Purchases and Sales Made in Q1 2024 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.66K+ 29.96% |
$7.45K - $14.1K
|
7.18K
$30.4K
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.6K+ 0.21% |
$7.2K - $13.6K
|
755K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.54K+ 3.65% |
$6.93K - $13.1K
|
43.8K
$186K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.49K+ 50.82% |
$6.68K - $12.6K
|
4.41K
$18.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.2K+ 122.32% |
$5.4K - $10.2K
|
2.18K
$9.25K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.1K+ 7.57% |
$4.95K - $9.35K
|
15.6K
$66.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.02K+ 6.78% |
$4.57K - $8.63K
|
16K
$67.8K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1K+ 100.0% |
$4.5K - $8.5K
|
2K
$8.48K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$4.5K - $8.5K
|
1K
$4.24K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1K+ 9.92% |
$4.5K - $8.5K
|
11.1K
$47K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1K+ 6.2% |
$4.5K - $8.5K
|
17.1K
$72.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
935+ 1.18% |
$4.21K - $7.95K
|
80K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
900+ 52.2% |
$4.05K - $7.65K
|
2.62K
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
870New |
$3.92K - $7.4K
|
870
$3.69K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
850New |
$3.83K - $7.23K
|
850
$3.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
790+ 34.27% |
$3.56K - $6.72K
|
3.1K
$13.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
761+ 1.23% |
$3.42K - $6.47K
|
62.6K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
756+ 6300.0% |
$3.4K - $6.43K
|
768
$3.26K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
754+ 0.96% |
$3.39K - $6.41K
|
79.1K
$335K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
712+ 94.18% |
$3.2K - $6.05K
|
1.47K
$6.22K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
671New |
$3.02K - $5.7K
|
671
$2.85K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
670+ 40.36% |
$3.02K - $5.7K
|
2.33K
$9.88K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
641+ 63.53% |
$2.88K - $5.45K
|
1.65K
$7K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
604New |
$2.72K - $5.13K
|
604
$2.56K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
598+ 2.94% |
$2.69K - $5.08K
|
20.9K
$88.7K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
553New |
$2.49K - $4.7K
|
553
$2.34K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
523New |
$2.35K - $4.45K
|
523
$2.22K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
481New |
$2.16K - $4.09K
|
481
$2.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
470+ 0.46% |
$2.12K - $4K
|
103K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
429+ 83.14% |
$1.93K - $3.65K
|
945
$4.01K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
410+ 59.51% |
$1.85K - $3.49K
|
1.1K
$4.66K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
400New |
$1.8K - $3.4K
|
400
$1.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
313+ 4.91% |
$1.41K - $2.66K
|
6.68K
$28.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
300+ 31.19% |
$1.35K - $2.55K
|
1.26K
$5.35K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
285New |
$1.28K - $2.42K
|
285
$1.21K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
250New |
$1.13K - $2.13K
|
250
$1.06K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
200New |
$900 - $1.7K
|
200
$848
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$900 - $1.7K
|
200
$848
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
196+ 4.22% |
$882 - $1.67K
|
4.85K
$20.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
196+ 11.3% |
$882 - $1.67K
|
1.93K
$8.18K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
137New |
$617 - $1.16K
|
137
$581
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
100+ 53.19% |
$450 - $850
|
288
$1.22K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$450 - $850
|
100
$424
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$450 - $850
|
100
$424
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
100+ 0.74% |
$450 - $850
|
13.6K
$57.9K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
92+ 0.62% |
$414 - $782
|
15K
$63.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
87+ 13.66% |
$392 - $740
|
724
$3.07K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$225 - $425
|
50
$212
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$113 - $213
|
25
$106
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20+ 16.26% |
$90 - $170
|
143
$606
|