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 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$1.65K - $2.54K
|
200
$848
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200New |
$1.65K - $2.54K
|
200
$848
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
132+ 0.41% |
$1.09K - $1.68K
|
32.1K
$136K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
113New |
$932 - $1.44K
|
113
$479
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$825 - $1.27K
|
100
$424
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 208.33% |
$825 - $1.27K
|
148
$628
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
97+ 19.68% |
$800 - $1.23K
|
590
$2.5K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$751 - $1.16K
|
91
$386
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
86New |
$710 - $1.09K
|
86
$365
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83+ 21.56% |
$685 - $1.05K
|
468
$1.98K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76+ 13.31% |
$627 - $966
|
647
$2.74K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
73New |
$602 - $928
|
73
$310
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
70+ 0.21% |
$578 - $890
|
34.1K
$145K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 80.65% |
$413 - $636
|
112
$475
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$413 - $636
|
50
$212
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
47New |
$388 - $597
|
47
$199
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
21New |
$173 - $267
|
21
$89
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$165 - $254
|
20
$84.8
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 1900.0% |
$157 - $241
|
20
$84.8
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19+ 0.07% |
$157 - $241
|
28.7K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6+ 0.05% |
$49.5 - $76.3
|
13K
$55.1K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.19% |
$24.8 - $38.1
|
1.62K
$6.86K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$16.5 - $25.4
|
2
$8.48
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$8.25 - $12.7
|
12.5K
$53K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 35.71% |
$41.3 - $63.6
|
9
$38.2
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20- 0.2% |
$165 - $254
|
10K
$42.4K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 1.83% |
$165 - $254
|
1.07K
$4.54K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-21Closed |
$173 - $267
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 0.62% |
$248 - $381
|
4.8K
$20.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-33- 2.21% |
$272 - $419
|
1.46K
$6.19K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-42- 0.53% |
$347 - $534
|
7.93K
$33.6K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-61- 3.32% |
$503 - $775
|
1.78K
$7.53K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-67- 25.09% |
$553 - $852
|
200
$848
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-100- 0.72% |
$825 - $1.27K
|
13.8K
$58.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 9.52% |
$825 - $1.27K
|
950
$4.03K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-120- 96.77% |
$990 - $1.53K
|
4
$17
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-176- 0.95% |
$1.45K - $2.24K
|
18.3K
$77.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-195- 8.96% |
$1.61K - $2.48K
|
1.98K
$8.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200- 33.61% |
$1.65K - $2.54K
|
395
$1.67K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-210- 86.78% |
$1.73K - $2.67K
|
32
$136
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-222- 0.83% |
$1.83K - $2.82K
|
26.5K
$113K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-250Closed |
$2.06K - $3.18K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-273- 0.28% |
$2.25K - $3.47K
|
97K
$411K
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-285- 0.07% |
$2.35K - $3.62K
|
437K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-318- 38.08% |
$2.62K - $4.04K
|
517
$2.19K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-320- 22.54% |
$2.64K - $4.07K
|
1.1K
$4.66K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-320- 1.88% |
$2.64K - $4.07K
|
16.7K
$70.9K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-347- 2.2% |
$2.86K - $4.41K
|
15.4K
$65.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-366- 17.94% |
$3.02K - $4.65K
|
1.67K
$7.1K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-367- 0.18% |
$3.03K - $4.66K
|
198K
$840K
|