Nicolet Bankshares Ownership 2024 | Who Owns Nicolet Bankshares Now?

Overview Forecast RevenueFinancials Chart

Institutional Ownership

40.50%

Insider Ownership

11.76%

Retail Ownership

47.74%

Institutional Holders

113.00

Nicolet Bankshares Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	6.49%	0.00%	932,274	-3,207	-0.34%	58,779,875,000	Mar 31, 2023
NICOLET BANKSHARES INC	6.43%	0.02%	924,636	-9,375	-1.00%	58,298,000	Mar 31, 2023
VANGUARD GROUP INC	4.88%	0.00%	701,240	4,366	0.63%	44,213,181,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	3.30%	0.01%	475,076	38,925	8.92%	29,953,322,000	Mar 31, 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.92%	0.01%	419,026	-8,619	-2.02%	26,419,589,000	Mar 31, 2023
STATE STREET CORP	2.24%	0.00%	322,413	30,358	10.39%	20,327,265,000	Mar 31, 2023
FMR LLC	1.99%	0.00%	285,494	6,010	2.15%	18,000,417,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.72%	0.00%	247,564	10,301	4.34%	15,608,910,000	Mar 31, 2023
ALLIANCEBERNSTEIN L.P.	1.00%	0.00%	143,649	130,947	1030.92%	9,057,069,000	Mar 31, 2023
NORTHERN TRUST CORP	0.90%	0.00%	129,582	-139	-0.11%	8,170,146,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.68%	0.00%	97,215	131	0.13%	6,129,406,000	Mar 31, 2023
N.E.W. ADVISORY SERVICES LLC	0.58%	0.77%	83,617	15,764	23.23%	5,272,053,000	Mar 31, 2023
RMB CAPITAL MANAGEMENT, LLC	0.35%	0.11%	50,000	50,000	100.00%	3,152,500,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	0.34%	0.00%	49,170	9,118	22.77%	3,100,169,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.34%	0.00%	49,160	-2,206	-4.29%	3,099,517,000	Mar 31, 2023
ADVISORY RESEARCH INC	0.33%	0.49%	47,319	-710	-1.48%	2,983,463,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.30%	0.07%	43,635	368	0.85%	2,751,187,000	Mar 31, 2023
NUVEEN ASSET MANAGEMENT, LLC	0.23%	0.00%	32,391	-3,251	-9.12%	2,042,000	Mar 31, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC	0.21%	0.01%	30,400	-3,785	-11.07%	1,916,720,000	Mar 31, 2023
SWISS NATIONAL BANK	0.21%	0.00%	30,100	-600	-1.95%	1,897,805,000	Mar 31, 2023

Nicolet Bankshares's largest institutional shareholder is BLACKROCK INC., holding 6.49% of the company's total share outstanding, currently valued at $58.78B. The top 10 institutional shareholders own together 31.87% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BOWMAN & CO S.C.	0.12%	0.81%	17,540	-649	-3.57%	1,105,897,000	Mar 31, 2023
N.E.W. ADVISORY SERVICES LLC	0.58%	0.77%	83,617	15,764	23.23%	5,272,053,000	Mar 31, 2023
DETALUS ADVISORS, LLC	0.16%	0.71%	23,618	-1,199	-4.83%	1,489,115,000	Mar 31, 2023
STEPH & CO	0.10%	0.59%	14,960	-250	-1.64%	943,228,000	Mar 31, 2023
APPLETON GROUP, LLC	0.03%	0.53%	4,285	-	-	270,170,000	Mar 31, 2023
ADVISORY RESEARCH INC	0.33%	0.49%	47,319	-710	-1.48%	2,983,463,000	Mar 31, 2023
ERTS WEALTH ADVISORS, LLC	0.06%	0.13%	8,682	-	-	547,400,000	Mar 31, 2023
JOHNSON FINANCIAL GROUP, INC.	0.18%	0.12%	26,587	-	-	1,676,310,000	Mar 31, 2023
LEGACY PRIVATE TRUST CO.	0.15%	0.12%	21,656	-	-	1,365,410,000	Mar 31, 2023
RMB CAPITAL MANAGEMENT, LLC	0.35%	0.11%	50,000	50,000	100.00%	3,152,500,000	Mar 31, 2023
RICE HALL JAMES & ASSOCIATES, LLC	0.17%	0.09%	24,976	-19,883	-44.32%	1,574,737,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.30%	0.07%	43,635	368	0.85%	2,751,187,000	Mar 31, 2023
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.03%	0.07%	4,227	117	2.85%	266,513,000	Mar 31, 2023
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC	0.05%	0.05%	7,106	-	-	448,033,000	Mar 31, 2023
CALDWELL SUTTER CAPITAL, INC.	0.01%	0.05%	1,129	-	-	71,183,000	Mar 31, 2023
WOODTRUST FINANCIAL CORP	0.03%	0.05%	3,840	-	-	242,112,000	Mar 31, 2023
KENNEDY CAPITAL MANAGEMENT LLC	0.16%	0.04%	23,624	-	-	1,489,493,000	Mar 31, 2023
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	0.04%	0.04%	6,379	-	-	402,196,000	Mar 31, 2023
GSA CAPITAL PARTNERS LLP	0.04%	0.03%	5,477	2,942	116.06%	345,000	Mar 31, 2023
DANA INVESTMENT ADVISORS, INC.	0.07%	0.03%	10,000	-	-	630,500,000	Mar 31, 2023

