NICOLET BANKSHARES INC's ticker is NCBS and the CUSIP is 65406E102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,417 | +2.8% | 10,969 | 0.0% | 0.02% | +11.8% |
| Q2 2023 | $744,905 | -50.0% | 10,969 | -53.6% | 0.02% | -61.4% |
| Q1 2023 | $1,489,493 | -21.0% | 23,624 | 0.0% | 0.04% | -17.0% |
| Q4 2022 | $1,884,959 | +13.2% | 23,624 | -0.1% | 0.05% | +8.2% |
| Q3 2022 | $1,665,000 | -2.9% | 23,643 | -0.2% | 0.05% | +2.1% |
| Q2 2022 | $1,714,000 | -23.4% | 23,688 | -1.0% | 0.05% | -9.4% |
| Q1 2022 | $2,238,000 | -5.7% | 23,919 | -13.6% | 0.05% | +6.0% |
| Q4 2021 | $2,373,000 | +27.9% | 27,671 | +10.7% | 0.05% | +19.0% |
| Q3 2021 | $1,855,000 | +19.7% | 25,000 | +13.4% | 0.04% | +27.3% |
| Q2 2021 | $1,550,000 | – | 22,042 | – | 0.03% | – |
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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% |