National Research Ownership 2024 | Who Owns National Research Now?
Institutional Ownership
51.13%
Insider Ownership
36.76%
Retail Ownership
12.11%
Institutional Holders
134.00
National Research Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12.76% | 0.17% | 3,045,306 | 18,891 | 0.62% | 69,889,788 | Jun 30, 2024 |
| BLACKROCK INC. | 4.54% | 0.00% | 1,083,917 | 15,898 | 1.49% | 24,875,896 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.04% | 0.00% | 965,098 | 20,103 | 2.13% | 22,148,999 | Jun 30, 2024 |
| MORGAN STANLEY | 3.82% | 0.00% | 912,702 | -24,944 | -2.66% | 20,946,516 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.57% | 0.00% | 614,495 | -23,894 | -3.74% | 14,102,741 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.81% | 0.02% | 432,884 | 54,600 | 14.43% | 9,934,688 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.71% | 0.00% | 407,694 | 38,079 | 10.30% | 9,357,768 | Jun 30, 2024 |
| STATE STREET CORP | 1.46% | 0.00% | 349,294 | -5,051 | -1.43% | 8,057,580,000 | Jun 30, 2024 |
| QV INVESTORS INC. | 1.42% | 0.73% | 338,380 | -3,870 | -1.13% | 7,766,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.26% | 0.00% | 300,859 | -6,413 | -2.09% | 6,904,714,000 | Jun 30, 2024 |
| INVESCO LTD. | 1.18% | 0.00% | 280,583 | -86,028 | -23.47% | 6,439,380 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.90% | 0.00% | 214,858 | 143,454 | 200.90% | 4,930,991 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.79% | 0.05% | 187,520 | -3,570 | -1.87% | 4,304,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.75% | 0.00% | 179,080 | -3,142 | -1.72% | 4,109,881 | Jun 30, 2024 |
| 0.54% | 0.09% | 129,200 | 129,200 | 100.00% | 2,965,110 | Jun 30, 2024 | |
| EAGLE ASSET MANAGEMENT INC | 0.52% | 0.02% | 124,838 | 46,586 | 59.53% | 2,858,790 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.52% | 0.00% | 123,255 | 6,295 | 5.38% | 2,828,703 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.51% | 0.00% | 120,945 | -3,378 | -2.72% | 2,775,690 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.49% | 0.00% | 115,875 | 1,786 | 1.57% | 2,659,331 | Jun 30, 2024 |
| COMERICA BANK | 0.42% | 0.01% | 99,718 | -55,201 | -35.63% | 2,288,529 | Jun 30, 2024 |
National Research's largest institutional shareholder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, holding 12.76% of the company's total share outstanding, currently valued at $69.89M. The top 10 institutional shareholders own together 35.41% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QV INVESTORS INC. | 1.42% | 0.73% | 338,380 | -3,870 | -1.13% | 7,766,000 | Jun 30, 2024 |
| LAURUS INVESTMENT COUNSEL INC. | 0.09% | 0.27% | 20,690 | - | - | 650,012 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12.76% | 0.17% | 3,045,306 | 18,891 | 0.62% | 69,889,788 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.12% | 0.11% | 28,177 | 21,750 | 338.42% | 646,662 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.12% | 0.10% | 28,206 | 436 | 1.57% | 647,328 | Jun 30, 2024 |
| 0.54% | 0.09% | 129,200 | 129,200 | 100.00% | 2,965,110 | Jun 30, 2024 | |
| AZZAD ASSET MANAGEMENT INC /ADV | 0.09% | 0.06% | 20,481 | -4,609 | -18.37% | 470,044 | Jun 30, 2024 |
| WILLIS INVESTMENT COUNSEL | 0.15% | 0.06% | 34,702 | 4,063 | 13.26% | 796,411 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.79% | 0.05% | 187,520 | -3,570 | -1.87% | 4,304,000 | Jun 30, 2024 |
| PORTSIDE WEALTH GROUP, LLC | 0.04% | 0.04% | 9,422 | -176 | -1.83% | 216,235 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.04% | 0.04% | 9,704 | 9,704 | 100.00% | 222,707 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.18% | 0.03% | 42,739 | 3,700 | 9.48% | 981,000 | Jun 30, 2024 |
| STATE OF WYOMING | 0.03% | 0.02% | 6,057 | 5,032 | 490.93% | 139,008 | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | 0.06% | 0.02% | 14,785 | 2,683 | 22.17% | 339,000 | Jun 30, 2024 |
| TOWNSQUARE CAPITAL LLC | 0.24% | 0.02% | 58,238 | -3,191 | -5.19% | 1,336,573 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.06% | 0.02% | 13,617 | 13,617 | 100.00% | 312,510 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.81% | 0.02% | 432,884 | 54,600 | 14.43% | 9,934,688 | Jun 30, 2024 |
| CONESTOGA CAPITAL ADVISORS, LLC | 0.20% | 0.02% | 47,655 | -737,001 | -93.93% | 1,093,692 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.52% | 0.02% | 124,838 | 46,586 | 59.53% | 2,858,790 | Jun 30, 2024 |
| QUARRY LP | 0.01% | 0.02% | 2,353 | 2,353 | 100.00% | 54,002 | Jun 30, 2024 |
The largest National Research shareholder by % of total assets is QV INVESTORS INC.. The company owns 338.38K shares of National Research (NRC), representing 0.73% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.90% | 0.00% | 214,858 | 143,454 | 200.90% | 4,930,991 | Jun 30, 2024 |
| 0.54% | 0.09% | 129,200 | 129,200 | 100.00% | 2,965,110 | Jun 30, 2024 | |
| MARSHALL WACE, LLP | 0.30% | 0.00% | 71,636 | 71,636 | 100.00% | 1,644,046 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.81% | 0.02% | 432,884 | 54,600 | 14.43% | 9,934,688 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.27% | 0.00% | 64,665 | 53,979 | 505.14% | 1,484,062 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.52% | 0.02% | 124,838 | 46,586 | 59.53% | 2,858,790 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.31% | 0.00% | 74,492 | 39,329 | 111.85% | 1,709,592 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.71% | 0.00% | 407,694 | 38,079 | 10.30% | 9,357,768 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.15% | 0.00% | 36,809 | 36,809 | 100.00% | 844,767 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.15% | 0.00% | 36,365 | 36,365 | 100.00% | 834,577 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.10% | 0.01% | 24,745 | 24,745 | 100.00% | 567,898 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.12% | 0.11% | 28,177 | 21,750 | 338.42% | 646,662 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.12% | 0.00% | 29,047 | 21,554 | 287.66% | 666,629 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.04% | 0.00% | 965,098 | 20,103 | 2.13% | 22,148,999 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12.76% | 0.17% | 3,045,306 | 18,891 | 0.62% | 69,889,788 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 49,280 | 18,237 | 58.75% | 1,130,977 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.08% | 0.00% | 18,180 | 18,180 | 100.00% | 417,231 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.22% | 0.00% | 51,759 | 17,044 | 49.10% | 1,187,869 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.15% | 0.00% | 36,927 | 16,839 | 83.83% | 847,475 | Jun 30, 2024 |
| BLACKROCK INC. | 4.54% | 0.00% | 1,083,917 | 15,898 | 1.49% | 24,875,896 | Jun 30, 2024 |
