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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
150
shares
|
$673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
150
shares
|
$673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
137
shares
|
$615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
135
shares
|
$606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
132
shares
|
$592
0.0% of portfolio
|
Q3 2024
Added 2100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
125
shares
|
$561
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
115
shares
|
$516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
115
shares
|
$516
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
113
shares
|
$507
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
101
shares
|
$453
0.0% of portfolio
|
Q3 2022
Reduced 33.11%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q4 2022
Reduced 18.7%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q1 2023
Reduced 90.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q1 2024
Reduced 73.4%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q3 2023
Reduced 90.91%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$449
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q2 2024
New holding
|