Purchases and Sales Made in Q2 2024 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$1.9K - $2.9K
|
500
$2.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
475+ 26.23% |
$1.81K - $2.75K
|
2.29K
$10K
|
|
|
Aug 14, 2024
Q2 2024
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
445+ 1.56% |
$1.69K - $2.58K
|
28.9K
$127K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
429New |
$1.63K - $2.48K
|
429
$1.88K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
423+ 2.03% |
$1.61K - $2.45K
|
21.3K
$93.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
409New |
$1.55K - $2.37K
|
409
$1.8K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
400+ 9.14% |
$1.52K - $2.32K
|
4.78K
$21K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
398+ 0.26% |
$1.51K - $2.3K
|
151K
$662K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 600.0% |
$1.14K - $1.74K
|
350
$1.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
300+ 60.0% |
$1.14K - $1.74K
|
800
$3.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
292+ 1.16% |
$1.11K - $1.69K
|
25.5K
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
231+ 34.43% |
$878 - $1.34K
|
902
$3.96K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 9.17% |
$760 - $1.16K
|
2.38K
$10.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
185+ 43.53% |
$703 - $1.07K
|
610
$2.68K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
164+ 22.28% |
$623 - $950
|
900
$3.95K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
140New |
$532 - $811
|
140
$615
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
128New |
$486 - $741
|
128
$562
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
117New |
$445 - $677
|
117
$514
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
116New |
$441 - $672
|
116
$509
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
104+ 7.08% |
$395 - $602
|
1.57K
$6.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$380 - $579
|
100
$439
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100+ 48.54% |
$380 - $579
|
306
$1.34K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
90+ 22.5% |
$342 - $521
|
490
$2.15K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
85+ 180.85% |
$323 - $492
|
132
$579
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
75+ 0.66% |
$285 - $434
|
11.5K
$50.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
51+ 0.76% |
$194 - $295
|
6.73K
$29.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$190 - $290
|
50
$219
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
33New |
$125 - $191
|
33
$145
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 58.06% |
$68.4 - $104
|
49
$215
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.11% |
$60.8 - $92.6
|
15K
$65.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
12New |
$45.6 - $69.5
|
12
$52.7
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10New |
$38 - $57.9
|
10
$43.9
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
8New |
$30.4 - $46.3
|
8
$35.1
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.03% |
$19 - $29
|
19.2K
$84.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 3.33% |
$3.8 - $5.79
|
29
$127
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 13.46% |
$26.6 - $40.5
|
45
$198
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.29% |
$34.2 - $52.1
|
3.09K
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10- 0.08% |
$38 - $57.9
|
13.3K
$58.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-12- 1.76% |
$45.6 - $69.5
|
668
$2.93K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15- 0.12% |
$57 - $86.9
|
13K
$57.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 1.11% |
$72.2 - $110
|
1.69K
$7.41K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20- 0.02% |
$76 - $116
|
107K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-29- 2.36% |
$110 - $168
|
1.2K
$5.27K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-31- 0.3% |
$118 - $179
|
10.3K
$45K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-50- 0.47% |
$190 - $290
|
10.6K
$46.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 67.95% |
$201 - $307
|
25
$110
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-100- 16.67% |
$380 - $579
|
500
$2.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-100- 0.73% |
$380 - $579
|
13.5K
$59.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 0.99% |
$380 - $579
|
10K
$43.9K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-135- 0.79% |
$513 - $782
|
17K
$74.6K
|