NICHOLAS FINL INC BC
COM NEW · CUSIP 65373J209
1
institutional holders
+0 vs Q1 2025
139.2k
shares reported held*
$765.4kreported value*
0 new
0 added
1 reduced
0 sold out
net sold ≈ $5.4k (-989 shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.50.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 22 |
| Q4 2022 | 24 |
| Q1 2023 | 23 |
| Q2 2023 | 22 |
| Q3 2023 | 23 |
| Q4 2023 | 23 |
| Q1 2024 | 24 |
| Q2 2024 | 1 |
| Q3 2024 | 1 |
| Q4 2024 | 1 |
| Q1 2025 | 1 |
| Q2 2025 | 1 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 8 | 5 |
| Q4 2023 | 7 | 9 |
| Q1 2024 | 9 | 11 |
| Q2 2024 | 0 | 23 |
| Q3 2024 | 0 | 1 |
| Q4 2024 | 0 | 1 |
| Q1 2025 | 0 | 1 |
| Q2 2025 | 0 | 1 |
Biggest buyers
| None |
Biggest sellers
| CALDWELL SUTTER CAPITAL, INC. | Reduced | -989 |
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. 0.35% of their portfolio | 139.2k $765.4k | Reduced -989 |