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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
7.34K+ 20.4% |
$61.4K - $79.5K
|
43.3K
$472K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
5.6KNew |
$46.8K - $60.7K
|
5.6K
$61.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.31K+ 38.09% |
$44.4K - $57.5K
|
19.2K
$210K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.3KNew |
$44.3K - $57.4K
|
5.3K
$57.7K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.3KNew |
$44.3K - $57.4K
|
5.3K
$57.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.06K+ 91.4% |
$42.3K - $54.8K
|
10.6K
$115K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.87K+ 50.55% |
$40.7K - $52.7K
|
14.5K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.2K+ 2.28% |
$35.1K - $45.5K
|
189K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.83K+ 17.92% |
$23.7K - $30.7K
|
18.6K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.68K+ 14.78% |
$22.4K - $29.1K
|
20.8K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.43K+ 4.92% |
$20.3K - $26.3K
|
51.8K
$565K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.41K+ 22.54% |
$20.1K - $26K
|
13.1K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.22K+ 2.7% |
$18.5K - $24K
|
84.4K
$920K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.72KNew |
$14.4K - $18.6K
|
1.72K
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.66K+ 13.14% |
$13.9K - $18K
|
14.3K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.58K+ 86.49% |
$13.2K - $17.1K
|
3.4K
$37K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.52KNew |
$12.7K - $16.4K
|
1.52K
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.51K+ 23.8% |
$12.6K - $16.3K
|
7.85K
$85.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.41K+ 10.87% |
$11.8K - $15.3K
|
14.4K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.4K+ 271.51% |
$11.7K - $15.2K
|
1.92K
$20.9K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 5.66% |
$11.2K - $14.5K
|
25K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.19K+ 2.35% |
$9.92K - $12.9K
|
51.6K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
736New |
$6.15K - $7.97K
|
736
$8.02K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
403New |
$3.37K - $4.36K
|
403
$4.39K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
285New |
$2.38K - $3.09K
|
285
$3.11K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
241+ 2.37% |
$2.01K - $2.61K
|
10.4K
$113K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$1.67K - $2.17K
|
200
$2.18K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
178+ 1.8% |
$1.49K - $1.93K
|
10.1K
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
145+ 0.2% |
$1.21K - $1.57K
|
72.4K
$789K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
140+ 9.96% |
$1.17K - $1.52K
|
1.55K
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
24New |
$201 - $260
|
24
$262
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
17+ 2.99% |
$142 - $184
|
585
$6.38K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-56- 0.74% |
$468 - $606
|
7.51K
$81.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-163- 3.8% |
$1.36K - $1.77K
|
4.13K
$45K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-203- 1.52% |
$1.7K - $2.2K
|
13.2K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-241- 0.33% |
$2.01K - $2.61K
|
73.6K
$802K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-500- 2.87% |
$4.18K - $5.42K
|
16.9K
$184K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-708- 3.06% |
$5.92K - $7.67K
|
22.4K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-913- 8.22% |
$7.63K - $9.89K
|
10.2K
$111K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-957- 8.09% |
$8K - $10.4K
|
10.9K
$118K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-1.19K- 5.88% |
$9.91K - $12.8K
|
19K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 3.61% |
$13.6K - $17.6K
|
43.4K
$473K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.69K- 55.25% |
$14.2K - $18.3K
|
1.37K
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 3.94% |
$14.2K - $18.4K
|
41.4K
$451K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.78K- 6.78% |
$14.9K - $19.3K
|
24.5K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 3.31% |
$15.3K - $19.8K
|
53.3K
$581K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.86K- 15.4% |
$15.6K - $20.2K
|
10.2K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.93K- 4.19% |
$16.1K - $20.9K
|
44.1K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.99K- 11.65% |
$16.7K - $21.6K
|
15.1K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.14K- 16.34% |
$17.9K - $23.2K
|
11K
$120K
|