Purchases and Sales Made in Q2 2023 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q2 2023. 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 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 0.19% |
$22.2 - $29.5
|
1.62K
$6.85K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.02% |
$22.2 - $29.5
|
14.9K
$63.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-11- 0.11% |
$81.5 - $108
|
10.2K
$43.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 6.18% |
$296 - $393
|
607
$2.57K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 42.74% |
$371 - $492
|
67
$284
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 2.35% |
$371 - $492
|
2.08K
$8.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-85- 14.41% |
$630 - $836
|
505
$2.14K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-91- 17.6% |
$674 - $895
|
426
$1.81K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 33.33% |
$741 - $983
|
200
$848
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-100- 0.17% |
$741 - $983
|
59.1K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 6.35% |
$741 - $983
|
1.47K
$6.25K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 20.0% |
$741 - $983
|
400
$1.7K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-100Closed |
$741 - $983
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 0.23% |
$926 - $1.23K
|
55.3K
$234K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-135- 1.16% |
$1K - $1.33K
|
11.5K
$48.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-140- 29.17% |
$1.04K - $1.38K
|
340
$1.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-153- 16.09% |
$1.13K - $1.5K
|
798
$3.38K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-174- 22.48% |
$1.29K - $1.71K
|
600
$2.54K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 17.21% |
$1.48K - $1.97K
|
962
$4.08K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-210- 0.62% |
$1.56K - $2.06K
|
33.6K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-250- 28.44% |
$1.85K - $2.46K
|
629
$2.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-300- 12.66% |
$2.22K - $2.95K
|
2.07K
$8.78K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-300- 2.17% |
$2.22K - $2.95K
|
13.5K
$57.4K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-350- 16.06% |
$2.59K - $3.44K
|
1.83K
$7.76K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-350- 8.0% |
$2.59K - $3.44K
|
4.03K
$17.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-361- 23.75% |
$2.68K - $3.55K
|
1.16K
$4.91K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-395- 63.81% |
$2.93K - $3.88K
|
224
$950
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-400- 0.76% |
$2.96K - $3.93K
|
52.5K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-400- 94.79% |
$2.96K - $3.93K
|
22
$93.3
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-409- 97.61% |
$3.03K - $4.02K
|
10
$42.4
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-422- 2.67% |
$3.13K - $4.15K
|
15.4K
$65.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-434- 3.97% |
$3.22K - $4.27K
|
10.5K
$44.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-457- 2.61% |
$3.39K - $4.49K
|
17.1K
$72.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-660- 51.56% |
$4.89K - $6.49K
|
620
$2.63K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-800- 0.45% |
$5.93K - $7.86K
|
178K
$755K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-859- 3.17% |
$6.37K - $8.44K
|
26.2K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1K- 1.07% |
$7.41K - $9.83K
|
92.4K
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1K- 83.33% |
$7.41K - $9.83K
|
200
$848
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.16K- 4.21% |
$8.56K - $11.4K
|
26.2K
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.2K- 10.97% |
$8.92K - $11.8K
|
9.78K
$41.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 8.35% |
$9.01K - $12K
|
13.3K
$56.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 62.39% |
$9.16K - $12.1K
|
745
$3.16K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.31K- 2.15% |
$9.7K - $12.9K
|
59.5K
$252K
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.39K- 3.75% |
$10.3K - $13.7K
|
35.6K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.4K- 0.48% |
$10.4K - $13.8K
|
290K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 6.55% |
$10.5K - $14K
|
20.2K
$85.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.5K- 7.32% |
$11.1K - $14.7K
|
19K
$80.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.54K- 9.28% |
$11.4K - $15.1K
|
15K
$63.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.6K- 0.33% |
$11.9K - $15.7K
|
476K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.6K- 5.42% |
$11.9K - $15.7K
|
27.9K
$118K
|