Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 539 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
900
shares
|
$4,158
0.0% of portfolio
|
Q2 2024
Added 22.28%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
835
shares
|
$3,857
0.0% of portfolio
|
Q4 2023
Added 1146.27%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
800
shares
|
$3,696
0.0% of portfolio
|
Q1 2021
Reduced 59.6%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
800
shares
|
$3,696
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
749
shares
|
$3,460
0.0% of portfolio
|
Q2 2024
Reduced 31.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
742
shares
|
$3,428
0.0% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
683
shares
|
$3,155
0.0% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
663
shares
|
$3,063
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
650
shares
|
$3,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
646
shares
|
$2,984
0.0% of portfolio
|
Q3 2022
Added 20.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
610
shares
|
$2,818
0.0% of portfolio
|
Q3 2023
Reduced 1.45%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
606
shares
|
$2,799
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
602
shares
|
$2,781
0.0% of portfolio
|
Q3 2024
Reduced 33.26%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
600
shares
|
$2,772
0.0% of portfolio
|
Q4 2023
Reduced 45.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
584
shares
|
$2,698
0.0% of portfolio
|
Q2 2024
Reduced 34.01%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
555
shares
|
$2,564
0.0% of portfolio
|
Q3 2024
Reduced 67.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
553
shares
|
$2,554
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
550
shares
|
$2,541
0.0% of portfolio
|
Q3 2024
Reduced 59.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
550
shares
|
$2,541
0.0% of portfolio
|
Q2 2024
Reduced 23.61%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
531
shares
|
$2,453
0.0% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
523
shares
|
$2,416
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
504
shares
|
$2,328
0.0% of portfolio
|
Q3 2024
Added 76.22%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
502
shares
|
$2,319
0.0% of portfolio
|
Q4 2022
Reduced 30.47%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
500
shares
|
$2,310
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$2,310
0.0% of portfolio
|
Q4 2022
Reduced 23.08%
|