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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23.3K- 7.46% |
$87.3K - $122K
|
289K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-805- 6.53% |
$3.02K - $4.2K
|
11.5K
$57.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.52K- 0.12% |
$5.69K - $7.92K
|
1.3M
$6.51M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
144+ 1.14% |
$540 - $752
|
12.8K
$64.3K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
12.7KNew |
$47.5K - $66.1K
|
12.7K
$63.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
7K+ 233.33% |
$26.3K - $36.5K
|
10K
$50.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.66K- 54.56% |
$6.23K - $8.68K
|
1.38K
$6.93K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.23K+ 38.02% |
$19.6K - $27.3K
|
19K
$95.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-6K- 23.08% |
$22.5K - $31.3K
|
20K
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
10.3KNew |
$38.8K - $54K
|
10.3K
$51.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
14.6K+ 121.19% |
$54.8K - $76.3K
|
26.7K
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13KNew |
$48.7K - $67.9K
|
13K
$65.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
369+ 132.73% |
$1.38K - $1.93K
|
647
$3.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10KNew |
$37.6K - $52.4K
|
10K
$50.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
649+ 1.65% |
$2.43K - $3.39K
|
40.1K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1New |
$3.75 - $5.22
|
1
$5.01
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.64K- 45.09% |
$6.16K - $8.57K
|
2K
$10K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1K- 97.18% |
$3.75K - $5.22K
|
29
$145
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.47K- 14.07% |
$9.26K - $12.9K
|
15.1K
$75.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-147- 0.89% |
$551 - $767
|
16.4K
$82K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$17.1K - $23.8K
|
4.57K
$22.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$563 - $783
|
150
$752
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-73- 59.35% |
$274 - $381
|
50
$251
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-793- 50.0% |
$2.97K - $4.14K
|
793
$3.97K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
10K+ 100.0% |
$37.5K - $52.2K
|
20K
$100K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.21K- 1.31% |
$4.54K - $6.32K
|
91.5K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-18.1K- 84.09% |
$67.8K - $94.4K
|
3.42K
$17.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.97K- 7.12% |
$7.4K - $10.3K
|
25.7K
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-18.4K- 4.41% |
$69.1K - $96.3K
|
400K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$77.7K - $108K
|
20.7K
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-5.72K- 25.08% |
$21.4K - $29.8K
|
17.1K
$85.5K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
100New |
$375 - $522
|
100
$501
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.06K- 13.35% |
$7.71K - $10.7K
|
13.3K
$66.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1K+ 444.44% |
$3.75K - $5.22K
|
1.23K
$6.14K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 1.53% |
$6.12K - $8.51K
|
105K
$527K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-64- 5.64% |
$240 - $334
|
1.07K
$5.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$4.5K - $6.26K
|
1.2K
$6.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 0.19% |
$375 - $522
|
52.4K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 5.87% |
$2.44K - $3.39K
|
10.4K
$52.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-351- 0.53% |
$1.32K - $1.83K
|
66K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
190+ 7.09% |
$713 - $992
|
2.87K
$14.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
410New |
$1.54K - $2.14K
|
410
$2.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73- 2.82% |
$274 - $381
|
2.52K
$12.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-50- 0.05% |
$188 - $261
|
103K
$514K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-110- 16.18% |
$413 - $574
|
570
$2.86K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 6.9% |
$7.5 - $10.4
|
27
$135
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 10.71% |
$11.3 - $15.7
|
25
$125
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195New |
$731 - $1.02K
|
195
$977
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.87K+ 2.66% |
$14.5K - $20.2K
|
149K
$748K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
15.9KNew |
$59.5K - $82.8K
|
15.9K
$79.5K
|