Purchases and Sales Made in Q4 2023 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-496- 45.26% |
$3.55K - $4.68K
|
600
$2.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-578- 1.14% |
$4.13K - $5.45K
|
50.3K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-600- 12.5% |
$4.29K - $5.66K
|
4.2K
$18.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-651- 2.88% |
$4.65K - $6.14K
|
22K
$96.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-676- 4.07% |
$4.83K - $6.37K
|
15.9K
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-700- 0.61% |
$5.01K - $6.6K
|
114K
$500K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-706- 85.16% |
$5.05K - $6.66K
|
123
$539
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-715- 7.55% |
$5.11K - $6.74K
|
8.76K
$38.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-743- 4.36% |
$5.31K - $7.01K
|
16.3K
$71.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-787- 0.74% |
$5.63K - $7.42K
|
105K
$461K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-950- 50.53% |
$6.79K - $8.96K
|
930
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 1.59% |
$7.15K - $9.43K
|
61.7K
$270K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1K- 28.37% |
$7.15K - $9.43K
|
2.53K
$11.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.2K- 62.5% |
$8.58K - $11.3K
|
720
$3.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 7.45% |
$8.59K - $11.3K
|
14.9K
$65.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.25K- 7.52% |
$8.94K - $11.8K
|
15.4K
$67.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.27K- 19.35% |
$9.05K - $11.9K
|
5.28K
$23.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.34K- 21.59% |
$9.57K - $12.6K
|
4.86K
$21.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.43K- 9.75% |
$10.3K - $13.5K
|
13.3K
$58.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.46K- 2.57% |
$10.5K - $13.8K
|
55.5K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 9.71% |
$10.5K - $13.8K
|
13.6K
$59.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.5K- 11.39% |
$10.7K - $14.1K
|
11.7K
$51.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.51K- 34.07% |
$10.8K - $14.2K
|
2.92K
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.54K- 0.29% |
$11K - $14.5K
|
531K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.65K- 9.55% |
$11.8K - $15.6K
|
15.6K
$68.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.65K- 7.27% |
$11.8K - $15.6K
|
21.1K
$92.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.68K- 9.69% |
$12K - $15.8K
|
15.6K
$68.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.68K- 6.32% |
$12K - $15.8K
|
24.9K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 14.3% |
$12.9K - $17K
|
10.8K
$47.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.84K- 5.89% |
$13.1K - $17.3K
|
29.3K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.67K- 1.51% |
$19.1K - $25.1K
|
173K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.76K- 9.15% |
$19.7K - $26K
|
27.4K
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.1K- 85.73% |
$22.2K - $29.2K
|
516
$2.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.1K- 1.7% |
$22.2K - $29.3K
|
179K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.11K- 7.4% |
$22.2K - $29.3K
|
38.9K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.21K- 31.36% |
$22.9K - $30.2K
|
7.02K
$30.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.34K- 11.67% |
$23.9K - $31.5K
|
25.3K
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.64K- 25.79% |
$26K - $34.4K
|
10.5K
$45.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.7K- 2.76% |
$26.5K - $34.9K
|
131K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.74K- 19.33% |
$26.7K - $35.2K
|
15.6K
$68.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.25K- 25.41% |
$30.4K - $40K
|
12.5K
$54.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.16K- 23.42% |
$36.9K - $48.7K
|
16.9K
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.21K- 99.11% |
$37.3K - $49.2K
|
47
$206
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.67K- 7.42% |
$40.5K - $53.4K
|
70.7K
$310K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.71K- 2.86% |
$40.8K - $53.9K
|
194K
$850K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5.81K- 33.39% |
$41.6K - $54.8K
|
11.6K
$50.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.85K- 21.87% |
$41.8K - $55.1K
|
20.9K
$91.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.42K- 3.04% |
$45.9K - $60.5K
|
205K
$897K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.42K- 32.14% |
$45.9K - $60.5K
|
13.5K
$59.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.49K- 24.02% |
$46.4K - $61.2K
|
20.5K
$89.9K
|