Purchases and Sales Made in Q3 2023 in Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
80+ 0.3% |
$1.97K - $2.27K
|
26.5K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
77New |
$1.89K - $2.19K
|
77
$3.09K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
70+ 16.43% |
$1.72K - $1.99K
|
496
$19.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
60+ 150.0% |
$1.48K - $1.71K
|
100
$4.01K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
56New |
$1.38K - $1.59K
|
56
$2.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 6.1% |
$1.18K - $1.36K
|
835
$33.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40+ 0.43% |
$984 - $1.14K
|
9.28K
$372K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$738 - $853
|
30
$1.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 1.89% |
$713 - $824
|
1.56K
$62.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
28New |
$689 - $796
|
28
$1.12K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
25+ 0.04% |
$615 - $711
|
62.3K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25+ 0.34% |
$615 - $711
|
7.44K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.51% |
$517 - $597
|
4.13K
$166K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 105.56% |
$467 - $540
|
37
$1.48K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 19.59% |
$467 - $540
|
116
$4.65K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
18+ 7.83% |
$443 - $512
|
248
$9.94K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.2% |
$418 - $483
|
8.49K
$340K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 1.05% |
$394 - $455
|
1.54K
$61.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
15+ 2.88% |
$369 - $426
|
536
$21.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
15+ 0.03% |
$369 - $426
|
59.6K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.11% |
$344 - $398
|
13K
$523K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
14+ 0.03% |
$344 - $398
|
49K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.97% |
$295 - $341
|
1.25K
$50.1K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
11New |
$271 - $313
|
11
$441
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
10+ 0.05% |
$246 - $284
|
22K
$884K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 21.05% |
$197 - $227
|
46
$1.84K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
7+ 0.05% |
$172 - $199
|
14.7K
$589K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.36% |
$98.4 - $114
|
1.1K
$44.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.01% |
$49.2 - $56.9
|
19.8K
$793K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.32% |
$24.6 - $28.4
|
77
$3.09K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.76% |
$24.6 - $28.4
|
132
$5.29K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.22% |
$24.6 - $28.4
|
46
$1.84K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$24.6 - $28.4
|
1.43K
$57.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$24.6 - $28.4
|
1.43K
$57.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6- 7.89% |
$148 - $171
|
70
$2.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13- 7.34% |
$320 - $370
|
164
$6.57K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-14- 0.01% |
$344 - $398
|
113K
$4.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-30- 43.48% |
$738 - $853
|
39
$1.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-31- 0.22% |
$763 - $881
|
14.1K
$565K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-44- 12.75% |
$1.08K - $1.25K
|
301
$12.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 3.97% |
$1.23K - $1.42K
|
1.21K
$48.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-54- 17.36% |
$1.33K - $1.54K
|
257
$10.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-59- 0.34% |
$1.45K - $1.68K
|
17.1K
$687K
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-60- 0.6% |
$1.48K - $1.71K
|
10K
$401K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-66- 0.69% |
$1.62K - $1.88K
|
9.46K
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-76- 8.5% |
$1.87K - $2.16K
|
818
$32.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-85- 0.59% |
$2.09K - $2.42K
|
14.3K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-113- 1.27% |
$2.78K - $3.21K
|
8.8K
$353K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116- 59.79% |
$2.85K - $3.3K
|
78
$3.13K
|