Purchases and Sales Made in Q4 2023 in Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION) during Q4 2023. 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 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
5.8KNew |
$56.3K - $67.6K
|
5.8K
$66.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.98K+ 56.71% |
$48.3K - $58K
|
13.8K
$158K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.89K+ 16.69% |
$47.4K - $57K
|
34.2K
$393K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
4.7K+ 15.72% |
$45.6K - $54.8K
|
34.6K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.58K+ 86.39% |
$44.4K - $53.3K
|
9.87K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.52K+ 2.35% |
$43.9K - $52.7K
|
197K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.48K+ 23.05% |
$43.5K - $52.2K
|
23.9K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.42K+ 40.47% |
$42.9K - $51.5K
|
15.3K
$176K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.76KNew |
$36.4K - $43.8K
|
3.76K
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.32K+ 4.66% |
$22.5K - $27K
|
52K
$597K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.3KNew |
$22.3K - $26.8K
|
2.3K
$26.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14K+ 12.7% |
$20.7K - $24.9K
|
19K
$218K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$20.4K - $24.5K
|
2.1K
$24.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.77KNew |
$17.1K - $20.6K
|
1.77K
$20.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.66KNew |
$16.1K - $19.3K
|
1.66K
$19K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 6.33% |
$14.7K - $17.7K
|
25.5K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 24.72% |
$14.5K - $17.4K
|
7.54K
$86.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.48K+ 366.34% |
$14.4K - $17.2K
|
1.88K
$21.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.4K+ 2.68% |
$13.6K - $16.3K
|
53.6K
$615K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.13KNew |
$11K - $13.2K
|
1.13K
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
795New |
$7.71K - $9.26K
|
795
$9.13K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
709+ 3.6% |
$6.88K - $8.26K
|
20.4K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
676+ 2.95% |
$6.56K - $7.88K
|
23.6K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
671+ 2.62% |
$6.51K - $7.82K
|
26.3K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
600New |
$5.82K - $6.99K
|
600
$6.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
515+ 10.64% |
$5K - $6K
|
5.36K
$61.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
489New |
$4.74K - $5.7K
|
489
$5.61K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
452+ 2.87% |
$4.38K - $5.27K
|
16.2K
$186K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
399New |
$3.87K - $4.65K
|
399
$4.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
336+ 2.21% |
$3.26K - $3.91K
|
15.5K
$178K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
320+ 2.8% |
$3.1K - $3.73K
|
11.8K
$135K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
244+ 2.25% |
$2.37K - $2.84K
|
11.1K
$127K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
158+ 1.44% |
$1.53K - $1.84K
|
11.1K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
156+ 0.57% |
$1.51K - $1.82K
|
27.8K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
96New |
$931 - $1.12K
|
96
$1.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85+ 0.56% |
$824 - $990
|
15.3K
$176K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
70+ 3.61% |
$679 - $816
|
2.01K
$23.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.42% |
$427 - $513
|
10.5K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
36+ 0.34% |
$349 - $419
|
10.6K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$48.5 - $58.3
|
946
$10.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.06% |
$9.7 - $11.7
|
1.58K
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37- 0.2% |
$359 - $431
|
18.7K
$215K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 1.68% |
$2.91K - $3.5K
|
17.6K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-567- 2.2% |
$5.5K - $6.61K
|
25.2K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-904- 3.08% |
$8.77K - $10.5K
|
28.4K
$326K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-962- 0.12% |
$9.33K - $11.2K
|
782K
$8.98M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-972- 4.27% |
$9.43K - $11.3K
|
21.8K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1K- 33.33% |
$9.7K - $11.7K
|
2K
$23K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.19K- 5.01% |
$11.5K - $13.8K
|
22.4K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.25K- 2.9% |
$12.1K - $14.6K
|
41.9K
$481K
|