Institutional Ownership Nikola Corp (NKLA)
This table provides information about the institutional ownership of Nikola Corp (NKLA). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
1,027,936
shares
|
$863,466
0.57% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
921,609
shares
|
$774,151
0.0% of portfolio
|
Q1 2024
Added 7.38%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
552,662
shares
|
$464,236
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
41,800
shares
|
$35,112
0.0% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
41,588
shares
|
$34,933
0.0% of portfolio
|
Q4 2022
Added 82.91%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
10,236
shares
|
$8,598
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,200
shares
|
$8,568
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,078
shares
|
$6,785
0.0% of portfolio
|
Q1 2024
Reduced 93.18%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,059
shares
|
$2,569
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,710
shares
|
$2,276
0.0% of portfolio
|
Q2 2020
Added 1128.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,176
shares
|
$987
0.0% of portfolio
|
Q2 2024
Reduced 32.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
430
shares
|
$361
0.0% of portfolio
|
Q2 2023
Reduced 40.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
300
shares
|
$252
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
250
shares
|
$210
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
235
shares
|
$197
0.0% of portfolio
|
Q1 2022
Added 74.07%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
230
shares
|
$193
0.0% of portfolio
|
Q4 2020
Reduced 30.3%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
200
shares
|
$168
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
150
shares
|
$126
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
150
shares
|
$126
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
100
shares
|
$84
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
70
shares
|
$58
0.0% of portfolio
|
Q1 2021
Reduced 22.22%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$16
0.0% of portfolio
|
Q1 2022
New holding
|