Latest Institutional Purchases of Nicolet Bankshares Inc (NIC)
This list provides information on the latest institutional transactions involving Nicolet Bankshares Inc (NIC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.22K+ 87.11% |
$200K - $259K
|
6.93K
$711K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$86.9K - $113K
|
1.4K
$144K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 275.0% |
$2.05K - $2.65K
|
45
$4.62K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$744 - $964
|
12
$1.23K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$372 - $482
|
6
$616
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
51.4KNew |
$3.64M - $4.25M
|
51.4K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
7.11KNew |
$503K - $588K
|
7.11K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.2KNew |
$368K - $430K
|
5.2K
$534K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
5.02KNew |
$356K - $416K
|
5.02K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.54KNew |
$321K - $375K
|
4.54K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.67KNew |
$189K - $221K
|
2.67K
$274K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
387New |
$27.4K - $32K
|
387
$39.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43New |
$3.05K - $3.56K
|
43
$4.42K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
26New |
$1.84K - $2.15K
|
26
$2.67K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 82.76% |
$1.7K - $1.99K
|
53
$5.44K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18New |
$1.27K - $1.49K
|
18
$1.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$1.06K - $1.24K
|
15
$1.54K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.74KNew |
$545K - $665K
|
7.74K
$795K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.25KNew |
$370K - $451K
|
5.25K
$539K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.59KNew |
$253K - $309K
|
3.59K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
150+ 1.09% |
$10.6K - $12.9K
|
13.9K
$1.42M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
16.9KNew |
$1.21M - $1.58M
|
16.9K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10.5K+ 9.59% |
$750K - $983K
|
120K
$12.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.08KNew |
$576K - $755K
|
8.08K
$830K
|
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
5.3KNew |
$378K - $495K
|
5.3K
$544K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.02KNew |
$349K - $389K
|
4.02K
$413K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
50+ 2.79% |
$4.35K - $4.84K
|
1.84K
$189K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
3.84KNew |
$269K - $336K
|
3.84K
$394K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
102New |
$7.14K - $8.93K
|
102
$10.5K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
4.02KNew |
$275K - $314K
|
4.02K
$413K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.07KNew |
$73.5K - $83.8K
|
1.07K
$110K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
189New |
$13K - $14.8K
|
189
$19.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8New |
$548 - $625
|
8
$822
|
|