Purchases and Sales Made in Q1 2025 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
80New |
$300 - $418
|
80
$386
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
50New |
$188 - $261
|
50
$242
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
50+ 0.16% |
$188 - $261
|
31.9K
$154K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
50New |
$188 - $261
|
50
$242
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
49+ 21.88% |
$184 - $256
|
273
$1.32K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38New |
$143 - $198
|
38
$184
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$131 - $183
|
35
$169
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.76% |
$41.3 - $57.4
|
1.47K
$7.08K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 2.33% |
$33.8 - $47
|
396
$1.91K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1New |
$3.75 - $5.22
|
1
$4.83
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1New |
$3.75 - $5.22
|
1
$4.83
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 6.9% |
$7.5 - $10.4
|
27
$130
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 10.71% |
$11.3 - $15.7
|
25
$121
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 1.27% |
$150 - $209
|
3.12K
$15.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 9.09% |
$188 - $261
|
500
$2.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-50- 0.05% |
$188 - $261
|
103K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-50- 75.76% |
$188 - $261
|
16
$77.3
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-64- 5.64% |
$240 - $334
|
1.07K
$5.17K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-72- 0.32% |
$270 - $376
|
22.2K
$107K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-73- 59.35% |
$274 - $381
|
50
$242
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73- 2.82% |
$274 - $381
|
2.52K
$12.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-99- 30.84% |
$371 - $517
|
222
$1.07K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-100- 57.8% |
$375 - $522
|
73
$353
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-110- 16.18% |
$413 - $574
|
570
$2.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-147- 0.89% |
$551 - $767
|
16.4K
$79.1K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-150- 0.48% |
$563 - $783
|
30.9K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-235- 8.49% |
$881 - $1.23K
|
2.53K
$12.2K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-280- 0.29% |
$1.05K - $1.46K
|
94.9K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-350- 0.71% |
$1.31K - $1.83K
|
48.9K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-351- 0.53% |
$1.32K - $1.83K
|
66K
$319K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 36.9% |
$1.5K - $2.09K
|
684
$3.3K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-551- 1.04% |
$2.07K - $2.88K
|
52.3K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-592- 72.02% |
$2.22K - $3.09K
|
230
$1.11K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-606- 0.67% |
$2.27K - $3.16K
|
89.5K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 5.87% |
$2.44K - $3.39K
|
10.4K
$50.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-659- 5.12% |
$2.47K - $3.44K
|
12.2K
$58.9K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-709- 4.71% |
$2.66K - $3.7K
|
14.3K
$69.3K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-742- 4.93% |
$2.78K - $3.87K
|
14.3K
$69K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-793- 50.0% |
$2.97K - $4.14K
|
793
$3.83K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-805- 6.53% |
$3.02K - $4.2K
|
11.5K
$55.7K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-845- 4.86% |
$3.17K - $4.41K
|
16.5K
$79.8K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1K- 97.18% |
$3.75K - $5.22K
|
29
$140
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1K- 1.11% |
$3.75K - $5.23K
|
88.9K
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-1.02K- 5.3% |
$3.82K - $5.32K
|
18.2K
$88K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.15KClosed |
$4.29K - $5.98K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.21K- 1.31% |
$4.54K - $6.32K
|
91.5K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.24K- 85.42% |
$4.66K - $6.48K
|
212
$1.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.28K- 3.3% |
$4.78K - $6.66K
|
37.3K
$180K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.38K- 4.45% |
$5.17K - $7.2K
|
29.6K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.52K- 0.12% |
$5.69K - $7.92K
|
1.3M
$6.28M
|