Purchases and Sales Made in Q2 2023 in Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.9% |
$293 - $318
|
1.24K
$48.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
7+ 0.02% |
$186 - $202
|
33.6K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 12.2% |
$133 - $144
|
46
$1.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.04% |
$133 - $144
|
14.1K
$555K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.01% |
$133 - $144
|
40.2K
$1.58M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.36% |
$106 - $116
|
1.1K
$43.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.33% |
$106 - $116
|
1.2K
$47.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$53.2 - $57.8
|
8.1K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.33% |
$26.6 - $28.9
|
76
$2.98K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.33% |
$53.2 - $57.8
|
613
$24K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 7.32% |
$79.8 - $86.7
|
38
$1.49K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-5- 0.06% |
$133 - $144
|
8.21K
$322K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 44.0% |
$293 - $318
|
14
$549
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-14- 0.14% |
$372 - $404
|
10.3K
$406K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 5.18% |
$452 - $491
|
311
$12.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-18- 0.1% |
$479 - $520
|
18.6K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-30- 96.77% |
$798 - $867
|
1
$39.2
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-40- 7.27% |
$1.06K - $1.16K
|
510
$20K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-40- 80.0% |
$1.06K - $1.16K
|
10
$392
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-48- 0.18% |
$1.28K - $1.39K
|
26.4K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-48- 0.07% |
$1.28K - $1.39K
|
64.8K
$2.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-49- 0.56% |
$1.3K - $1.42K
|
8.78K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-49- 77.78% |
$1.3K - $1.42K
|
14
$549
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-61- 12.53% |
$1.62K - $1.76K
|
426
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-62- 0.43% |
$1.65K - $1.79K
|
14.3K
$560K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-67- 6.97% |
$1.78K - $1.94K
|
894
$35.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-70- 0.46% |
$1.86K - $2.02K
|
15.2K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-74- 43.27% |
$1.97K - $2.14K
|
97
$3.81K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 57.89% |
$2.05K - $2.22K
|
56
$2.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 6.16% |
$2.5K - $2.72K
|
1.43K
$56.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 6.16% |
$2.5K - $2.72K
|
1.43K
$56.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-97- 1.21% |
$2.58K - $2.8K
|
7.91K
$310K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-101- 1.61% |
$2.69K - $2.92K
|
6.16K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-109- 0.3% |
$2.9K - $3.15K
|
36.2K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-165- 0.91% |
$4.39K - $4.77K
|
18K
$706K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-171- 2.08% |
$4.55K - $4.94K
|
8.04K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-193- 18.79% |
$5.13K - $5.58K
|
834
$32.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-215- 14.58% |
$5.72K - $6.21K
|
1.26K
$49.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-227- 4.86% |
$6.04K - $6.56K
|
4.44K
$174K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-256- 11.93% |
$6.81K - $7.4K
|
1.89K
$74.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-258- 32.37% |
$6.86K - $7.45K
|
539
$21.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 3.54% |
$7.18K - $7.8K
|
7.35K
$288K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-303- 1.57% |
$8.06K - $8.75K
|
19K
$744K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-314- 1.57% |
$8.35K - $9.07K
|
19.7K
$773K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-341- 2.7% |
$9.07K - $9.85K
|
12.3K
$483K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-346- 64.07% |
$9.2K - $10K
|
194
$7.61K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-350- 38.46% |
$9.31K - $10.1K
|
560
$22K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-360- 36.25% |
$9.58K - $10.4K
|
633
$24.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-371- 2.46% |
$9.87K - $10.7K
|
14.7K
$577K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-386- 1.13% |
$10.3K - $11.2K
|
33.8K
$1.33M
|