Purchases and Sales Made in Q4 2024 in Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.1KNew |
$4.74K - $7.93K
|
1.1K
$4.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
793New |
$3.42K - $5.72K
|
793
$3.36K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
751+ 0.49% |
$3.24K - $5.41K
|
155K
$655K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
669+ 67.85% |
$2.88K - $4.82K
|
1.66K
$7.02K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
351New |
$1.51K - $2.53K
|
351
$1.49K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
302New |
$1.3K - $2.18K
|
302
$1.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
278New |
$1.2K - $2K
|
278
$1.18K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
261+ 3.78% |
$1.12K - $1.88K
|
7.16K
$30.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
250+ 8.14% |
$1.08K - $1.8K
|
3.32K
$14.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
212New |
$914 - $1.53K
|
212
$899
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
207New |
$892 - $1.49K
|
207
$878
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
200+ 26.95% |
$862 - $1.44K
|
942
$3.99K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174+ 0.5% |
$750 - $1.25K
|
35.1K
$149K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$681 - $1.14K
|
158
$670
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
124+ 0.41% |
$534 - $894
|
30.2K
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 13.85% |
$431 - $721
|
822
$3.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$431 - $721
|
100
$424
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$431 - $721
|
100
$424
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100New |
$431 - $721
|
100
$424
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
96+ 18.08% |
$414 - $692
|
627
$2.66K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 10.98% |
$323 - $541
|
758
$3.21K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60+ 0.15% |
$259 - $433
|
39.4K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$215 - $361
|
50
$212
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 3.56% |
$168 - $281
|
1.13K
$4.81K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$121 - $202
|
28
$119
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15New |
$64.6 - $108
|
15
$63.6
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
10New |
$43.1 - $72.1
|
10
$42.4
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.21% |
$12.9 - $21.6
|
1.46K
$6.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29- 0.04% |
$125 - $209
|
74.6K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 6.94% |
$151 - $252
|
469
$1.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-37- 0.28% |
$159 - $267
|
13K
$55.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47- 0.27% |
$203 - $339
|
17.6K
$74.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-115- 3.51% |
$496 - $829
|
3.16K
$13.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-130- 36.62% |
$560 - $937
|
225
$954
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-181- 29.87% |
$780 - $1.31K
|
425
$1.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-191- 1.25% |
$823 - $1.38K
|
15K
$63.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-200- 6.25% |
$862 - $1.44K
|
3K
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 40.0% |
$862 - $1.44K
|
300
$1.27K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 16.67% |
$862 - $1.44K
|
1K
$4.24K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-225- 3.67% |
$970 - $1.62K
|
5.9K
$25K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-360- 6.29% |
$1.55K - $2.6K
|
5.36K
$22.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-377- 45.15% |
$1.62K - $2.72K
|
458
$1.94K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-495- 0.55% |
$2.13K - $3.57K
|
89.9K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-569- 4.84% |
$2.45K - $4.1K
|
11.2K
$47.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-609- 99.84% |
$2.62K - $4.39K
|
1
$4.24
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-628- 4.85% |
$2.71K - $4.53K
|
12.3K
$52.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-741- 2.6% |
$3.19K - $5.34K
|
27.7K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-750- 0.84% |
$3.23K - $5.41K
|
88.6K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-844- 6.16% |
$3.64K - $6.09K
|
12.9K
$54.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-921- 1.28% |
$3.97K - $6.64K
|
71.1K
$302K
|