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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
85
shares
|
$392
0.0% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
73
shares
|
$337
0.0% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
52
shares
|
$240
0.0% of portfolio
|
Q3 2022
Added 8913.46%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$231
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
50
shares
|
$231
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
50
shares
|
$231
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
46
shares
|
$212
0.0% of portfolio
|
Q3 2023
Added 187.5%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
44
shares
|
$203
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$138
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
29
shares
|
$133
0.0% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
25
shares
|
$115
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
25
shares
|
$115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
25
shares
|
$115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
22
shares
|
$101
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
22
shares
|
$101
0.0% of portfolio
|
Q2 2023
Reduced 94.79%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
20
shares
|
$92
0.0% of portfolio
|
Q1 2024
Reduced 90.91%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
15
shares
|
$69
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
15
shares
|
$69
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
10
shares
|
$46
0.0% of portfolio
|
Q2 2023
Reduced 97.61%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$46
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
10
shares
|
$46
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
10
shares
|
$46
0.0% of portfolio
|
Q4 2021
Added 25.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
10
shares
|
$46
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
9
shares
|
$41
0.0% of portfolio
|
Q1 2023
Reduced 35.71%
|