Purchases and Sales Made in Q2 2023 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 2.13% |
$7.41K - $9.83K
|
47.9K
$203K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
987+ 2.65% |
$7.31K - $9.7K
|
38.3K
$162K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
915New |
$6.78K - $8.99K
|
915
$3.88K
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
848+ 9.99% |
$6.28K - $8.34K
|
9.34K
$39.6K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
814+ 30.85% |
$6.03K - $8K
|
3.45K
$14.6K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
814+ 30.85% |
$6.03K - $8K
|
3.45K
$14.6K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
800New |
$5.93K - $7.86K
|
800
$3.39K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
746+ 2.65% |
$5.53K - $7.33K
|
28.9K
$123K
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
700New |
$5.19K - $6.88K
|
700
$2.97K
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
700New |
$5.19K - $6.88K
|
700
$2.97K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
682+ 1.49% |
$5.05K - $6.7K
|
46.5K
$197K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
667+ 5.95% |
$4.94K - $6.56K
|
11.9K
$50.4K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
620+ 10.19% |
$4.59K - $6.09K
|
6.71K
$28.4K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
611+ 1.38% |
$4.53K - $6.01K
|
44.9K
$190K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
509+ 4.38% |
$3.77K - $5K
|
12.1K
$51.5K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
500+ 3.25% |
$3.71K - $4.92K
|
15.9K
$67.4K
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
500+ 1.01% |
$3.71K - $4.92K
|
49.8K
$211K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
466+ 1.88% |
$3.45K - $4.58K
|
25.2K
$107K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
458+ 0.4% |
$3.39K - $4.5K
|
114K
$484K
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
400+ 3.52% |
$2.96K - $3.93K
|
11.8K
$49.9K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 3.07% |
$2.22K - $2.95K
|
10.1K
$42.7K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$1.85K - $2.46K
|
250
$1.06K
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
250+ 0.12% |
$1.85K - $2.46K
|
201K
$852K
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
250+ 1.98% |
$1.85K - $2.46K
|
12.9K
$54.5K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
220New |
$1.63K - $2.16K
|
220
$933
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
206+ 103.0% |
$1.53K - $2.02K
|
406
$1.72K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
190+ 7.92% |
$1.41K - $1.87K
|
2.59K
$11K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
185+ 0.61% |
$1.37K - $1.82K
|
30.6K
$130K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
128+ 7.2% |
$948 - $1.26K
|
1.91K
$8.08K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
115+ 9.58% |
$852 - $1.13K
|
1.32K
$5.58K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$741 - $983
|
100
$424
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 9.12% |
$741 - $983
|
1.2K
$5.07K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
100+ 30.77% |
$741 - $983
|
425
$1.8K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 0.6% |
$741 - $983
|
16.8K
$71.3K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 100.0% |
$741 - $983
|
200
$848
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
88+ 0.22% |
$652 - $865
|
39.7K
$168K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
85+ 13.8% |
$630 - $836
|
701
$2.97K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
83New |
$615 - $816
|
83
$352
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
82New |
$608 - $806
|
82
$348
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$593 - $786
|
80
$339
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$371 - $492
|
50
$212
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$371 - $492
|
50
$212
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
44+ 0.08% |
$326 - $433
|
53.1K
$225K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$319 - $423
|
43
$182
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31New |
$230 - $305
|
31
$131
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
30New |
$222 - $295
|
30
$127
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
26+ 0.03% |
$193 - $256
|
89.9K
$381K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10New |
$74.1 - $98.3
|
10
$42.4
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$74.1 - $98.3
|
10
$42.4
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$29.6 - $39.3
|
4
$17
|