Purchases and Sales Made in Q1 2023 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q1 2023. The information is specifically focused on institutions that hold shares of NIO Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.14K+ 8.98% |
$25.9K - $39.9K
|
38.1K
$162K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.02K+ 5.38% |
$24.9K - $38.4K
|
59.2K
$251K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.81K+ 1182.35% |
$23.2K - $35.8K
|
3.05K
$12.9K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 12.62% |
$22.9K - $35.3K
|
24.8K
$105K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.56K+ 0.15% |
$21.1K - $32.5K
|
1.68M
$7.12M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.54KNew |
$21K - $32.3K
|
2.54K
$10.8K
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.52K+ 13.73% |
$20.8K - $32K
|
20.8K
$88.4K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.49K+ 2.41% |
$20.5K - $31.6K
|
106K
$448K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2.48K+ 6.06% |
$20.4K - $31.5K
|
43.3K
$184K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.37KNew |
$19.6K - $30.1K
|
2.37K
$10K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.34K+ 18.68% |
$19.3K - $29.8K
|
14.9K
$63.1K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.3K+ 978.72% |
$19K - $29.2K
|
2.54K
$10.7K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.18KNew |
$18K - $27.7K
|
2.18K
$9.24K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2K+ 3636.36% |
$16.5K - $25.4K
|
2.06K
$8.71K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.95K+ 1147.06% |
$16.1K - $24.8K
|
2.12K
$8.99K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$15.7K - $24.1K
|
1.9K
$8.06K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.89K+ 5.66% |
$15.6K - $24K
|
35.3K
$150K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.77K+ 1.0% |
$14.6K - $22.5K
|
179K
$758K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64K+ 6.43% |
$13.5K - $20.8K
|
27.1K
$115K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 3.54% |
$13.2K - $20.3K
|
46.6K
$197K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.47KNew |
$12.1K - $18.6K
|
1.47K
$6.22K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 17.58% |
$10.2K - $15.7K
|
8.25K
$35K
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 7.08% |
$9.9K - $15.3K
|
18.2K
$77K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.18K+ 10.52% |
$9.74K - $15K
|
12.4K
$52.5K
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.06K+ 14.26% |
$8.75K - $13.5K
|
8.49K
$36K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1K+ 500.0% |
$8.25K - $12.7K
|
1.2K
$5.09K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1KNew |
$8.25K - $12.7K
|
1K
$4.24K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1K+ 5.13% |
$8.25K - $12.7K
|
20.5K
$86.9K
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
951New |
$7.85K - $12.1K
|
951
$4.03K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
910+ 2.77% |
$7.51K - $11.6K
|
33.8K
$143K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
895+ 7.62% |
$7.38K - $11.4K
|
12.6K
$53.6K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
852New |
$7.03K - $10.8K
|
852
$3.61K
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
699+ 0.93% |
$5.77K - $8.88K
|
76.1K
$322K
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
551+ 110.2% |
$4.55K - $7K
|
1.05K
$4.46K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$4.13K - $6.36K
|
500
$2.12K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
488+ 0.52% |
$4.03K - $6.2K
|
95K
$403K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
460+ 2.18% |
$3.8K - $5.85K
|
21.6K
$91.6K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
457+ 1.17% |
$3.77K - $5.81K
|
39.6K
$168K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
449+ 9.33% |
$3.7K - $5.71K
|
5.26K
$22.3K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
414+ 3.94% |
$3.42K - $5.26K
|
10.9K
$46.4K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
400+ 400.0% |
$3.3K - $5.08K
|
500
$2.12K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$3.3K - $5.08K
|
400
$1.7K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
400+ 52.49% |
$3.3K - $5.08K
|
1.16K
$4.93K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
385New |
$3.18K - $4.89K
|
385
$1.63K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
300New |
$2.48K - $3.81K
|
300
$1.27K
|
|
May 22, 2023
Q1 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
300+ 75.0% |
$2.48K - $3.81K
|
700
$2.97K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
294+ 1.71% |
$2.43K - $3.74K
|
17.5K
$74.3K
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
290New |
$2.39K - $3.69K
|
290
$1.23K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
284+ 22.98% |
$2.34K - $3.61K
|
1.52K
$6.44K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 0.54% |
$2.06K - $3.18K
|
46.9K
$199K
|