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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.1KNew |
$52.1K - $87.2K
|
12.1K
$43.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2K- 80.0% |
$8.62K - $14.4K
|
500
$1.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
207New |
$892 - $1.49K
|
207
$747
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
39.8KNew |
$171K - $287K
|
39.8K
$144K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3K+ 150.0% |
$12.9K - $21.6K
|
5K
$18.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.21% |
$12.9 - $21.6
|
1.46K
$5.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.07MNew |
$4.6M - $7.7M
|
1.07M
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
212New |
$914 - $1.53K
|
212
$765
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.08K- 11.45% |
$8.96K - $15K
|
16.1K
$58.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$431 - $721
|
100
$361
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.35K+ 37.14% |
$23K - $38.6K
|
19.7K
$71.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-609- 99.84% |
$2.62K - $4.39K
|
1
$3.61
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
41K+ 66.42% |
$177K - $295K
|
103K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
21.8K+ 5.86% |
$93.8K - $157K
|
393K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
15KNew |
$64.6K - $108K
|
15K
$54.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$78.2K - $131K
|
18.2K
$65.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.61K+ 21.44% |
$15.5K - $26K
|
20.4K
$73.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 24.09% |
$12.4K - $20.7K
|
14.8K
$53.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-377- 45.15% |
$1.62K - $2.72K
|
458
$1.65K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29- 0.04% |
$125 - $209
|
74.6K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.64K- 11.99% |
$7.08K - $11.8K
|
12.1K
$43.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 16.67% |
$862 - $1.44K
|
1K
$3.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 10.98% |
$323 - $541
|
758
$2.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
18.6KNew |
$80K - $134K
|
18.6K
$67K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-3.43K- 15.29% |
$14.8K - $24.7K
|
19K
$68.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.2K+ 17.25% |
$9.48K - $15.9K
|
15K
$54K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.48K+ 4.19% |
$19.3K - $32.3K
|
111K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.3K- 10.68% |
$5.62K - $9.4K
|
10.9K
$39.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
20K+ 26.67% |
$86.2K - $144K
|
95K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.1KNew |
$4.74K - $7.93K
|
1.1K
$3.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.36K- 50.42% |
$31.7K - $53K
|
7.23K
$26.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60+ 0.15% |
$259 - $433
|
39.4K
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.49K+ 31.17% |
$32.3K - $54K
|
31.5K
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.55K+ 39.09% |
$32.6K - $54.5K
|
26.9K
$97K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
351New |
$1.51K - $2.53K
|
351
$1.27K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2K- 66.67% |
$8.62K - $14.4K
|
1K
$3.61K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
60.2KNew |
$259K - $434K
|
60.2K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-27.1K- 36.94% |
$117K - $196K
|
46.3K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
113K+ 352.57% |
$488K - $817K
|
145K
$525K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
669+ 67.85% |
$2.88K - $4.82K
|
1.66K
$5.97K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-37- 0.28% |
$159 - $267
|
13K
$47K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-225- 3.67% |
$970 - $1.62K
|
5.9K
$21.3K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-300K- 76.38% |
$1.29M - $2.16M
|
92.7K
$335K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
302New |
$1.3K - $2.18K
|
302
$1.09K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.1M+ 17.44% |
$4.03M - $7.34M
|
7.4M
$26.7M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-364KClosed |
$1.34M - $2.43M
|
0
$0
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
32KNew |
$117K - $214K
|
32K
$116K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
73+ 146.0% |
$268 - $488
|
123
$444
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
50KNew |
$184K - $334K
|
50K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
50K+ 10.0% |
$184K - $334K
|
550K
$1.99M
|
|