Nicolet Bankshares (NIC) Institutional Ownership

$81.63
+0.58 (+0.72%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for Nicolet Bankshares (NYSE:NIC)

Current
Institutional Ownership
Percentage
43.06%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$28.96M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$17.03M
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NIC Institutional Buying and Selling by Quarter

Nicolet Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024EntryPoint Capital LLC1,101$95K0.1%+97.3%0.007%
5/10/2024 Vanguard Group Inc.705,938$60.70M0.0%+1.2%4.754%
5/9/2024 Blair William & Co. IL2,336$201K0.0%N/A0.016%
5/8/2024 ProShare Advisors LLC2,357$203K0.0%N/A0.016%
5/7/2024 NorthRock Partners LLC3,445$296K0.0%-5.4%0.023%
5/7/2024 Anchor Capital Advisors LLC21,936$1.89M0.0%+0.8%0.148%
5/7/2024 SG Americas Securities LLC1,574$135K0.0%-46.7%0.011%
5/7/2024 Empowered Funds LLC33,683$2.90M0.1%+7.8%0.227%
5/1/2024 BNP Paribas Financial Markets6,456$555K0.0%+89.5%0.043%
4/29/2024 Principal Financial Group Inc.5,612$483K0.0%N/A0.038%
4/16/2024 Wealth Enhancement Advisory Services LLC45,364$3.90M0.0%+9.4%0.305%
4/15/2024 Bowman & Co S.C.13,967$1.20M0.7%-7.9%0.094%
4/12/2024 Steph & Co.14,760$1.27M0.4%-1.3%0.099%
4/10/2024 Legacy Private Trust Co.18,662$1.61M0.1%-5.1%0.126%
3/5/2024 Fisher Asset Management LLC18,340$1.48M0.0%-16.0%0.123%
2/23/2024Mendon Capital Advisors Corp25,000$2.01M0.8%N/A0.169%
2/13/2024The Manufacturers Life Insurance Company 274,361$22.08M0.0%-5.5%1.859%
2/9/2024Johnson Financial Group Inc.5,915$476K0.0%+745.0%0.040%
2/8/2024 NorthRock Partners LLC3,643$293K0.0%-7.8%0.025%
2/7/2024 Dimensional Fund Advisors LP542,091$43.63M0.0%+3.9%3.673%
2/6/2024 Charles Schwab Investment Management Inc.101,665$8.18M0.0%+2.0%0.689%
2/6/2024 N.E.W. Advisory Services LLC73,551$5.92M0.7%-4.2%0.498%
2/6/2024 Merit Financial Group LLC3,331$268K0.0%+8.0%0.023%
2/6/2024 Swiss National Bank26,200$2.11M0.0%-10.0%0.178%
2/6/2024 Fisher Asset Management LLC18,340$1.48M0.0%-16.0%0.124%
2/6/2024 New York Life Investment Management LLC5,477$441K0.0%-2.9%0.037%
2/5/2024 Anchor Capital Advisors LLC21,769$1.75M0.0%+40.6%0.147%
2/1/2024 New York State Common Retirement Fund5,511$444K0.0%-14.0%0.037%
1/31/2024Federated Hermes Inc.1,653$133K0.0%-28.3%0.011%
1/26/2024 Sequoia Financial Advisors LLC7,320$589K0.0%-6.8%0.050%
1/12/2024 SG Americas Securities LLC2,954$238K0.0%N/A0.020%
1/10/2024 Bowman & Co S.C.15,157$1.22M0.8%-2.3%0.103%
12/18/2023 Vanguard Group Inc.680,186$47.46M0.0%-2.1%4.608%
12/6/2023 Citigroup Inc.3,983$278K0.0%-50.3%0.027%
11/15/2023The Manufacturers Life Insurance Company290,199$20.25M0.0%-27.3%1.966%
11/13/2023 Brandywine Global Investment Management LLC23,021$1.61M0.0%-1.5%0.156%
11/13/2023 FMR LLC556,958$38.87M0.0%+54.2%3.773%
11/13/2023 Rafferty Asset Management LLC6,291$439K0.0%-8.9%0.043%
11/13/2023 PNC Financial Services Group Inc.14,250$994K0.0%+1.8%0.097%
11/9/2023 Anchor Capital Advisors LLC15,484$1.08M0.0%+11.3%0.105%
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11/9/2023 Nicolet Bankshares Inc.922,228$64K0.0%-2.6%6.257%
11/9/2023 Skandinaviska Enskilda Banken AB publ7,950$555K0.0%-16.8%0.054%
11/8/2023 Swiss National Bank29,100$2.03M0.0%+1.4%0.197%
11/8/2023 New York Life Investment Management LLC5,638$393K0.0%-13.8%0.038%
11/7/2023KLCM Advisors Inc.3,088$215K0.0%N/A0.021%
11/7/2023Barclays PLC13,081$913K0.0%+13.0%0.089%
