Purchases and Sales Made in Q4 2021 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
205New |
$5.77K - $8.86K
|
205
$877
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200+ 92.17% |
$5.63K - $8.64K
|
417
$1.78K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
200New |
$5.63K - $8.64K
|
200
$856
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200New |
$5.63K - $8.64K
|
200
$856
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
200New |
$5.63K - $8.64K
|
200
$856
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
200New |
$5.63K - $8.64K
|
200
$856
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
175+ 0.44% |
$4.93K - $7.56K
|
40.2K
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
156New |
$4.39K - $6.74K
|
156
$668
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
154New |
$4.34K - $6.65K
|
154
$659
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
132+ 5.87% |
$3.72K - $5.7K
|
2.38K
$10.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
123New |
$3.46K - $5.31K
|
123
$526
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123New |
$3.46K - $5.31K
|
123
$526
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
120New |
$3.38K - $5.18K
|
120
$514
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 11.95% |
$3.29K - $5.05K
|
1.1K
$4.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
116+ 297.44% |
$3.27K - $5.01K
|
155
$663
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
104+ 9.65% |
$2.93K - $4.49K
|
1.18K
$5.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
100New |
$2.82K - $4.32K
|
100
$428
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 91.74% |
$2.82K - $4.32K
|
209
$895
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100New |
$2.82K - $4.32K
|
100
$428
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
100+ 1.54% |
$2.82K - $4.32K
|
6.58K
$28.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100+ 100.0% |
$2.82K - $4.32K
|
200
$856
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100New |
$2.82K - $4.32K
|
100
$428
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
85New |
$2.39K - $3.67K
|
85
$364
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
80+ 7.27% |
$2.25K - $3.46K
|
1.18K
$5.05K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
74+ 18.5% |
$2.08K - $3.2K
|
474
$2.03K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
70New |
$1.97K - $3.02K
|
70
$300
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
65New |
$1.83K - $2.81K
|
65
$278
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50New |
$1.41K - $2.16K
|
50
$214
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.41K - $2.16K
|
50
$214
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$1.41K - $2.16K
|
50
$214
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45+ 0.38% |
$1.27K - $1.94K
|
11.8K
$50.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 8.4% |
$1.18K - $1.81K
|
542
$2.32K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
37New |
$1.04K - $1.6K
|
37
$158
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
30New |
$845 - $1.3K
|
30
$128
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
30New |
$845 - $1.3K
|
30
$128
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
29+ 21.48% |
$817 - $1.25K
|
164
$702
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28+ 7.69% |
$788 - $1.21K
|
392
$1.68K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
27+ 0.52% |
$760 - $1.17K
|
5.26K
$22.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
25+ 6.89% |
$704 - $1.08K
|
388
$1.66K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
22+ 5.76% |
$620 - $950
|
404
$1.73K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20New |
$563 - $864
|
20
$85.6
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20New |
$563 - $864
|
20
$85.6
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$451 - $691
|
16
$68.5
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 0.41% |
$366 - $562
|
3.21K
$13.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10New |
$282 - $432
|
10
$42.8
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
10New |
$282 - $432
|
10
$42.8
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
7+ 9.59% |
$197 - $302
|
80
$342
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.6% |
$141 - $216
|
834
$3.57K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4+ 0.05% |
$113 - $173
|
8.4K
$35.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 25.0% |
$56.3 - $86.4
|
10
$42.8
|