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NIO NIO INC

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ADR (ADR), issuer CIK 1736541

428 managers (431 13F filers) reported a position in NIO shares at 2024-12-31, 177,585,241 shares in all. 44 filers opened a position and 83 filers sold out during the quarter.

Managers
428
13F filers
431
New
44
Added
95
Reduced
151
Sold out
83
Shares held by filers
177,585,241

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PENSION & WEALTH MANAGEMENT ADVISORS, I…50$218<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC46$201<0.01%013F-HRTimeline
Innovative Advisory Group, LLC40$174<0.01%13F-HRTimeline
Copia Wealth Management30$131<0.01%13F-HRTimeline
Financial Perspectives, Inc29$126<0.01%013F-HRTimeline
Abound Wealth Management28$123<0.01%new13F-HRTimeline
Pacifica Partners Inc.25$114<0.01%013F-HRTimeline
Caitlin John, LLC25$109<0.01%013F-HRTimeline
WR Wealth Planners, LLC25$109<0.01%013F-HRTimeline
Clearstead Advisors, LLC23$101<0.01%-50013F-HRTimeline
Creekmur Asset Management LLC22$96<0.01%013F-HRTimeline
SJS Investment Consulting Inc.20$88<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…15$65<0.01%13F-HRTimeline
Hexagon Capital Partners LLC10$44<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.10$44<0.01%013F-HRTimeline
CGC Financial Services, LLC10$44<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department10$44<0.01%13F-HRTimelineGroup
FLP Wealth Management, LLC10$44<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.10$41<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC9$40<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC5$22<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC5$22<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3$13<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1$5<0.01%-60913F-HRTimeline
Nova Wealth Management, Inc.1$3<0.01%13F-HRTimeline
Coston, McIsaac & Partners115$00%013F-HRTimelineValue filed as zero, left out of ratios.
BESSEMER GROUP INCin group BESSEMER GROUP INC22$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
Roble, Belko & Company, Inc5$00%013F-HRTimelineValue filed as zero, left out of ratios.