As of Jun 30 2024, National Research's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 143.45K stocks of NRC, valued at $4.93M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CONESTOGA CAPITAL ADVISORS, LLC | 0.20% | 0.02% | 47,655 | -737,001 | -93.93% | 1,093,692 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | - | - | - | -170,000 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 1.18% | 0.00% | 280,583 | -86,028 | -23.47% | 6,439,380 | Jun 30, 2024 |
| MONTANARO ASSET MANAGEMENT LTD | - | - | - | -67,100 | -100.00% | - | Jun 30, 2024 |
| COMERICA BANK | 0.42% | 0.01% | 99,718 | -55,201 | -35.63% | 2,288,529 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -51,604 | -100.00% | - | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT | - | - | - | -26,988 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -25,310 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 3.82% | 0.00% | 912,702 | -24,944 | -2.66% | 20,946,516 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.57% | 0.00% | 614,495 | -23,894 | -3.74% | 14,102,741 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -18,072 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.10% | 0.00% | 24,014 | -17,787 | -42.55% | 551,000 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -15,420 | -100.00% | - | Jun 30, 2024 |
| VESTCOR INC | 0.04% | 0.01% | 8,951 | -12,791 | -58.83% | 205,000 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.26% | 0.01% | 61,581 | -12,447 | -16.81% | 1,413,284 | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | - | - | - | -12,179 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -11,707 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.07% | - | 15,821 | -11,393 | -41.86% | 363,092 | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | - | 6,602 | -10,976 | -62.44% | 151,516 | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -9,250 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, National Research's biggest institutional seller is CONESTOGA CAPITAL ADVISORS, LLC. The company sold -0.74M shares of NRC, valued at $1.09M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 0.54% | 0.09% | 129,200 | 129,200 | 100.00% | 2,965,110 | Jun 30, 2024 | |
| MARSHALL WACE, LLP | 0.30% | 0.00% | 71,636 | 71,636 | 100.00% | 1,644,046 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.15% | 0.00% | 36,809 | 36,809 | 100.00% | 844,767 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.10% | 0.01% | 24,745 | 24,745 | 100.00% | 567,898 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.08% | 0.00% | 18,180 | 18,180 | 100.00% | 417,231 | Jun 30, 2024 |
| AVIVA PLC | 0.06% | 0.00% | 14,225 | 14,225 | 100.00% | 326,464 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.06% | 0.02% | 13,617 | 13,617 | 100.00% | 312,510 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.06% | 0.01% | 13,305 | 13,305 | 100.00% | 305,350 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.05% | 0.01% | 12,369 | 12,369 | 100.00% | 283,868 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.04% | 0.00% | 10,144 | 10,144 | 100.00% | 232,000 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.04% | 0.04% | 9,704 | 9,704 | 100.00% | 222,707 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 8,245 | 8,245 | 100.00% | 189,223 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 6,508 | 6,508 | 100.00% | 149,359 | Jun 30, 2024 |
| 0.01% | 0.00% | 2,429 | 2,429 | 100.00% | 55,721 | Jun 30, 2024 | |
| QUARRY LP | 0.01% | 0.02% | 2,353 | 2,353 | 100.00% | 54,002 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | 0.00% | 689 | 689 | 100.00% | 15,813 | Jun 30, 2024 |
| CREWE ADVISORS LLC | 0.00% | 0.00% | 240 | 240 | 100.00% | 5,508 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 156 | 156 | 100.00% | 3,581 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | 0.00% | 0.00% | 64 | 64 | 100.00% | 1,469 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | - | 41 | 41 | 100.00% | 941 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 574 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 115 | Jun 30, 2024 |
National Research's largest new institutional shareholder by number of shares is , purchased 129.20K shares, valued at $2.97M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STONEPINE ASSET MANAGEMENT INC. | - | - | - | -170,000 | -100.00% | - | Jun 30, 2024 |
| MONTANARO ASSET MANAGEMENT LTD | - | - | - | -67,100 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -51,604 | -100.00% | - | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT | - | - | - | -26,988 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -25,310 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -18,072 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -15,420 | -100.00% | - | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | - | - | - | -12,179 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -11,707 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -9,250 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -7,572 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -7,212 | -100.00% | - | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | - | - | - | -7,175 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,099 | -100.00% | - | Jun 30, 2024 |
| SAMJO MANAGEMENT, LLC | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -6,428 | -100.00% | - | Jun 30, 2024 |
| BOKF, NA | - | - | - | -6,169 | -100.00% | - | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -5,859 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -5,725 | -100.00% | - | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | - | - | - | -5,623 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -5,579 | -100.00% | - | Jun 30, 2024 |
| ALLIANCE WEALTH ADVISORS, LLC /UT | - | - | - | -5,126 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -4,267 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -878 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -756 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -65 | -100.00% | - | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
National Research's largest sold out institutional shareholder by shares sold is STONEPINE ASSET MANAGEMENT INC., sold -0.17M shares, valued at -, as of undefined.
National Research Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CONESTOGA FUNDS | 0.45% | 565,599 | 6,225 | 1.11% | Mar 31, 2024 |
| WANGER ADVISORS TRUST | 0.37% | 202,640 | - | - | Mar 31, 2024 |
| VIRTUS EQUITY TRUST | 0.24% | 2,008,009 | -101,509 | -4.81% | Mar 28, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.15% | 71,668 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.14% | 9,889 | - | - | Sep 30, 2022 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.06% | 593,277 | - | - | Feb 29, 2024 |