The largest Nicolet Bankshares shareholder by % of total assets is BOWMAN & CO S.C.. The company owns 17.54K shares of Nicolet Bankshares (NIC), representing 0.81% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ALLIANCEBERNSTEIN L.P.	1.00%	0.00%	143,649	130,947	1030.92%	9,057,069,000	Mar 31, 2023
RMB CAPITAL MANAGEMENT, LLC	0.35%	0.11%	50,000	50,000	100.00%	3,152,500,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	3.30%	0.01%	475,076	38,925	8.92%	29,953,322,000	Mar 31, 2023
STATE STREET CORP	2.24%	0.00%	322,413	30,358	10.39%	20,327,265,000	Mar 31, 2023
N.E.W. ADVISORY SERVICES LLC	0.58%	0.77%	83,617	15,764	23.23%	5,272,053,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.72%	0.00%	247,564	10,301	4.34%	15,608,910,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	0.34%	0.00%	49,170	9,118	22.77%	3,100,169,000	Mar 31, 2023
UBS ASSET MANAGEMENT AMERICAS INC	0.06%	0.00%	9,049	9,049	100.00%	570,539,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	0.00%	19,968	8,960	81.40%	1,258,982,000	Mar 31, 2023
JANUS HENDERSON GROUP PLC	0.06%	0.00%	8,164	8,164	100.00%	514,332,000	Mar 31, 2023
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.04%	0.00%	6,250	6,250	100.00%	394,000	Mar 31, 2023
FMR LLC	1.99%	0.00%	285,494	6,010	2.15%	18,000,417,000	Mar 31, 2023
BNP PARIBAS ARBITRAGE, SNC	0.06%	0.00%	8,478	5,572	191.74%	534,538,000	Mar 31, 2023
STATE OF WISCONSIN INVESTMENT BOARD	0.04%	0.00%	5,155	5,155	100.00%	325,023,000	Mar 31, 2023
SEQUOIA FINANCIAL ADVISORS, LLC	0.05%	0.01%	7,830	5,005	177.17%	493,682,000	Mar 31, 2023
BARCLAYS PLC	0.06%	0.00%	9,011	4,783	113.13%	568,000	Mar 31, 2023
VANGUARD GROUP INC	4.88%	0.00%	701,240	4,366	0.63%	44,213,181,000	Mar 31, 2023
RAFFERTY ASSET MANAGEMENT, LLC	0.03%	0.00%	4,001	4,001	100.00%	252,263,000	Mar 31, 2023
AMERIPRISE FINANCIAL INC	0.15%	0.00%	21,989	3,587	19.49%	1,386,407,000	Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.	0.05%	0.01%	6,925	3,224	87.11%	436,621,000	Mar 31, 2023

