Nicholas Financial Ownership 2024 | Who Owns Nicholas Financial Now?


OverviewRevenueFinancialsChart

Institutional Ownership

2.15%

Insider Ownership

17.66%

Retail Ownership

80.18%

Institutional Holders

1.00

Nicholas Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CALDWELL SUTTER CAPITAL, INC.2.15%0.51%157,000-2,900-1.81%1,031,490Jun 30, 2024
JPMORGAN CHASE & CO----9-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024
NORTHERN TRUST CORP----15,251-100.00%-Jun 30, 2024
VANGUARD GROUP INC----260,941-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP----355,405-100.00%-Jun 30, 2024
TCW GROUP INC----616,230-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----1,034-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----346,651-100.00%-Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----25,379-100.00%-Jun 30, 2024
RBF CAPITAL, LLC----17,988-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----53,897-100.00%-Jun 30, 2024
BLACKROCK INC.----10,546-100.00%-Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----1,375-100.00%-Jun 30, 2024
ALPHA CUBED INVESTMENTS, LLC----18,925-100.00%-Jun 30, 2024
EMPOWERED FUNDS, LLC----25,379-100.00%-Jun 30, 2024
MAGNOLIA GROUP, LLC----2,426,067-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----2,500-100.00%-Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC----12,600-100.00%-Jun 30, 2024
FORTIS CAPITAL ADVISORS, LLC----12,600-100.00%-Jun 30, 2024

Nicholas Financial's largest institutional shareholder is CALDWELL SUTTER CAPITAL, INC., holding 2.15% of the company's total share outstanding, currently valued at $1.03M. The top 10 institutional shareholders own together 2.15% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CALDWELL SUTTER CAPITAL, INC.2.15%0.51%157,000-2,900-1.81%1,031,490Jun 30, 2024
JPMORGAN CHASE & CO----9-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024
NORTHERN TRUST CORP----15,251-100.00%-Jun 30, 2024
VANGUARD GROUP INC----260,941-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP----355,405-100.00%-Jun 30, 2024
TCW GROUP INC----616,230-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----1,034-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----346,651-100.00%-Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----25,379-100.00%-Jun 30, 2024
RBF CAPITAL, LLC----17,988-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----53,897-100.00%-Jun 30, 2024
BLACKROCK INC.----10,546-100.00%-Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----1,375-100.00%-Jun 30, 2024
ALPHA CUBED INVESTMENTS, LLC----18,925-100.00%-Jun 30, 2024
EMPOWERED FUNDS, LLC----25,379-100.00%-Jun 30, 2024
MAGNOLIA GROUP, LLC----2,426,067-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----2,500-100.00%-Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC----12,600-100.00%-Jun 30, 2024
FORTIS CAPITAL ADVISORS, LLC----12,600-100.00%-Jun 30, 2024

The largest Nicholas Financial shareholder by % of total assets is CALDWELL SUTTER CAPITAL, INC.. The company owns 157.00K shares of Nicholas Financial (NICK), representing 0.51% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JPMORGAN CHASE & CO----9-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----1,034-100.00%-Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----1,375-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----2,500-100.00%-Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.2.15%0.51%157,000-2,900-1.81%1,031,490Jun 30, 2024
BLACKROCK INC.----10,546-100.00%-Jun 30, 2024
FORTIS CAPITAL ADVISORS, LLC----12,600-100.00%-Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC----12,600-100.00%-Jun 30, 2024
NORTHERN TRUST CORP----15,251-100.00%-Jun 30, 2024
RBF CAPITAL, LLC----17,988-100.00%-Jun 30, 2024
ALPHA CUBED INVESTMENTS, LLC----18,925-100.00%-Jun 30, 2024
EMPOWERED FUNDS, LLC----25,379-100.00%-Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----25,379-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----53,897-100.00%-Jun 30, 2024
PATHSTONE HOLDINGS, LLC----60,000-100.00%-Jun 30, 2024
VANGUARD GROUP INC----260,941-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----346,651-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP----355,405-100.00%-Jun 30, 2024
TCW GROUP INC----616,230-100.00%-Jun 30, 2024

As of Jun 30 2024, Nicholas Financial's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased -9.00 stocks of NICK, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MAGNOLIA GROUP, LLC----2,426,067-100.00%-Jun 30, 2024
TCW GROUP INC----616,230-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP----355,405-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----346,651-100.00%-Jun 30, 2024
VANGUARD GROUP INC----260,941-100.00%-Jun 30, 2024
PATHSTONE HOLDINGS, LLC----60,000-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----53,897-100.00%-Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----25,379-100.00%-Jun 30, 2024
EMPOWERED FUNDS, LLC----25,379-100.00%-Jun 30, 2024
ALPHA CUBED INVESTMENTS, LLC----18,925-100.00%-Jun 30, 2024
RBF CAPITAL, LLC----17,988-100.00%-Jun 30, 2024
NORTHERN TRUST CORP----15,251-100.00%-Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC----12,600-100.00%-Jun 30, 2024
FORTIS CAPITAL ADVISORS, LLC----12,600-100.00%-Jun 30, 2024
BLACKROCK INC.----10,546-100.00%-Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.2.15%0.51%157,000-2,900-1.81%1,031,490Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----2,500-100.00%-Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----1,375-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----1,034-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024

