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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
900New |
$35.1K - $41.8K
|
900
$15.3K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.34% |
$39.1 - $46.4
|
292
$4.97K
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-439- 5.47% |
$17.1K - $20.4K
|
7.59K
$129K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
989New |
$38.6K - $45.9K
|
989
$16.8K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
252New |
$9.84K - $11.7K
|
252
$4.29K
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.06K+ 184.35% |
$80.5K - $95.6K
|
3.18K
$54.1K
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
SELL
|
- |
-16.7K- 6.24% |
$654K - $776K
|
252K
$4.28M
|
|
Jan 17, 2024
Q4 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-1.66K- 7.43% |
$64.8K - $77K
|
20.7K
$352K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-203- 3.35% |
$8.49K - $9.5K
|
5.86K
$99.7K
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
7KNew |
$293K - $327K
|
7K
$119K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.56KNew |
$191K - $213K
|
4.56K
$77.6K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
220+ 3.04% |
$9.2K - $10.3K
|
7.47K
$127K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13.9K- 25.94% |
$579K - $648K
|
39.6K
$673K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
220+ 18.46% |
$9.2K - $10.3K
|
1.41K
$24K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.55KNew |
$190K - $213K
|
4.55K
$77.4K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$543 - $608
|
13
$221
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.95KNew |
$81.3K - $91K
|
1.95K
$33.1K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49- 63.64% |
$2K - $2.29K
|
28
$476
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$204 - $234
|
5
$85.1
|
|
Q1 2023 | |||||||
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
4.74KNew |
$181K - $223K
|
4.74K
$80.5K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
197+ 6.21% |
$7.52K - $9.29K
|
3.37K
$57.3K
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
788+ 3.52% |
$30.1K - $37.2K
|
23.2K
$394K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 34.62% |
$344 - $425
|
35
$595
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
49New |
$1.87K - $2.31K
|
49
$833
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-114K- 95.35% |
$4.37M - $5.4M
|
5.58K
$94.9K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
8.58KNew |
$327K - $404K
|
8.58K
$146K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$1.76K - $2.17K
|
46
$782
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 55.38% |
$2.54K - $2.97K
|
58
$987
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-26- 18.31% |
$916 - $1.07K
|
116
$1.97K
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- -0.0% |
$35.2 - $41.2
|
42K
$714K
|
|
Feb 14, 2023
Q4 2022
|
Alpine Peaks Capital, LP
New York, NY |
SELL
|
- |
-18.6K- 34.42% |
$654K - $765K
|
35.4K
$601K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
130KNew |
$4.59M - $5.37M
|
130K
$2.21M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81KNew |
$63.8K - $74.6K
|
1.81K
$30.8K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.2KNew |
$254K - $297K
|
7.2K
$123K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-66- 10.02% |
$2.33K - $2.72K
|
593
$10.1K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-22- 20.56% |
$739 - $895
|
85
$1.45K
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
172K+ 21.88% |
$5.78M - $7M
|
959K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-170Closed |
$5.71K - $6.91K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
13+ 1.4% |
$437 - $529
|
944
$16.1K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-74- 30.58% |
$2.36K - $3.03K
|
168
$2.86K
|
|
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
$1.02M
|
|
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
|
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
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-6.19KClosed |
$225K - $261K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
932New |
$33.9K - $39.4K
|
932
$15.9K
|
|
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
|