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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 :
1
258,495
 0.06%
 
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
   EARNEST PARTNERS LLC 296 *Closed 2023-12-31 0 $0 -42
   FLOW TRADERS U.S. LLC 819 *Closed 2023-12-31 0 $0 -42,831
   FEDERATED INVESTORS INC /PA/ 2022 *Closed 2023-12-31 0 $0 -51,024
   Headlands Technologies LLC *Closed 2024-03-31 0 $0 -276,879
   Rockbridge Investment Management LCC 627 *Closed 2023-12-31 0 $0 -100
   Willis Johnson & Associates Inc. 160 *Closed 2024-03-31 0 $0 -276
   WCG Wealth Advisors LLC 317 *Closed 2023-12-31 0 $0 -32,143
   McGlone Suttner Wealth Management Inc. 356 *Closed 2024-03-31 0 $0 -89
   Sloy Dahl & Holst LLC 88 *Closed 2024-03-31 0 $0 -23,600
   ANNEX ADVISORY SERVICES, LLC 291 *Closed 2024-03-31 0 $0 -10,086
   Atlantic Edge Private Wealth Management LLC *Closed 2024-03-31 0 $0 -260
   WASHINGTON TRUST CO 836 *Closed 2024-03-31 0 $0 -21
   Glassman Wealth Services 783 *Closed 2024-03-31 0 $0 -1,046
   Valued Wealth Advisors LLC 528 *Closed 2024-03-31 0 $0 -67
   PARALLAX VOLATILITY ADVISERS, LLC 610 *Closed 2023-12-31 0 $0 -4,985
   Stonehage Fleming Financial Services Holdings Ltd 236 *Closed 2023-12-31 0 $0 -12,000
   ABLES IANNONE MOORE & ASSOCIATES INC. 231 *Closed 2024-03-31 0 $0 -100
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1766 *Closed 2023-09-30 0 $0 -10,489
   Oversea-Chinese Banking CORP Ltd 321 *Closed 2023-12-31 0 $0 -136,319
   Focused Wealth Management Inc *Closed 2024-03-31 0 $0 -559
   Coppell Advisory Solutions Corp. 790 *Closed 2023-03-31 0 $0 -250
   Aptus Capital Advisors LLC 928 *Closed 2023-12-31 0 $0 -16,701
   Enlightenment Research LLC 53 *Closed 2022-12-31 0 $0 -18,200
   Sigma Planning Corp 1217 *Closed 2024-03-31 0 $0 -14,316
   TSFG LLC 860 *Closed 2024-03-31 0 $0 -83
   Salomon & Ludwin LLC 862 *Closed 2024-03-31 0 $0 -2
   Squarepoint Ops LLC 2649 *Closed 2023-12-31 0 $0 -562,041
   Baader Bank INC 329 *Closed 2024-03-31 0 $0 -15,581
   Vident Investment Advisory LLC 671 *Closed 2023-09-30 0 $0 -114,126
   QUANTBOT TECHNOLOGIES LLC *Closed 2024-03-31 0 $0 -245,207
   PRUDENTIAL FINANCIAL INC 2744 *Closed 2023-12-31 0 $0 -38,800
   CI INVESTMENTS INC 1311 *Closed 2023-12-31 0 $0 -9,529
   AMUNDI 1947 *Closed 2023-12-31 0 $0 -783,000
   Taikang Asset Management (Hong Kong) Co Ltd 72 *Closed 2023-12-31 0 $0 -223,105
   JANNEY MONTGOMERY SCOTT LLC 2826 *Closed 2024-03-31 0 $0 -10,777
   Perennial Investment Advisors LLC 336 *Closed 2023-12-31 0 $0 -2,411
   AVAII WEALTH MANAGEMENT LLC 149 *Closed 2024-03-31 0 $0 -61,461
   LINDEN ADVISORS LLC 170 *Closed 2023-12-31 0 $0 -992,425
   TORQ CAPITAL MANAGEMENT (HK) Ltd 6 *Closed 2023-12-31 0 $0 -284,700
   BI Asset Management Fondsmaeglerselskab A/S 782 *Closed 2024-03-31 0 $0 -78,821
   Connor Clark & Lunn Investment Management Ltd. *Closed 2024-03-31 0 $0 -176,133
   ATLAS CAPITAL ADVISORS LLC 891 *Closed 2024-03-31 0 $0 -3,856
   Stonebridge Capital Advisors LLC 877 *Closed 2023-12-31 0 $0 -15
   Authentikos Wealth Advisory LLC 579 *Closed 2023-12-31 0 $0 -50
   Seaport Global Advisors LLC 96 *Closed 2023-12-31 0 $0 -24,660
   CAAS CAPITAL MANAGEMENT LP 164 *Closed 2024-03-31 0 $0 -15,900
   CAPROCK Group Inc. 748 *Closed 2024-03-31 0 $0 -11,598
   Y-Intercept (Hong Kong) Ltd *Closed 2024-03-31 0 $0 -525,449
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 273 *Closed 2022-12-31 0 $0 -200
   BANQUE PICTET & CIE SA *Closed 2024-03-31 0 $0 -200,000
   Meridian Wealth Management LLC 531 *Closed 2024-03-31 0 $0 -96,879
   AI-Squared Management Ltd *Closed 2024-03-31 0 $0 -120,900
   GMT CAPITAL CORP 109 *Closed 2023-12-31 0 $0 -371,200
   Engineers Gate Manager LP 2327 *Closed 2023-12-31 0 $0 -64,242
   Beacon Pointe Advisors LLC 1346 *Closed 2023-12-31 0 $0 -10,002
   Point72 Middle East FZE 1312 *Closed 2023-12-31 0 $0 -82,069
   V Wealth ManagementLLC 384 *Closed 2023-09-30 0 $0 -30,587
   PRIVATE TRUST CO NA 2363 *Closed 2024-03-31 0 $0 -4,100
   Atomi Financial Group Inc. *Closed 2024-03-31 0 $0 -15,960
   Camden Capital LLC 368 *Closed 2023-12-31 0 $0 -153,450
   RENAISSANCE TECHNOLOGIES LLC 4304 *Closed 2023-12-31 0 $0 -4,199,394
   Global Wealth Management Investment Advisory Inc. *Closed 2024-03-31 0 $0 -8,760
  62 Records found
  1    
  Page 1 of 1
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