Purchases and Sales Made in Q4 2024 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q4 2024. 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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174+ 0.5% |
$750 - $1.25K
|
35.1K
$154K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
124+ 0.41% |
$534 - $894
|
30.2K
$132K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 13.85% |
$431 - $721
|
822
$3.61K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$431 - $721
|
100
$439
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$431 - $721
|
100
$439
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
96+ 18.08% |
$414 - $692
|
627
$2.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 10.98% |
$323 - $541
|
758
$3.33K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60+ 0.15% |
$259 - $433
|
39.4K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$215 - $361
|
50
$219
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 3.56% |
$168 - $281
|
1.13K
$4.98K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$121 - $202
|
28
$123
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15New |
$64.6 - $108
|
15
$65.9
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
10New |
$43.1 - $72.1
|
10
$43.9
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.21% |
$12.9 - $21.6
|
1.46K
$6.39K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29- 0.04% |
$125 - $209
|
74.6K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-37- 0.28% |
$159 - $267
|
13K
$57.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47- 0.27% |
$203 - $339
|
17.6K
$77.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-115- 3.51% |
$496 - $829
|
3.16K
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-130- 36.62% |
$560 - $937
|
225
$988
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-181- 29.87% |
$780 - $1.31K
|
425
$1.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 16.67% |
$862 - $1.44K
|
1K
$4.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 40.0% |
$862 - $1.44K
|
300
$1.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-200- 6.25% |
$862 - $1.44K
|
3K
$13.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-225- 3.67% |
$970 - $1.62K
|
5.9K
$25.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-377- 45.15% |
$1.62K - $2.72K
|
458
$2.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-569- 4.84% |
$2.45K - $4.1K
|
11.2K
$49.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-609- 99.84% |
$2.62K - $4.39K
|
1
$4.39
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-628- 4.85% |
$2.71K - $4.53K
|
12.3K
$54.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-844- 6.16% |
$3.64K - $6.09K
|
12.9K
$56.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-925- 3.81% |
$3.99K - $6.67K
|
23.4K
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-965- 26.48% |
$4.16K - $6.96K
|
2.68K
$11.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.3K- 10.68% |
$5.62K - $9.4K
|
10.9K
$47.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.31K- 55.97% |
$5.66K - $9.47K
|
1.03K
$4.53K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.64K- 12.55% |
$7.07K - $11.8K
|
11.4K
$50.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.64K- 11.99% |
$7.08K - $11.8K
|
12.1K
$52.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2K- 66.67% |
$8.62K - $14.4K
|
1K
$4.39K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2K- 80.0% |
$8.62K - $14.4K
|
500
$2.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.08K- 11.45% |
$8.96K - $15K
|
16.1K
$70.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.08K- 50.31% |
$13.3K - $22.2K
|
3.05K
$13.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 21.4% |
$14K - $23.4K
|
11.9K
$52.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-3.43K- 15.29% |
$14.8K - $24.7K
|
19K
$83.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.62K- 58.34% |
$15.6K - $26.1K
|
2.59K
$11.4K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6.69K- 6.53% |
$28.8K - $48.2K
|
95.7K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.82K- 8.87% |
$29.4K - $49.2K
|
70.1K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.36K- 50.42% |
$31.7K - $53K
|
7.23K
$31.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.06K- 9.59% |
$34.7K - $58.1K
|
76K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.69K- 4.24% |
$41.8K - $69.9K
|
219K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.86K- 16.67% |
$42.5K - $71.1K
|
49.3K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.6K- 1.71% |
$54.4K - $91K
|
726K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-13.4K- 57.23% |
$57.9K - $96.9K
|
10K
$44.1K
|