Institutional Ownership Nicolet Bankshares Inc (NIC)
This table provides information about the institutional ownership of Nicolet Bankshares Inc (NIC). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
92
shares
|
$12,458
0.0% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
63
shares
|
$8,531
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
52
shares
|
$7,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
49
shares
|
$6,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
40
shares
|
$5,416
0.0% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$1,760
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,489
0.0% of portfolio
|
Q2 2025
Reduced 56.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11
shares
|
$1,489
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9
shares
|
$1,218
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7
shares
|
$947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3
shares
|
$406
0.0% of portfolio
|
Q1 2025
Reduced 81.25%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2
shares
|
$270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|