As of Jun 30 2024, Nicholas Financial's biggest institutional seller is MAGNOLIA GROUP, LLC. The company sold -2.43M shares of NICK, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MAGNOLIA GROUP, LLC----2,426,067-100.00%-Jun 30, 2024
TCW GROUP INC----616,230-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP----355,405-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----346,651-100.00%-Jun 30, 2024
VANGUARD GROUP INC----260,941-100.00%-Jun 30, 2024
PATHSTONE HOLDINGS, LLC----60,000-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----53,897-100.00%-Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----25,379-100.00%-Jun 30, 2024
EMPOWERED FUNDS, LLC----25,379-100.00%-Jun 30, 2024
ALPHA CUBED INVESTMENTS, LLC----18,925-100.00%-Jun 30, 2024
RBF CAPITAL, LLC----17,988-100.00%-Jun 30, 2024
NORTHERN TRUST CORP----15,251-100.00%-Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC----12,600-100.00%-Jun 30, 2024
FORTIS CAPITAL ADVISORS, LLC----12,600-100.00%-Jun 30, 2024
BLACKROCK INC.----10,546-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----2,500-100.00%-Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----1,375-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----1,034-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO----9-100.00%-Jun 30, 2024

Nicholas Financial's largest sold out institutional shareholder by shares sold is MAGNOLIA GROUP, LLC, sold -2.43M shares, valued at -, as of undefined.

Nicholas Financial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Vericimetry Funds0.03%2,760--Mar 31, 2024
BRIDGEWAY FUNDS INC0.01%23,400--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.00%574--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%255,349-107,044-29.54%Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%345,78330,6829.74%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%48,298-18,707-27.92%Feb 29, 2024
FIDELITY PURITAN TRUST0.00%9,679--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%6,032--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%3,692--Mar 31, 2024
RBC FUNDS TRUST0.00%8,367--Mar 28, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%2,306--Dec 31, 2023
Dimensional ETF Trust0.00%11,925--Jan 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%57--Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%754--Jan 31, 2024
iSHARES TRUST0.00%9,505-252-2.58%Mar 31, 2024
EQ ADVISORS TRUST0.00%607--Mar 31, 2024

Nicholas Financial's largest mutual fund holder by % of total assets is "Vericimetry Funds", owning 2.76K shares, compromising 0.03% of its total assets.

Nicholas Financial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 241-95.65%
31 Mar, 24234.55%
31 Dec, 2322-
30 Sep, 232210.00%
30 Jun, 2320-9.09%
31 Mar, 2322-4.35%
31 Dec, 222321.05%
30 Sep, 2219-
30 Jun, 221911.76%
31 Mar, 2217-
31 Dec, 2117-10.53%
30 Sep, 2119-5.00%
30 Jun, 2120-
31 Mar, 21205.26%
31 Dec, 2019-
30 Sep, 2019-5.00%
30 Jun, 2020-
31 Mar, 2020-4.76%
31 Dec, 1921-4.55%
30 Sep, 1922-8.33%
30 Jun, 19244.35%
31 Mar, 1923-8.00%
31 Dec, 182513.64%
30 Sep, 1822-4.35%
30 Jun, 1823-4.17%
31 Mar, 1824-7.69%
31 Dec, 1726-
30 Sep, 1726-3.70%
30 Jun, 1727-18.18%
31 Mar, 1733-5.71%
31 Dec, 1635-2.78%
30 Sep, 1636-7.69%
30 Jun, 1639-9.30%
31 Mar, 1643-2.27%
31 Dec, 1544-
30 Sep, 1544-13.73%
30 Jun, 1551-10.53%
31 Mar, 1557-9.52%
31 Dec, 14638.62%
30 Sep, 1458-9.38%
30 Jun, 14641.59%
31 Mar, 1463-8.70%
31 Dec, 136915.00%
30 Sep, 1360-6.25%
30 Jun, 1364276.47%
31 Mar, 1317-
31 Dec, 121713.33%
30 Sep, 1215-16.67%
30 Jun, 121812.50%
31 Mar, 121623.08%
31 Dec, 1113-7.14%
30 Sep, 1114-17.65%
30 Jun, 1117183.33%
31 Mar, 11620.00%
31 Dec, 105-
30 Sep, 105-16.67%
30 Jun, 10650.00%
31 Mar, 104-
31 Dec, 094-
30 Sep, 094-
30 Jun, 094-33.33%
31 Mar, 09620.00%
31 Dec, 08525.00%
30 Sep, 08433.33%
30 Jun, 083-50.00%
31 Mar, 086-25.00%
31 Dec, 078-
30 Sep, 078-20.00%
30 Jun, 071042.86%
31 Mar, 07740.00%
31 Dec, 065-37.50%
30 Sep, 068-
30 Jun, 068-33.33%
31 Mar, 061250.00%
31 Dec, 05814.29%
30 Sep, 057-12.50%
30 Jun, 05833.33%
31 Mar, 056500.00%
31 Dec, 041-
30 Sep, 041-75.00%
30 Jun, 044-

