Sequoia Financial Advisors, LLC Nisource Inc. Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Nisource Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 163,044 shares of NI stock, worth $6.53 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

163,044

Previous 177,460 8.12%

Holding current value

$6.53 Million

Previous $6.15 Million 2.51%

% of portfolio

0.05%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$33.74 - $38.25 $486,395 - $551,412	-14,416 Reduced 8.12%	163,044 $5.99 Million
Q3 2024 Oct 21, 2024	SELL	$28.54 - $34.64 $451,731 - $548,281	-15,828 Reduced 8.19%	177,460 $6.15 Million
Q2 2024 Jul 15, 2024	SELL	$26.56 - $29.23 $646,948 - $711,984	-24,358 Reduced 11.19%	193,288 $5.57 Million
Q1 2024 Apr 30, 2024	SELL	$25.06 - $27.66 $153,592 - $169,528	-6,129 Reduced 2.74%	217,646 $6.02 Million
Q4 2023 Jan 25, 2024	SELL	$23.18 - $27.03 $4,798 - $5,595	-207 Reduced 0.09%	223,775 $5.94 Million
Q3 2023 Nov 08, 2023	SELL	$24.6 - $28.43 $449,220 - $519,160	-18,261 Reduced 7.54%	223,982 $5.53 Million
Q2 2023 Aug 08, 2023	SELL	$26.6 - $28.89 $2.29 Million - $2.49 Million	-86,140 Reduced 26.23%	242,243 $6.63 Million
Q1 2023 Apr 24, 2023	BUY	$25.98 - $27.96 $266,788 - $287,121	10,269 Added 3.23%	328,383 $9.18 Million
Q4 2022 Feb 10, 2023	SELL	$24.15 - $28.08 $3,332 - $3,875	-138 Reduced 0.04%	318,114 $8.73 Million
Q4 2022 Jan 17, 2023	BUY	$24.15 - $28.08 $2.52 Million - $2.92 Million	104,149 Added 48.64%	318,252 $0
Q3 2022 Oct 26, 2022	BUY	$25.19 - $121.66 $717,864 - $3.47 Million	28,498 Added 15.35%	214,103 $5.39 Million
Q2 2022 Jul 22, 2022	BUY	$26.66 - $32.46 $1.18 Million - $1.44 Million	44,260 Added 31.31%	185,605 $5.47 Million
Q1 2022 May 13, 2022	BUY	$27.04 - $31.8 $777,859 - $914,790	28,767 Added 25.55%	141,345 $4.5 Million
Q4 2021 Feb 11, 2022	BUY	$24.3 - $27.7 $2.74 Million - $3.12 Million	112,578 New	112,578 $3.11 Million

Others Institutions Holding NI

# of Institutions

783

Shares Held

432M

Call Options Held

333K

Put Options Held

55.7K

View Full List

About NISOURCE INC.

Ticker NI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 405,952,992
Market Cap $16.3B
Description
NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. It operates through two segments, Gas Distribution Operations and Electric Operations. The company distributes natural gas to approximately 853,000 customers in northern Indiana, as well as approximately 2.4 million re...

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Sequoia Financial Advisors, LLC Nisource Inc. Transaction History