197K
|
30.4K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.5KNew |
$146K - $190K
|
17.5K
$191K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.5KNew |
$146K - $189K
|
17.5K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.3KNew |
$145K - $187K
|
17.3K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
17.2KNew |
$144K - $186K
|
17.2K
$187K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
17.1KNew |
$143K - $185K
|
17.1K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$141K - $183K
|
16.9K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 4.12% |
$138K - $179K
|
418K
$4.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.4KNew |
$137K - $178K
|
16.4K
$179K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$129K - $168K
|
15.5K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
14.7KNew |
$123K - $159K
|
14.7K
$160K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
14.4K+ 38.76% |
$121K - $156K
|
51.7K
$564K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14.1K+ 3.71% |
$118K - $153K
|
394K
$4.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 233.2% |
$114K - $147K
|
19.4K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 24.83% |
$108K - $140K
|
64.8K
$706K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.8K+ 9.42% |
$107K - $139K
|
149K
$1.62M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.7K+ 4.31% |
$106K - $137K
|
306K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12.6K+ 68.75% |
$105K - $136K
|
30.9K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.4KNew |
$103K - $134K
|
12.4K
$135K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.3KNew |
$103K - $133K
|
12.3K
$134K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12KNew |
$100K - $130K
|
12K
$131K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$87.1K - $113K
|
10.4K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10KNew |
$84K - $109K
|
10K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.99K+ 61.82% |
$83.5K - $108K
|
26.1K
$285K
|