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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
458+ 0.4% |
$3.39K - $4.5K
|
114K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
100KNew |
$741K - $983K
|
100K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19K+ 6985.29% |
$141K - $187K
|
19.3K
$85.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 0.19% |
$22.2 - $29.5
|
1.62K
$7.17K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
134K+ 8.61% |
$991K - $1.31M
|
1.69M
$7.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-400- 94.79% |
$2.96K - $3.93K
|
22
$97.7
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
66.8KNew |
$495K - $657K
|
66.8K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-153- 16.09% |
$1.13K - $1.5K
|
798
$3.54K
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-108K- 4.87% |
$797K - $1.06M
|
2.1M
$9.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
21K+ 58.33% |
$156K - $206K
|
57K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Growth Interface Management LLC
Orlando, FL |
BUY
|
- |
130KNew |
$966K - $1.28M
|
130K
$579K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
115+ 9.58% |
$852 - $1.13K
|
1.32K
$5.84K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.2KNew |
$8.89K - $11.8K
|
1.2K
$5.33K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-52.4K- 3.12% |
$388K - $515K
|
1.63M
$7.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$74.1 - $98.3
|
10
$44.4
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-140- 29.17% |
$1.04K - $1.38K
|
340
$1.51K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
42.2KNew |
$312K - $414K
|
42.2K
$187K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.77K- 42.55% |
$57.6K - $76.4K
|
10.5K
$46.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2K+ 11.02% |
$14.8K - $19.7K
|
20.2K
$89.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-395- 63.81% |
$2.93K - $3.88K
|
224
$995
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13.5KNew |
$100K - $133K
|
13.5K
$60K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
12KNew |
$88.9K - $118K
|
12K
$53.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$319 - $423
|
43
$191
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-700- 87.5% |
$5.19K - $6.88K
|
100
$444
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
915New |
$6.78K - $8.99K
|
915
$4.06K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$371 - $492
|
50
$222
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 20.0% |
$741 - $983
|
400
$1.78K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$29.6 - $39.3
|
4
$17.8
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.74K+ 5.41% |
$55.6K - $85.7K
|
131K
$583K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-35.9KClosed |
$296K - $456K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.5K- 25.93% |
$28.9K - $44.5K
|
10K
$44.4K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-951- 90.49% |
$7.85K - $12.1K
|
100
$444
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
300New |
$2.48K - $3.81K
|
300
$1.33K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$751 - $1.16K
|
91
$404
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$8.25 - $12.7
|
12.5K
$55.5K
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-20.1K- 65.32% |
$166K - $256K
|
10.7K
$47.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.62K+ 132.94% |
$54.6K - $84.1K
|
11.6K
$51.5K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
793K+ 179.11% |
$6.54M - $10.1M
|
1.24M
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$15.7K - $24.1K
|
1.9K
$8.44K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-24.3K- 75.27% |
$200K - $309K
|
7.98K
$35.4K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.5K- 25.93% |
$28.9K - $44.5K
|
10K
$44.4K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.5KNew |
$86.9K - $134K
|
10.5K
$46.8K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20- 0.2% |
$165 - $254
|
10K
$44.4K
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-150K- 40.2% |
$1.24M - $1.91M
|
223K
$991K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
385New |
$3.18K - $4.89K
|
385
$1.71K
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-261K- 98.91% |
$2.16M - $3.32M
|
2.89K
$12.8K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-70K- 35.0% |
$578K - $890K
|
130K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$86.8K - $134K
|
10.5K
$46.7K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
18.9KNew |
$156K - $240K
|
18.9K
$83.7K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
20.2KNew |
$167K - $257K
|
20.2K
$89.7K
|
|