| EntrepreneurShares Series Trust | 0.05% | 13,917 | - | - | Dec 31, 2023 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.03% | 46,344 | 12,192 | 35.70% | Mar 28, 2024 |
| COLUMBIA ACORN TRUST | 0.03% | 89,928 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 13,198 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 1,650 | -650 | -28.26% | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 80,430 | - | - | Mar 31, 2024 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) | 0.01% | 343,990 | 343,990 | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 19,046 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 25,499 | -1,095 | -4.12% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,169 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 19,423 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.00% | 72 | 3 | 4.35% | Dec 31, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 8,369 | 124 | 1.50% | Feb 29, 2024 |
| Nushares ETF Trust | 0.00% | 19,158 | - | - | Jan 31, 2024 |
| Victory Portfolios II | 0.00% | 113,694 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 813,614 | -217,030 | -21.06% | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 9,800 | - | - | Mar 31, 2020 |
| BRIDGEWAY FUNDS INC | 0.00% | 3,900 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 357 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 1,926 | -514 | -21.07% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,360 | 439 | 22.85% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 39,304 | -650 | -1.63% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 3,977 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 361 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 144,162 | 3,032 | 2.15% | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 11,872 | 444 | 3.89% | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 14,427 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 582,190 | 105,973 | 22.25% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,412 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 9,468 | 4,094 | 76.18% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 11,753 | -950 | -7.48% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 4,900 | - | - | Mar 31, 2023 |
| Principal Exchange-Traded Funds | 0.00% | 3,643 | -1,356 | -27.13% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,573 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 111 | - | - | Apr 30, 2021 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 23,615 | 5,916 | 33.43% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 6,448 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,987 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 45,065 | - | - | Feb 29, 2024 |
| NEW COVENANT FUNDS | 0.00% | 779 | - | - | Dec 31, 2023 |
| Janus Detroit Street Trust | 0.00% | 26,228 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 72,348 | 3,937 | 5.75% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,035 | -1,153 | -18.63% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 14,702 | 4,731 | 47.45% | Feb 29, 2024 |
| Global X Funds | 0.00% | 6,647 | 431 | 6.93% | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 1,309 | 1,309 | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 669 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 75,286 | 2,349 | 3.22% | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| Voya INVESTORS TRUST | 0.00% | 6,500 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 9,741 | 12 | 0.12% | Jan 31, 2024 |
| Ultimus Managers Trust | 0.00% | 1,317 | - | - | Feb 29, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 1,956 | - | - | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 30,614 | 30,614 | - | Feb 29, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 363 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 800 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 5,300 | 300 | 6.00% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 8,023 | -312 | -3.74% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 208 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 845 | 88 | 11.62% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 9,698 | 240 | 2.54% | Mar 28, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 282 | - | - | Mar 28, 2024 |
| Trust for Advised Portfolios | 0.00% | 1,316 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 3,260 | - | - | Dec 31, 2023 |
| Cavanal Hill Funds | 0.00% | 96 | - | - | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 5,800 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 70,902 | 712 | 1.01% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 66,457 | 8,580 | 14.82% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 131 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 504,392 | -34,256 | -6.36% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 1,946 | - | - | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 35,757 | -919 | -2.51% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 2,171 | -52 | -2.34% | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 4,612 | - | - | Feb 29, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 25,506 | 1,122 | 4.60% | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 5,980 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 5,528 | -22 | -0.40% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 8,673 | 699 | 8.77% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 487 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 65 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 2,083 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 1,361 | -317 | -18.89% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,888 | -365 | -16.20% | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 83 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,447 | - | - | Mar 31, 2024 |
| Columbia Funds Series Trust II | 0.00% | 4,419 | - | - | Jan 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 51,228 | 7,500 | 17.15% | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 32,625 | 606 | 1.89% | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 340 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 112 | -10 | -8.20% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 2,110 | 251 | 13.50% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,927 | 334 | 20.97% | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 534 | - | - | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 3,239 | - | - | Feb 29, 2024 |
National Research's largest mutual fund holder by % of total assets is "CONESTOGA FUNDS", owning 565.60K shares, compromising 0.45% of its total assets.