As of Mar 31 2023, Nicolet Bankshares's largest institutional buyer is ALLIANCEBERNSTEIN L.P.. The company purchased 130.95K stocks of NIC, valued at $9.06B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
RICE HALL JAMES & ASSOCIATES, LLC	0.17%	0.09%	24,976	-19,883	-44.32%	1,574,737,000	Mar 31, 2023
ZACKS INVESTMENT MANAGEMENT	-	-	-	-17,093	-100.00%	-	Mar 31, 2023
ANCHOR CAPITAL ADVISORS LLC	0.10%	0.02%	14,430	-16,839	-53.85%	909,812,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.12%	0.00%	16,592	-15,540	-48.36%	1,047,000,000	Mar 31, 2023
SUMMIT GLOBAL INVESTMENTS	-	-	-	-13,850	-100.00%	-	Mar 31, 2023
LOS ANGELES CAPITAL MANAGEMENT LLC	-	-	-	-13,158	-100.00%	-	Mar 31, 2023
CITADEL ADVISORS LLC	0.11%	0.00%	15,102	-11,979	-44.23%	952,181,000	Mar 31, 2023
NICOLET BANKSHARES INC	6.43%	0.02%	924,636	-9,375	-1.00%	58,298,000	Mar 31, 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.92%	0.01%	419,026	-8,619	-2.02%	26,419,589,000	Mar 31, 2023
MERCER GLOBAL ADVISORS INC /ADV	-	-	-	-7,735	-100.00%	-	Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-5,200	-100.00%	-	Mar 31, 2023
VICTORY CAPITAL MANAGEMENT INC	-	-	-	-5,024	-100.00%	-	Mar 31, 2023
MORGAN STANLEY	0.20%	0.00%	29,072	-4,740	-14.02%	1,832,989,000	Mar 31, 2023
OCCUDO QUANTITATIVE STRATEGIES LP	-	-	-	-4,537	-100.00%	-	Mar 31, 2023
AQR CAPITAL MANAGEMENT LLC	-	-	-	-4,332	-100.00%	-	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	0.05%	0.01%	6,755	-4,268	-38.72%	426,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-4,150	-100.00%	-	Mar 31, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC	0.21%	0.01%	30,400	-3,785	-11.07%	1,916,720,000	Mar 31, 2023
JUMP FINANCIAL, LLC	-	-	-	-3,600	-100.00%	-	Mar 31, 2023
NUVEEN ASSET MANAGEMENT, LLC	0.23%	0.00%	32,391	-3,251	-9.12%	2,042,000	Mar 31, 2023

As of Mar 31 2023, Nicolet Bankshares's biggest institutional seller is RICE HALL JAMES & ASSOCIATES, LLC. The company sold -19.88K shares of NIC, valued at $1.57B.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
RMB CAPITAL MANAGEMENT, LLC	0.35%	0.11%	50,000	50,000	100.00%	3,152,500,000	Mar 31, 2023
UBS ASSET MANAGEMENT AMERICAS INC	0.06%	0.00%	9,049	9,049	100.00%	570,539,000	Mar 31, 2023
JANUS HENDERSON GROUP PLC	0.06%	0.00%	8,164	8,164	100.00%	514,332,000	Mar 31, 2023
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.04%	0.00%	6,250	6,250	100.00%	394,000	Mar 31, 2023
STATE OF WISCONSIN INVESTMENT BOARD	0.04%	0.00%	5,155	5,155	100.00%	325,023,000	Mar 31, 2023
RAFFERTY ASSET MANAGEMENT, LLC	0.03%	0.00%	4,001	4,001	100.00%	252,263,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	-	3,200	3,200	100.00%	201,760,000	Mar 31, 2023
ALLWORTH FINANCIAL LP	0.00%	0.00%	198	198	100.00%	12,484,000	Mar 31, 2023
TORONTO DOMINION BANK	0.00%	-	12	12	100.00%	1,000	Mar 31, 2023
MANCHESTER CAPITAL MANAGEMENT LLC	-	-	6	6	100.00%	379,000	Mar 31, 2023

