Latest Institutional Transactions on Nio Inc. (NIO)
This table provides information on the latest institutional transactions involving Nio Inc. (NIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
200+ 26.95% |
$862 - $1.44K
|
942
$4.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$215 - $361
|
50
$216
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-181- 29.87% |
$780 - $1.31K
|
425
$1.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.23KNew |
$5.28K - $8.83K
|
1.23K
$5.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
96+ 18.08% |
$414 - $692
|
627
$2.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-965- 26.48% |
$4.16K - $6.96K
|
2.68K
$11.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
793New |
$3.42K - $5.72K
|
793
$3.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-569- 4.84% |
$2.45K - $4.1K
|
11.2K
$48.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
123KNew |
$531K - $889K
|
123K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
CALL |
200K+ 100.0% |
$862K - $1.44M
|
400K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
261+ 3.78% |
$1.12K - $1.88K
|
7.16K
$30.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
354KNew |
$1.53M - $2.55M
|
354K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$431 - $721
|
100
$432
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15New |
$64.6 - $108
|
15
$64.8
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
14.6K+ 28.32% |
$63.1K - $106K
|
66.3K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-628- 4.85% |
$2.71K - $4.53K
|
12.3K
$53.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.69K- 4.24% |
$41.8K - $69.9K
|
219K
$946K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-925- 3.81% |
$3.99K - $6.67K
|
23.4K
$101K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47- 0.27% |
$203 - $339
|
17.6K
$75.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
10.3KNew |
$44.2K - $73.9K
|
10.3K
$44.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
1.86MNew |
$8.03M - $13.4M
|
1.86M
$8.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
13.5KNew |
$58.4K - $97.7K
|
13.5K
$58.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16.7K+ 348.08% |
$72K - $120K
|
21.5K
$92.9K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.1KNew |
$52.1K - $87.2K
|
12.1K
$52.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2K- 80.0% |
$8.62K - $14.4K
|
500
$2.16K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
207New |
$892 - $1.49K
|
207
$894
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
39.8KNew |
$171K - $287K
|
39.8K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3K+ 150.0% |
$12.9K - $21.6K
|
5K
$21.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.21% |
$12.9 - $21.6
|
1.46K
$6.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.07MNew |
$4.6M - $7.7M
|
1.07M
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.51K+ 8.53% |
$6.52K - $10.9K
|
19.2K
$83.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
212New |
$914 - $1.53K
|
212
$916
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.08K- 11.45% |
$8.96K - $15K
|
16.1K
$69.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$431 - $721
|
100
$432
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.35K+ 37.14% |
$23K - $38.6K
|
19.7K
$85.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-609- 99.84% |
$2.62K - $4.39K
|
1
$4.32
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
41K+ 66.42% |
$177K - $295K
|
103K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
21.8K+ 5.86% |
$93.8K - $157K
|
393K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
15KNew |
$64.6K - $108K
|
15K
$64.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.61K+ 138.46% |
$15.5K - $26K
|
6.21K
$26.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$78.2K - $131K
|
18.2K
$78.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.61K+ 21.44% |
$15.5K - $26K
|
20.4K
$88.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 24.09% |
$12.4K - $20.7K
|
14.8K
$63.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-377- 45.15% |
$1.62K - $2.72K
|
458
$1.98K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29- 0.04% |
$125 - $209
|
74.6K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.64K- 11.99% |
$7.08K - $11.8K
|
12.1K
$52.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 16.67% |
$862 - $1.44K
|
1K
$4.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25KNew |
$108K - $180K
|
25K
$108K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 10.98% |
$323 - $541
|
758
$3.27K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
18.6KNew |
$80K - $134K
|
18.6K
$80.2K
|