As of 30 Jun 24, 1 institutions are holding Nicholas Financial's shares, representing a decrease of -95.65% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24157,000-96.46%
31 Mar, 244,436,129-1.43%
31 Dec, 234,500,395-0.92%
30 Sep, 234,542,120-0.98%
30 Jun, 234,587,202-1.78%
31 Mar, 234,670,327-1.02%
31 Dec, 224,718,3283.10%
30 Sep, 224,576,452-0.80%
30 Jun, 224,613,463-0.33%
31 Mar, 224,628,7782.91%
31 Dec, 214,497,734-1.48%
30 Sep, 214,565,094-0.72%
30 Jun, 214,598,1181.30%
31 Mar, 214,539,024-2.09%
31 Dec, 204,635,933-2.84%
30 Sep, 204,771,482-0.23%
30 Jun, 204,782,3820.03%
31 Mar, 204,780,8582.68%
31 Dec, 194,656,1910.44%
30 Sep, 194,635,6460.43%
30 Jun, 194,615,936-0.18%
31 Mar, 194,624,460-0.22%
31 Dec, 184,634,7482.38%
30 Sep, 184,527,0782.28%
30 Jun, 184,426,0011.37%
31 Mar, 184,366,3601.35%
31 Dec, 174,308,256-0.29%
30 Sep, 174,320,652-0.67%
30 Jun, 174,349,8811.59%
31 Mar, 174,281,63223.17%
31 Dec, 163,476,07736.88%
30 Sep, 162,539,5980.50%
30 Jun, 162,526,838-4.26%
31 Mar, 162,639,144-7.86%
31 Dec, 152,864,13915.65%
30 Sep, 152,476,638-11.79%
30 Jun, 152,807,757-9.84%
31 Mar, 153,114,182-40.73%
31 Dec, 145,254,564-6.64%
30 Sep, 145,628,403-9.57%
30 Jun, 146,223,8844.26%
31 Mar, 145,969,7586.86%
31 Dec, 135,586,65715.53%
30 Sep, 134,835,4931.41%
30 Jun, 134,768,10978.55%
31 Mar, 132,670,435-8.63%
31 Dec, 122,922,5041.91%
30 Sep, 122,867,713-0.38%
30 Jun, 122,878,712-7.42%
31 Mar, 123,109,49937.72%
31 Dec, 112,257,903-9.62%
30 Sep, 112,498,1239.19%
30 Jun, 112,287,77043.29%
31 Mar, 111,596,585-0.08%
31 Dec, 101,597,8011.88%
30 Sep, 101,568,351-0.62%
30 Jun, 101,578,12517.90%
31 Mar, 101,338,473-7.43%
31 Dec, 091,445,9149.35%
30 Sep, 091,322,328-1.84%
30 Jun, 091,347,069-44.44%
31 Mar, 092,424,3434.33%
31 Dec, 082,323,6578.63%
30 Sep, 082,138,98710.40%
30 Jun, 081,937,40918.28%
31 Mar, 081,637,988-16.87%
31 Dec, 071,970,44927.41%
30 Sep, 071,546,551-22.78%
30 Jun, 072,002,85273.41%
31 Mar, 071,154,974-23.91%
31 Dec, 061,517,8952.09%
30 Sep, 061,486,868-18.20%
30 Jun, 061,817,76724.98%
31 Mar, 061,454,390100.01%
31 Dec, 05727,166-21.60%
30 Sep, 05927,550-20.68%
30 Jun, 051,169,41675.60%
31 Mar, 05665,973172.27%
31 Dec, 04244,600132.07%
30 Sep, 04105,400-67.27%
30 Jun, 04322,000-