Nicolet Bankshares's largest new institutional shareholder by number of shares is RMB CAPITAL MANAGEMENT, LLC, purchased 50.00K shares, valued at $3.15B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ZACKS INVESTMENT MANAGEMENT	-	-	-	-17,093	-100.00%	-	Mar 31, 2023
SUMMIT GLOBAL INVESTMENTS	-	-	-	-13,850	-100.00%	-	Mar 31, 2023
LOS ANGELES CAPITAL MANAGEMENT LLC	-	-	-	-13,158	-100.00%	-	Mar 31, 2023
MERCER GLOBAL ADVISORS INC /ADV	-	-	-	-7,735	-100.00%	-	Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-5,200	-100.00%	-	Mar 31, 2023
VICTORY CAPITAL MANAGEMENT INC	-	-	-	-5,024	-100.00%	-	Mar 31, 2023
OCCUDO QUANTITATIVE STRATEGIES LP	-	-	-	-4,537	-100.00%	-	Mar 31, 2023
AQR CAPITAL MANAGEMENT LLC	-	-	-	-4,332	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-4,150	-100.00%	-	Mar 31, 2023
JUMP FINANCIAL, LLC	-	-	-	-3,600	-100.00%	-	Mar 31, 2023
FINANCIAL PLANNING & INFORMATION SERVICES, INC.	-	-	-	-3,144	-100.00%	-	Mar 31, 2023
MERIT FINANCIAL GROUP, LLC	-	-	-	-3,072	-100.00%	-	Mar 31, 2023
FOUNDATIONS INVESTMENT ADVISORS, LLC	-	-	-	-3,000	-100.00%	-	Mar 31, 2023
TOTAL CLARITY WEALTH MANAGEMENT, INC.	-	-	-	-2,671	-100.00%	-	Mar 31, 2023
DESTINY WEALTH PARTNERS, LLC	-	-	-	-1,072	-100.00%	-	Mar 31, 2023
U.S. CAPITAL WEALTH ADVISORS, LLC	-	-	-	-387	-100.00%	-	Mar 31, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	-	-	-	-104	-100.00%	-	Mar 31, 2023
ROCKEFELLER CAPITAL MANAGEMENT L.P.	-	-	-	-43	-100.00%	-	Mar 31, 2023
ACCURATE WEALTH MANAGEMENT, LLC	-	-	-	-18	-100.00%	-	Mar 31, 2023
TRUVESTMENTS CAPITAL LLC	-	-	-	-15	-100.00%	-	Mar 31, 2023
ADVISORY SERVICES NETWORK, LLC	-	-	-	-11	-100.00%	-	Mar 31, 2023

Nicolet Bankshares's largest sold out institutional shareholder by shares sold is ZACKS INVESTMENT MANAGEMENT, sold -17.09K shares, valued at -, as of undefined.

Nicolet Bankshares Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Virtus Investment Trust	0.00%	54,851	-	-	Mar 28, 2024
PUTNAM ASSET ALLOCATION FUNDS	0.00%	1,125	-	-	Mar 31, 2024
ETF Series Solutions	0.00%	70	-	-	Jan 31, 2024

Nicolet Bankshares's largest mutual fund holder by % of total assets is "Virtus Investment Trust", owning 54.85K shares, compromising 0.00% of its total assets.

Nicolet Bankshares Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	113	-9.60%
31 Dec, 22	125	4.17%
30 Sep, 22	120	-6.25%
30 Jun, 22	128	1500.00%
31 Mar, 22	8	300.00%
31 Dec, 21	2	-
30 Sep, 21	2	-
30 Jun, 21	2	-
31 Mar, 21	2	-
31 Dec, 20	2	-
30 Sep, 20	2	-
30 Jun, 20	2	-
31 Mar, 20	2	-
31 Dec, 19	2	-
30 Sep, 19	2	-
30 Jun, 19	2	100.00%
31 Mar, 19	1	-
30 Sep, 18	1	-

As of 31 Mar 23, 113 institutions are holding Nicolet Bankshares's shares, representing a decrease of -9.60% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	5,821,796	3.25%
31 Dec, 22	5,638,393	4.04%
30 Sep, 22	5,419,208	-1.41%
30 Jun, 22	5,496,812	11255.17%
31 Mar, 22	48,408	549.34%
31 Dec, 21	7,455	4.71%
30 Sep, 21	7,120	0.76%
30 Jun, 21	7,066	2.61%
31 Mar, 21	6,886	-2.84%
31 Dec, 20	7,087	-
30 Sep, 20	7,087	-
30 Jun, 20	7,087	-
31 Mar, 20	7,087	-
31 Dec, 19	7,087	19.81%
30 Sep, 19	5,915	-18.94%
30 Jun, 19	7,297	65.46%
31 Mar, 19	4,410	-33.28%
30 Sep, 18	6,610	-

