Purchases and Sales Made in Q1 2022 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q1 2022. The information is specifically focused on institutions that hold shares of NIO Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
400New |
$5.64K - $13.4K
|
400
$1.7K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
389+ 84.75% |
$5.48K - $13K
|
848
$3.6K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
350New |
$4.94K - $11.7K
|
350
$1.48K
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
333+ 0.83% |
$4.7K - $11.1K
|
40.6K
$172K
|
|
May 13, 2022
Q1 2022
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
313+ 40.13% |
$4.41K - $10.5K
|
1.09K
$4.63K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
300New |
$4.23K - $10K
|
300
$1.27K
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
273New |
$3.85K - $9.14K
|
273
$1.16K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
260+ 4.95% |
$3.67K - $8.7K
|
5.52K
$23.4K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
258+ 1.6% |
$3.64K - $8.64K
|
16.4K
$69.5K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
220+ 158.27% |
$3.1K - $7.36K
|
359
$1.52K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
217New |
$3.06K - $7.26K
|
217
$920
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
202+ 2.14% |
$2.85K - $6.76K
|
9.63K
$40.8K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
200+ 1250.0% |
$2.82K - $6.69K
|
216
$916
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
200New |
$2.82K - $6.69K
|
200
$848
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 66.67% |
$2.82K - $6.69K
|
500
$2.12K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
200+ 95.69% |
$2.82K - $6.69K
|
409
$1.73K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
200+ 1.19% |
$2.82K - $6.69K
|
17K
$72.3K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
200+ 9.83% |
$2.82K - $6.69K
|
2.24K
$9.48K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
200+ 16.92% |
$2.82K - $6.69K
|
1.38K
$5.86K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
198+ 25.22% |
$2.79K - $6.63K
|
983
$4.17K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
175New |
$2.47K - $5.86K
|
175
$742
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
165New |
$2.33K - $5.52K
|
165
$700
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
115New |
$1.62K - $3.85K
|
115
$488
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
114+ 0.16% |
$1.61K - $3.82K
|
71.4K
$303K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$1.41K - $3.35K
|
100
$424
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 1.19% |
$1.41K - $3.35K
|
8.48K
$35.9K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
98+ 8.77% |
$1.38K - $3.28K
|
1.22K
$5.15K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
90New |
$1.27K - $3.01K
|
90
$382
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 0.88% |
$987 - $2.34K
|
8.07K
$34.2K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
69New |
$973 - $2.31K
|
69
$293
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
66+ 1.63% |
$931 - $2.21K
|
4.12K
$17.5K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
60+ 5.08% |
$846 - $2.01K
|
1.24K
$5.26K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
60+ 8.09% |
$846 - $2.01K
|
802
$3.4K
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50+ 161.29% |
$705 - $1.67K
|
81
$343
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 100.0% |
$705 - $1.67K
|
100
$424
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 1.04% |
$705 - $1.67K
|
4.86K
$20.6K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
50New |
$705 - $1.67K
|
50
$212
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$705 - $1.67K
|
50
$212
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
46+ 0.05% |
$649 - $1.54K
|
88.3K
$374K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
45New |
$635 - $1.51K
|
45
$191
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
44+ 0.24% |
$620 - $1.47K
|
18.7K
$79.1K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
39+ 37.14% |
$550 - $1.31K
|
144
$611
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.3% |
$494 - $1.17K
|
11.8K
$50.2K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
20New |
$282 - $669
|
20
$84.8
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 25.0% |
$282 - $669
|
100
$424
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$226 - $536
|
16
$67.8
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
15+ 7.14% |
$212 - $502
|
225
$954
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
15New |
$212 - $502
|
15
$63.6
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
14+ 17.5% |
$197 - $469
|
94
$399
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
10+ 1.81% |
$141 - $335
|
562
$2.38K
|