Advisors Capital Management’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Buy
74,672
+8,402
+13% +$235K 0.03% 252
2025
Q1
$1.82M Buy
66,270
+479
+0.7% +$13.2K 0.03% 252
2024
Q4
$2.21M Buy
65,791
+5,152
+8% +$173K 0.03% 251
2024
Q3
$1.92M Sell
60,639
-1,305
-2% -$41.2K 0.03% 251
2024
Q2
$1.95M Sell
61,944
-59
-0.1% -$1.86K 0.03% 253
2024
Q1
$2.32M Buy
62,003
+6,611
+12% +$247K 0.04% 242
2023
Q4
$1.86M Buy
55,392
+1,691
+3% +$56.9K 0.04% 256
2023
Q3
$1.71M Sell
53,701
-214
-0.4% -$6.81K 0.04% 235
2023
Q2
$1.62M Sell
53,915
-79,725
-60% -$2.4M 0.04% 234
2023
Q1
$3.31M Buy
133,640
+34,721
+35% +$860K 0.09% 175
2022
Q4
$2.62M Buy
98,919
+3,028
+3% +$80K 0.07% 196
2022
Q3
$2.7M Sell
95,891
-44,223
-32% -$1.24M 0.07% 198
2022
Q2
$4.33M Buy
140,114
+54,929
+64% +$1.7M 0.13% 152
2022
Q1
$3.49M Buy
+85,185
New +$3.49M 0.1% 177
2021
Q4
Sell
-157,754
Closed -$11.2M 434
2021
Q3
$11.2M Buy
157,754
+17,925
+13% +$1.27M 0.34% 97
2021
Q2
$8.38M Buy
139,829
+15,038
+12% +$901K 0.27% 109
2021
Q1
$8.33M Buy
124,791
+50,934
+69% +$3.4M 0.29% 105
2020
Q4
$5.35M Buy
73,857
+4,437
+6% +$321K 0.2% 130
2020
Q3
$5.53M Buy
+69,420
New +$5.53M 0.26% 109