Nicolet Bankshares (NIC) has 5.82M shares outstanding as of 31 Mar 23, up 3.25% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	40.50%	2.79%
31 Dec, 22	39.40%	0.71%
30 Sep, 22	39.12%	1.17%
30 Jun, 22	38.67%	8801.89%
31 Mar, 22	0.43%	527.75%
31 Dec, 21	0.07%	0.29%
30 Sep, 21	0.07%	1.47%
30 Jun, 21	0.07%	3.98%
31 Mar, 21	0.07%	-3.26%
31 Dec, 20	0.07%	0.15%
30 Sep, 20	0.07%	2.74%
30 Jun, 20	0.07%	-8.38%
31 Mar, 20	0.07%	-2.05%
31 Dec, 19	0.07%	19.84%
30 Sep, 19	0.06%	-18.32%
30 Jun, 19	0.07%	68.85%
31 Mar, 19	0.04%	-33.18%
30 Sep, 18	0.07%	-

As of 31 Mar 23, Nicolet Bankshares is held by 40.50% institutional shareholders, representing a 2.79% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	44	15.79%
31 Dec, 22	38	8.57%
30 Sep, 22	35	-65.35%
30 Jun, 22	101	1920.00%
31 Mar, 22	5	400.00%
31 Dec, 21	1	-
30 Sep, 21	1	-
30 Jun, 21	1	-
31 Mar, 21	-	-
31 Dec, 20	-	-
30 Sep, 20	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-100.00%
31 Dec, 19	1	-
30 Sep, 19	-	-100.00%
30 Jun, 19	1	-
31 Mar, 19	-	-100.00%
30 Sep, 18	1	-

44 institutional shareholders have increased their position in NIC stock as of 31 Mar 23 compared to 38 in the previous quarter (a 15.79% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	35	-10.26%
31 Dec, 22	39	-13.33%
30 Sep, 22	45	2150.00%
30 Jun, 22	2	100.00%
31 Mar, 22	1	-
31 Dec, 21	1	-
30 Sep, 21	1	-
30 Jun, 21	-	-100.00%
31 Mar, 21	1	-
31 Dec, 20	-	-
30 Sep, 20	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-100.00%
30 Sep, 19	1	-
30 Jun, 19	-	-100.00%
31 Mar, 19	1	-
30 Sep, 18	-	-

35 institutional shareholders have reduced their position in NIC stock as of 31 Mar 23 compared to 39 in the previous quarter (a -10.26% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	113	-9.60%	5,821,796	3.25%	40.50%	2.79%	44	15.79%	35	-10.26%
31 Dec, 22	125	4.17%	5,638,393	4.04%	39.40%	0.71%	38	8.57%	39	-13.33%
30 Sep, 22	120	-6.25%	5,419,208	-1.41%	39.12%	1.17%	35	-65.35%	45	2150.00%
30 Jun, 22	128	1500.00%	5,496,812	11255.17%	38.67%	8801.89%	101	1920.00%	2	100.00%
31 Mar, 22	8	300.00%	48,408	549.34%	0.43%	527.75%	5	400.00%	1	-
31 Dec, 21	2	-	7,455	4.71%	0.07%	0.29%	1	-	1	-
30 Sep, 21	2	-	7,120	0.76%	0.07%	1.47%	1	-	1	-
30 Jun, 21	2	-	7,066	2.61%	0.07%	3.98%	1	-	-	-100.00%
31 Mar, 21	2	-	6,886	-2.84%	0.07%	-3.26%	-	-	1	-
31 Dec, 20	2	-	7,087	-	0.07%	0.15%	-	-	-	-
30 Sep, 20	2	-	7,087	-	0.07%	2.74%	-	-	-	-
30 Jun, 20	2	-	7,087	-	0.07%	-8.38%	-	-	-	-
31 Mar, 20	2	-	7,087	-	0.07%	-2.05%	-	-100.00%	-	-
31 Dec, 19	2	-	7,087	19.81%	0.07%	19.84%	1	-	-	-100.00%
30 Sep, 19	2	-	5,915	-18.94%	0.06%	-18.32%	-	-100.00%	1	-
30 Jun, 19	2	100.00%	7,297	65.46%	0.07%	68.85%	1	-	-	-100.00%
31 Mar, 19	1	-	4,410	-33.28%	0.04%	-33.18%	-	-100.00%	1	-
30 Sep, 18	1	-	6,610	-	0.07%	-	1	-	-	-