Nicholas Financial (NICK) has 157.00K shares outstanding as of 30 Jun 24, down -96.46% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 242.15%0.06%
31 Mar, 2460.89%1.60%
31 Dec, 2361.77%1.59%
30 Sep, 2362.40%1.56%
30 Jun, 2363.31%1.51%
31 Mar, 2364.69%1.51%
31 Dec, 2265.36%1.65%
30 Sep, 2262.92%1.65%
30 Jun, 2261.81%1.56%
31 Mar, 2262.89%1.89%
31 Dec, 2157.66%1.61%
30 Sep, 2159.77%1.75%
30 Jun, 2158.51%1.72%
31 Mar, 2158.29%1.62%
31 Dec, 2060.02%1.65%
30 Sep, 2060.26%1.66%
30 Jun, 2060.20%1.56%
31 Mar, 2062.07%1.73%
31 Dec, 1959.89%2.22%
30 Sep, 1951.89%1.74%
30 Jun, 1954.67%1.60%
31 Mar, 1958.48%1.55%
31 Dec, 1861.46%2.07%
30 Sep, 1854.45%1.73%
30 Jun, 1856.10%1.91%
31 Mar, 1854.24%1.79%
31 Dec, 1755.01%1.77%
30 Sep, 1755.82%1.95%
30 Jun, 1753.50%1.74%
31 Mar, 1755.41%2.64%
31 Dec, 1645.80%4.18%
30 Sep, 1633.10%3.05%
30 Jun, 1632.94%2.83%
31 Mar, 1634.11%2.42%
31 Dec, 1537.57%3.56%
30 Sep, 1532.49%2.39%
30 Jun, 1536.87%2.20%
31 Mar, 1540.89%0.86%
31 Dec, 1468.99%1.26%
30 Sep, 1473.90%1.11%
30 Jun, 1481.72%1.33%
31 Mar, 1478.38%1.46%
31 Dec, 1373.35%1.82%
30 Sep, 1363.49%1.62%
30 Jun, 1362.61%5.09%
31 Mar, 1335.06%2.38%
31 Dec, 1238.37%2.71%
30 Sep, 1237.65%2.64%
30 Jun, 1237.80%5.08%
31 Mar, 1227.28%6.95%
31 Dec, 1119.81%4.12%
30 Sep, 1121.91%5.44%
30 Jun, 1120.07%10.23%
31 Mar, 1114.00%7.13%
31 Dec, 1014.02%7.41%
30 Sep, 1013.76%7.18%
30 Jun, 1013.84%10.04%
31 Mar, 1011.74%7.30%
31 Dec, 0912.68%7.79%
30 Sep, 0912.76%7.55%
30 Jun, 0913.00%2.32%
31 Mar, 0923.65%6.04%
31 Dec, 0819.78%4.54%
30 Sep, 0820.88%6.00%
30 Jun, 0818.66%7.50%
31 Mar, 0815.77%4.20%
31 Dec, 0719.38%8.08%
30 Sep, 0715.49%3.82%
30 Jun, 0720.14%14.93%
31 Mar, 0711.62%4.93%
31 Dec, 0615.34%6.79%
30 Sep, 0615.04%4.35%
30 Jun, 0618.60%8.56%
31 Mar, 0614.74%26.27%
31 Dec, 057.49%8.77%
30 Sep, 059.24%6.72%
30 Jun, 0511.72%10.19%
31 Mar, 0510.73%76.00%
31 Dec, 043.76%139.97%
30 Sep, 041.64%5.01%
30 Jun, 045.72%-

As of 30 Jun 24, Nicholas Financial is held by 2.15% institutional shareholders, representing a 0.06% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24--100.00%
31 Mar, 24912.50%
31 Dec, 238-
30 Sep, 23814.29%
30 Jun, 23716.67%
31 Mar, 236-
31 Dec, 226100.00%
30 Sep, 223-25.00%
30 Jun, 224-
31 Mar, 22433.33%
31 Dec, 213-50.00%
30 Sep, 216-40.00%
30 Jun, 2110150.00%
31 Mar, 214-20.00%
31 Dec, 205-16.67%
30 Sep, 206-
30 Jun, 206-14.29%
31 Mar, 20775.00%
31 Dec, 194-33.33%
30 Sep, 196-14.29%
30 Jun, 197-12.50%
31 Mar, 198-38.46%
31 Dec, 181330.00%
30 Sep, 181066.67%
30 Jun, 18620.00%
31 Mar, 185-37.50%
31 Dec, 17814.29%
30 Sep, 177-30.00%
30 Jun, 1710-41.18%
31 Mar, 17176.25%
31 Dec, 161645.45%
30 Sep, 161137.50%
30 Jun, 168-50.00%
31 Mar, 1616-30.43%
31 Dec, 152353.33%
30 Sep, 1515-34.78%
30 Jun, 1523-11.54%
31 Mar, 1526-18.75%
31 Dec, 143245.45%
30 Sep, 1422-18.52%
30 Jun, 1427-15.63%
31 Mar, 1432-20.00%
31 Dec, 134048.15%
30 Sep, 1327-51.79%
30 Jun, 1356600.00%
31 Mar, 138-11.11%
31 Dec, 12928.57%
30 Sep, 127-36.36%
30 Jun, 121137.50%
31 Mar, 12814.29%
31 Dec, 11716.67%
30 Sep, 116-53.85%
30 Jun, 1113225.00%
31 Mar, 114300.00%
31 Dec, 101-
30 Sep, 101-66.67%
30 Jun, 103-
31 Mar, 10--100.00%
31 Dec, 094100.00%
30 Sep, 092-
30 Jun, 09--100.00%
31 Mar, 091-50.00%
31 Dec, 082-
30 Sep, 082-
30 Jun, 082-
31 Mar, 082-50.00%
31 Dec, 074300.00%
30 Sep, 071-80.00%
30 Jun, 075-
31 Mar, 075150.00%
31 Dec, 062-33.33%
30 Sep, 063-50.00%
30 Jun, 066-14.29%
31 Mar, 067133.33%
31 Dec, 053-
30 Sep, 053-57.14%
30 Jun, 05716.67%
31 Mar, 056500.00%
31 Dec, 041-
30 Sep, 04--100.00%
30 Jun, 044-

