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This page summarizes the NICE holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether NICE is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing NICE Share Count |
|---|
| Rosenberg Matthew Hamilton |
5 |
29 |
+24 |
+480.00% |
| Creative Financial Designs Inc. ADV |
15 |
73 |
+58 |
+386.67% |
| Park Avenue Securities LLC |
1,436 |
5,224 |
+3,788 |
+263.79% |
| SJS Investment Consulting Inc. |
110 |
356 |
+246 |
+223.64% |
| Raymond James Trust N.A. |
1,161 |
3,754 |
+2,593 |
+223.34% |
| Csenge Advisory Group |
1,027 |
2,252 |
+1,225 |
+119.28% |
| JJJ Advisors Inc. |
249 |
475 |
+226 |
+90.76% |
| Diversified Trust Co |
1,031 |
1,917 |
+886 |
+85.94% |
| Ronald Blue Trust Inc. |
456 |
810 |
+354 |
+77.63% |
| UMB Bank N A MO |
127 |
219 |
+92 |
+72.44% |
| GAMMA Investing LLC |
122 |
210 |
+88 |
+72.13% |
| BNP Paribas Arbitrage SA |
47,085 |
76,156 |
+29,071 |
+61.74% |
| Huntington National Bank |
116 |
182 |
+66 |
+56.90% |
| Raymond James Financial Services Advisors Inc. |
2,785 |
4,284 |
+1,499 |
+53.82% |
| Lindbrook Capital LLC |
136 |
199 |
+63 |
+46.32% |
| Hennion & Walsh Asset Management Inc. |
2,756 |
3,968 |
+1,212 |
+43.98% |
| Suncoast Equity Management |
3,215 |
4,625 |
+1,410 |
+43.86% |
| Allworth Financial LP |
169 |
240 |
+71 |
+42.01% |
| Raymond James & Associates |
99,804 |
138,404 |
+38,600 |
+38.68% |
| JFS Wealth Advisors LLC |
16 |
22 |
+6 |
+37.50% |
| Larson Financial Group LLC |
8 |
10 |
+2 |
+25.00% |
| Sigma Planning Corp |
2,799 |
3,419 |
+620 |
+22.15% |
| Signaturefd LLC |
1,257 |
1,531 |
+274 |
+21.80% |
| Exchange Traded Concepts LLC |
7,667 |
9,248 |
+1,581 |
+20.62% |
| Migdal Insurance & Financial Holdings Ltd. |
1,158,474 |
1,375,463 |
+216,989 |
+18.73% |
| Whittier Trust Co. |
190 |
215 |
+25 |
+13.16% |
| Geneos Wealth Management Inc. |
39 |
43 |
+4 |
+10.26% |
| Legacy Advisors LLC |
6,093 |
6,590 |
+497 |
+8.16% |
| Global Retirement Partners LLC |
546 |
590 |
+44 |
+8.06% |
| Bank of New York Mellon Corp |
8,094 |
8,648 |
+554 |
+6.84% |
| Wealth Enhancement Advisory Services LLC |
1,402 |
1,492 |
+90 |
+6.42% |
| Davis Capital Management |
3,905 |
4,137 |
+232 |
+5.94% |
| Seascape Capital Management |
11,144 |
11,705 |
+561 |
+5.03% |
| Van ECK Associates Corp |
16,989 |
17,784 |
+795 |
+4.68% |
| Sequoia Financial Advisors LLC |
1,160 |
1,207 |
+47 |
+4.05% |
| Proequities Inc. |
258 |
266 |
+8 |
+3.10% |
| CWM LLC |
586 |
604 |
+18 |
+3.07% |
| Grove Bank & Trust |
566 |
578 |
+12 |
+2.12% |
| Apollon Wealth Management LLC |
4,045 |
4,126 |
+81 |
+2.00% |
| Osborne Partners Capital Management LLC |
36,094 |
36,739 |
+645 |
+1.79% |
| NorthCrest Asset Manangement LLC |
42,224 |
42,744 |
+520 |
+1.23% |
| Hexagon Capital Partners LLC |
434 |
439 |
+5 |
+1.15% |
| Financial Perspectives Inc |
478 |
483 |
+5 |
+1.05% |
| Commonwealth Equity Services LLC |
8,800 |
8,841 |
+41 |
+0.47% |
| Legacy Wealth Asset Management LLC |
2,272 |
2,279 |
+7 |
+0.31% |
