Latest Institutional Transactions on Nio Inc. (NIO)
This table provides information on the latest institutional transactions involving Nio Inc. (NIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1K- 81.63% |
$3.14K - $4.31K
|
225
$1.13K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33.3KNew |
$105K - $144K
|
33.3K
$167K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20K- 63.41% |
$62.6K - $86K
|
11.5K
$57.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28+ 560.0% |
$87.9 - $121
|
33
$165
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-894K- 58.13% |
$2.81M - $3.86M
|
644K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-48.9K- 65.43% |
$153K - $211K
|
25.8K
$129K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-111- 0.7% |
$349 - $478
|
15.7K
$78.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.85K+ 2.25% |
$15.2K - $20.9K
|
221K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.78KNew |
$5.59K - $7.67K
|
1.78K
$8.92K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
300+ 2.32% |
$942 - $1.29K
|
13.3K
$66.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.91K- 4.78% |
$6K - $8.24K
|
38.1K
$191K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.8K+ 8.83% |
$40K - $55K
|
157K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 1.64% |
$15.7 - $21.5
|
310
$1.55K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
25+ 31.25% |
$78.5 - $108
|
105
$526
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.02% |
$94.2 - $129
|
200K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13+ 15.29% |
$40.8 - $56
|
98
$491
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13.8K- 49.34% |
$43.3K - $59.4K
|
14.2K
$70.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
750+ 4.88% |
$2.36K - $3.23K
|
16.1K
$80.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.26K- 7.71% |
$25.9K - $35.6K
|
98.9K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-163- 37.05% |
$512 - $703
|
277
$1.39K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
436New |
$1.37K - $1.88K
|
436
$2.18K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.5K+ 26.83% |
$26.7K - $36.6K
|
40.2K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-354- 3.13% |
$1.11K - $1.53K
|
11K
$54.9K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.27K+ 11.9% |
$7.13K - $9.78K
|
21.3K
$107K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
100+ 0.12% |
$314 - $431
|
84K
$421K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.85% |
$44 - $60.3
|
1.64K
$8.22K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.5KNew |
$51.7K - $71K
|
16.5K
$82.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 53.26% |
$6.94K - $9.53K
|
1.94K
$9.72K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 14.86% |
$104 - $142
|
255
$1.28K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-42.8K- 55.74% |
$135K - $185K
|
34K
$170K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-718K- 73.06% |
$2.25M - $3.09M
|
265K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.24K+ 8.46% |
$3.88K - $5.32K
|
15.8K
$79.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
3.59MNew |
$11.3M - $15.5M
|
3.59M
$18M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.25K- 10.87% |
$3.93K - $5.39K
|
10.3K
$51.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 10.75% |
$314 - $431
|
1.03K
$5.16K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.75K- 55.82% |
$27.5K - $37.7K
|
6.93K
$34.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.44K- 59.58% |
$4.53K - $6.22K
|
979
$4.9K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
6.27K+ 49.81% |
$23.5K - $32.7K
|
18.8K
$94.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.1K+ 4317.08% |
$45.5K - $63.3K
|
12.4K
$62.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 36.9% |
$1.5K - $2.09K
|
684
$3.43K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.19M+ 3966.74% |
$19.4M - $27.1M
|
5.32M
$26.6M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
50New |
$188 - $261
|
50
$251
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
200+ 80.0% |
$750 - $1.04K
|
450
$2.25K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-13.4K- 5.23% |
$50.4K - $70.2K
|
244K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-21.5K- 2.37% |
$80.5K - $112K
|
883K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56.9K+ 434.41% |
$213K - $297K
|
69.9K
$350K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
63.2K+ 2.05% |
$237K - $330K
|
3.14M
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.42M+ 313.64% |
$16.6M - $23.1M
|
5.83M
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.24K- 85.42% |
$4.66K - $6.48K
|
212
$1.06K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
88.3K+ 54.24% |
$331K - $461K
|
251K
$1.26M
|
|