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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.4K+ 207.69% |
$20.3K - $28.2K
|
8K
$49.3K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
235New |
$881 - $1.23K
|
235
$1.45K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3KNew |
$11.3K - $15.7K
|
3K
$18.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
540New |
$2.03K - $2.82K
|
540
$3.33K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2K- 13.33% |
$7.5K - $10.4K
|
13K
$80.1K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.2KNew |
$42.2K - $58.7K
|
11.2K
$69.3K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.93KNew |
$11K - $15.3K
|
2.93K
$18K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
174New |
$653 - $908
|
174
$1.07K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.94K+ 7.4% |
$11K - $15.4K
|
42.7K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
80KNew |
$300K - $418K
|
80K
$493K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.84K- 34.39% |
$6.92K - $9.63K
|
3.52K
$21.7K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$131 - $183
|
35
$216
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-50- 75.76% |
$188 - $261
|
16
$98.6
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-100- 57.8% |
$375 - $522
|
73
$450
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.7KNew |
$6.38K - $8.87K
|
1.7K
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-742- 4.93% |
$2.78K - $3.87K
|
14.3K
$88.1K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-23.3K- 50.98% |
$87.2K - $121K
|
22.4K
$138K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-72- 0.32% |
$270 - $376
|
22.2K
$137K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
144+ 1.14% |
$540 - $752
|
12.8K
$79K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
12.7KNew |
$47.5K - $66.1K
|
12.7K
$78K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
7K+ 233.33% |
$26.3K - $36.5K
|
10K
$61.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-6K- 23.08% |
$22.5K - $31.3K
|
20K
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10KNew |
$37.6K - $52.4K
|
10K
$61.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.64K- 45.09% |
$6.16K - $8.57K
|
2K
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1K- 97.18% |
$3.75K - $5.22K
|
29
$179
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$17.1K - $23.8K
|
4.57K
$28.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$563 - $783
|
150
$924
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-18.4K- 4.41% |
$69.1K - $96.3K
|
400K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$77.7K - $108K
|
20.7K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
100New |
$375 - $522
|
100
$616
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.06K- 13.35% |
$7.71K - $10.7K
|
13.3K
$82.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$4.5K - $6.26K
|
1.2K
$7.39K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 5.87% |
$2.44K - $3.39K
|
10.4K
$64.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
410New |
$1.54K - $2.14K
|
410
$2.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 10.71% |
$11.3 - $15.7
|
25
$154
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.87K+ 2.66% |
$14.5K - $20.2K
|
149K
$920K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.93KNew |
$22.3K - $31K
|
5.93K
$36.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 9.09% |
$188 - $261
|
500
$3.08K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
CALL |
-200K- 50.0% |
$750K - $1.04M
|
200K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-659- 5.12% |
$2.47K - $3.44K
|
12.2K
$75.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3K- 12.0% |
$11.3K - $15.7K
|
22K
$136K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$45.9K - $64K
|
12.3K
$75.5K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
1KNew |
$4.31K - $7.21K
|
1K
$6.16K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
10New |
$43.1 - $72.1
|
10
$61.6
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-50Closed |
$215 - $361
|
0
$0
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
700New |
$3.02K - $5.05K
|
700
$4.31K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
30New |
$129 - $216
|
30
$185
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.68K- 13.53% |
$7.22K - $12.1K
|
10.7K
$65.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
100New |
$431 - $721
|
100
$616
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.3K- 27.65% |
$156K - $261K
|
94.9K
$584K
|
|