Purchases and Sales Made in Q4 2023 in Nikola Corp (NKLA)
This table provides information about the institutional ownership of Nikola Corp (NKLA) during Q4 2023. The information is specifically focused on institutions that hold shares of Nikola Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
270New |
$186 - $394
|
270
$119
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
250New |
$173 - $365
|
250
$110
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
200+ 1.55% |
$138 - $292
|
13.1K
$5.78K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
113+ 26.78% |
$78 - $165
|
535
$235
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
100+ 20.0% |
$69 - $146
|
600
$264
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
$65.6 - $139
|
95
$41.8
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
93+ 0.54% |
$64.2 - $136
|
17.3K
$7.61K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 5.33% |
$38.6 - $81.8
|
1.11K
$487
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
54+ 2.37% |
$37.3 - $78.8
|
2.33K
$1.03K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48New |
$33.1 - $70.1
|
48
$21.1
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40New |
$27.6 - $58.4
|
40
$17.6
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24+ 0.05% |
$16.6 - $35
|
47K
$20.7K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17+ 94.44% |
$11.7 - $24.8
|
35
$15.4
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$3.45 - $7.3
|
5
$2.2
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5+ 25.0% |
$3.45 - $7.3
|
25
$11
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$2.07 - $4.38
|
3
$1.32
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$1.38 - $2.92
|
2
$0.88
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 0.05% |
$1.38 - $2.92
|
3.9K
$1.71K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5- 0.02% |
$3.45 - $7.3
|
26.9K
$11.9K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 9.35% |
$6.9 - $14.6
|
97
$42.7
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 8.54% |
$9.66 - $20.4
|
150
$66
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-20- 0.05% |
$13.8 - $29.2
|
41.8K
$18.4K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-35- 0.14% |
$24.2 - $51.1
|
24.9K
$11K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-62- 0.12% |
$42.8 - $90.5
|
49.6K
$21.8K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-142- 22.12% |
$98 - $207
|
500
$220
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-232- 1.04% |
$160 - $339
|
22.1K
$9.71K
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-318- 0.01% |
$219 - $464
|
4.16M
$1.83M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-322- 0.26% |
$222 - $470
|
124K
$54.4K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-400- 3.83% |
$276 - $584
|
10K
$4.42K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 50.0% |
$345 - $730
|
500
$220
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-534- 48.33% |
$368 - $780
|
571
$251
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-567- 3.75% |
$391 - $828
|
14.6K
$6.41K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.02K- 4.64% |
$706 - $1.49K
|
21K
$9.26K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.08K- 4.54% |
$746 - $1.58K
|
22.7K
$10K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.25K- 0.4% |
$862 - $1.82K
|
309K
$136K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.4K- 68.37% |
$967 - $2.05K
|
648
$285
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.44K- 84.24% |
$992 - $2.1K
|
269
$118
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.57K- 57.37% |
$1.08K - $2.28K
|
1.16K
$512
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 53.1% |
$1.1K - $2.34K
|
1.41K
$622
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 69.83% |
$1.38K - $2.92K
|
864
$380
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.04K- 0.33% |
$1.41K - $2.98K
|
614K
$270K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 16.63% |
$1.52K - $3.21K
|
11K
$4.85K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.33K- 93.57% |
$1.61K - $3.4K
|
160
$70.4
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.4K- 10.7% |
$1.65K - $3.5K
|
20K
$8.8K
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.62K- 1.05% |
$1.81K - $3.83K
|
247K
$109K
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.62K- 1.05% |
$1.81K - $3.83K
|
247K
$109K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.99K- 10.07% |
$2.06K - $4.36K
|
26.7K
$11.7K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.42K- 10.6% |
$2.36K - $4.99K
|
28.9K
$12.7K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.78K- 3.71% |
$2.6K - $5.51K
|
97.9K
$43.1K
|