Purchases and Sales Made in Q4 2021 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-245Closed |
$6.9K - $10.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-246- 7.1% |
$6.93K - $10.6K
|
3.22K
$14.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-250- 50.0% |
$7.04K - $10.8K
|
250
$1.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-260- 10.67% |
$7.32K - $11.2K
|
2.18K
$9.55K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-265- 3.59% |
$7.46K - $11.4K
|
7.12K
$31.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-285- 1.66% |
$8.03K - $12.3K
|
16.8K
$74K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-290Closed |
$8.17K - $12.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-300- 1.25% |
$8.45K - $13K
|
23.8K
$104K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-300Closed |
$8.45K - $13K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-300- 74.81% |
$8.45K - $13K
|
101
$443
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-310- 4.07% |
$8.73K - $13.4K
|
7.31K
$32.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-310- 4.43% |
$8.73K - $13.4K
|
6.69K
$29.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-358- 2.83% |
$10.1K - $15.5K
|
12.3K
$54K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-365- 4.14% |
$10.3K - $15.8K
|
8.46K
$37.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-402- 8.47% |
$11.3K - $17.4K
|
4.34K
$19.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-425- 36.86% |
$12K - $18.4K
|
728
$3.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-460Closed |
$13K - $19.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-468- 4.73% |
$13.2K - $20.2K
|
9.43K
$41.4K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-486- 8.01% |
$13.7K - $21K
|
5.58K
$24.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-500Closed |
$14.1K - $21.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-500- 68.03% |
$14.1K - $21.6K
|
235
$1.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
$14.1K - $21.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-500- 62.5% |
$14.1K - $21.6K
|
300
$1.32K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-508- 0.68% |
$14.3K - $21.9K
|
74.4K
$327K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-520Closed |
$14.6K - $22.5K
|
0
$0
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-525- 7.07% |
$14.8K - $22.7K
|
6.9K
$30.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-535- 50.0% |
$15.1K - $23.1K
|
535
$2.35K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-561- 13.0% |
$15.8K - $24.2K
|
3.75K
$16.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-696- 16.32% |
$19.6K - $30.1K
|
3.57K
$15.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-732- 2.71% |
$20.6K - $31.6K
|
26.3K
$115K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-750Closed |
$21.1K - $32.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-775- 23.0% |
$21.8K - $33.5K
|
2.59K
$11.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-799- 5.98% |
$22.5K - $34.5K
|
12.6K
$55.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-825Closed |
$23.2K - $35.6K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-834- 37.07% |
$23.5K - $36K
|
1.42K
$6.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-834- 37.07% |
$23.5K - $36K
|
1.42K
$6.22K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-836- 3.94% |
$23.5K - $36.1K
|
20.4K
$89.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-850- 98.84% |
$23.9K - $36.7K
|
10
$43.9
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-900- 6.37% |
$25.3K - $38.9K
|
13.2K
$58.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-1K- 3.43% |
$28.2K - $43.2K
|
28.1K
$124K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1KClosed |
$28.2K - $43.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.05K- 14.19% |
$29.6K - $45.4K
|
6.35K
$27.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.05K- 84.0% |
$29.6K - $45.4K
|
200
$878
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 17.73% |
$30.2K - $46.4K
|
4.98K
$21.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-1.1K- 70.56% |
$31K - $47.5K
|
459
$2.02K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.12K- 7.82% |
$31.6K - $48.4K
|
13.2K
$58K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.15K- 0.44% |
$32.5K - $49.8K
|
264K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.21K- 1.74% |
$34.2K - $52.4K
|
68.4K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.27K- 3.3% |
$35.8K - $55K
|
37.3K
$164K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 8.66% |
$41K - $62.9K
|
15.4K
$67.5K
|