- institutional shareholders have increased their position in NICK stock as of 30 Jun 24 compared to 9 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 241-87.50%
31 Mar, 248-
31 Dec, 238100.00%
30 Sep, 23433.33%
30 Jun, 233-40.00%
31 Mar, 235-28.57%
31 Dec, 227133.33%
30 Sep, 223-40.00%
30 Jun, 22525.00%
31 Mar, 224-
31 Dec, 214-20.00%
30 Sep, 215400.00%
30 Jun, 211-85.71%
31 Mar, 217-
31 Dec, 20740.00%
30 Sep, 205-16.67%
30 Jun, 206-
31 Mar, 206-33.33%
31 Dec, 199-
30 Sep, 19950.00%
30 Jun, 196-
31 Mar, 19650.00%
31 Dec, 184-20.00%
30 Sep, 185-16.67%
30 Jun, 18620.00%
31 Mar, 185-50.00%
31 Dec, 171025.00%
30 Sep, 17814.29%
30 Jun, 177-
31 Mar, 177-36.36%
31 Dec, 161110.00%
30 Sep, 1610-9.09%
30 Jun, 161110.00%
31 Mar, 161042.86%
31 Dec, 157-56.25%
30 Sep, 1516-15.79%
30 Jun, 15195.56%
31 Mar, 1518-5.26%
31 Dec, 1419-5.00%
30 Sep, 1420-4.76%
30 Jun, 142150.00%
31 Mar, 1414-22.22%
31 Dec, 1318-5.26%
30 Sep, 1319280.00%
30 Jun, 13525.00%
31 Mar, 134100.00%
31 Dec, 122-33.33%
30 Sep, 12350.00%
30 Jun, 122-50.00%
31 Mar, 124300.00%
31 Dec, 111-66.67%
30 Sep, 113200.00%
30 Jun, 111-
31 Mar, 11--100.00%
31 Dec, 101-
30 Sep, 101-
30 Jun, 101-
31 Mar, 101-
31 Dec, 09--
30 Sep, 09--
30 Jun, 09--
31 Mar, 09--
31 Dec, 08--
30 Sep, 08--
30 Jun, 08--100.00%
31 Mar, 081-
31 Dec, 071-
30 Sep, 071-
30 Jun, 07--
31 Mar, 07--100.00%
31 Dec, 061-50.00%
30 Sep, 062100.00%
30 Jun, 061-50.00%
31 Mar, 062-33.33%
31 Dec, 053200.00%
30 Sep, 051-
30 Jun, 051-
31 Mar, 05--
31 Dec, 04--
30 Sep, 04--
30 Jun, 04--

