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 173 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
102
shares
|
$12,045
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
101
shares
|
$11,927
0.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
49
shares
|
$5,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$2,952
0.0% of portfolio
|
Q4 2024
Added 78.57%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
16
shares
|
$1,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
15
shares
|
$1,771
0.0% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13
shares
|
$1,535
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
11
shares
|
$1,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
6
shares
|
$708
0.0% of portfolio
|
Q4 2023
Reduced 64.71%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5
shares
|
$590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5
shares
|
$590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
4
shares
|
$472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
4
shares
|
$472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3
shares
|
$354
0.0% of portfolio
|
Q1 2025
Reduced 81.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2
shares
|
$236
0.0% of portfolio
|
Q2 2024
Reduced 91.3%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1
shares
|
$118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|