National Research Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 134 | -3.60% |
| 31 Mar, 24 | 139 | 8.59% |
| 31 Dec, 23 | 128 | 8.47% |
| 30 Sep, 23 | 118 | 3.51% |
| 30 Jun, 23 | 114 | -7.32% |
| 31 Mar, 23 | 123 | 6.96% |
| 31 Dec, 22 | 115 | 7.48% |
| 30 Sep, 22 | 107 | -0.93% |
| 30 Jun, 22 | 108 | -5.26% |
| 31 Mar, 22 | 114 | 2.70% |
| 31 Dec, 21 | 111 | 2.78% |
| 30 Sep, 21 | 108 | 8.00% |
| 30 Jun, 21 | 100 | 3.09% |
| 31 Mar, 21 | 97 | 6.59% |
| 31 Dec, 20 | 91 | - |
| 30 Sep, 20 | 91 | -4.21% |
| 30 Jun, 20 | 95 | -2.06% |
| 31 Mar, 20 | 97 | -5.83% |
| 31 Dec, 19 | 103 | 6.19% |
| 30 Sep, 19 | 97 | 8.99% |
| 30 Jun, 19 | 89 | 17.11% |
| 31 Mar, 19 | 76 | -1.30% |
| 31 Dec, 18 | 77 | 2.67% |
| 30 Sep, 18 | 75 | -3.85% |
| 30 Jun, 18 | 78 | 4.00% |
| 31 Mar, 18 | 75 | -8.54% |
| 31 Dec, 17 | 82 | 6.49% |
| 30 Sep, 17 | 77 | 6.94% |
| 30 Jun, 17 | 72 | 7.46% |
| 31 Mar, 17 | 67 | - |
| 31 Dec, 16 | 67 | 6.35% |
| 30 Sep, 16 | 63 | - |
| 30 Jun, 16 | 63 | 8.62% |
| 31 Mar, 16 | 58 | 1.75% |
| 31 Dec, 15 | 57 | 5.56% |
| 30 Sep, 15 | 54 | -6.90% |
| 30 Jun, 15 | 58 | 7.41% |
| 31 Mar, 15 | 54 | 12.50% |
| 31 Dec, 14 | 48 | 4.35% |
| 30 Sep, 14 | 46 | -9.80% |
| 30 Jun, 14 | 51 | 4.08% |
| 31 Mar, 14 | 49 | -2.00% |
| 31 Dec, 13 | 50 | -3.85% |
| 30 Sep, 13 | 52 | -7.14% |
| 30 Jun, 13 | 56 | - |
As of 30 Jun 24, 134 institutions are holding National Research's shares, representing a decrease of -3.60% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 12,204,434 | -3.23% |
| 31 Mar, 24 | 12,612,246 | 6.15% |
| 31 Dec, 23 | 11,881,933 | -0.51% |
| 30 Sep, 23 | 11,943,304 | 4.04% |
| 30 Jun, 23 | 11,479,200 | 1.87% |
| 31 Mar, 23 | 11,268,566 | -2.14% |
| 31 Dec, 22 | 11,515,081 | 0.39% |
| 30 Sep, 22 | 11,470,883 | 1.31% |
| 30 Jun, 22 | 11,322,925 | 0.11% |
| 31 Mar, 22 | 11,310,168 | -0.93% |
| 31 Dec, 21 | 11,416,775 | 1.68% |
| 30 Sep, 21 | 11,228,414 | 0.44% |
| 30 Jun, 21 | 11,179,424 | 2.49% |
| 31 Mar, 21 | 10,907,797 | 1.03% |
| 31 Dec, 20 | 10,796,164 | 2.51% |
| 30 Sep, 20 | 10,532,146 | -0.27% |
| 30 Jun, 20 | 10,560,924 | 3.61% |
| 31 Mar, 20 | 10,193,446 | 2.89% |
| 31 Dec, 19 | 9,907,213 | 0.19% |
| 30 Sep, 19 | 9,888,911 | 10.38% |
| 30 Jun, 19 | 8,958,966 | 2.17% |
| 31 Mar, 19 | 8,768,769 | 6.89% |
| 31 Dec, 18 | 8,203,779 | 0.50% |
| 30 Sep, 18 | 8,163,267 | 9.80% |
| 30 Jun, 18 | 7,434,888 | 13.28% |
| 31 Mar, 18 | 6,563,455 | -20.31% |
| 31 Dec, 17 | 8,236,248 | 34.34% |
| 30 Sep, 17 | 6,130,680 | 1.66% |
| 30 Jun, 17 | 6,030,478 | 2.68% |
| 31 Mar, 17 | 5,873,240 | 9.70% |
| 31 Dec, 16 | 5,353,752 | 2.83% |
| 30 Sep, 16 | 5,206,284 | 1.99% |
| 30 Jun, 16 | 5,104,641 | -5.15% |
| 31 Mar, 16 | 5,381,819 | 4.46% |
| 31 Dec, 15 | 5,152,189 | 1.96% |
| 30 Sep, 15 | 5,053,059 | -1.13% |
| 30 Jun, 15 | 5,110,621 | 0.43% |
| 31 Mar, 15 | 5,088,871 | -4.12% |
| 31 Dec, 14 | 5,307,577 | 0.04% |
| 30 Sep, 14 | 5,305,451 | 6.06% |
| 30 Jun, 14 | 5,002,515 | -0.13% |
| 31 Mar, 14 | 5,009,024 | 4.21% |
