Latest Institutional Transactions on Nicolet Bankshares Inc (NIC)
This table provides information on the latest institutional transactions involving Nicolet Bankshares Inc (NIC) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
555+ 9.89% |
$42.2K - $46.5K
|
6.17K
$695K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-21- 91.3% |
$1.6K - $1.76K
|
2
$225
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-409- 36.23% |
$31.1K - $34.3K
|
720
$81.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4New |
$304 - $335
|
4
$451
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-67- 50.0% |
$5.09K - $5.62K
|
67
$7.55K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-5K- 20.0% |
$371K - $430K
|
20K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.99M - $2.31M
|
26.9K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5K- 20.0% |
$371K - $430K
|
20K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
543+ 97.31% |
$40.2K - $46.7K
|
1.1K
$124K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
65+ 1.02% |
$4.82K - $5.59K
|
6.47K
$729K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$181K - $210K
|
2.44K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.66K- 6.25% |
$123K - $143K
|
24.9K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.29K+ 6.0% |
$95.3K - $111K
|
22.7K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205New |
$15.2K - $17.6K
|
205
$23.1K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
45+ 26.47% |
$3.33K - $3.87K
|
215
$24.2K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.18K- 21.51% |
$87.3K - $101K
|
4.3K
$485K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
91New |
$6.74K - $7.83K
|
91
$10.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1K- 5.09% |
$74.1K - $86K
|
18.7K
$2.1M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-87- 10.98% |
$5.77K - $7.21K
|
705
$79.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.78KNew |
$185K - $231K
|
2.78K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.11K- 60.18% |
$140K - $175K
|
1.4K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
114New |
$7.57K - $9.44K
|
114
$12.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 64.71% |
$730 - $911
|
6
$676
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-654- 28.35% |
$43.4K - $54.2K
|
1.65K
$186K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.6K- 16.75% |
$107K - $136K
|
7.95K
$896K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.55% |
$1.33K - $1.7K
|
3.68K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.07K- 24.97% |
$71.3K - $91K
|
3.22K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.09KNew |
$206K - $263K
|
3.09K
$348K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.35K- 32.59% |
$623K - $795K
|
19.3K
$2.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.28% |
$133 - $170
|
726
$81.8K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 37.58% |
$3.02K - $4.3K
|
93
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
57.4KNew |
$3.09M - $4.4M
|
57.4K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$377 - $538
|
7
$789
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
26.3KNew |
$1.42M - $2.02M
|
26.3K
$2.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$162K - $230K
|
3K
$338K
|
|
| Q1 2023 | |||||||
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$86.9K - $113K
|
1.4K
$158K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11Closed |
$682 - $883
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.27K- 38.72% |
$265K - $343K
|
6.76K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.79K- 11.07% |
$235K - $304K
|
30.4K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.22K+ 87.11% |
$200K - $259K
|
6.93K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$744 - $964
|
12
$1.35K
|
|
|
May 11, 2023
Q1 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-19.9K- 44.32% |
$1.23M - $1.6M
|
25K
$2.82M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$372 - $482
|
6
$676
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 275.0% |
$2.05K - $2.65K
|
45
$5.07K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43New |
$3.05K - $3.56K
|
43
$4.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
51.4KNew |
$3.64M - $4.25M
|
51.4K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
7.11KNew |
$503K - $588K
|
7.11K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.2KNew |
$368K - $430K
|
5.2K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.54KNew |
$321K - $375K
|
4.54K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-700- 6.54% |
$49.6K - $57.9K
|
10K
$1.13M
|
|