Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 542 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
500
shares
|
$2,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
500
shares
|
$2,245
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$2,245
0.0% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
460
shares
|
$2,065
0.0% of portfolio
|
Q2 2022
Reduced 75.05%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
451
shares
|
$2,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
429
shares
|
$1,926
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
410
shares
|
$1,840
0.0% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
409
shares
|
$1,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
400
shares
|
$1,796
0.0% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
400
shares
|
$1,796
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$1,796
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$1,796
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
395
shares
|
$1,773
0.0% of portfolio
|
Q1 2023
Reduced 33.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
385
shares
|
$1,728
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
357
shares
|
$1,602
0.0% of portfolio
|
Q3 2024
Added 335.37%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
355
shares
|
$1,593
0.0% of portfolio
|
Q3 2021
Added 173.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
340
shares
|
$1,526
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
317
shares
|
$1,423
0.0% of portfolio
|
Q2 2022
Reduced 23.98%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
306
shares
|
$1,373
0.0% of portfolio
|
Q2 2024
Added 48.54%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
301
shares
|
$1,351
0.0% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$1,347
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
288
shares
|
$1,293
0.0% of portfolio
|
Q1 2024
Added 53.19%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$1,234
0.0% of portfolio
|
Q2 2024
Reduced 42.11%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
250
shares
|
$1,122
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$1,122
0.0% of portfolio
|
Q3 2024
New holding
|