| 31 Dec, 13 | 4,806,525 | 9.31% |
| 30 Sep, 13 | 4,397,093 | -10.07% |
| 30 Jun, 13 | 4,889,597 | - |
National Research (NRC) has 12.20M shares outstanding as of 30 Jun 24, down -3.23% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 51.13% | 1.94% |
| 31 Mar, 24 | 51.39% | 2.20% |
| 31 Dec, 23 | 48.38% | 2.05% |
| 30 Sep, 23 | 48.59% | 2.23% |
| 30 Jun, 23 | 46.69% | 2.22% |
| 31 Mar, 23 | 45.84% | 2.10% |
| 31 Dec, 22 | 46.72% | 2.17% |
| 30 Sep, 22 | 46.41% | 2.28% |
| 30 Jun, 22 | 45.14% | 2.25% |
| 31 Mar, 22 | 44.79% | 2.22% |
| 31 Dec, 21 | 44.91% | 2.30% |
| 30 Sep, 21 | 44.16% | 2.28% |
| 30 Jun, 21 | 43.97% | 2.39% |
| 31 Mar, 21 | 42.92% | 2.33% |
| 31 Dec, 20 | 42.89% | 2.46% |
| 30 Sep, 20 | 41.76% | 2.37% |
| 30 Jun, 20 | 42.00% | 2.52% |
| 31 Mar, 20 | 40.82% | 2.56% |
| 31 Dec, 19 | 39.93% | 2.52% |
| 30 Sep, 19 | 39.83% | 3.05% |
| 30 Jun, 19 | 36.14% | 2.88% |
| 31 Mar, 19 | 35.41% | 3.86% |
| 31 Dec, 18 | 30.28% | 2.77% |
| 30 Sep, 18 | 33.09% | 4.52% |
| 30 Jun, 18 | 27.05% | 3.74% |
| 31 Mar, 18 | 26.89% | 2.34% |
| 31 Dec, 17 | 33.87% | 5.32% |
| 30 Sep, 17 | 25.23% | 4.08% |
| 30 Jun, 17 | 24.85% | 4.24% |
| 31 Mar, 17 | 24.22% | 4.96% |
| 31 Dec, 16 | 22.10% | 4.79% |
| 30 Sep, 16 | 21.49% | 4.84% |
| 30 Jun, 16 | 21.08% | 4.26% |
| 31 Mar, 16 | 22.24% | 4.91% |
| 31 Dec, 15 | 21.27% | 4.88% |
| 30 Sep, 15 | 20.88% | 4.71% |
| 30 Jun, 15 | 21.06% | 4.79% |
| 31 Mar, 15 | 20.97% | 4.37% |
| 31 Dec, 14 | 21.90% | 4.57% |
| 30 Sep, 14 | 21.88% | 5.14% |
| 30 Jun, 14 | 20.63% | 4.82% |
| 31 Mar, 14 | 20.69% | 5.21% |
| 31 Dec, 13 | 19.92% | 5.99% |
| 30 Sep, 13 | 18.23% | 4.44% |
| 30 Jun, 13 | 20.27% | - |
As of 30 Jun 24, National Research is held by 51.13% institutional shareholders, representing a 1.94% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 78 | -16.13% |
| 31 Mar, 24 | 93 | 36.76% |
| 31 Dec, 23 | 68 | 21.43% |
| 30 Sep, 23 | 56 | 1.82% |
| 30 Jun, 23 | 55 | -19.12% |
| 31 Mar, 23 | 68 | 19.30% |
| 31 Dec, 22 | 57 | 23.91% |
| 30 Sep, 22 | 46 | -8.00% |
| 30 Jun, 22 | 50 | -13.79% |
| 31 Mar, 22 | 58 | -10.77% |
| 31 Dec, 21 | 65 | 30.00% |
| 30 Sep, 21 | 50 | 25.00% |
| 30 Jun, 21 | 40 | -18.37% |
| 31 Mar, 21 | 49 | 16.67% |
| 31 Dec, 20 | 42 | 27.27% |
| 30 Sep, 20 | 33 | -43.10% |
| 30 Jun, 20 | 58 | 23.40% |
| 31 Mar, 20 | 47 | -11.32% |
| 31 Dec, 19 | 53 | -8.62% |
| 30 Sep, 19 | 58 | -12.12% |
| 30 Jun, 19 | 66 | 100.00% |
| 31 Mar, 19 | 33 | -8.33% |
| 31 Dec, 18 | 36 | -16.28% |
| 30 Sep, 18 | 43 | -8.51% |
| 30 Jun, 18 | 47 | 34.29% |
| 31 Mar, 18 | 35 | -16.67% |
| 31 Dec, 17 | 42 | 2.44% |
| 30 Sep, 17 | 41 | 10.81% |
| 30 Jun, 17 | 37 | 23.33% |
| 31 Mar, 17 | 30 | -11.76% |
| 31 Dec, 16 | 34 | 17.24% |
| 30 Sep, 16 | 29 | -19.44% |
| 30 Jun, 16 | 36 | 16.13% |
| 31 Mar, 16 | 31 | 14.81% |
| 31 Dec, 15 | 27 | 50.00% |
| 30 Sep, 15 | 18 | -41.94% |
| 30 Jun, 15 | 31 | 47.62% |
| 31 Mar, 15 | 21 | -4.55% |
| 31 Dec, 14 | 22 | -4.35% |
| 30 Sep, 14 | 23 | - |
