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Get Institutions for : 
Nio Inc (NIO)  
$5.07 0.26 (4.88%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 464    20
Total shares held : 
415,609,510  
% of shares held : 
38.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -26  
Amount of shares held : 
6,059,440  
% of shares held change : 
  0.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.79  
Last Quarter's Ending Price : 
$9.07  
Last Quarter's Average Price
$7.94  
Change from last quarter's     
avg. price to the last closing  : 
2.87 (36.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 3,070,530
 0.74%
 
Increased Positions :
143
 36,910,813
 8.88%
 
Unchanged Positions :
137
 4,773,230
 1.15%
 
Decreased Positions :
149
-23,646,772
-5.69%
 
Closed Positions :
55
-10,275,131
-2.47%
 
Guru Positions :
2
503,261
 0.12%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 193 - 2023-12-31 633,793 $5,749,000 0
   BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 297 - 2023-12-31 550,300 $4,991,000 0
   National Pension Service 461 - 2023-12-31 411,601 $3,733,000 0
   Maxi Investments CY Ltd 35 - 2023-12-31 198,950 $1,804,000 0
   Skandinaviska Enskilda Banken AB (publ) 623 - 2023-12-31 174,992 $1,587,000 0
   VR Advisory Services Ltd 22 - 2023-12-31 150,000 $1,361,000 0
   NOMURA ASSET MANAGEMENT CO LTD 765 - 2023-12-31 143,000 $1,297,000 0
   ACCUVEST GLOBAL ADVISORS 26 - 2023-12-31 89,941 $816,000 0
   Hongkou Capital LP 13 - 2023-12-31 60,000 $544,000 0
   CALAMOS ADVISORS LLC 485 - 2023-12-31 56,190 $510,000 0
   Dai-Ichi Life Insurance Company Ltd 407 - 2023-12-31 54,400 $493,000 0
   Gulf International Bank (UK) Ltd 594 - 2024-03-31 99,769 $448,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 2241 - 2023-12-31 46,600 $423,000 0
   IFM Investors Pty Ltd 609 - 2024-03-31 88,045 $396,000 0
   FIRST NATIONAL TRUST CO 307 - 2024-03-31 83,228 $375,000 0
   PROSPERA FINANCIAL SERVICES 790 - 2023-12-31 37,572 $341,000 0
   COMMERZBANK AKTIENGESELLSCHAFT 178 - 2023-12-31 30,305 $275,000 0
   Assenagon Asset Management S.A. 1267 - 2024-03-31 60,178 $271,000 0
   Gyroscope Capital Management Group LLC 171 - 2023-09-30 30,000 $271,000 0
   FIFTH THIRD BANCORP 919 - 2024-03-31 56,497 $254,000 0
   YOUSIF CAPITAL MANAGEMENT LLC 1816 - 2024-03-31 50,824 $229,000 0
   LJI Wealth Management LLC 159 - 2023-12-31 22,250 $202,000 0
   AustralianSuper Pty Ltd 231 - 2024-03-31 42,166 $196,000 0
   Henry James International Management Inc. 118 - 2023-12-31 21,458 $195,000 0
   CANAL INSURANCE CO 75 - 2024-03-31 40,000 $180,000 0
   AMERICAN INTERNATIONAL GROUP INC 2278 - 2023-12-31 18,029 $164,000 0
   Tradition Wealth Management LLC 370 - 2023-12-31 16,811 $152,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 540 - 2023-12-31 14,980 $136,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2379 - 2023-12-31 14,820 $134,000 0
   Brainard Capital Management LLC 88 - 2023-03-31 12,463 $131,000 0
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 735 - 2023-12-31 14,259 $129,000 0
   CIGNA INVESTMENTS INC /NEW 451 - 2024-03-31 27,498 $124,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 720 - 2023-12-31 13,006 $118,000 0
   First Capital Advisors Group LLC. 216 - 2023-06-30 10,000 $97,000 0
   PACES FERRY WEALTH ADVISORS LLC 110 - 2024-03-31 20,155 $91,000 0
   Belmont Capital LLC 97 - 2023-12-31 10,000 $91,000 0
   Compagnie Lombard Odier SCA 349 - 2024-03-31 11,854 $53,000 0
   ADAMS ASSET ADVISORS LLC 76 - 2024-03-31 11,554 $52,000 0
   Calton & Associates Inc. 187 - 2024-03-31 10,110 $45,000 0
   WHITTIER TRUST CO OF NEVADA INC 749 - 2024-03-31 7,450 $34,000 0
   Peoples Bank/KS 178 - 2024-03-31 5,100 $23,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 439 - 2023-12-31 2,400 $22,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 752 - 2024-03-31 4,200 $19,000 0