| Veriti Management LLC |
3,991 |
3,993 |
+2 |
+0.05% |
| 13F Filers Reporting New Positions In NICE |
|---|
| Fulton Bank N.A. |
0 |
904 |
+904 |
+100% |
| Kornitzer Capital Management Inc. KS |
0 |
3,215 |
+3,215 |
+100% |
| Cookson Peirce & Co. Inc. |
0 |
7,699 |
+7,699 |
+100% |
| Brown Advisory Inc. |
0 |
1,165 |
+1,165 |
+100% |
| AdvisorNet Financial Inc |
0 |
1 |
+1 |
+100% |
| Cambridge Investment Research Advisors Inc. |
0 |
3,121 |
+3,121 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
9,547 |
+9,547 |
+100% |
| Mather Group LLC. |
0 |
3 |
+3 |
+100% |
| Assenagon Asset Management S.A. |
0 |
85,551 |
+85,551 |
+100% |
| Buckingham Capital Management Inc. |
0 |
5,550 |
+5,550 |
+100% |
| LVW Advisors LLC |
0 |
1,018 |
+1,018 |
+100% |
| E&G Advisors LP |
0 |
1,060 |
+1,060 |
+100% |
| BTC Capital Management Inc. |
0 |
3,027 |
+3,027 |
+100% |
| Moloney Securities Asset Management LLC |
0 |
6,875 |
+6,875 |
+100% |
| Lester Murray Antman dba SimplyRich |
0 |
1,269 |
+1,269 |
+100% |
| Cooper Financial Group |
0 |
1,784 |
+1,784 |
+100% |
| Rise Advisors LLC |
0 |
49 |
+49 |
+100% |
| Legal Advantage Investments Inc. |
0 |
1,000 |
+1,000 |
+100% |
| Oak Family Advisors LLC |
0 |
9,062 |
+9,062 |
+100% |
| Activest Wealth Management |
0 |
20 |
+20 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
79 |
+79 |
+100% |
| AFG Fiduciary Services Limited Partnership |
0 |
840 |
+840 |
+100% |
| Ulland Investment Advisors LLC |
0 |
25 |
+25 |
+100% |
| Register Financial Advisors LLC |
0 |
48 |
+48 |
+100% |
| Norden Group LLC |
0 |
4,824 |
+4,824 |
+100% |
| Dixon Mitchell Investment Counsel Inc. |
0 |
32 |
+32 |
+100% |
| Barlow Wealth Partners Inc. |
0 |
55,394 |
+55,394 |
+100% |
| Berry Wealth Group LP |
0 |
1,516 |
+1,516 |
+100% |
| Planning Capital Management Corp |
0 |
5 |
+5 |
+100% |
| Richardson Financial Services Inc. |
0 |
149 |
+149 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
24 |
24 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
74 |
74 |
UNCH |
0.00% |
| Morgan Dempsey Capital Management LLC |
33 |
33 |
UNCH |
0.00% |
| Adirondack Trust Co. |
30 |
30 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
7 |
7 |
UNCH |
0.00% |
| Yorktown Management & Research Co Inc |
1,500 |
1,500 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
4,270 |
4,270 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
1,061 |
1,061 |
UNCH |
0.00% |
| Parkside Financial Bank & Trust |
2 |
2 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
5 |
5 |
UNCH |
0.00% |
| Sumitomo Mitsui Trust Holdings Inc. |
4,808 |
4,808 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
1,380 |
1,380 |
UNCH |
0.00% |
| Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management |
43,598 |
43,598 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
41 |
41 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,976 |
1,976 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
25 |
25 |
UNCH |
0.00% |
| Spire Wealth Management |
728 |
728 |
UNCH |