| 30 Jun, 14 | 23 | 15.00% |
| 31 Mar, 14 | 20 | -4.76% |
| 31 Dec, 13 | 21 | -8.70% |
| 30 Sep, 13 | 23 | -58.93% |
| 30 Jun, 13 | 56 | - |
78 institutional shareholders have increased their position in NRC stock as of 30 Jun 24 compared to 93 in the previous quarter (a -16.13% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 39 | 39.29% |
| 31 Mar, 24 | 28 | -37.78% |
| 31 Dec, 23 | 45 | 7.14% |
| 30 Sep, 23 | 42 | 23.53% |
| 30 Jun, 23 | 34 | -5.56% |
| 31 Mar, 23 | 36 | -12.20% |
| 31 Dec, 22 | 41 | -4.65% |
| 30 Sep, 22 | 43 | 16.22% |
| 30 Jun, 22 | 37 | 19.35% |
| 31 Mar, 22 | 31 | 29.17% |
| 31 Dec, 21 | 24 | -17.24% |
| 30 Sep, 21 | 29 | -17.14% |
| 30 Jun, 21 | 35 | 16.67% |
| 31 Mar, 21 | 30 | -6.25% |
| 31 Dec, 20 | 32 | -17.95% |
| 30 Sep, 20 | 39 | 62.50% |
| 30 Jun, 20 | 24 | -31.43% |
| 31 Mar, 20 | 35 | 6.06% |
| 31 Dec, 19 | 33 | 22.22% |
| 30 Sep, 19 | 27 | 50.00% |
| 30 Jun, 19 | 18 | -25.00% |
| 31 Mar, 19 | 24 | 4.35% |
| 31 Dec, 18 | 23 | 91.67% |
| 30 Sep, 18 | 12 | -20.00% |
| 30 Jun, 18 | 15 | -21.05% |
| 31 Mar, 18 | 19 | -20.83% |
| 31 Dec, 17 | 24 | 20.00% |
| 30 Sep, 17 | 20 | 11.11% |
| 30 Jun, 17 | 18 | -18.18% |
| 31 Mar, 17 | 22 | 29.41% |
| 31 Dec, 16 | 17 | -10.53% |
| 30 Sep, 16 | 19 | 5.56% |
| 30 Jun, 16 | 18 | 63.64% |
| 31 Mar, 16 | 11 | -21.43% |
| 31 Dec, 15 | 14 | -36.36% |
| 30 Sep, 15 | 22 | 46.67% |
| 30 Jun, 15 | 15 | -6.25% |
| 31 Mar, 15 | 16 | 6.67% |
| 31 Dec, 14 | 15 | 7.14% |
| 30 Sep, 14 | 14 | -30.00% |
| 30 Jun, 14 | 20 | 42.86% |
| 31 Mar, 14 | 14 | -30.00% |
| 31 Dec, 13 | 20 | 11.11% |
| 30 Sep, 13 | 18 | - |
| 30 Jun, 13 | - | - |
39 institutional shareholders have reduced their position in NRC stock as of 30 Jun 24 compared to 28 in the previous quarter (a 39.29% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 134 | -3.60% | 12,204,434 | -3.23% | 51.13% | 1.94% | 78 | -16.13% | 39 | 39.29% |
| 31 Mar, 24 | 139 | 8.59% | 12,612,246 | 6.15% | 51.39% | 2.20% | 93 | 36.76% | 28 | -37.78% |
| 31 Dec, 23 | 128 | 8.47% | 11,881,933 | -0.51% | 48.38% | 2.05% | 68 | 21.43% | 45 | 7.14% |
| 30 Sep, 23 | 118 | 3.51% | 11,943,304 | 4.04% | 48.59% | 2.23% | 56 | 1.82% | 42 | 23.53% |
| 30 Jun, 23 | 114 | -7.32% | 11,479,200 | 1.87% | 46.69% | 2.22% | 55 | -19.12% | 34 | -5.56% |
| 31 Mar, 23 | 123 | 6.96% | 11,268,566 | -2.14% | 45.84% | 2.10% | 68 | 19.30% | 36 | -12.20% |
| 31 Dec, 22 | 115 | 7.48% | 11,515,081 | 0.39% | 46.72% | 2.17% | 57 | 23.91% | 41 | -4.65% |
| 30 Sep, 22 | 107 | -0.93% | 11,470,883 | 1.31% | 46.41% | 2.28% | 46 | -8.00% | 43 | 16.22% |
| 30 Jun, 22 | 108 | -5.26% | 11,322,925 | 0.11% | 45.14% | 2.25% | 50 | -13.79% | 37 | 19.35% |
| 31 Mar, 22 | 114 | 2.70% | 11,310,168 | -0.93% | 44.79% | 2.22% | 58 | -10.77% | 31 | 29.17% |
| 31 Dec, 21 | 111 | 2.78% | 11,416,775 | 1.68% | 44.91% | 2.30% | 65 | 30.00% | 24 | -17.24% |
| 30 Sep, 21 | 108 | 8.00% | 11,228,414 | 0.44% | 44.16% | 2.28% | 50 | 25.00% | 29 | -17.14% |
