Purchases and Sales Made in Q1 2024 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12+ 0.02% |
$54 - $102
|
64K
$326K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10+ 0.08% |
$45 - $85
|
13.3K
$67.8K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8New |
$36 - $68
|
8
$40.8
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6New |
$27 - $51
|
6
$30.6
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$22.5 - $42.5
|
5
$25.5
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$18 - $34
|
4
$20.4
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4New |
$18 - $34
|
4
$20.4
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.38% |
$9 - $17
|
531
$2.71K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$22.5 - $42.5
|
11.5K
$58.7K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6- 2.47% |
$27 - $51
|
237
$1.21K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 1.05% |
$40.5 - $76.5
|
852
$4.35K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20- 16.67% |
$90 - $170
|
100
$510
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-45- 93.75% |
$203 - $383
|
3
$15.3
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-48- 32.43% |
$216 - $408
|
100
$510
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-50- 50.0% |
$225 - $425
|
50
$255
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-53- 0.1% |
$239 - $451
|
51.5K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-75- 0.3% |
$338 - $638
|
25.2K
$129K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100- 0.05% |
$450 - $850
|
205K
$1.04M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-113- 11.32% |
$509 - $961
|
885
$4.51K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-115- 0.9% |
$518 - $978
|
12.6K
$64.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-116- 69.88% |
$522 - $986
|
50
$255
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-125- 50.0% |
$563 - $1.06K
|
125
$638
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-150- 24.0% |
$675 - $1.28K
|
475
$2.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-200- 5.48% |
$900 - $1.7K
|
3.45K
$17.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-200- 90.91% |
$900 - $1.7K
|
20
$102
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-210- 1.35% |
$945 - $1.79K
|
15.4K
$78.5K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-250- 55.56% |
$1.13K - $2.13K
|
200
$1.02K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-276- 73.4% |
$1.24K - $2.35K
|
100
$510
|
|
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-298- 1.39% |
$1.34K - $2.53K
|
21.2K
$108K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-303- 54.59% |
$1.36K - $2.58K
|
252
$1.29K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-307- 79.74% |
$1.38K - $2.61K
|
78
$398
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-330- 0.89% |
$1.49K - $2.81K
|
36.6K
$187K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-335- 1.39% |
$1.51K - $2.85K
|
23.8K
$122K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-375- 18.62% |
$1.69K - $3.19K
|
1.64K
$8.36K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-400- 2.94% |
$1.8K - $3.4K
|
13.2K
$67.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-471- 17.41% |
$2.12K - $4K
|
2.24K
$11.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-479- 51.23% |
$2.16K - $4.07K
|
456
$2.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-500- 90.91% |
$2.25K - $4.25K
|
50
$255
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-500- 92.59% |
$2.25K - $4.25K
|
40
$204
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-782- 99.36% |
$3.52K - $6.65K
|
5
$25.5
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-900- 3.68% |
$4.05K - $7.65K
|
23.6K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-922- 83.89% |
$4.15K - $7.84K
|
177
$903
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-973- 14.37% |
$4.38K - $8.27K
|
5.8K
$29.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 5.14% |
$4.64K - $8.77K
|
19K
$97.1K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.05K- 1.13% |
$4.73K - $8.93K
|
92.2K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.09K- 1.21% |
$4.89K - $9.23K
|
88.9K
$453K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.18K- 97.51% |
$5.29K - $9.99K
|
30
$153
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.19K- 2.37% |
$5.36K - $10.1K
|
49.1K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 10.05% |
$5.63K - $10.6K
|
11.2K
$57.2K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.28K- 4.77% |
$5.78K - $10.9K
|
25.6K
$131K
|