Purchases and Sales Made in Q3 2023 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.1K+ 0.57% |
$25.9K - $47.9K
|
550K
$2.44M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.98K+ 1.41% |
$24.8K - $46K
|
214K
$950K
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.85K+ 78.3% |
$23.8K - $44.1K
|
6.49K
$28.8K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 20.09% |
$22K - $40.8K
|
15.8K
$70K
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.49K+ 21.11% |
$20.7K - $38.4K
|
14.3K
$63.3K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.3KNew |
$19.2K - $35.6K
|
2.3K
$10.2K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.25K+ 7.77% |
$18.8K - $34.8K
|
31.2K
$138K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.23K+ 14.83% |
$18.6K - $34.5K
|
17.3K
$76.7K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.96K+ 15.39% |
$16.4K - $30.3K
|
14.7K
$65.3K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.89KNew |
$15.8K - $29.2K
|
1.89K
$8.39K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.88KNew |
$15.7K - $29.1K
|
1.88K
$8.35K
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.64K+ 0.93% |
$13.7K - $25.4K
|
178K
$789K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.51K+ 5.97% |
$12.6K - $23.3K
|
26.7K
$119K
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.4K+ 5.37% |
$11.7K - $21.7K
|
27.5K
$122K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 7.79% |
$10.8K - $20K
|
17.9K
$79.4K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.27K+ 4.01% |
$10.6K - $19.6K
|
32.8K
$146K
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.25K+ 8.13% |
$10.4K - $19.3K
|
16.6K
$73.8K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.02% |
$10.1K - $18.6K
|
120K
$532K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.2K+ 2.17% |
$10K - $18.6K
|
56.5K
$251K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.09K+ 8.98% |
$9.1K - $16.9K
|
13.2K
$58.7K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.08KNew |
$8.98K - $16.6K
|
1.08K
$4.77K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 142.86% |
$8.35K - $15.5K
|
1.7K
$7.55K
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1K+ 7.39% |
$8.35K - $15.5K
|
14.5K
$64.5K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
917+ 48.14% |
$7.66K - $14.2K
|
2.82K
$12.5K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
787+ 0.75% |
$6.57K - $12.2K
|
106K
$471K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
753+ 1.23% |
$6.29K - $11.6K
|
62K
$275K
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
650+ 0.43% |
$5.43K - $10K
|
153K
$681K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
623+ 2.83% |
$5.2K - $9.63K
|
22.6K
$100K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
567+ 257.73% |
$4.73K - $8.77K
|
787
$3.49K
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
555New |
$4.63K - $8.58K
|
555
$2.46K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
543+ 3.36% |
$4.53K - $8.39K
|
16.7K
$74.2K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
433+ 8.1% |
$3.62K - $6.69K
|
5.78K
$25.6K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
341+ 16.47% |
$2.85K - $5.27K
|
2.41K
$10.7K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
335+ 2.43% |
$2.8K - $5.18K
|
14.1K
$62.7K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
311+ 41.74% |
$2.6K - $4.81K
|
1.06K
$4.69K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300+ 13.25% |
$2.51K - $4.64K
|
2.57K
$11.4K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
284+ 0.19% |
$2.37K - $4.39K
|
149K
$663K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
203+ 0.84% |
$1.7K - $3.14K
|
24.3K
$108K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
200+ 606.06% |
$1.67K - $3.09K
|
233
$1.03K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
178+ 35.25% |
$1.49K - $2.75K
|
683
$3.03K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
169+ 8.14% |
$1.41K - $2.61K
|
2.25K
$9.97K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
123+ 30.3% |
$1.03K - $1.9K
|
529
$2.35K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
122New |
$1.02K - $1.89K
|
122
$542
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
100New |
$835 - $1.55K
|
100
$444
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
98+ 0.62% |
$818 - $1.52K
|
16K
$71K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 11.29% |
$585 - $1.08K
|
690
$3.06K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
55+ 1.26% |
$459 - $850
|
4.43K
$19.7K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 25.0% |
$418 - $773
|
250
$1.11K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
50New |
$418 - $773
|
50
$222
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 6.75% |
$342 - $634
|
648
$2.88K
|