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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-38- 38.0% |
$352 - $636
|
62
$263
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-38- 5.81% |
$352 - $636
|
616
$2.61K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-50- 75.76% |
$463 - $837
|
16
$67.8
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 37.59% |
$463 - $837
|
83
$352
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-51- 29.14% |
$472 - $853
|
124
$526
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61- 2.73% |
$564 - $1.02K
|
2.18K
$9.23K
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-74- 15.61% |
$685 - $1.24K
|
400
$1.7K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-83- 0.16% |
$768 - $1.39K
|
50.8K
$215K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.94% |
$925 - $1.67K
|
10.5K
$44.6K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 4.58% |
$925 - $1.67K
|
2.08K
$8.83K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-102- 1.05% |
$944 - $1.71K
|
9.59K
$40.7K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-118- 50.21% |
$1.09K - $1.97K
|
117
$496
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-150- 12.1% |
$1.39K - $2.51K
|
1.09K
$4.62K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 0.88% |
$1.39K - $2.51K
|
16.9K
$71.7K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 23.08% |
$1.39K - $2.51K
|
500
$2.12K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-179- 23.87% |
$1.66K - $2.99K
|
571
$2.42K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 20.53% |
$1.85K - $3.35K
|
774
$3.28K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 51.28% |
$1.85K - $3.35K
|
190
$806
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 13.93% |
$1.85K - $3.35K
|
1.24K
$5.24K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-200- 59.0% |
$1.85K - $3.35K
|
139
$589
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 92.59% |
$1.85K - $3.35K
|
16
$67.8
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-220- 30.47% |
$2.04K - $3.68K
|
502
$2.13K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-229- 1.89% |
$2.12K - $3.83K
|
11.9K
$50.4K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-242- 32.93% |
$2.24K - $4.05K
|
493
$2.09K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-253- 39.66% |
$2.34K - $4.23K
|
385
$1.63K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-287- 51.81% |
$2.65K - $4.8K
|
267
$1.13K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-291- 1.66% |
$2.69K - $4.87K
|
17.2K
$73.1K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-300- 1.87% |
$2.78K - $5.02K
|
15.8K
$66.8K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-300Closed |
$2.78K - $5.02K
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-300- 63.29% |
$2.78K - $5.02K
|
174
$738
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-306- 0.84% |
$2.83K - $5.12K
|
36.3K
$154K
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-306- 0.84% |
$2.83K - $5.12K
|
36.3K
$154K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-310- 20.71% |
$2.87K - $5.19K
|
1.19K
$5.03K
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-400- 1.57% |
$3.7K - $6.69K
|
25K
$106K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-445- 67.94% |
$4.12K - $7.44K
|
210
$890
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-531- 1.49% |
$4.91K - $8.88K
|
35K
$148K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-698- 36.68% |
$6.46K - $11.7K
|
1.21K
$5.11K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-700- 70.21% |
$6.48K - $11.7K
|
297
$1.26K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.25K- 32.38% |
$11.6K - $20.9K
|
2.61K
$11.1K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.33K- 5.18% |
$12.3K - $22.3K
|
24.4K
$103K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.42K- 99.65% |
$13.1K - $23.8K
|
5
$21.2
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.68K- 7.99% |
$15.6K - $28.2K
|
19.4K
$82.2K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 10.64% |
$15.7K - $28.5K
|
14.3K
$60.6K
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.73K- 11.84% |
$16K - $28.9K
|
12.9K
$54.5K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.74K- 4.04% |
$16K - $29K
|
41.2K
$175K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.8K- 18.39% |
$16.6K - $30.1K
|
7.97K
$33.8K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2K- 45.45% |
$18.5K - $33.5K
|
2.4K
$10.2K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.05K- 13.65% |
$19K - $34.3K
|
13K
$55K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.14K- 4.92% |
$19.7K - $35.7K
|
41.2K
$175K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.17K- 12.69% |
$20.1K - $36.3K
|
14.9K
$63.3K
|