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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.61K+ 138.46% |
$15.5K - $26K
|
6.21K
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.61K+ 21.44% |
$15.5K - $26K
|
20.4K
$91.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.15K+ 17.04% |
$13.6K - $22.7K
|
21.7K
$96.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3K+ 150.0% |
$12.9K - $21.6K
|
5K
$22.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.93K+ 5.87% |
$12.6K - $21.1K
|
52.8K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 24.09% |
$12.4K - $20.7K
|
14.8K
$66K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.85KNew |
$12.3K - $20.5K
|
2.85K
$12.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.79K+ 20.35% |
$12K - $20.1K
|
16.5K
$73.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.71K+ 25.28% |
$11.7K - $19.6K
|
13.4K
$60.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.63K+ 13.03% |
$11.3K - $18.9K
|
22.8K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.23K+ 0.34% |
$9.61K - $16.1K
|
664K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.2K+ 17.25% |
$9.48K - $15.9K
|
15K
$66.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 9.29% |
$8.85K - $14.8K
|
24.1K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.91K+ 14.54% |
$8.24K - $13.8K
|
15.1K
$67.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.9K+ 18.77% |
$8.19K - $13.7K
|
12K
$53.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.86K+ 7.86% |
$8.03K - $13.4K
|
25.6K
$114K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.51K+ 8.53% |
$6.52K - $10.9K
|
19.2K
$86K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.48K+ 433.82% |
$6.36K - $10.6K
|
1.82K
$8.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.23KNew |
$5.28K - $8.83K
|
1.23K
$5.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.1KNew |
$4.74K - $7.93K
|
1.1K
$4.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1K+ 1.14% |
$4.31K - $7.21K
|
89K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
793New |
$3.42K - $5.72K
|
793
$3.54K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
751+ 0.49% |
$3.24K - $5.41K
|
155K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
715+ 2.99% |
$3.08K - $5.16K
|
24.6K
$110K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
700New |
$3.02K - $5.05K
|
700
$3.13K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
669+ 67.85% |
$2.88K - $4.82K
|
1.66K
$7.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
430New |
$1.85K - $3.1K
|
430
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
387New |
$1.67K - $2.79K
|
387
$1.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
351New |
$1.51K - $2.53K
|
351
$1.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
321New |
$1.38K - $2.31K
|
321
$1.43K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
302New |
$1.3K - $2.18K
|
302
$1.35K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
278New |
$1.2K - $2K
|
278
$1.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
261+ 3.78% |
$1.12K - $1.88K
|
7.16K
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
250+ 8.14% |
$1.08K - $1.8K
|
3.32K
$14.8K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
235New |
$1.01K - $1.69K
|
235
$1.05K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
227+ 1.82% |
$978 - $1.64K
|
12.7K
$56.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
212New |
$914 - $1.53K
|
212
$948
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
207New |
$892 - $1.49K
|
207
$925
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
205New |
$884 - $1.48K
|
205
$916
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
200+ 26.95% |
$862 - $1.44K
|
942
$4.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$862 - $1.44K
|
200
$894
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200+ 25.0% |
$862 - $1.44K
|
1K
$4.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
184+ 5.4% |
$793 - $1.33K
|
3.59K
$16.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174+ 0.5% |
$750 - $1.25K
|
35.1K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
173New |
$746 - $1.25K
|
173
$773
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$681 - $1.14K
|
158
$706
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
156+ 0.41% |
$672 - $1.12K
|
38.6K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
125+ 22.52% |
$539 - $901
|
680
$3.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
124+ 0.41% |
$534 - $894
|
30.2K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
115New |
$496 - $829
|
115
$514
|