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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
7.81K+ 49.43% |
$72.3K - $131K
|
23.6K
$110K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
650New |
$6.01K - $10.9K
|
650
$3.04K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
7New |
$64.8 - $117
|
7
$32.7
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.5K- 18.37% |
$32.4K - $58.6K
|
15.6K
$72.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Canal Insurance CO
|
SELL
|
- |
-30K- 42.86% |
$278K - $502K
|
40K
$187K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$23.1K - $41.8K
|
2.5K
$11.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
40New |
$370 - $669
|
40
$187
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
50+ 0.88% |
$463 - $837
|
5.72K
$26.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-220- 30.47% |
$2.04K - $3.68K
|
502
$2.34K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
34.6K+ 12.5% |
$320K - $579K
|
312K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-83- 0.16% |
$768 - $1.39K
|
50.8K
$237K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 1.71% |
$18.5 - $33.5
|
115
$537
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.42K- 99.65% |
$13.1K - $23.8K
|
5
$23.4
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
90New |
$833 - $1.51K
|
90
$420
|
|
|
Jan 24, 2023
Q4 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-26.2K- 7.22% |
$242K - $438K
|
336K
$1.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-310- 20.71% |
$2.87K - $5.19K
|
1.19K
$5.54K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
112New |
$1.04K - $1.87K
|
112
$523
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
36New |
$333 - $602
|
36
$168
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
28.6K+ 114.01% |
$264K - $478K
|
53.6K
$250K
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
11.6KNew |
$107K - $193K
|
11.6K
$54K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
180New |
$1.67K - $3.01K
|
180
$841
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-35- 0.12% |
$324 - $586
|
30.4K
$142K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
742New |
$6.86K - $12.4K
|
742
$3.47K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
351New |
$3.25K - $5.87K
|
351
$1.64K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.02KNew |
$27.9K - $50.5K
|
3.02K
$14.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
28New |
$259 - $468
|
28
$131
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 23.08% |
$1.39K - $2.51K
|
500
$2.34K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-40K- 79.39% |
$370K - $669K
|
10.4K
$48.5K
|
|
| Q3 2022 | |||||||
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
40KNew |
$623K - $904K
|
40K
$187K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4.64K+ 8913.46% |
$72.2K - $105K
|
4.69K
$21.9K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
33.6K+ 2371.75% |
$523K - $759K
|
35K
$163K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25K+ 50.0% |
$390K - $565K
|
75K
$350K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$3.12K - $4.52K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
129New |
$2.01K - $2.92K
|
129
$602
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10K- 63.54% |
$156K - $226K
|
5.74K
$26.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-45.2K- 94.76% |
$704K - $1.02M
|
2.5K
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-339K- 100.0% |
$5.29M - $7.67M
|
10
$46.7
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
183KNew |
$2.85M - $4.13M
|
183K
$853K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36.1KNew |
$563K - $817K
|
36.1K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
355New |
$5.53K - $8.02K
|
355
$1.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.4KNew |
$224K - $325K
|
14.4K
$67.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Anatole Investment Management LTD
Central, K3 |
BUY
|
- |
250KNew |
$3.9M - $5.65M
|
250K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Myriad Asset Management Us LP
|
BUY
|
- |
500KNew |
$7.79M - $11.3M
|
500K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-7.9K- 14.5% |
$123K - $179K
|
46.6K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-75K- 47.2% |
$1.17M - $1.69M
|
83.9K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.09K- 14.01% |
$32.5K - $47.2K
|
12.8K
$59.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
16.5KNew |
$258K - $374K
|
16.5K
$77.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
207KNew |
$3.23M - $4.68M
|
207K
$967K
|
|