NICOLET BANKSHARES INC's ticker is NCBS and the CUSIP is 65406E102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,800 | +2.8% | 10,000 | 0.0% | 0.04% | +9.1% |
| Q2 2023 | $679,100 | +7.7% | 10,000 | 0.0% | 0.03% | +3.1% |
| Q1 2023 | $630,500 | -21.0% | 10,000 | 0.0% | 0.03% | -23.8% |
| Q4 2022 | $797,900 | +5.8% | 10,000 | -6.5% | 0.04% | -2.3% |
| Q3 2022 | $754,000 | -2.6% | 10,700 | 0.0% | 0.04% | +10.3% |
| Q2 2022 | $774,000 | – | 10,700 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bowman & Co S.C. | 17,540 | $1,105,897 | 0.81% |
| N.E.W. Advisory Services LLC | 83,617 | $5,272,053 | 0.77% |
| Detalus Advisors, LLC | 23,618 | $1,489,115 | 0.71% |
| STEPH & CO | 14,960 | $943,228 | 0.58% |
| APPLETON GROUP, LLC | 4,285 | $270,170 | 0.53% |
| ADVISORY RESEARCH INC | 47,319 | $2,983,463 | 0.49% |
| NORTH STAR ASSET MANAGEMENT INC | 44,619 | $2,813,228 | 0.16% |
| ERTS Wealth Advisors, LLC | 8,682 | $547,400 | 0.13% |
| Johnson Financial Group, Inc. | 26,587 | $1,676,310 | 0.12% |
| Legacy Private Trust Co. | 21,656 | $1,365,410 | 0.12% |