1 institutional shareholders have reduced their position in NICK stock as of 30 Jun 24 compared to 8 in the previous quarter (a -87.50% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 241-95.65%157,000-96.46%2.15%0.06%--100.00%1-87.50%
31 Mar, 24234.55%4,436,129-1.43%60.89%1.60%912.50%8-
31 Dec, 2322-4,500,395-0.92%61.77%1.59%8-8100.00%
30 Sep, 232210.00%4,542,120-0.98%62.40%1.56%814.29%433.33%
30 Jun, 2320-9.09%4,587,202-1.78%63.31%1.51%716.67%3-40.00%
31 Mar, 2322-4.35%4,670,327-1.02%64.69%1.51%6-5-28.57%
31 Dec, 222321.05%4,718,3283.10%65.36%1.65%6100.00%7133.33%
30 Sep, 2219-4,576,452-0.80%62.92%1.65%3-25.00%3-40.00%
30 Jun, 221911.76%4,613,463-0.33%61.81%1.56%4-525.00%
31 Mar, 2217-4,628,7782.91%62.89%1.89%433.33%4-
31 Dec, 2117-10.53%4,497,734-1.48%57.66%1.61%3-50.00%4-20.00%
30 Sep, 2119-5.00%4,565,094-0.72%59.77%1.75%6-40.00%5400.00%
30 Jun, 2120-4,598,1181.30%58.51%1.72%10150.00%1-85.71%
31 Mar, 21205.26%4,539,024-2.09%58.29%1.62%4-20.00%7-
31 Dec, 2019-4,635,933-2.84%60.02%1.65%5-16.67%740.00%
30 Sep, 2019-5.00%4,771,482-0.23%60.26%1.66%6-5-16.67%
30 Jun, 2020-4,782,3820.03%60.20%1.56%6-14.29%6-
31 Mar, 2020-4.76%4,780,8582.68%62.07%1.73%775.00%6-33.33%
31 Dec, 1921-4.55%4,656,1910.44%59.89%2.22%4-33.33%9-
30 Sep, 1922-8.33%4,635,6460.43%51.89%1.74%6-14.29%950.00%
30 Jun, 19244.35%4,615,936-0.18%54.67%1.60%7-12.50%6-
31 Mar, 1923-8.00%4,624,460-0.22%58.48%1.55%8-38.46%650.00%
31 Dec, 182513.64%4,634,7482.38%61.46%2.07%1330.00%4-20.00%
30 Sep, 1822-4.35%4,527,0782.28%54.45%1.73%1066.67%5-16.67%
30 Jun, 1823-4.17%4,426,0011.37%56.10%1.91%620.00%620.00%
31 Mar, 1824-7.69%4,366,3601.35%54.24%1.79%5-37.50%5-50.00%
31 Dec, 1726-4,308,256-0.29%55.01%1.77%814.29%1025.00%
30 Sep, 1726-3.70%4,320,652-0.67%55.82%1.95%7-30.00%814.29%
30 Jun, 1727-18.18%4,349,8811.59%53.50%1.74%10-41.18%7-
31 Mar, 1733-5.71%4,281,63223.17%55.41%2.64%176.25%7-36.36%
31 Dec, 1635-2.78%3,476,07736.88%45.80%4.18%1645.45%1110.00%
30 Sep, 1636-7.69%2,539,5980.50%33.10%3.05%1137.50%10-9.09%
30 Jun, 1639-9.30%2,526,838-4.26%32.94%2.83%8-50.00%1110.00%
31 Mar, 1643-2.27%2,639,144-7.86%34.11%2.42%16-30.43%1042.86%
31 Dec, 1544-2,864,13915.65%37.57%3.56%2353.33%7-56.25%
30 Sep, 1544-13.73%2,476,638-11.79%32.49%2.39%15-34.78%16-15.79%
30 Jun, 1551-10.53%2,807,757-9.84%36.87%2.20%23-11.54%195.56%
31 Mar, 1557-9.52%3,114,182-40.73%40.89%0.86%26-18.75%18-5.26%
31 Dec, 14638.62%5,254,564-6.64%68.99%1.26%3245.45%19-5.00%
30 Sep, 1458-9.38%5,628,403-9.57%73.90%1.11%22-18.52%20-4.76%
30 Jun, 14641.59%6,223,8844.26%81.72%1.33%27-15.63%2150.00%
31 Mar, 1463-8.70%5,969,7586.86%78.38%1.46%32-20.00%14-22.22%
31 Dec, 136915.00%5,586,65715.53%73.35%1.82%4048.15%18-5.26%
30 Sep, 1360-6.25%4,835,4931.41%63.49%1.62%27-51.79%19280.00%
30 Jun, 1364276.47%4,768,10978.55%62.61%5.09%56600.00%525.00%
31 Mar, 1317-2,670,435-8.63%35.06%2.38%8-11.11%4100.00%
31 Dec, 121713.33%2,922,5041.91%38.37%2.71%928.57%2-33.33%
30 Sep, 1215-16.67%2,867,713-0.38%37.65%2.64%7-36.36%350.00%
30 Jun, 121812.50%2,878,712-7.42%37.80%5.08%1137.50%2-50.00%
31 Mar, 121623.08%3,109,49937.72%27.28%6.95%814.29%4300.00%
31 Dec, 1113-7.14%2,257,903-9.62%19.81%4.12%716.67%1-66.67%
30 Sep, 1114-17.65%2,498,1239.19%21.91%5.44%6-53.85%3200.00%
30 Jun, 1117183.33%2,287,77043.29%20.07%10.23%13225.00%1-
31 Mar, 11620.00%1,596,585-0.08%14.00%7.13%4300.00%--100.00%
31 Dec, 105-1,597,8011.88%14.02%7.41%1-1-
30 Sep, 105-16.67%1,568,351-0.62%13.76%7.18%1-66.67%1-
30 Jun, 10650.00%1,578,12517.90%13.84%10.04%3-1-
31 Mar, 104-1,338,473-7.43%11.74%7.30%--100.00%1-
31 Dec, 094-1,445,9149.35%12.68%7.79%4100.00%--
30 Sep, 094-1,322,328-1.84%12.76%7.55%2---
30 Jun, 094-33.33%1,347,069-44.44%13.00%2.32%--100.00%--
31 Mar, 09620.00%2,424,3434.33%23.65%6.04%1-50.00%--
31 Dec, 08525.00%2,323,6578.63%19.78%4.54%2---
30 Sep, 08433.33%2,138,98710.40%20.88%6.00%2---
30 Jun, 083-50.00%1,937,40918.28%18.66%7.50%2---100.00%
31 Mar, 086-25.00%1,637,988-16.87%15.77%4.20%2-50.00%1-
31 Dec, 078-1,970,44927.41%19.38%8.08%4300.00%1-
30 Sep, 078-20.00%1,546,551-22.78%15.49%3.82%1-80.00%1-
30 Jun, 071042.86%2,002,85273.41%20.14%14.93%5---
31 Mar, 07740.00%1,154,974-23.91%11.62%4.93%5150.00%--100.00%
31 Dec, 065-37.50%1,517,8952.09%15.34%6.79%2-33.33%1-50.00%
30 Sep, 068-1,486,868-18.20%15.04%4.35%3-50.00%2100.00%
30 Jun, 068-33.33%1,817,76724.98%18.60%8.56%6-14.29%1-50.00%
31 Mar, 061250.00%1,454,390100.01%14.74%26.27%7133.33%2-33.33%
31 Dec, 05814.29%727,166-21.60%7.49%8.77%3-3200.00%
30 Sep, 057-12.50%927,550-20.68%9.24%6.72%3-57.14%1-
30 Jun, 05833.33%1,169,41675.60%11.72%10.19%716.67%1-
31 Mar, 056500.00%665,973172.27%10.73%76.00%6500.00%--
31 Dec, 041-244,600132.07%3.76%139.97%1---
30 Sep, 041-75.00%105,400-67.27%1.64%5.01%--100.00%--
30 Jun, 044-322,000-5.72%-4---

