Purchases and Sales Made in Q2 2023 in Northwestern Corp (NWE)
This table provides information about the institutional ownership of Northwestern Corp (NWE) during Q2 2023. The information is specifically focused on institutions that hold shares of NORTHWESTERN CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
28+ 0.29% |
$1.57K - $1.71K
|
9.66K
$487K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
26+ 0.55% |
$1.46K - $1.59K
|
4.78K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
20+ 0.17% |
$1.12K - $1.22K
|
11.7K
$589K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$504 - $550
|
9
$454
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 4.41% |
$336 - $366
|
142
$7.16K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$224 - $244
|
4
$202
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 2.0% |
$112 - $122
|
102
$5.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.32% |
$112 - $122
|
621
$31.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 18.18% |
$112 - $122
|
13
$656
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 12.5% |
$56 - $61.1
|
9
$454
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$56 - $61.1
|
7
$353
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$56 - $61.1
|
8
$404
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 4.76% |
$280 - $305
|
100
$5.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 9.84% |
$336 - $366
|
55
$2.77K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6- 60.0% |
$336 - $366
|
4
$202
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 8.43% |
$392 - $427
|
76
$3.83K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11- 0.3% |
$616 - $672
|
3.62K
$183K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-15- 0.36% |
$840 - $916
|
4.21K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-17- 0.06% |
$952 - $1.04K
|
27.3K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 5.59% |
$1.01K - $1.1K
|
304
$15.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-25- 0.04% |
$1.4K - $1.53K
|
70K
$3.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 2.66% |
$1.62K - $1.77K
|
1.06K
$53.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-34- 0.38% |
$1.9K - $2.08K
|
8.93K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-55- 6.71% |
$3.08K - $3.36K
|
765
$38.6K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-119- 3.08% |
$6.67K - $7.27K
|
3.75K
$189K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-145- 0.5% |
$8.12K - $8.86K
|
29.1K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-150- 1.49% |
$8.4K - $9.16K
|
9.89K
$499K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-155- 2.66% |
$8.68K - $9.47K
|
5.67K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-160- 0.1% |
$8.96K - $9.77K
|
164K
$8.26M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-225- 5.9% |
$12.6K - $13.7K
|
3.59K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-270- 0.71% |
$15.1K - $16.5K
|
37.9K
$1.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-278- 3.07% |
$15.6K - $17K
|
8.77K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-290- 22.83% |
$16.2K - $17.7K
|
980
$49.4K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-298- 32.25% |
$16.7K - $18.2K
|
626
$31.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-298- 32.25% |
$16.7K - $18.2K
|
626
$31.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-304- 3.45% |
$17K - $18.6K
|
8.51K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-360- 0.04% |
$20.2K - $22K
|
852K
$43M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-366- 3.22% |
$20.5K - $22.4K
|
11K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-416- 6.16% |
$23.3K - $25.4K
|
6.33K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-418- 1.21% |
$23.4K - $25.5K
|
34K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-434- 0.74% |
$24.3K - $26.5K
|
58.4K
$2.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-475- 8.67% |
$26.6K - $29K
|
5K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-548- 6.88% |
$30.7K - $33.5K
|
7.41K
$374K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-625- 2.35% |
$35K - $38.2K
|
25.9K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-626- 88.42% |
$35.1K - $38.2K
|
82
$4.14K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-747- 97.52% |
$41.8K - $45.6K
|
19
$958
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-795- 0.71% |
$44.5K - $48.6K
|
111K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-802- 2.19% |
$44.9K - $49K
|
35.8K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-843- 3.47% |
$47.2K - $51.5K
|
23.4K
$1.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-938- 9.89% |
$52.5K - $57.3K
|
8.55K
$431K
|