Nicolet Advisory Services, LLC Purchases in Q4 2024

Nicolet Advisory Services, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KNSL
Kinsale Capital Group, Inc.

Financial Services
160
+ 11.83%
$424.05 - $524.22 $67.8K - $83.9K
1.51K $703K
MCD
Mcdonalds Corp

Consumer Cyclical
605
+ 8.5%
$288.47 - $316.54 $175K - $192K
7.72K $2.24M
SNPS
Synopsys Inc

Technology
169
+ 35.06%
$485.36 - $588.0 $82K - $99.4K
651 $315K
ARES
Ares Management Corp

Financial Services
209
+ 13.45%
$153.38 - $183.7 $32.1K - $38.4K
1.76K $312K
AXP
American Express CO

Financial Services
85
+ 5.13%
$267.35 - $305.57 $22.7K - $26K
1.74K $517K
XLU
Utilities Sector Spdr

ETFs
1.1K
+ 36.28%
$74.89 - $82.93 $82.4K - $91.2K
4.13K $312K
MSFT
Microsoft Corp

Technology
1.11K
+ 2.41%
$406.35 - $454.46 $451K - $504K
47.1K $19.8M
ROLL
Rbc Bearings Inc

Industrials
243
+ 10.07%
N/A
2.66K $653K
EMR
Emerson Electric CO

Industrials
63
+ 1.9%
$108.13 - $134.33 $6.81K - $8.46K
3.38K $418K
DE
Deere & CO

Industrials
86
+ 2.78%
$389.45 - $466.0 $33.5K - $40.1K
3.18K $1.35M
EQT
Eqt Corp

Energy
50
+ 0.91%
$35.62 - $46.89 $1.78K - $2.34K
5.56K $256K
AJG
Arthur J. Gallagher & Co.

Financial Services
186
+ 18.66%
$278.49 - $315.16 $51.8K - $58.6K
1.18K $335K
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 4.39%
$471.27 - $550.62 $21.2K - $24.8K
1.07K $557K
DAL
Delta Air Lines, Inc.

Industrials
41
+ 0.77%
$47.46 - $65.77 $1.95K - $2.7K
5.35K $323K
BMO
Bank Of Montreal

Financial Services
15
+ 0.2%
$89.75 - $103.39 $1.35K - $1.55K
7.56K $733K
INTU
Intuit Inc

Technology
75
+ 9.4%
$602.01 - $706.25 $45.2K - $53K
873 $548K
HUM
Humana Inc

Healthcare
487
+ 42.83%
$233.89 - $304.18 $114K - $148K
1.62K $412K
APH
Amphenol Corp

Technology
389
+ 7.09%
$62.07 - $75.35 $24.1K - $29.3K
5.87K $407K
MO
Altria Group, Inc.

Consumer Defensive
546
+ 3.85%
$49.06 - $57.74 $26.8K - $31.5K
14.7K $769K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
364
+ 12.43%
$209.89 - $233.24 $76.4K - $84.9K
3.29K $699K
TTD
Trade Desk, Inc.

Technology
252
+ 12.17%
$108.7 - $139.51 $27.4K - $35.2K
2.32K $272K
VMC
Vulcan Materials CO

Basic Materials
143
+ 12.08%
$237.95 - $292.31 $34K - $41.8K
1.33K $341K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.3K
+ 23.28%
$57.29 - $63.1 $74.4K - $81.9K
6.87K $394K
ATO
Atmos Energy Corp

Utilities
297
+ 20.18%
$136.41 - $151.43 $40.5K - $45K
1.77K $246K
RGA
Reinsurance Group Of America Inc

Financial Services
220
+ 16.63%
$201.26 - $231.95 $44.3K - $51K
1.54K $329K
TFC
Truist Financial Corp

Financial Services
665
+ 3.81%
$41.51 - $48.1 $27.6K - $32K
18.1K $786K
PNC
Pnc Financial Services Group, Inc.

Financial Services
86
+ 3.02%
$178.39 - $215.0 $15.3K - $18.5K
2.93K $565K
SONY
Sony Group Corp

Technology
17.5K
+ 400.0%
$17.53 - $96.8 $307K - $1.7M
21.9K $463K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
963
+ 9.32%
$63.15 - $75.4 $60.8K - $72.6K
11.3K $725K
GILD
Gilead Sciences, Inc.

Healthcare
100
+ 2.87%
$83.95 - $97.9 $8.4K - $9.79K
3.58K $330K
GWW
W.W. Grainger, Inc.

Industrials
25
+ 3.27%
$1023.06 - $1220.93 $25.6K - $30.5K
789 $831K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.34%
$473.15 - $574.01 $946 - $1.15K
592 $315K
PGR
Progressive Corp

Financial Services
423
+ 9.42%
$239.6 - $268.88 $101K - $114K
4.91K $1.18M
ABC
Amerisourcebergen Corp

Healthcare
202
+ 7.63%
N/A
2.85K $527K
DGX
Quest Diagnostics Inc

Healthcare
267
+ 10.88%
N/A
2.72K $373K
VRSK
Verisk Analytics, Inc.

Industrials
96
+ 7.84%
$262.86 - $294.75 $25.2K - $28.3K
1.32K $363K
XLK
Technology Sector Spdr

ETFs
116
+ 8.99%
$220.26 - $241.44 $25.6K - $28K
1.41K $326K
HLI
Houlihan Lokey, Inc.

Financial Services
70
+ 4.79%
$158.81 - $190.49 $11.1K - $13.3K
1.53K $266K
WSO
Watsco Inc

Industrials
131
+ 8.46%
$466.57 - $568.78 $61.1K - $74.5K
1.68K $796K
ETR
Entergy Corp

Utilities
1.7K
+ 100.59%
$73.19 - $156.4 $125K - $266K
3.4K $257K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
44
+ 5.16%
$340.59 - $380.5 $15K - $16.7K
896 $327K
ALL
Allstate Corp

Financial Services
100
+ 2.7%
$181.25 - $208.2 $18.1K - $20.8K
3.81K $734K
XEL
Xcel Energy Inc

Utilities
232
+ 3.23%
$62.16 - $72.92 $14.4K - $16.9K
7.41K $500K
PCAR
Paccar Inc

Industrials
125
+ 3.7%
$97.92 - $118.41 $12.2K - $14.8K
3.5K $364K
BCPC
Balchem Corp

Basic Materials
477
+ 13.03%
$163.0 - $183.41 $77.8K - $87.5K
4.14K $674K
VNQ
Vanguard Specialized Funds Van

ETFs
1.43K
+ 12.04%
$87.85 - $98.6 $125K - $141K
13.3K $1.18M
CMI
Cummins Inc

Industrials
10
+ 1.2%
$324.93 - $383.42 $3.25K - $3.83K
844 $294K
PNW
Pinnacle West Capital Corp

Utilities
447
+ 12.94%
$84.03 - $94.52 $37.6K - $42.3K
3.9K $330K
HRTX
Heron Therapeutics, Inc.

Healthcare
16K
New
$1.06 - $2.12 $17K - $33.9K
16K $24K
Activity Summary
Buys All Purchases 241 New Holdings 32 Increased Positions 209 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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