Nicholas Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy3,077--2,442,471
Mar 09, 2023Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy12,000$6.05$72.60K2,439,394
Feb 24, 2023Royal Jeffrey Cdirector-P-PurchaseBuy10,000$6.26$62.60K64,572
Nov 21, 2022Royal Jeffrey Cdirector-P-PurchaseBuy2,501$6.51$16.28K54,572
Nov 21, 2022Royal Jeffrey Cdirector-P-PurchaseBuy15,000$6.57$98.55K52,071
Sep 01, 2022MAGNOLIA GROUP, LLCdirector P-PurchaseBuy2,262--2,427,394
Sep 01, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy2,262--2,427,394
Jun 01, 2022MAGNOLIA GROUP, LLCdirector P-PurchaseBuy8,106$9.70$78.63K2,425,132
Jun 01, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy8,106$9.70$78.63K2,425,132
Feb 18, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy2,481$11.79$29.25K2,417,026
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy1$11.45$11.452,414,545
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy5,281$11.49$60.68K2,414,544
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy11,213$11.35$127.27K2,409,263
Feb 03, 2022NASHTATIK IRINAofficer CFOP-PurchaseBuy700$11.00$7.70K700
Feb 03, 2022Marohn Douglas Wdirector, officer CEO and PresidentP-PurchaseBuy515$11.16$5.75K89,592
Dec 02, 2021Keating Brendan Josephdirector-P-PurchaseBuy1,101$11.80$12.99K21,493

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy3,077--2,442,471
Mar 09, 2023Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy12,000$6.05$72.60K2,439,394
Feb 24, 2023Royal Jeffrey Cdirector-P-PurchaseBuy10,000$6.26$62.60K64,572
Nov 21, 2022Royal Jeffrey Cdirector-P-PurchaseBuy2,501$6.51$16.28K54,572
Nov 21, 2022Royal Jeffrey Cdirector-P-PurchaseBuy15,000$6.57$98.55K52,071
Sep 01, 2022MAGNOLIA GROUP, LLCdirector P-PurchaseBuy2,262--2,427,394
Sep 01, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy2,262--2,427,394
Jun 01, 2022MAGNOLIA GROUP, LLCdirector P-PurchaseBuy8,106$9.70$78.63K2,425,132
Jun 01, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy8,106$9.70$78.63K2,425,132
Feb 18, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy2,481$11.79$29.25K2,417,026
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy1$11.45$11.452,414,545
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy5,281$11.49$60.68K2,414,544
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy11,213$11.35$127.27K2,409,263
Feb 03, 2022NASHTATIK IRINAofficer CFOP-PurchaseBuy700$11.00$7.70K700
Feb 03, 2022Marohn Douglas Wdirector, officer CEO and PresidentP-PurchaseBuy515$11.16$5.75K89,592
Dec 02, 2021Keating Brendan Josephdirector-P-PurchaseBuy1,101$11.80$12.99K21,493