Nicolet Bankshares Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	2,000	$100.59	$201.18K	45,515
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	6,963	$101.70	$708.14K	38,552
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	1,037	$102.64	$106.44K	37,515
Jul 24, 2024	MERKATORIS SUSAN L	director	-	S-Sale	Sell	2,500	$96.91	$242.28K	85,718
Jul 24, 2024	MERKATORIS SUSAN L	director	-	S-Sale	Sell	2,500	$98.00	$245.00K	83,218
Jul 22, 2024	Hutjens Brad Vincent	officer	EVP - CCO - Nicolet Natl Bank	S-Sale	Sell	10,000	$99.00	$990.02K	26,642

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 08, 2024	ATWELL ROBERT BRUCE	director	-	G-Gift	Sell	1,700	-	-	35,815
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	M-Exempt	Sell	10,000	$48.85	$488.50K	155,000
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	2,000	$100.59	$201.18K	45,515
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	6,963	$101.70	$708.14K	38,552
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	1,037	$102.64	$106.44K	37,515
Jul 24, 2024	MERKATORIS SUSAN L	director	-	S-Sale	Sell	2,500	$96.91	$242.28K	85,718
Jul 24, 2024	MERKATORIS SUSAN L	director	-	S-Sale	Sell	2,500	$98.00	$245.00K	83,218
Jul 22, 2024	Hutjens Brad Vincent	officer	EVP - CCO - Nicolet Natl Bank	S-Sale	Sell	10,000	$99.00	$990.02K	26,642
Jul 22, 2024	Hutjens Brad Vincent	officer	EVP - CCO - Nicolet Natl Bank	M-Exempt	Sell	10,000	$37.18	$371.80K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 08, 2024	ATWELL ROBERT BRUCE	director	-	G-Gift	Sell	1,700	-	-	35,815
Jul 30, 2024	COLON HECTOR	director	-	A-Award	Buy	194	$103.65	$20.20K	797
Jul 30, 2024	Ghidorzi Christopher J.	director	-	A-Award	Buy	97	$103.65	$10.10K	3,135
Jul 30, 2024	McClone Dustin James	director	-	A-Award	Buy	194	$103.65	$20.20K	1,600
Jul 30, 2024	WEYERS ROBERT J	director	-	A-Award	Buy	194	$103.65	$20.20K	9,260
Jul 30, 2024	HETZEL ANDREW F JR	director	-	A-Award	Buy	194	$103.65	$20.20K	1,706
Jul 30, 2024	LONG DONALD J JR	director	-	A-Award	Buy	194	$103.65	$20.20K	5,142
Jul 30, 2024	JOHNSON BRENDA L	director	-	A-Award	Buy	194	$103.65	$20.20K	591
Jul 30, 2024	ATWELL ROBERT BRUCE	director	-	A-Award	Buy	194	$103.65	$20.20K	247
Jul 30, 2024	Dykema John Nicholas	director	-	A-Award	Buy	194	$103.65	$20.20K	9,114
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	M-Exempt	Sell	10,000	$48.85	$488.50K	155,000
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	M-Exempt	Buy	10,000	$48.85	$488.50K	47,515
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	2,000	$100.59	$201.18K	45,515
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	6,963	$101.70	$708.14K	38,552
Jul 25, 2024	ATWELL ROBERT BRUCE	director	-	S-Sale	Sell	1,037	$102.64	$106.44K	37,515
Jul 24, 2024	MERKATORIS SUSAN L	director	-	S-Sale	Sell	2,500	$96.91	$242.28K	85,718
Jul 24, 2024	MERKATORIS SUSAN L	director	-	S-Sale	Sell	2,500	$98.00	$245.00K	83,218
Jul 22, 2024	Hutjens Brad Vincent	officer	EVP - CCO - Nicolet Natl Bank	M-Exempt	Buy	10,000	$37.18	$371.80K	36,642
Jul 22, 2024	Hutjens Brad Vincent	officer	EVP - CCO - Nicolet Natl Bank	S-Sale	Sell	10,000	$99.00	$990.02K	26,642
Jul 22, 2024	Hutjens Brad Vincent	officer	EVP - CCO - Nicolet Natl Bank	M-Exempt	Sell	10,000	$37.18	$371.80K	-

The last insider sell of Nicolet Bankshares's stock was made by ATWELL ROBERT BRUCE on Aug 08 2024, selling 1,700 shares at - per share (valued at -).

