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 |
---|---|---|---|---|---|---|---|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30+ 187.5% |
$251 - $464
|
46
$204
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$125 - $232
|
15
$66.6
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14+ 28.0% |
$117 - $216
|
64
$284
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 1.06% |
$75.1 - $139
|
861
$3.82K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5+ 10.42% |
$41.8 - $77.3
|
53
$235
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2New |
$16.7 - $30.9
|
2
$8.88
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-9- 1.45% |
$75.1 - $139
|
610
$2.71K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10- 12.05% |
$83.5 - $155
|
73
$324
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-24- 31.17% |
$200 - $371
|
53
$235
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25- 5.87% |
$209 - $387
|
401
$1.78K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-55- 2.68% |
$459 - $850
|
2K
$8.88K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-64- 0.97% |
$534 - $989
|
6.54K
$29K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66- 0.49% |
$551 - $1.02K
|
13.3K
$59K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83- 17.74% |
$693 - $1.28K
|
385
$1.71K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-90- 0.27% |
$752 - $1.39K
|
33.5K
$149K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 8.36% |
$835 - $1.55K
|
1.1K
$4.87K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 9.09% |
$835 - $1.55K
|
1K
$4.44K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-190- 7.34% |
$1.59K - $2.94K
|
2.4K
$10.7K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 9.43% |
$1.67K - $3.09K
|
1.92K
$8.52K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-201- 28.67% |
$1.68K - $3.11K
|
500
$2.22K
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-237- 0.98% |
$1.98K - $3.66K
|
23.8K
$106K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-300- 3.07% |
$2.51K - $4.64K
|
9.48K
$42.1K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-464- 2.72% |
$3.87K - $7.17K
|
16.6K
$73.7K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500- 12.42% |
$4.18K - $7.73K
|
3.53K
$15.7K
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-514- 2.38% |
$4.29K - $7.95K
|
21K
$93.4K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-680- 3.36% |
$5.68K - $10.5K
|
19.6K
$86.9K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-750- 51.37% |
$6.26K - $11.6K
|
710
$3.15K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-800- 16.33% |
$6.68K - $12.4K
|
4.1K
$18.2K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-872- 1.37% |
$7.28K - $13.5K
|
62.7K
$278K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-881- 1.7% |
$7.36K - $13.6K
|
50.9K
$226K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-945- 51.64% |
$7.89K - $14.6K
|
885
$3.93K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1K- 90.91% |
$8.35K - $15.5K
|
100
$444
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1K- 68.21% |
$8.35K - $15.5K
|
466
$2.07K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-1K- 6.73% |
$8.35K - $15.5K
|
13.9K
$61.5K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 8.92% |
$10.3K - $19K
|
12.6K
$55.8K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.29K- 2.31% |
$10.7K - $19.9K
|
54.2K
$241K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.4K- 7.21% |
$11.7K - $21.6K
|
18K
$80K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.48K- 6.3% |
$12.4K - $22.9K
|
22K
$97.8K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.66K- 9.92% |
$13.9K - $25.7K
|
15.1K
$67K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.76K- 2.9% |
$14.7K - $27.2K
|
58.9K
$261K
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.8K- 3.43% |
$15K - $27.8K
|
50.7K
$225K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.04K- 3.93% |
$17K - $31.5K
|
49.7K
$221K
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.15K- 8.1% |
$18K - $33.3K
|
24.4K
$108K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.3K- 27.06% |
$19.2K - $35.6K
|
6.2K
$27.5K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.3K- 3.0% |
$19.2K - $35.6K
|
74.4K
$330K
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.4K- 33.57% |
$20K - $37.1K
|
4.75K
$21.1K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.53K- 1.37% |
$21.1K - $39.1K
|
182K
$809K
|
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-2.59KClosed |
$21.7K - $40.1K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.86K- 23.11% |
$23.9K - $44.3K
|
9.53K
$42.3K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.95K- 3.19% |
$24.6K - $45.6K
|
89.5K
$397K
|