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 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-700- 87.5% |
$5.19K - $6.88K
|
100
$467
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
915New |
$6.78K - $8.99K
|
915
$4.27K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$371 - $492
|
50
$234
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 20.0% |
$741 - $983
|
400
$1.87K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$29.6 - $39.3
|
4
$18.7
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-35.9KClosed |
$296K - $456K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.5K- 25.93% |
$28.9K - $44.5K
|
10K
$46.7K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-951- 90.49% |
$7.85K - $12.1K
|
100
$467
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
300New |
$2.48K - $3.81K
|
300
$1.4K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$751 - $1.16K
|
91
$425
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$8.25 - $12.7
|
12.5K
$58.4K
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-20.1K- 65.32% |
$166K - $256K
|
10.7K
$49.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.62K+ 132.94% |
$54.6K - $84.1K
|
11.6K
$54.1K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
793K+ 179.11% |
$6.54M - $10.1M
|
1.24M
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$15.7K - $24.1K
|
1.9K
$8.87K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-24.3K- 75.27% |
$200K - $309K
|
7.98K
$37.3K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.5K- 25.93% |
$28.9K - $44.5K
|
10K
$46.7K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.5KNew |
$86.9K - $134K
|
10.5K
$49.2K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20- 0.2% |
$165 - $254
|
10K
$46.7K
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-150K- 40.2% |
$1.24M - $1.91M
|
223K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
385New |
$3.18K - $4.89K
|
385
$1.8K
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-261K- 98.91% |
$2.16M - $3.32M
|
2.89K
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-70K- 35.0% |
$578K - $890K
|
130K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$86.8K - $134K
|
10.5K
$49.1K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
18.9KNew |
$156K - $240K
|
18.9K
$88.1K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
20.2KNew |
$167K - $257K
|
20.2K
$94.4K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$1.65K - $2.54K
|
200
$934
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
271K+ 12.13% |
$2.24M - $3.45M
|
2.51M
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.54KNew |
$21K - $32.3K
|
2.54K
$11.9K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
21New |
$173 - $267
|
21
$98.1
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200New |
$1.65K - $2.54K
|
200
$934
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
5.62KNew |
$46.4K - $71.5K
|
5.62K
$26.3K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-32.7K- 38.55% |
$270K - $415K
|
52.1K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
86New |
$710 - $1.09K
|
86
$402
|
|
|
May 09, 2023
Q1 2023
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
371KNew |
$3.06M - $4.72M
|
371K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 35.71% |
$41.3 - $63.6
|
9
$42
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.81K+ 1182.35% |
$23.2K - $35.8K
|
3.05K
$14.3K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
113New |
$932 - $1.44K
|
113
$528
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.4KNew |
$152K - $234K
|
18.4K
$86K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 1.83% |
$165 - $254
|
1.07K
$5K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$165 - $254
|
20
$93.4
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
15.3KNew |
$126K - $194K
|
15.3K
$71.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
26KNew |
$214K - $330K
|
26K
$121K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1KNew |
$8.25K - $12.7K
|
1K
$4.67K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 9.52% |
$825 - $1.27K
|
950
$4.44K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200- 33.61% |
$1.65K - $2.54K
|
395
$1.84K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$413 - $636
|
50
$234
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$3.3K - $5.08K
|
400
$1.87K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.3KNew |
$93K - $143K
|
11.3K
$52.7K
|
|
| Q4 2022 | |||||||
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-300Closed |
$2.78K - $5.02K
|
0
$0
|
|