Purchases and Sales Made in Q4 2023 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.9K+ 54.43% |
$106K - $140K
|
42.2K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
14.6KNew |
$104K - $138K
|
14.6K
$62K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
14.5KNew |
$104K - $137K
|
14.5K
$61.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
13.9K+ 1.05% |
$99K - $131K
|
1.34M
$5.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
13.5KNew |
$96.5K - $127K
|
13.5K
$57.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
13.2K+ 29.64% |
$94.7K - $125K
|
57.9K
$246K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
13.1KNew |
$93.8K - $124K
|
13.1K
$55.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.9K+ 65.08% |
$92.4K - $122K
|
32.8K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
12.7KNew |
$90.5K - $119K
|
12.7K
$53.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
12.5KNew |
$89.7K - $118K
|
12.5K
$53.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12.5KNew |
$89.1K - $118K
|
12.5K
$52.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
12KNew |
$86K - $113K
|
12K
$51K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 71.17% |
$85.7K - $113K
|
28.8K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.6KNew |
$75.9K - $100K
|
10.6K
$45K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 21.37% |
$75.3K - $99.3K
|
59.8K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10.5K+ 33.12% |
$75.1K - $99.1K
|
42.2K
$179K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
10.5KNew |
$75K - $98.9K
|
10.5K
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 25.19% |
$73.8K - $97.3K
|
51.3K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.2KNew |
$73.2K - $96.5K
|
10.2K
$43.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$72.3K - $95.3K
|
10.1K
$42.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
9K+ 5.7% |
$64.4K - $84.9K
|
167K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
8.7K+ 70.97% |
$62.2K - $82K
|
21K
$88.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.56K+ 54.26% |
$61.2K - $80.7K
|
24.3K
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.45K+ 4.6% |
$60.4K - $79.7K
|
192K
$815K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7.33KNew |
$52.4K - $69.1K
|
7.33K
$31.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.03K+ 7.82% |
$50.3K - $66.3K
|
96.9K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.01K+ 52.61% |
$50.1K - $66.1K
|
20.3K
$86.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.74K+ 34.38% |
$41K - $54.1K
|
22.4K
$95K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.43K+ 13.26% |
$38.8K - $51.2K
|
46.4K
$197K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.65KNew |
$33.2K - $43.8K
|
4.65K
$19.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.44K+ 19.98% |
$31.8K - $41.9K
|
26.7K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.3K+ 0.9% |
$30.7K - $40.5K
|
484K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4.22KNew |
$30.1K - $39.8K
|
4.22K
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
4.2K+ 7.06% |
$30K - $39.6K
|
63.7K
$270K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.05K+ 7.21% |
$28.9K - $38.1K
|
60.2K
$255K
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.84K+ 38.4% |
$27.5K - $36.2K
|
13.8K
$58.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.8K+ 4.25% |
$27.2K - $35.8K
|
93.3K
$395K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3.65KNew |
$26.1K - $34.4K
|
3.65K
$15.5K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 5.78% |
$25.6K - $33.8K
|
65.6K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.45K+ 7.56% |
$24.7K - $32.6K
|
49.1K
$208K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.75K+ 5.79% |
$19.6K - $25.9K
|
50.2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57K+ 39.52% |
$18.3K - $24.2K
|
9.06K
$38.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 13.92% |
$17.8K - $23.5K
|
20.4K
$86.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.46K+ 10.54% |
$17.6K - $23.2K
|
25.7K
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
2.41KNew |
$17.3K - $22.8K
|
2.41K
$10.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.4KNew |
$17.1K - $22.6K
|
2.4K
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.09K+ 11.69% |
$15K - $19.7K
|
20K
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
2.08KNew |
$14.9K - $19.6K
|
2.08K
$8.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.08K+ 3.83% |
$14.8K - $19.6K
|
56.3K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.01K+ 20.05% |
$14.4K - $19K
|
12K
$51.1K
|