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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41New |
$941 - $1.61K
|
41
$718
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 1.26% |
$91.8 - $157
|
313
$5.48K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.68K+ 22.17% |
$61.6K - $106K
|
14.8K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-51- 44.74% |
$1.17K - $2.01K
|
63
$1.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-176- 1.83% |
$4.04K - $6.92K
|
9.42K
$165K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
SELL
|
- |
-27KClosed |
$619K - $1.06M
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.57KNew |
$279K - $312K
|
7.57K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
542+ 8.17% |
$20K - $22.3K
|
7.18K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.43K- 10.8% |
$348K - $389K
|
77.9K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.06% |
$147 - $165
|
6.43K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-18K- 75.84% |
$662K - $740K
|
5.73K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
25.3KNew |
$933K - $1.04M
|
25.3K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-167- 18.09% |
$6.16K - $6.88K
|
756
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
310+ 1.75% |
$11.4K - $12.8K
|
18.1K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 55.1% |
$995 - $1.11K
|
22
$385
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.37K- 44.45% |
$50.5K - $56.4K
|
1.71K
$30K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.22K+ 56.43% |
$156K - $174K
|
11.7K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.13KNew |
$189K - $211K
|
5.13K
$89.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-61- 0.85% |
$2.25K - $2.51K
|
7.1K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65New |
$2.4K - $2.68K
|
65
$1.14K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.19K+ 3.76% |
$44K - $49.2K
|
32.9K
$576K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.21KNew |
$266K - $297K
|
7.21K
$126K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.09K+ 8.56% |
$114K - $127K
|
39.2K
$688K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.27K+ 53.93% |
$157K - $176K
|
12.2K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
413+ 7.93% |
$15.2K - $17K
|
5.62K
$98.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$73.7 - $82.4
|
2
$35
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$157K - $176K
|
4.27K
$74.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 44.83% |
$479 - $536
|
42
$736
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.55K- 76.31% |
$57.3K - $64K
|
482
$8.44K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23+ 41.07% |
$848 - $948
|
79
$1.38K
|
|
|
Apr 16, 2024
Q1 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
16.9K+ 11.04% |
$623K - $696K
|
170K
$2.98M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
90+ 1.48% |
$3.51K - $4.18K
|
6.19K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 2.76% |
$41.1K - $48.8K
|
39.2K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
900New |
$35.1K - $41.8K
|
900
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9.4K+ 44.76% |
$367K - $436K
|
30.4K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
45New |
$1.76K - $2.09K
|
45
$788
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.34% |
$39.1 - $46.4
|
292
$5.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-439- 5.47% |
$17.1K - $20.4K
|
7.59K
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
989New |
$38.6K - $45.9K
|
989
$17.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
252New |
$9.84K - $11.7K
|
252
$4.42K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.06K+ 184.35% |
$80.5K - $95.6K
|
3.18K
$55.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
SELL
|
- |
-16.7K- 6.24% |
$654K - $776K
|
252K
$4.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-1.66K- 7.43% |
$64.8K - $77K
|
20.7K
$362K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-203- 3.35% |
$8.49K - $9.5K
|
5.86K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
7KNew |
$293K - $327K
|
7K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.56KNew |
$191K - $213K
|
4.56K
$79.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
220+ 3.04% |
$9.2K - $10.3K
|
7.47K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13.9K- 25.94% |
$579K - $648K
|
39.6K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
220+ 18.46% |
$9.2K - $10.3K
|
1.41K
$24.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.55KNew |
$190K - $213K
|
4.55K
$79.7K
|
|