Purchases and Sales Made in Q1 2023 in Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI) during Q1 2023. The information is specifically focused on institutions that hold shares of NISOURCE INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
37+ 0.29% |
$961 - $1.03K
|
12.8K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.24% |
$883 - $951
|
14.4K
$542K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 10.44% |
$805 - $867
|
328
$12.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
30+ 0.17% |
$779 - $839
|
17.3K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 4.25% |
$572 - $615
|
540
$20.4K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
21+ 0.21% |
$546 - $587
|
10.2K
$384K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
21New |
$546 - $587
|
21
$793
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 1.11% |
$494 - $531
|
1.73K
$65.2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
19New |
$494 - $531
|
19
$717
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$468 - $503
|
18
$680
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$442 - $475
|
17
$642
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.2% |
$442 - $475
|
8.46K
$319K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.99% |
$312 - $336
|
1.23K
$46.3K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12New |
$312 - $336
|
12
$453
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
11+ 0.05% |
$286 - $308
|
22.4K
$847K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 12.16% |
$234 - $252
|
83
$3.13K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.31% |
$182 - $196
|
540
$20.4K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5+ 0.06% |
$130 - $140
|
7.84K
$296K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.37% |
$104 - $112
|
1.1K
$41.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$52 - $55.9
|
8.09K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.32% |
$52 - $55.9
|
630
$23.8K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.01% |
$52 - $55.9
|
20.5K
$775K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.27% |
$26 - $28
|
45
$1.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.78% |
$26 - $28
|
130
$4.91K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 1.56% |
$26 - $28
|
63
$2.38K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.38% |
$26 - $28
|
41
$1.55K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 8.89% |
$104 - $112
|
41
$1.55K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 2.16% |
$598 - $643
|
1.04K
$39.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-25- 0.28% |
$650 - $699
|
8.93K
$337K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-32- 19.39% |
$831 - $895
|
133
$5.02K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-35- 0.4% |
$909 - $979
|
8.68K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-53- 0.37% |
$1.38K - $1.48K
|
14.4K
$543K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-65- 16.71% |
$1.69K - $1.82K
|
324
$12.2K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-67- 0.27% |
$1.74K - $1.87K
|
25K
$944K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-68- 1.63% |
$1.77K - $1.9K
|
4.1K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-85- 7.58% |
$2.21K - $2.38K
|
1.04K
$39.2K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-97- 0.67% |
$2.52K - $2.71K
|
14.5K
$546K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-109- 81.34% |
$2.83K - $3.05K
|
25
$944
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-110- 10.76% |
$2.86K - $3.08K
|
912
$34.4K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-129- 27.8% |
$3.35K - $3.61K
|
335
$12.6K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-135- 0.89% |
$3.51K - $3.77K
|
15.1K
$569K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-147- 70.33% |
$3.82K - $4.11K
|
62
$2.34K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-157- 1.28% |
$4.08K - $4.39K
|
12.1K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-184- 1.28% |
$4.78K - $5.14K
|
14.1K
$534K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-200- 31.2% |
$5.2K - $5.59K
|
441
$16.7K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-218- 88.62% |
$5.66K - $6.1K
|
28
$1.06K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-235- 54.65% |
$6.11K - $6.57K
|
195
$7.36K
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-235- 0.44% |
$6.11K - $6.57K
|
53.5K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-247- 2.99% |
$6.42K - $6.91K
|
8.01K
$302K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-250- 2.42% |
$6.5K - $6.99K
|
10.1K
$380K
|