11/6/2023 N.E.W. Advisory Services LLC76,813$5.36M0.8%-8.1%0.521%
11/2/2023Clarkston Capital Partners LLC19,343$1.35M0.0%-32.6%0.131%
10/26/2023 Detalus Advisors LLC22,006$1.54M0.6%-4.8%0.149%
10/26/2023 North Star Asset Management Inc.43,063$3.01M0.2%-2.8%0.292%
10/24/2023 Bank of New York Mellon Corp52,381$3.66M0.0%+1.1%0.355%
10/24/2023 NorthRock Partners LLC3,952$276K0.0%-8.3%0.027%
10/5/2023 Bowman & Co S.C.15,511$1.08M0.9%-1.7%0.105%
9/21/2023Barclays PLC11,575$786K0.0%+28.5%0.079%
8/11/2023The Manufacturers Life Insurance Company399,172$27.11M0.0%-4.7%2.708%
8/9/2023 Dimensional Fund Advisors LP501,355$34.05M0.0%+5.5%3.401%
8/9/2023 Swiss National Bank28,700$1.95M0.0%-4.7%0.195%
8/8/2023 Fisher Asset Management LLC13,463$914K0.0%N/A0.091%
8/7/2023 New York Life Investment Management LLC6,537$444K0.0%-11.8%0.044%
8/4/2023 American International Group Inc.6,199$421K0.0%+4.5%0.042%
8/4/2023 Anchor Capital Advisors LLC13,916$945K0.0%-3.6%0.095%
8/3/2023Barclays PLC11,575$786K0.0%+28.5%0.079%
8/3/2023 Bank of New York Mellon Corp51,813$3.52M0.0%+5.4%0.352%
8/2/2023 NorthRock Partners LLC4,312$293K0.0%-7.4%0.029%
8/2/2023 Bank of Montreal Can26,546$2.03M0.0%N/A0.180%
8/1/2023 Merit Financial Group LLC3,078$209K0.0%N/A0.021%
8/1/2023 Arizona State Retirement System3,696$251K0.0%-8.5%0.025%
7/28/2023 Detalus Advisors LLC23,117$1.57M0.7%-2.1%0.157%
7/27/2023EA Series Trust26,333$1.79M0.1%N/A0.179%
7/26/2023 McGlone Suttner Wealth Management Inc.4,026$273K0.1%-4.8%0.027%
7/26/2023 Morgan Dempsey Capital Management LLC724$49K0.0%-52.1%0.005%
7/21/2023 Creative Planning5,999$407K0.0%-4.6%0.041%
7/19/2023 Foundations Investment Advisors LLC3,000$204K0.0%N/A0.020%
7/17/2023 Bowman & Co S.C.15,773$1.07M0.8%-10.1%0.107%
7/7/2023 Legacy Private Trust Co.19,662$1.34M0.1%-9.2%0.134%
5/19/2023 Trivant Custom Portfolio Group LLC1,402$88K0.1%N/A0.010%
5/12/2023 Rice Hall James & Associates LLC24,976$1.58M0.1%-44.3%0.170%
5/11/2023RMB Capital Management LLC50,000$3.15M0.1%N/A0.340%
5/11/2023 Skandinaviska Enskilda Banken AB publ6,250$394K0.0%N/A0.042%
5/10/2023 N.E.W. Advisory Services LLC83,617$5.27M0.8%+23.2%0.568%
5/9/2023 Nicolet Bankshares Inc.924,636$58K0.0%-1.0%6.281%
5/9/2023 Associated Banc Corp9,708$612K0.0%+7.4%0.066%
5/9/2023California State Teachers Retirement System16,819$1.06M0.0%+5.3%0.114%
5/8/2023 New York Life Investment Management LLC7,409$467K0.0%+22.2%0.050%
5/4/2023Barclays PLC9,011$568K0.0%+113.1%0.061%
5/4/2023 NorthRock Partners LLC4,657$294K0.0%-6.3%0.032%
5/3/2023 Anchor Capital Advisors LLC14,430$910K0.0%-53.9%0.098%
5/2/2023 Amalgamated Bank1,329$84K0.0%-19.2%0.009%
4/28/2023 Signaturefd LLC390$25K0.0%+158.3%0.003%
4/28/2023 SG Americas Securities LLC4,782$302K0.0%+63.0%0.033%
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4/27/2023 Arizona State Retirement System4,040$255K0.0%+12.4%0.028%
4/25/2023 Sequoia Financial Advisors LLC7,830$494K0.0%+177.2%0.053%
4/18/2023 Steph & Co.14,960$943K0.6%-1.6%0.102%
4/13/2023 Bowman & Co S.C.17,540$1.11M0.8%-3.6%0.119%
3/6/2023 North Star Asset Management Inc.44,619$3.56M0.2%N/A0.304%
2/13/2023Financial Planning & Information Services Inc.3,144$251K0.1%N/A0.021%
2/13/2023 N.E.W. Advisory Services LLC67,853$5.41M0.8%N/A0.462%
2/13/2023Johnson Financial Group Inc.26,587$2.12M0.2%N/A0.181%
2/13/2023The Manufacturers Life Insurance Company427,645$34.12M0.0%N/A2.914%
2/13/2023Advisory Research Inc.48,029$3.83M0.4%N/A0.327%
(Data available from 1/1/2016 forward)

NIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NIC shares?

During the previous two years, 76 institutional investors and hedge funds held shares of Nicolet Bankshares. The most heavily invested institutionals were Vanguard Group Inc. ($60.70M), Dimensional Fund Advisors LP ($43.63M), FMR LLC ($38.87M), The Manufacturers Life Insurance Company ($22.08M), Charles Schwab Investment Management Inc. ($8.18M), N.E.W. Advisory Services LLC ($5.92M), and Wealth Enhancement Advisory Services LLC ($3.90M).Learn more on NIC's institutional investors.

What percentage of Nicolet Bankshares stock is owned by institutional investors?

43.06% of Nicolet Bankshares stock is owned by institutional investors. Learn more on NIC's institutional investor holdings.

Which institutional investors have been buying Nicolet Bankshares stock?

Of the 70 institutional investors that purchased Nicolet Bankshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nicolet Bankshares Inc. ($934.01K), Dimensional Fund Advisors LP ($482.73K), The Manufacturers Life Insurance Company ($427.65K), FMR LLC ($195.71K), N.E.W. Advisory Services LLC ($83.62K), RMB Capital Management LLC ($50K), and Advisory Research Inc. ($48.03K).

How much institutional buying is happening at Nicolet Bankshares?

Institutional investors have bought a total of 2,847,907 shares in the last 24 months. This purchase volume represents approximately $222.67M in transactions.

Which Nicolet Bankshares major shareholders have been selling company stock?

Of the 29 institutional investors that sold Nicolet Bankshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($144.67K), Nicolet Bankshares Inc. ($33.63K), Rice Hall James & Associates LLC ($19.88K), Anchor Capital Advisors LLC ($17.35K), Vanguard Group Inc. ($14.49K), N.E.W. Advisory Services LLC ($10.03K), and Clarkston Capital Partners LLC ($9.35K).

How much institutional selling is happening at Nicolet Bankshares?

Institutional investors have sold a total of 286,653 shares in the last 24 months. This volume of shares sold represents approximately $20.03M in transactions.


This page (NYSE:NIC) was last updated on 5/14/2024 by MarketBeat.com Staff

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