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 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 23.08% |
$1.39K - $2.51K
|
500
$2.22K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-40K- 79.39% |
$370K - $669K
|
10.4K
$46.1K
|
|
| Q3 2022 | |||||||
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
40KNew |
$623K - $904K
|
40K
$178K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4.64K+ 8913.46% |
$72.2K - $105K
|
4.69K
$20.8K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
33.6K+ 2371.75% |
$523K - $759K
|
35K
$155K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25K+ 50.0% |
$390K - $565K
|
75K
$333K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$3.12K - $4.52K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
129New |
$2.01K - $2.92K
|
129
$573
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10K- 63.54% |
$156K - $226K
|
5.74K
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-45.2K- 94.76% |
$704K - $1.02M
|
2.5K
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-339K- 100.0% |
$5.29M - $7.67M
|
10
$44.4
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
183KNew |
$2.85M - $4.13M
|
183K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36.1KNew |
$563K - $817K
|
36.1K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
355New |
$5.53K - $8.02K
|
355
$1.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.4KNew |
$224K - $325K
|
14.4K
$63.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Anatole Investment Management LTD
Central, K3 |
BUY
|
- |
250KNew |
$3.9M - $5.65M
|
250K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Myriad Asset Management Us LP
|
BUY
|
- |
500KNew |
$7.79M - $11.3M
|
500K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-7.9K- 14.5% |
$123K - $179K
|
46.6K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-75K- 47.2% |
$1.17M - $1.69M
|
83.9K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.09K- 14.01% |
$32.5K - $47.2K
|
12.8K
$56.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
16.5KNew |
$258K - $374K
|
16.5K
$73.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
207KNew |
$3.23M - $4.68M
|
207K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-75K- 46.88% |
$1.17M - $1.7M
|
85K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
215KNew |
$3.35M - $4.86M
|
215K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$204K - $296K
|
13.1K
$58.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
43.9K+ 71.68% |
$685K - $993K
|
105K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
166K+ 68.31% |
$2.59M - $3.75M
|
409K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
110+ 20.52% |
$1.71K - $2.49K
|
646
$2.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
18.2KNew |
$284K - $411K
|
18.2K
$80.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.13K+ 7.0% |
$17.6K - $25.5K
|
17.3K
$76.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
839+ 4.77% |
$13.1K - $19K
|
18.4K
$81.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1K+ 100.0% |
$15.6K - $22.6K
|
2K
$8.88K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
671+ 6.65% |
$10.5K - $15.2K
|
10.8K
$47.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-200- 66.67% |
$3.12K - $4.52K
|
100
$444
|
|
|
Nov 08, 2022
Q3 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-1.42M- 50.42% |
$22.2M - $32.2M
|
1.4M
$6.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-20.7KClosed |
$323K - $468K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-50- 33.11% |
$779 - $1.13K
|
101
$448
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29.7K+ 32.66% |
$463K - $671K
|
121K
$536K
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-569K- 65.36% |
$8.86M - $12.9M
|
301K
$1.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.1KNew |
$157K - $227K
|
10.1K
$44.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-12- 0.12% |
$187 - $271
|
10.2K
$45.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Ibex Investors LLC
|
BUY
|
CALL |
113KNew |
$1.76M - $2.55M
|
113K
$502K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
CALL |
500New |
$7.79K - $11.3K
|
500
$2.22K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-117- 0.98% |
$1.82K - $2.64K
|
11.9K
$52.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.86KNew |
$44.5K - $64.6K
|
2.86K
$12.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-10- 4.76% |
$156 - $226
|
200
$888
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
241New |
$3.75K - $5.45K
|
241
$1.07K
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
BUY
|
- |
22.4K+ 33.02% |
$349K - $507K
|
90.4K
$401K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.52K- 12.19% |
$70.4K - $102K
|
32.6K
$145K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-200- 57.14% |
$3.12K - $4.52K
|
150
$666
|
|