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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2KNew |
$14.3K - $18.9K
|
2K
$8.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2KNew |
$14.3K - $18.9K
|
2K
$8.48K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2KNew |
$14.3K - $18.9K
|
2K
$8.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.92K+ 17.96% |
$13.7K - $18.1K
|
12.6K
$53.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 9.95% |
$13K - $17.1K
|
20.1K
$85.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.76K+ 6.27% |
$12.5K - $16.5K
|
29.7K
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.71K+ 13.4% |
$12.2K - $16.1K
|
14.5K
$61.4K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.66KNew |
$11.9K - $15.7K
|
1.66K
$7.04K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.55K+ 4.39% |
$11.1K - $14.6K
|
36.9K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.52K+ 3.6% |
$10.8K - $14.3K
|
43.6K
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.5K+ 7.89% |
$10.7K - $14.1K
|
20.5K
$86.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.41K+ 0.71% |
$10.1K - $13.3K
|
199K
$843K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.37K+ 9.63% |
$9.79K - $12.9K
|
15.6K
$66.1K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
1.3KNew |
$9.27K - $12.2K
|
1.3K
$5.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.23KNew |
$8.79K - $11.6K
|
1.23K
$5.21K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.04K+ 19.56% |
$7.45K - $9.83K
|
6.37K
$27K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1KNew |
$7.15K - $9.43K
|
1K
$4.24K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
997+ 1.34% |
$7.13K - $9.4K
|
75.4K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
839+ 10.79% |
$6K - $7.91K
|
8.61K
$36.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
830+ 2.53% |
$5.93K - $7.83K
|
33.7K
$143K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
829New |
$5.93K - $7.82K
|
829
$3.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
826+ 3.75% |
$5.91K - $7.79K
|
22.9K
$96.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
768+ 1146.27% |
$5.49K - $7.24K
|
835
$3.54K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
640+ 2.63% |
$4.58K - $6.04K
|
25K
$106K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
625New |
$4.47K - $5.89K
|
625
$2.65K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
587+ 0.29% |
$4.2K - $5.54K
|
206K
$872K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
517+ 97.73% |
$3.7K - $4.88K
|
1.05K
$4.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
451New |
$3.22K - $4.25K
|
451
$1.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
447+ 0.3% |
$3.2K - $4.22K
|
150K
$635K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
434+ 2170.0% |
$3.1K - $4.09K
|
454
$1.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
400New |
$2.86K - $3.77K
|
400
$1.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
396+ 9900.0% |
$2.83K - $3.73K
|
400
$1.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
379+ 35.26% |
$2.71K - $3.57K
|
1.45K
$6.16K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
372+ 0.2% |
$2.66K - $3.51K
|
188K
$799K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
364+ 0.15% |
$2.6K - $3.43K
|
245K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
301+ 158.42% |
$2.15K - $2.84K
|
491
$2.08K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
300New |
$2.15K - $2.83K
|
300
$1.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
300New |
$2.15K - $2.83K
|
300
$1.27K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$2.15K - $2.83K
|
300
$1.27K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
276New |
$1.97K - $2.6K
|
276
$1.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
260New |
$1.86K - $2.45K
|
260
$1.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250+ 16.96% |
$1.79K - $2.36K
|
1.72K
$7.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
234+ 0.39% |
$1.67K - $2.21K
|
59.6K
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
200+ 1000.0% |
$1.43K - $1.89K
|
220
$933
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
200New |
$1.43K - $1.89K
|
200
$848
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
154+ 38.4% |
$1.1K - $1.45K
|
555
$2.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
140+ 1.05% |
$1K - $1.32K
|
13.4K
$56.9K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
135+ 0.84% |
$965 - $1.27K
|
16.1K
$68.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
120New |
$858 - $1.13K
|
120
$509
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
113+ 12.77% |
$808 - $1.07K
|
998
$4.23K
|