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 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.68K- 4.51% |
$22.4K - $29K
|
56.7K
$651K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.94K- 1.34% |
$24.6K - $31.9K
|
216K
$2.48M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.99K- 4.52% |
$33.4K - $43.2K
|
84.4K
$969K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.82K- 32.36% |
$48.7K - $63K
|
12.2K
$140K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.86K- 8.77% |
$49K - $63.4K
|
60.9K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6K- 26.23% |
$50.1K - $65K
|
16.9K
$194K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-6.99K- 4.91% |
$58.4K - $75.7K
|
135K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.17K- 26.41% |
$59.9K - $77.6K
|
20K
$229K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.6K- 23.41% |
$63.5K - $82.3K
|
24.9K
$285K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-7.6K- 85.37% |
$63.6K - $82.4K
|
1.3K
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-8.29K- 0.85% |
$69.3K - $89.8K
|
967K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-8.42K- 21.14% |
$70.4K - $91.2K
|
31.4K
$361K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8.52K- 21.46% |
$71.2K - $92.3K
|
31.2K
$358K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10K- 19.07% |
$83.6K - $108K
|
42.5K
$487K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.3K- 14.75% |
$85.9K - $111K
|
59.4K
$682K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.3K- 3.33% |
$86K - $111K
|
298K
$3.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.4K- 5.51% |
$95.2K - $123K
|
195K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.4K- 7.11% |
$103K - $134K
|
162K
$1.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-13K- 6.07% |
$108K - $140K
|
200K
$2.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-13.4K- 3.14% |
$112K - $145K
|
413K
$4.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.4K- 24.3% |
$112K - $146K
|
41.9K
$481K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.7K- 13.43% |
$114K - $148K
|
88.2K
$1.01M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.7K- 13.43% |
$114K - $148K
|
88.2K
$1.01M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.2KClosed |
$119K - $154K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.7K- 12.78% |
$123K - $159K
|
100K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 6.25% |
$130K - $168K
|
233K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-17.2K- 2.09% |
$144K - $186K
|
803K
$9.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-18.4KClosed |
$154K - $199K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-18.8K- 6.15% |
$157K - $204K
|
287K
$3.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.1K- 83.02% |
$160K - $207K
|
3.9K
$44.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20.2K- 31.65% |
$169K - $219K
|
43.6K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-22.3K- 48.08% |
$187K - $242K
|
24.1K
$277K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.8K- 60.28% |
$191K - $247K
|
15K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.1K- 4.83% |
$235K - $304K
|
553K
$6.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-29.9K- 52.18% |
$250K - $324K
|
27.4K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.9K- 45.57% |
$259K - $335K
|
36.9K
$424K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.3K- 2.64% |
$270K - $350K
|
1.19M
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.6K- 32.41% |
$281K - $364K
|
70.1K
$805K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-35.1K- 54.11% |
$294K - $381K
|
29.8K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-36K- 67.64% |
$301K - $389K
|
17.2K
$198K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-38.6K- 67.9% |
$323K - $418K
|
18.3K
$210K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-42K- 80.86% |
$351K - $455K
|
9.95K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-61.7K- 61.79% |
$516K - $668K
|
38.1K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-77.8K- 52.54% |
$650K - $843K
|
70.3K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-82.4K- 44.5% |
$689K - $892K
|
103K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-92.2K- 13.89% |
$771K - $999K
|
572K
$6.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-131K- 43.17% |
$1.1M - $1.42M
|
172K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-309K- 42.73% |
$2.58M - $3.35M
|
414K
$4.76M
|