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 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$1.65K - $2.54K
|
200
$888
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
271K+ 12.13% |
$2.24M - $3.45M
|
2.51M
$11.1M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.54KNew |
$21K - $32.3K
|
2.54K
$11.3K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
21New |
$173 - $267
|
21
$93.2
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200New |
$1.65K - $2.54K
|
200
$888
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
5.62KNew |
$46.4K - $71.5K
|
5.62K
$25K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-32.7K- 38.55% |
$270K - $415K
|
52.1K
$231K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
86New |
$710 - $1.09K
|
86
$382
|
|
|
May 09, 2023
Q1 2023
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
371KNew |
$3.06M - $4.72M
|
371K
$1.65M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 35.71% |
$41.3 - $63.6
|
9
$40
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.81K+ 1182.35% |
$23.2K - $35.8K
|
3.05K
$13.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
113New |
$932 - $1.44K
|
113
$502
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.4KNew |
$152K - $234K
|
18.4K
$81.7K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 1.83% |
$165 - $254
|
1.07K
$4.75K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$165 - $254
|
20
$88.8
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
15.3KNew |
$126K - $194K
|
15.3K
$67.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
26KNew |
$214K - $330K
|
26K
$115K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1KNew |
$8.25K - $12.7K
|
1K
$4.44K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 9.52% |
$825 - $1.27K
|
950
$4.22K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200- 33.61% |
$1.65K - $2.54K
|
395
$1.75K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$413 - $636
|
50
$222
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$3.3K - $5.08K
|
400
$1.78K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.3KNew |
$93K - $143K
|
11.3K
$50.1K
|
|
| Q4 2022 | |||||||
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-300Closed |
$2.78K - $5.02K
|
0
$0
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 35.0% |
$64.8 - $117
|
27
$120
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-74- 15.61% |
$685 - $1.24K
|
400
$1.78K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
100New |
$925 - $1.67K
|
100
$444
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-41.7K- 58.16% |
$386K - $698K
|
30K
$133K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
97.4KNew |
$901K - $1.63M
|
97.4K
$432K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
250New |
$2.31K - $4.18K
|
250
$1.11K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 18.7% |
$213 - $385
|
100
$444
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-257K- 85.53% |
$2.38M - $4.3M
|
43.5K
$193K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20New |
$185 - $335
|
20
$88.8
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-10.8KClosed |
$99.8K - $180K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.1K- 3.08% |
$28.7K - $51.9K
|
97.4K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.25K- 32.38% |
$11.6K - $20.9K
|
2.61K
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
50KNew |
$463K - $837K
|
50K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
230New |
$2.13K - $3.85K
|
230
$1.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6.7K- 77.67% |
$62K - $112K
|
1.93K
$8.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-2.8K- 13.93% |
$25.9K - $46.8K
|
17.3K
$76.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.44MNew |
$13.3M - $24M
|
1.44M
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-5K- 6.67% |
$46.3K - $83.7K
|
70K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
7.4K+ 58.27% |
$68.5K - $124K
|
20.1K
$89.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-829KClosed |
$7.67M - $13.9M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$104K - $187K
|
11.2K
$49.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
4.3K+ 15.63% |
$39.7K - $71.9K
|
31.8K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.18MNew |
$10.9M - $19.7M
|
1.18M
$5.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
8.02KNew |
$74.2K - $134K
|
8.02K
$35.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.8KNew |
$25.9K - $46.8K
|
2.8K
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-464K- 8.82% |
$4.29M - $7.76M
|
4.79M
$21.3M
|
|