Latest Institutional Transactions on National Research Corp (NRC)
This table provides information on the latest institutional transactions involving National Research Corp (NRC) 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-114K- 95.35% |
$4.37M - $5.4M
|
5.58K
$93.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
8.58KNew |
$327K - $404K
|
8.58K
$144K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$1.76K - $2.17K
|
46
$772
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 55.38% |
$2.54K - $2.97K
|
58
$974
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-26- 18.31% |
$916 - $1.07K
|
116
$1.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- -0.0% |
$35.2 - $41.2
|
42K
$705K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Peaks Capital, LP
New York, NY |
SELL
|
- |
-18.6K- 34.42% |
$654K - $765K
|
35.4K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
130KNew |
$4.59M - $5.37M
|
130K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81KNew |
$63.8K - $74.6K
|
1.81K
$30.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-369- 0.77% |
$13K - $15.2K
|
47.3K
$794K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.2KNew |
$254K - $297K
|
7.2K
$121K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-66- 10.02% |
$2.33K - $2.72K
|
593
$9.96K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-22- 20.56% |
$739 - $895
|
85
$1.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-170Closed |
$5.71K - $6.91K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
172K+ 21.88% |
$5.78M - $7M
|
959K
$16.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
13+ 1.4% |
$437 - $529
|
944
$15.8K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
350New |
$11.2K - $14.3K
|
350
$5.88K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-74- 30.58% |
$2.36K - $3.03K
|
168
$2.82K
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-199Closed |
$6.34K - $8.14K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
33.7K+ 128.53% |
$1.07M - $1.38M
|
60K
$1.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-106Closed |
$3.38K - $4.34K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-301Closed |
$10.9K - $12.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-6.19KClosed |
$225K - $261K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-187Closed |
$6.79K - $7.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-147Closed |
$5.34K - $6.21K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
932New |
$33.9K - $39.4K
|
932
$15.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.14KClosed |
$187K - $217K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-5.26KClosed |
$210K - $257K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-53Closed |
$2.12K - $2.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-800Closed |
$32K - $39.2K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-207Closed |
$8.29K - $10.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-64Closed |
$2.56K - $3.14K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37Closed |
$1.56K - $2.02K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.8KClosed |
$541K - $699K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.69KClosed |
$282K - $365K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-4.45KClosed |
$194K - $229K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-450Closed |
$19.6K - $23.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-44.2KClosed |
$1.92M - $2.28M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
SELL
|
- |
-7Closed |
$305 - $361
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-7KClosed |
$305K - $361K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4.93KClosed |
$215K - $254K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6Closed |
$261 - $309
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6Closed |
$258 - $325
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10KClosed |
$429K - $541K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.7KClosed |
$631K - $795K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Montanaro Asset Management LTD
|
BUY
|
- |
13.7K+ 25.66% |
$588K - $742K
|
67.1K
$1.13M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-800Closed |
$34.3K - $43.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.3KClosed |
$227K - $313K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-13.9KClosed |
$595K - $821K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.28K - $5.9K
|
0
$0
|
|