Purchases and Sales Made in Q3 2024 in Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
55+ 22.73% |
$1.57K - $1.91K
|
297
$11.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 21.68% |
$1.4K - $1.7K
|
275
$10.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
48+ 0.01% |
$1.37K - $1.66K
|
320K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
48+ 0.31% |
$1.37K - $1.66K
|
15.3K
$603K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
45+ 0.57% |
$1.28K - $1.56K
|
7.95K
$313K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
43+ 107.5% |
$1.23K - $1.49K
|
83
$3.27K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
43+ 0.24% |
$1.23K - $1.49K
|
17.7K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 1.39% |
$1.2K - $1.45K
|
3.06K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
42+ 51.22% |
$1.2K - $1.45K
|
124
$4.88K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 4.48% |
$1.14K - $1.39K
|
932
$36.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
38+ 7.6% |
$1.08K - $1.32K
|
538
$21.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37+ 217.65% |
$1.06K - $1.28K
|
54
$2.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36New |
$1.03K - $1.25K
|
36
$1.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
32+ 1.9% |
$913 - $1.11K
|
1.72K
$67.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
24New |
$685 - $831
|
24
$944
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 240.0% |
$685 - $831
|
34
$1.34K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 1.8% |
$628 - $762
|
1.25K
$49K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20New |
$571 - $693
|
20
$787
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$514 - $624
|
18
$708
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17+ 6.94% |
$485 - $589
|
262
$10.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.22% |
$457 - $554
|
7.36K
$290K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 1.57% |
$371 - $450
|
839
$33K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
12New |
$342 - $416
|
12
$472
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.86% |
$314 - $381
|
1.3K
$51K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10+ 0.12% |
$285 - $346
|
8.17K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.12% |
$285 - $346
|
8.54K
$336K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.03% |
$285 - $346
|
38.5K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 13.89% |
$285 - $346
|
82
$3.23K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 1.14% |
$285 - $346
|
891
$35.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.2% |
$228 - $277
|
3.92K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7+ 0.04% |
$200 - $242
|
19.6K
$770K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5+ 0.02% |
$143 - $173
|
21.3K
$837K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 17.24% |
$143 - $173
|
34
$1.34K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 1.0% |
$114 - $139
|
403
$15.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 3.64% |
$114 - $139
|
114
$4.48K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 15.0% |
$85.6 - $104
|
23
$905
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.89% |
$28.5 - $34.6
|
54
$2.12K
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.89% |
$28.5 - $34.6
|
113
$4.45K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- -0.0% |
$28.5 - $34.6
|
55.9K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 14.29% |
$28.5 - $34.6
|
6
$236
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 22.22% |
$171 - $208
|
21
$826
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7- 0.02% |
$200 - $242
|
31.1K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8- 0.06% |
$228 - $277
|
13.4K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10- 0.1% |
$285 - $346
|
9.55K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 9.05% |
$514 - $624
|
181
$7.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-28- 13.02% |
$799 - $970
|
187
$7.36K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-30- 2.5% |
$856 - $1.04K
|
1.17K
$46K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-33- 0.01% |
$942 - $1.14K
|
609K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-40- 0.3% |
$1.14K - $1.39K
|
13.5K
$531K
|