Purchases and Sales Made in Q1 2023 in Nikola Corp (NKLA)
This table provides information about the institutional ownership of Nikola Corp (NKLA) during Q1 2023. The information is specifically focused on institutions that hold shares of Nikola Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
820+ 410.0% |
$992 - $2.27K
|
1.02K
$1.2K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
817+ 5.84% |
$989 - $2.26K
|
14.8K
$17.5K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
638+ 46.98% |
$772 - $1.77K
|
2K
$2.36K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
500+ 4.01% |
$605 - $1.39K
|
13K
$15.3K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
472New |
$571 - $1.31K
|
472
$557
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
450New |
$545 - $1.25K
|
450
$531
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
418+ 31.71% |
$506 - $1.16K
|
1.74K
$2.05K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
220New |
$266 - $609
|
220
$260
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$242 - $554
|
200
$236
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
187New |
$226 - $518
|
187
$221
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
185+ 1.72% |
$224 - $512
|
10.9K
$12.9K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
164New |
$198 - $454
|
164
$194
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$182 - $416
|
150
$177
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
146New |
$177 - $404
|
146
$172
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120New |
$145 - $332
|
120
$142
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
115New |
$139 - $319
|
115
$136
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
104+ 1.9% |
$126 - $288
|
5.57K
$6.57K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 23.87% |
$121 - $277
|
519
$612
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
72+ 10.64% |
$87.1 - $199
|
749
$884
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12New |
$14.5 - $33.2
|
12
$14.2
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12New |
$14.5 - $33.2
|
12
$14.2
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
11New |
$13.3 - $30.5
|
11
$13
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 2.44% |
$6.05 - $13.9
|
200
$236
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7- 0.36% |
$8.47 - $19.4
|
1.93K
$2.28K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18Closed |
$21.8 - $49.9
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-45- 9.22% |
$54.4 - $125
|
443
$523
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-70- 0.45% |
$84.7 - $194
|
15.6K
$18.5K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 1.95% |
$121 - $277
|
5.03K
$5.93K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-225- 0.74% |
$272 - $623
|
30.2K
$35.7K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-234- 70.06% |
$283 - $648
|
100
$118
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-305- 0.92% |
$369 - $845
|
32.8K
$38.7K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-306- 0.79% |
$370 - $848
|
38.6K
$45.6K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-440- 74.96% |
$532 - $1.22K
|
147
$173
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-548- 20.22% |
$663 - $1.52K
|
2.16K
$2.55K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-597- 25.48% |
$722 - $1.65K
|
1.75K
$2.06K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-626- 0.28% |
$757 - $1.73K
|
221K
$261K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-865- 5.44% |
$1.05K - $2.4K
|
15K
$17.7K
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 6.17% |
$1.21K - $2.77K
|
15.2K
$17.9K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.19K- 88.6% |
$1.44K - $3.29K
|
153
$181
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 1.12% |
$1.45K - $3.32K
|
106K
$125K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.23K- 59.45% |
$1.49K - $3.41K
|
839
$990
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.31K- 3.99% |
$1.58K - $3.61K
|
31.4K
$37.1K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.49K- 83.84% |
$1.81K - $4.14K
|
288
$340
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.6K- 95.07% |
$1.94K - $4.43K
|
83
$97.9
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.88K- 76.1% |
$2.28K - $5.21K
|
591
$697
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.24K- 5.69% |
$2.71K - $6.21K
|
37.1K
$43.8K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.37K- 7.65% |
$2.86K - $6.55K
|
28.6K
$33.7K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.41K- 82.82% |
$2.92K - $6.68K
|
500
$590
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.7K- 12.77% |
$3.27K - $7.49K
|
18.5K
$21.8K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 2.61% |
$3.29K - $7.54K
|
101K
$120K
|