   First Command Financial Services Inc. 308 - 2023-06-30 1,890 $18,000 0
   First Command Bank 308 - 2023-06-30 1,890 $18,000 0
   HHM Wealth Advisors LLC 449 - 2023-12-31 1,615 $15,000 0
   Spotlight Asset Group Inc. 193 - 2023-12-31 1,200 $11,000 0
   Sachetta LLC 395 - 2024-03-31 1,229 $11,000 0
   CAROLINAS WEALTH CONSULTING LLC 542 - 2023-12-31 1,099 $10,000 0
   KISTLERTIFFANY COMPANIES, LLC 705 - 2023-06-30 1,070 $10,000 0
   BURKETT FINANCIAL SERVICES LLC 138 - 2024-03-31 2,000 $9,000 0
   Stephens Consulting LLC 320 - 2024-03-31 2,082 $9,000 0
   Capital Advisors Ltd. LLC 736 - 2024-03-31 2,000 $9,000 0
   First Command Advisory Services Inc. 369 - 2024-03-31 1,890 $9,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 641 - 2023-12-31 861 $8,000 0
   First PREMIER Bank 343 - 2024-03-31 1,500 $7,000 0
   Activest Wealth Management 239 - 2024-03-31 1,454 $7,000 0
   VisionPoint Advisory Group LLC 457 - 2023-12-31 787 $7,000 0
   UMB BANK N A/MO 1357 - 2024-03-31 1,362 $6,000 0
   AYRSHIRE ASSOCIATES INC 476 - 2023-12-31 610 $6,000 0
   Gould Capital LLC 164 - 2023-12-31 680 $6,000 0
   Archer Investment Corp 758 - 2023-12-31 533 $5,000 0
   Sanctuary Wealth Management L.L.C. 174 - 2023-12-31 600 $5,000 0
   TRUST CO OF VERMONT 745 - 2024-03-31 1,000 $5,000 0
   Investors Research Corp 836 - 2023-12-31 560 $5,000 0
   BDO Wealth Advisors LLC 775 - 2023-06-30 502 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1326 - 2024-03-31 950 $4,000 0
   NBC SECURITIES INC. 1861 - 2024-03-31 930 $4,000 0
   Asset Dedication LLC 831 - 2024-03-31 835 $4,000 0
   Beaird Harris Wealth Management LLC 403 - 2023-12-31 395 $4,000 0
   Strengthening Families & Communities LLC 188 - 2023-12-31 425 $4,000 0
   McIlrath & Eck LLC 750 - 2023-12-31 385 $3,000 0
   JOHNSON FINANCIAL GROUP, INC. 735 - 2023-12-31 385 $3,000 0
   FTB Advisors Inc. 1924 - 2024-03-31 600 $3,000 0
   Householder Group Estate & Retirement Specialist L 1010 - 2024-03-31 720 $3,000 0
   Larson Financial Group LLC 1302 - 2024-03-31 600 $3,000 0
   Glass Jacobson Investment Advisors llc 663 - 2024-03-31 500 $2,000 0
   Your Advocates Ltd. LLP 168 - 2024-03-31 340 $2,000 0
   BROWN BROTHERS HARRIMAN & CO 1052 - 2023-12-31 243 $2,000 0
   City State Bank 633 - 2024-03-31 400 $2,000 0
   Center for Financial Planning Inc. 513 - 2024-03-31 355 $2,000 0
   HARBOR INVESTMENT ADVISORY LLC 1088 - 2024-03-31 491 $2,000 0
   CITY HOLDING CO 460 - 2024-03-31 500 $2,000 0
   Heritage Wealth Advisors 593 - 2023-12-31 243 $2,000 0
   Close Asset Management Ltd 233 - 2023-12-31 224 $2,000 0
   Coppell Advisory Solutions LLC 1293 - 2023-12-31 250 $2,000 0
   PIERSHALE FINANCIAL GROUP, INC. 227 - 2023-06-30 180 $2,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 305 - 2024-03-31 451 $2,000 0
   Cedar Wealth Management LLC 263 - 2023-12-31 240 $2,000 0
   OPTIMUM INVESTMENT ADVISORS 602 - 2024-03-31 500 $2,000 0
   Column Capital Advisors LLC 706 - 2023-09-30 150 $1,000 0
   ATWOOD & PALMER INC 383 - 2024-03-31 175 $1,000 0
   Mechanics Financial Corp 217 - 2024-03-31 250 $1,000 0
   Cedar Mountain Advisors LLC 315 - 2024-03-31 212 $1,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1595 - 2024-03-31 200 $1,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 924 - 2022-12-31 101 $1,000 0
   Centerpoint Advisors LLC 413 - 2024-03-31 206 $1,000 0
   RFP Financial Group LLC 708 - 2023-12-31 90 $1,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1168 - 2023-12-31 73 $1,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 327 - 2024-03-31 200 $1,000 0

  100 Records found
  1    
  Page 1 of 1
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