Financial Planning & Information Services, Inc. - NICOLET BANKSHARES INC ownership

NICOLET BANKSHARES INC's ticker is NCBS and the CUSIP is 65406E102. A total of 115 filers reported holding NICOLET BANKSHARES INC in Q3 2023. The put-call ratio across all filers is 3.78 and the average weighting 0.0%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of NICOLET BANKSHARES INC
ValueSharesWeighting
Q3 2023$219,388
+2.8%
3,1440.0%0.04%
+5.1%
Q2 2023$213,509
-14.9%
3,1440.0%0.04%
-26.4%
Q4 2022$250,860
+13.5%
3,1440.0%0.05%
-1.9%
Q3 2022$221,000
-2.6%
3,1440.0%0.05%
-1.8%
Q2 2022$227,000
-22.8%
3,1440.0%0.06%
-16.7%
Q1 2022$294,000
+6.9%
3,144
-1.9%
0.07%
-2.9%
Q4 2021$275,000
+18.0%
3,205
+1.9%
0.07%
+7.9%
Q3 2021$233,000
-13.1%
3,144
-17.4%
0.06%
-20.3%
Q2 2021$268,000
-27.2%
3,807
-13.6%
0.08%
-30.1%
Q1 2021$368,000
+17.9%
4,407
-6.4%
0.11%
+7.6%
Q4 2020$312,000
+21.4%
4,7070.0%0.10%
+5.0%
Q3 2020$257,000
-0.4%
4,7070.0%0.10%
-7.4%
Q2 2020$258,000
+0.4%
4,7070.0%0.11%
-19.4%
Q1 2020$257,000
-26.1%
4,7070.0%0.13%
-2.9%
Q4 2019$348,000
+27.0%
4,707
+14.4%
0.14%
+19.0%
Q3 2019$274,000
+7.5%
4,1140.0%0.12%
+5.5%
Q2 2019$255,000
+4.1%
4,1140.0%0.11%
+0.9%
Q1 2019$245,0004,1140.11%
Other shareholders
NICOLET BANKSHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Bowman & Co S.C. 17,540$1,105,8970.81%
N.E.W. Advisory Services LLC 83,617$5,272,0530.77%
Detalus Advisors, LLC 23,618$1,489,1150.71%
STEPH & CO 14,960$943,2280.58%
APPLETON GROUP, LLC 4,285$270,1700.53%
ADVISORY RESEARCH INC 47,319$2,983,4630.49%
NORTH STAR ASSET MANAGEMENT INC 44,619$2,813,2280.16%
ERTS Wealth Advisors, LLC 8,682$547,4000.13%
Johnson Financial Group, Inc. 26,587$1,676,3100.12%
Legacy Private Trust Co. 21,656$1,365,4100.12%
View complete list of NICOLET BANKSHARES INC shareholders