Latest Institutional Transactions on Nicolet Bankshares Inc (NIC)
This table provides information on the latest institutional transactions involving Nicolet Bankshares Inc (NIC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5New |
$454 - $575
|
5
$658
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-175- 2.45% |
$15.9K - $20.1K
|
6.98K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.61K+ 48.27% |
$237K - $300K
|
8.01K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 18.82% |
$182K - $230K
|
8.63K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.1KNew |
$1.1M - $1.39M
|
12.1K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 78.57% |
$999 - $1.27K
|
25
$3.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 18.18% |
$182 - $230
|
13
$1.71K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.22KNew |
$111K - $140K
|
1.22K
$160K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1- 0.98% |
$90.9 - $115
|
101
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6KNew |
$545K - $690K
|
6K
$789K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
5.25KNew |
$477K - $604K
|
5.25K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$4.54K - $5.75K
|
50
$6.58K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-197- 7.66% |
$15.8K - $20.4K
|
2.37K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.28KNew |
$102K - $133K
|
1.28K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
31New |
$2.48K - $3.21K
|
31
$4.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
800+ 114.29% |
$64K - $82.9K
|
1.5K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.7KNew |
$216K - $280K
|
2.7K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.89KNew |
$471K - $610K
|
5.89K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.06K+ 33.72% |
$84.8K - $110K
|
4.2K
$553K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.2K - $1.55K
|
15
$1.97K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-993- 16.62% |
$79.4K - $103K
|
4.98K
$655K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.08K- 61.27% |
$486K - $630K
|
3.84K
$505K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.78KNew |
$211K - $233K
|
2.78K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.52K+ 4.86% |
$191K - $211K
|
54.4K
$7.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.09KNew |
$311K - $343K
|
4.09K
$538K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.3K+ 2.96% |
$2.22M - $2.45M
|
1.02M
$134M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
101+ 4.32% |
$7.67K - $8.47K
|
2.44K
$321K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32- 1.06% |
$2.43K - $2.68K
|
3K
$395K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
74New |
$5.62K - $6.2K
|
74
$9.73K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
158New |
$12K - $13.2K
|
158
$20.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.52K+ 7.48% |
$191K - $211K
|
36.2K
$4.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
555+ 9.89% |
$42.2K - $46.5K
|
6.17K
$811K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-21- 91.3% |
$1.6K - $1.76K
|
2
$263
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-409- 36.23% |
$31.1K - $34.3K
|
720
$94.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-67- 50.0% |
$5.09K - $5.62K
|
67
$8.81K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.99M - $2.31M
|
26.9K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-5K- 20.0% |
$371K - $430K
|
20K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5K- 20.0% |
$371K - $430K
|
20K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
543+ 97.31% |
$40.2K - $46.7K
|
1.1K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$181K - $210K
|
2.44K
$321K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
65+ 1.02% |
$4.82K - $5.59K
|
6.47K
$850K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.29K+ 6.0% |
$95.3K - $111K
|
22.7K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205New |
$15.2K - $17.6K
|
205
$27K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.18K- 21.51% |
$87.3K - $101K
|
4.3K
$565K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
91New |
$6.74K - $7.83K
|
91
$12K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1K- 5.09% |
$74.1K - $86K
|
18.7K
$2.45M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.11K- 8.08% |
$73.9K - $92.3K
|
12.7K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-87- 10.98% |
$5.77K - $7.21K
|
705
$92.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.78KNew |
$185K - $231K
|
2.78K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.11K- 60.18% |
$140K - $175K
|
1.4K
$184K
|
|