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 19, 2022ROST MICHAELofficer interim CEOSell---1,000
May 19, 2022ROST MICHAELofficer interim CEOSell5,000$12.68$63.40K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy3,077--2,442,471
Mar 09, 2023Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy12,000$6.05$72.60K2,439,394
Feb 24, 2023Royal Jeffrey Cdirector-P-PurchaseBuy10,000$6.26$62.60K64,572
Nov 21, 2022Royal Jeffrey Cdirector-P-PurchaseBuy2,501$6.51$16.28K54,572
Nov 21, 2022Royal Jeffrey Cdirector-P-PurchaseBuy15,000$6.57$98.55K52,071
Sep 01, 2022MAGNOLIA GROUP, LLCdirector P-PurchaseBuy2,262--2,427,394
Sep 01, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy2,262--2,427,394
Jun 01, 2022MAGNOLIA GROUP, LLCdirector P-PurchaseBuy8,106$9.70$78.63K2,425,132
Jun 01, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy8,106$9.70$78.63K2,425,132
May 19, 2022ROST MICHAELofficer interim CEOSell---1,000
May 19, 2022ROST MICHAELofficer interim CEOSell5,000$12.68$63.40K-
Feb 18, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy2,481$11.79$29.25K2,417,026
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy1$11.45$11.452,414,545
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy5,281$11.49$60.68K2,414,544
Feb 11, 2022Peterson Adam Kdirector, 10 percent owner P-PurchaseBuy11,213$11.35$127.27K2,409,263
Feb 03, 2022NASHTATIK IRINAofficer CFOA-AwardBuy700--1,400
Feb 03, 2022NASHTATIK IRINAofficer CFOP-PurchaseBuy700$11.00$7.70K700
Feb 03, 2022Marohn Douglas Wdirector, officer CEO and PresidentA-AwardBuy515--90,107
Feb 03, 2022Marohn Douglas Wdirector, officer CEO and PresidentP-PurchaseBuy515$11.16$5.75K89,592
Dec 02, 2021Keating Brendan Josephdirector-P-PurchaseBuy1,101$11.80$12.99K21,493

The last insider sell of Nicholas Financial's stock was made by ROST MICHAEL on May 19 2022, selling - shares at - per share (valued at -). The last insider buy of NICK was made by Peterson Adam K on Jun 12 2024, buying 3,077 shares at - per share (worth -).

Nicholas Financial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20232--
Q4 20222--
Q3 20221--
Q2 20221250.00%
Q1 20228--
Q4 2021182900.00%
Q3 2021162800.00%
Q2 20216--
Q1 20216--
Q4 202014--
Q3 202011--
Q2 202011--
Q1 20206--
Q4 201942200.00%
Q3 201919--
Q2 201922--
Q1 20198--
Q4 20186--
Q3 201826--
Q2 201871700.00%

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Nicholas Financial's insiders, as of Q1 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20232--
Q4 20222--
Q3 20221--
Q2 20221--
Q1 20226--
Q4 202115--
Q3 202112--
Q2 20215--
Q1 20215--
Q4 202011--
Q3 20206--
Q2 20209--
Q1 20206--
Q4 20194--
Q3 201913--
Q2 201915--
Q1 20194--
Q4 20183--
Q3 201819--
Q2 20182--

As of Q1 2023, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Nicholas Financial's stocks.

Nicholas Financial Peer Ownership


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NICK Ownership FAQ


Nicholas Financial is owned by institutional shareholders (2.15%), insiders (17.66%), and public (80.18%). The largest institutional shareholder of Nicholas Financial is CALDWELL SUTTER CAPITAL, INC. (2.15% of total shares) and the top mutual fund owner is Vericimetry Funds (0.03% of total shares).

Nicholas Financial's major institutional shareholders are CALDWELL SUTTER CAPITAL, INC., JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, and VANGUARD GROUP INC. The top five shareholders own together 2.15% of the company's share outstanding.

As of Jun 2024, there are 1 institutional shareholders of Nicholas Financial.

CALDWELL SUTTER CAPITAL, INC owns 157K shares of Nicholas Financial, representing 2.15% of the company's total shares outstanding, valued at $1.03M (as of Jun 2024).

As of Jun 2024, JPMORGAN CHASE & CO holds 0 shares of Nicholas Financial (NICK), compromising 0% of the company, valued at $0.

WELLS FARGO & COMPANY/MN is the third largest holder of Nicholas Financial. The company owns 0 of the company's shares outstanding (worth $0).