| 30 Jun, 21 | 100 | 3.09% | 11,179,424 | 2.49% | 43.97% | 2.39% | 40 | -18.37% | 35 | 16.67% |
| 31 Mar, 21 | 97 | 6.59% | 10,907,797 | 1.03% | 42.92% | 2.33% | 49 | 16.67% | 30 | -6.25% |
| 31 Dec, 20 | 91 | - | 10,796,164 | 2.51% | 42.89% | 2.46% | 42 | 27.27% | 32 | -17.95% |
| 30 Sep, 20 | 91 | -4.21% | 10,532,146 | -0.27% | 41.76% | 2.37% | 33 | -43.10% | 39 | 62.50% |
| 30 Jun, 20 | 95 | -2.06% | 10,560,924 | 3.61% | 42.00% | 2.52% | 58 | 23.40% | 24 | -31.43% |
| 31 Mar, 20 | 97 | -5.83% | 10,193,446 | 2.89% | 40.82% | 2.56% | 47 | -11.32% | 35 | 6.06% |
| 31 Dec, 19 | 103 | 6.19% | 9,907,213 | 0.19% | 39.93% | 2.52% | 53 | -8.62% | 33 | 22.22% |
| 30 Sep, 19 | 97 | 8.99% | 9,888,911 | 10.38% | 39.83% | 3.05% | 58 | -12.12% | 27 | 50.00% |
| 30 Jun, 19 | 89 | 17.11% | 8,958,966 | 2.17% | 36.14% | 2.88% | 66 | 100.00% | 18 | -25.00% |
| 31 Mar, 19 | 76 | -1.30% | 8,768,769 | 6.89% | 35.41% | 3.86% | 33 | -8.33% | 24 | 4.35% |
| 31 Dec, 18 | 77 | 2.67% | 8,203,779 | 0.50% | 30.28% | 2.77% | 36 | -16.28% | 23 | 91.67% |
| 30 Sep, 18 | 75 | -3.85% | 8,163,267 | 9.80% | 33.09% | 4.52% | 43 | -8.51% | 12 | -20.00% |
| 30 Jun, 18 | 78 | 4.00% | 7,434,888 | 13.28% | 27.05% | 3.74% | 47 | 34.29% | 15 | -21.05% |
| 31 Mar, 18 | 75 | -8.54% | 6,563,455 | -20.31% | 26.89% | 2.34% | 35 | -16.67% | 19 | -20.83% |
| 31 Dec, 17 | 82 | 6.49% | 8,236,248 | 34.34% | 33.87% | 5.32% | 42 | 2.44% | 24 | 20.00% |
| 30 Sep, 17 | 77 | 6.94% | 6,130,680 | 1.66% | 25.23% | 4.08% | 41 | 10.81% | 20 | 11.11% |
| 30 Jun, 17 | 72 | 7.46% | 6,030,478 | 2.68% | 24.85% | 4.24% | 37 | 23.33% | 18 | -18.18% |
| 31 Mar, 17 | 67 | - | 5,873,240 | 9.70% | 24.22% | 4.96% | 30 | -11.76% | 22 | 29.41% |
| 31 Dec, 16 | 67 | 6.35% | 5,353,752 | 2.83% | 22.10% | 4.79% | 34 | 17.24% | 17 | -10.53% |
| 30 Sep, 16 | 63 | - | 5,206,284 | 1.99% | 21.49% | 4.84% | 29 | -19.44% | 19 | 5.56% |
| 30 Jun, 16 | 63 | 8.62% | 5,104,641 | -5.15% | 21.08% | 4.26% | 36 | 16.13% | 18 | 63.64% |
| 31 Mar, 16 | 58 | 1.75% | 5,381,819 | 4.46% | 22.24% | 4.91% | 31 | 14.81% | 11 | -21.43% |
| 31 Dec, 15 | 57 | 5.56% | 5,152,189 | 1.96% | 21.27% | 4.88% | 27 | 50.00% | 14 | -36.36% |
| 30 Sep, 15 | 54 | -6.90% | 5,053,059 | -1.13% | 20.88% | 4.71% | 18 | -41.94% | 22 | 46.67% |
| 30 Jun, 15 | 58 | 7.41% | 5,110,621 | 0.43% | 21.06% | 4.79% | 31 | 47.62% | 15 | -6.25% |
| 31 Mar, 15 | 54 | 12.50% | 5,088,871 | -4.12% | 20.97% | 4.37% | 21 | -4.55% | 16 | 6.67% |
| 31 Dec, 14 | 48 | 4.35% | 5,307,577 | 0.04% | 21.90% | 4.57% | 22 | -4.35% | 15 | 7.14% |
| 30 Sep, 14 | 46 | -9.80% | 5,305,451 | 6.06% | 21.88% | 5.14% | 23 | - | 14 | -30.00% |
| 30 Jun, 14 | 51 | 4.08% | 5,002,515 | -0.13% | 20.63% | 4.82% | 23 | 15.00% | 20 | 42.86% |
| 31 Mar, 14 | 49 | -2.00% | 5,009,024 | 4.21% | 20.69% | 5.21% | 20 | -4.76% | 14 | -30.00% |
| 31 Dec, 13 | 50 | -3.85% | 4,806,525 | 9.31% | 19.92% | 5.99% | 21 | -8.70% | 20 | 11.11% |
| 30 Sep, 13 | 52 | -7.14% | 4,397,093 | -10.07% | 18.23% | 4.44% | 23 | -58.93% | 18 | - |
