Purchases and Sales Made in Q1 2025 in N Cino, Inc. (NCNO)
This table provides information about the institutional ownership of N Cino, Inc. (NCNO) during Q1 2025. The information is specifically focused on institutions that hold shares of nCino, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
13New |
$356 - $453
|
13
$380
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
10New |
$274 - $348
|
10
$293
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8New |
$219 - $278
|
8
$234
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$54.7 - $69.6
|
4
$117
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$27.4 - $34.8
|
1
$29.3
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$27.4 - $34.8
|
1
$29.3
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 4.35% |
$27.4 - $34.8
|
24
$702
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 0.01% |
$54.7 - $69.6
|
23.1K
$675K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 66.67% |
$54.7 - $69.6
|
1
$29.3
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 66.67% |
$54.7 - $69.6
|
1
$29.3
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 42.86% |
$82.1 - $104
|
4
$117
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 0.3% |
$82.1 - $104
|
999
$29.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$82.1 - $104
|
4
$117
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-6- 46.15% |
$164 - $209
|
7
$205
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 0.08% |
$328 - $418
|
14.9K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-25- 0.32% |
$684 - $870
|
7.81K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-27- 0.04% |
$739 - $940
|
74.8K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 35.29% |
$821 - $1.04K
|
55
$1.61K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-30- 3.94% |
$821 - $1.04K
|
731
$21.4K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-37- 25.17% |
$1.01K - $1.29K
|
110
$3.22K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-60- 1.14% |
$1.64K - $2.09K
|
5.2K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61- 1.34% |
$1.67K - $2.12K
|
4.48K
$131K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 2.19% |
$2.11K - $2.68K
|
3.43K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-82- 80.39% |
$2.24K - $2.85K
|
20
$585
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-84- 0.91% |
$2.3K - $2.92K
|
9.13K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-90- 27.03% |
$2.46K - $3.13K
|
243
$7.11K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-93- 91.18% |
$2.54K - $3.24K
|
9
$263
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-106- 46.9% |
$2.9K - $3.69K
|
120
$3.51K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-127- 0.3% |
$3.47K - $4.42K
|
42.4K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-138- 1.59% |
$3.78K - $4.8K
|
8.53K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-149- 0.42% |
$4.08K - $5.19K
|
35.4K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 29.53% |
$4.1K - $5.22K
|
358
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-181- 41.04% |
$4.95K - $6.3K
|
260
$7.61K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 38.32% |
$5.12K - $6.51K
|
301
$8.81K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-406- 2.72% |
$11.1K - $14.1K
|
14.5K
$425K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-412- 2.34% |
$11.3K - $14.3K
|
17.2K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-440- 7.33% |
$12K - $15.3K
|
5.56K
$163K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-481- 1.16% |
$13.2K - $16.7K
|
40.8K
$1.19M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-565- 5.65% |
$15.5K - $19.7K
|
9.43K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-574- 28.99% |
$15.7K - $20K
|
1.41K
$41.1K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-693- 2.59% |
$19K - $24.1K
|
26.1K
$764K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-771- 7.82% |
$21.1K - $26.8K
|
9.09K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-922- 6.53% |
$25.2K - $32.1K
|
13.2K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.17K- 6.97% |
$31.9K - $40.6K
|
15.6K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.25K- 3.17% |
$34.2K - $43.5K
|
38.2K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.25K- 3.31% |
$34.3K - $43.7K
|
36.6K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.26K- 1.38% |
$34.5K - $43.9K
|
89.8K
$2.63M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.3K- 2.9% |
$35.5K - $45.2K
|
43.4K
$1.27M
|