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 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-667- 86.4% |
$44.3K - $55.3K
|
105
$12.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
114New |
$7.57K - $9.44K
|
114
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.9K- 9.97% |
$192K - $240K
|
26.2K
$3.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-654- 28.35% |
$43.4K - $54.2K
|
1.65K
$194K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 64.71% |
$730 - $911
|
6
$705
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.72KNew |
$514K - $657K
|
7.72K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
308+ 32.02% |
$20.5K - $26.2K
|
1.27K
$149K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.6K- 16.75% |
$107K - $136K
|
7.95K
$934K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.55% |
$1.33K - $1.7K
|
3.68K
$432K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.07K- 24.97% |
$71.3K - $91K
|
3.22K
$378K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.09KNew |
$206K - $263K
|
3.09K
$363K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.35K- 32.59% |
$623K - $795K
|
19.3K
$2.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.28% |
$133 - $170
|
726
$85.3K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 37.58% |
$3.02K - $4.3K
|
93
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
57.4KNew |
$3.09M - $4.4M
|
57.4K
$6.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$377 - $538
|
7
$823
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
26.3KNew |
$1.42M - $2.02M
|
26.3K
$3.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$162K - $230K
|
3K
$353K
|
|
| Q1 2023 | |||||||
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$86.9K - $113K
|
1.4K
$165K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11Closed |
$682 - $883
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.27K- 38.72% |
$265K - $343K
|
6.76K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.79K- 11.07% |
$235K - $304K
|
30.4K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.22K+ 87.11% |
$200K - $259K
|
6.93K
$814K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$744 - $964
|
12
$1.41K
|
|
|
May 11, 2023
Q1 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-19.9K- 44.32% |
$1.23M - $1.6M
|
25K
$2.93M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$372 - $482
|
6
$705
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 275.0% |
$2.05K - $2.65K
|
45
$5.29K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43New |
$3.05K - $3.56K
|
43
$5.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
51.4KNew |
$3.64M - $4.25M
|
51.4K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.54KNew |
$321K - $375K
|
4.54K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.2KNew |
$368K - $430K
|
5.2K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
7.11KNew |
$503K - $588K
|
7.11K
$835K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$1.06K - $1.24K
|
15
$1.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-700- 6.54% |
$49.6K - $57.9K
|
10K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
5.02KNew |
$356K - $416K
|
5.02K
$590K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
26New |
$1.84K - $2.15K
|
26
$3.06K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.56K- 59.95% |
$182K - $212K
|
1.71K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 82.76% |
$1.7K - $1.99K
|
53
$6.23K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
387New |
$27.4K - $32K
|
387
$45.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.67KNew |
$189K - $221K
|
2.67K
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2- 1.89% |
$142 - $165
|
104
$12.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18New |
$1.27K - $1.49K
|
18
$2.12K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-4.54K- 81.12% |
$320K - $390K
|
1.06K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.74KNew |
$545K - $665K
|
7.74K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
150+ 1.09% |
$10.6K - $12.9K
|
13.9K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-11.4KClosed |
$803K - $980K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.38K- 39.2% |
$590K - $721K
|
13K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-90Closed |
$6.34K - $7.74K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.25KNew |
$370K - $451K
|
5.25K
$617K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.59KNew |
$253K - $309K
|
3.59K
$422K
|
|