| 30 Jun, 13 | 56 | - | 4,889,597 | - | 20.27% | - | 56 | - | - | - |
National Research Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of National Research's stock was made by NUNNELLY JOHN N on Mar 29 2024, selling 3,487 shares at $39.70 per share (valued at $138.43K).
National Research Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | 2 | - |
| Q2 2024 | 5 | - | - |
| Q1 2024 | 2 | 13 | 15.38% |
| Q4 2023 | - | 14 | - |
| Q2 2023 | 5 | 23 | 21.74% |
| Q1 2023 | 6 | 15 | 40.00% |
| Q4 2022 | - | 19 | - |
| Q3 2022 | 1 | 4 | 25.00% |
| Q2 2022 | 6 | 7 | 85.71% |
| Q1 2022 | 4 | 2 | 200.00% |
| Q4 2021 | 3 | 13 | 23.08% |
| Q3 2021 | - | 6 | - |
| Q2 2021 | 7 | 8 | 87.50% |
| Q1 2021 | 7 | 12 | 58.33% |
| Q4 2020 | 4 | 8 | 50.00% |
| Q3 2020 | 4 | 14 | 28.57% |
| Q2 2020 | 5 | 7 | 71.43% |
| Q1 2020 | 6 | 23 | 26.09% |
| Q4 2019 | 2 | 18 | 11.11% |
| Q3 2019 | 3 | 32 | 9.38% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by National Research's insiders, as of Q1 2025.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 7 | - |
| Q4 2023 | - | 14 | - |
| Q2 2023 | - | 23 | - |
| Q1 2023 | - | 11 | - |
| Q4 2022 | - | 19 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 6 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 10 | - |
| Q3 2021 | - | 5 | - |
| Q2 2021 | - | 8 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | 6 | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | - | 15 | - |
| Q4 2019 | - | 15 | - |
| Q3 2019 | - | 27 | - |
As of Q1 2025, Insider owners conducted 0 open market buy trades and 0 open market sell trades of National Research's stocks.
NRC Ownership FAQ
Who Owns National Research?
National Research is owned by institutional shareholders (51.13%), insiders (36.76%), and public (12.11%). The largest institutional shareholder of National Research is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (12.76% of total shares) and the top mutual fund owner is CONESTOGA FUNDS (0.45% of total shares).
Who are the major institutional shareholders of National Research?
National Research's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BLACKROCK INC., VANGUARD GROUP INC, MORGAN STANLEY, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 27.74% of the company's share outstanding.
How many National Research shareholders are there?
As of Jun 2024, there are 134 institutional shareholders of National Research.
What percentage of National Research is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 3.05M shares of National Research, representing 12.76% of the company's total shares outstanding, valued at $69.89M (as of Jun 2024).
What percentage of National Research is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.08M shares of National Research (NRC), compromising 4.54% of the company, valued at $24.88M.
What percentage of National Research is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of National Research. The company owns 965.1K of the company's shares outstanding (worth $22.15M).