Nicolet Bankshares Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	21	17	123.53%
Q2 2024	38	7	542.86%
Q1 2024	13	7	185.71%
Q4 2023	22	47	46.81%
Q3 2023	14	14	100.00%
Q2 2023	28	1	2800.00%
Q1 2023	9	1	900.00%
Q4 2022	16	8	200.00%
Q3 2022	13	1	1300.00%
Q2 2022	44	4	1100.00%
Q1 2022	14	10	140.00%
Q4 2021	22	11	200.00%
Q3 2021	17	-	-
Q2 2021	20	8	250.00%
Q1 2021	14	12	116.67%
Q4 2020	14	28	50.00%
Q3 2020	10	3	333.33%
Q2 2020	28	2	1400.00%
Q1 2020	17	13	130.77%
Q4 2019	28	37	75.68%

21 total buy trades, and 17 total sell trades (buy/sell ratio of 1.24%) were made by Nicolet Bankshares's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	12	-
Q2 2024	-	5	-
Q1 2024	-	5	-
Q4 2023	1	25	4.00%
Q3 2023	1	3	33.33%
Q2 2023	5	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	3	-	-
Q2 2022	11	-	-
Q1 2022	-	5	-
Q4 2021	3	1	300.00%
Q3 2021	4	-	-
Q2 2021	-	-	-
Q1 2021	-	2	-
Q4 2020	-	8	-
Q3 2020	-	2	-
Q2 2020	6	-	-
Q1 2020	2	4	50.00%
Q4 2019	1	9	11.11%

As of Q3 2024, Insider owners conducted 0 open market buy trades and 12 open market sell trades of Nicolet Bankshares's stocks.

Nicolet Bankshares Peer Ownership

Ticker	Company
OFED	Oconee Federal Financial Corp.
HBCP	Home Bancorp, Inc.
FDBC	Fidelity D & D Bancorp, Inc.
NFBK	Northfield Bancorp, Inc. (Staten Island, NY)
GSBC	Great Southern Bancorp, Inc.
FNWD	Finward Bancorp
CWBC	Community West Bancshares
FFNW	First Financial Northwest, Inc.
OSBC	Old Second Bancorp, Inc.
AFBI	Affinity Bancshares, Inc.
FMBH	First Mid Bancshares, Inc.
FBP	First BanCorp.
BANF	BancFirst Corporation
FBMS	The First Bancshares, Inc.
NBHC	National Bank Holdings Corporation
FRAF	Franklin Financial Services Corporation
BWFG	Bankwell Financial Group, Inc.

NIC Ownership FAQ

Who Owns Nicolet Bankshares?

Nicolet Bankshares is owned by institutional shareholders (40.50%), insiders (11.76%), and public (47.74%). The largest institutional shareholder of Nicolet Bankshares is BLACKROCK INC. (6.49% of total shares) and the top mutual fund owner is Virtus Investment Trust (0.00% of total shares).

Who are the major institutional shareholders of Nicolet Bankshares?

Nicolet Bankshares's major institutional shareholders are BLACKROCK INC., NICOLET BANKSHARES INC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and MANUFACTURERS LIFE INSURANCE COMPANY, THE. The top five shareholders own together 24.02% of the company's share outstanding.

How many Nicolet Bankshares shareholders are there?

As of Mar 2023, there are 113 institutional shareholders of Nicolet Bankshares.

What percentage of Nicolet Bankshares is owned by BLACKROCK INC?

BLACKROCK INC owns 932.27K shares of Nicolet Bankshares, representing 6.49% of the company's total shares outstanding, valued at $58.78B (as of Mar 2023).

What percentage of Nicolet Bankshares is owned by NICOLET BANKSHARES INC?

As of Mar 2023, NICOLET BANKSHARES INC holds 924.64K shares of Nicolet Bankshares (NIC), compromising 6.43% of the company, valued at $58.3M.

What percentage of Nicolet Bankshares is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Nicolet Bankshares. The company owns 701.24K of the company's shares outstanding (worth $44.21B).