Purchases and Sales Made in Q4 2022 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
351New |
$3.25K - $5.87K
|
351
$1.54K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
344New |
$3.18K - $5.76K
|
344
$1.51K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
310+ 0.8% |
$2.87K - $5.19K
|
39.1K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
291+ 14.96% |
$2.69K - $4.87K
|
2.24K
$9.82K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
272+ 22.28% |
$2.52K - $4.55K
|
1.49K
$6.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
265New |
$2.45K - $4.43K
|
265
$1.16K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
259+ 51.49% |
$2.4K - $4.33K
|
762
$3.35K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
250New |
$2.31K - $4.18K
|
250
$1.1K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$2.31K - $4.18K
|
250
$1.1K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
234+ 1.12% |
$2.16K - $3.91K
|
21.1K
$92.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
230New |
$2.13K - $3.85K
|
230
$1.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Top Ace Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$1.85K - $3.35K
|
200
$878
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
180New |
$1.67K - $3.01K
|
180
$790
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
170New |
$1.57K - $2.84K
|
170
$746
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
157New |
$1.45K - $2.63K
|
157
$689
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$1.39K - $2.51K
|
150
$659
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
140+ 3.62% |
$1.3K - $2.34K
|
4.01K
$17.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125+ 54.11% |
$1.16K - $2.09K
|
356
$1.56K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
115New |
$1.06K - $1.92K
|
115
$505
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
112New |
$1.04K - $1.87K
|
112
$492
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
100New |
$925 - $1.67K
|
100
$439
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 100.0% |
$925 - $1.67K
|
200
$878
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$925 - $1.67K
|
100
$439
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
90New |
$833 - $1.51K
|
90
$395
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
77New |
$712 - $1.29K
|
77
$338
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
72New |
$666 - $1.2K
|
72
$316
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68+ 0.07% |
$629 - $1.14K
|
103K
$453K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
55New |
$509 - $920
|
55
$241
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
50+ 0.88% |
$463 - $837
|
5.72K
$25.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
40New |
$370 - $669
|
40
$176
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
36New |
$333 - $602
|
36
$158
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 0.21% |
$296 - $535
|
15.4K
$67.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
28New |
$259 - $468
|
28
$123
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.72% |
$185 - $335
|
2.8K
$12.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20New |
$185 - $335
|
20
$87.8
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20+ 0.2% |
$185 - $335
|
10K
$44K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14New |
$130 - $234
|
14
$61.5
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$92.5 - $167
|
10
$43.9
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 1.64% |
$92.5 - $167
|
619
$2.72K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
7New |
$64.8 - $117
|
7
$30.7
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 35.0% |
$64.8 - $117
|
27
$119
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 1.71% |
$18.5 - $33.5
|
115
$505
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 3.97% |
$92.5 - $167
|
242
$1.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-15- 53.57% |
$139 - $251
|
13
$57.1
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-19- 95.0% |
$176 - $318
|
1
$4.39
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 18.7% |
$213 - $385
|
100
$439
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-35- 0.12% |
$324 - $586
|
30.4K
$133K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-38- 5.81% |
$352 - $636
|
616
$2.7K
|