0.00% |
| Yousif Capital Management LLC |
1,058 |
1,058 |
UNCH |
0.00% |
| DGS Capital Management LLC |
1,762 |
1,762 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
36 |
36 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
5 |
5 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
41 |
41 |
UNCH |
0.00% |
| Smartleaf Asset Management LLC |
1,203 |
1,203 |
UNCH |
0.00% |
| 13F Filers Decreasing NICE Share Count |
|---|
| Harel Insurance Investments & Financial Services Ltd. |
413,619 |
867 |
-412,752 |
-99.79% |
| First Financialcorp IN |
205 |
68 |
-137 |
-66.83% |
| Whittier Trust Co. of Nevada Inc. |
87 |
37 |
-50 |
-57.47% |
| Summit Global Investments |
21,650 |
13,312 |
-8,338 |
-38.51% |
| Daiwa Securities Group Inc. |
11,438 |
7,240 |
-4,198 |
-36.70% |
| Pinnacle Bank |
94 |
69 |
-25 |
-26.60% |
| Perpetual Ltd |
69,304 |
54,539 |
-14,765 |
-21.30% |
| Simplex Trading LLC |
32,798 |
25,829 |
-6,969 |
-21.25% |
| DekaBank Deutsche Girozentrale |
13,000 |
10,763 |
-2,237 |
-17.21% |
| Asset Management One Co. Ltd. |
64,902 |
54,857 |
-10,045 |
-15.48% |
| LA Financiere DE L Echiquier |
58,510 |
51,432 |
-7,078 |
-12.10% |
| KLR Investment Advisors LLC |
1,723 |
1,535 |
-188 |
-10.91% |
| ARK Investment Management LLC |
11,625 |
10,361 |
-1,264 |
-10.87% |
| Sunbelt Securities Inc. |
176 |
161 |
-15 |
-8.52% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,464 |
2,272 |
-192 |
-7.79% |
| Clarius Group LLC |
1,184 |
1,104 |
-80 |
-6.76% |
| Private Trust Co. NA |
377 |
359 |
-18 |
-4.77% |
| Mendota Financial Group LLC |
790 |
755 |
-35 |
-4.43% |
| SYSTM Wealth Solutions LLC |
3,731 |
3,593 |
-138 |
-3.70% |
| WCM Investment Management LLC |
3,425 |
3,333 |
-92 |
-2.69% |
| Fifth Third Bancorp |
851 |
834 |
-17 |
-2.00% |
| Marks Group Wealth Management Inc |
1,629 |
1,597 |
-32 |
-1.96% |
| Tlwm |
3,616 |
3,550 |
-66 |
-1.83% |
| Taylor Frigon Capital Management LLC |
15,432 |
15,270 |
-162 |
-1.05% |
| Venturi Wealth Management LLC |
1,958 |
1,943 |
-15 |
-0.77% |
| GLOBALT Investments LLC GA |
7,348 |
7,295 |
-53 |
-0.72% |
| Private Advisor Group LLC |
4,417 |
4,389 |
-28 |
-0.63% |
| First Horizon Advisors Inc. |
4,952 |
4,941 |
-11 |
-0.22% |
| 13F Filers Exiting NICE |
|---|
| Bruce G. Allen Investments LLC |
2 |
0 |
-2 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
147 |
0 |
-147 |
-100.00% |
| International Assets Investment Management LLC |
23,542 |
0 |
-23,542 |
-100.00% |
| Glassman Wealth Services |
57 |
0 |
-57 |
-100.00% |
| FDx Advisors Inc. |
1,168 |
0 |
-1,168 |
-100.00% |
| Gradient Investments LLC |
5 |
0 |
-5 |
-100.00% |
| Meitav Dash Investments Ltd. |
87,589 |
0 |
-87,589 |
-100.00% |
| Nordea Investment Management AB |
5,022 |
0 |
-5,022 |
-100.00% |
| Bourgeon Capital Management LLC |
2 |
0 |
-2 |
-100.00% |
| Natixis Advisors L.P. |
11,758 |
0 |
-11,758 |
-100.00% |
See Summary: Institutional Holders of NICE
See Details: Top 10 Hedge Funds Holding NICE
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