Purchases and Sales Made in Q1 2024 in Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
161+ 41.82% |
$4.03K - $4.45K
|
546
$21.9K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
145+ 805.56% |
$3.63K - $4.01K
|
163
$6.53K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
134New |
$3.36K - $3.71K
|
134
$5.37K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
132New |
$3.31K - $3.65K
|
132
$5.29K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
130New |
$3.26K - $3.6K
|
130
$5.21K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
121+ 0.7% |
$3.03K - $3.35K
|
17.5K
$702K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.09% |
$2.51K - $2.77K
|
113K
$4.54M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
93New |
$2.33K - $2.57K
|
93
$3.73K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
86New |
$2.16K - $2.38K
|
86
$3.45K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
78+ 26.62% |
$1.95K - $2.16K
|
371
$14.9K
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
72+ 0.06% |
$1.8K - $1.99K
|
119K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59+ 0.45% |
$1.48K - $1.63K
|
13.2K
$530K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
59+ 0.17% |
$1.48K - $1.63K
|
35.6K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
51New |
$1.28K - $1.41K
|
51
$2.04K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$1.25K - $1.38K
|
50
$2K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
41+ 0.47% |
$1.03K - $1.13K
|
8.82K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
39+ 1.37% |
$977 - $1.08K
|
2.88K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
37+ 0.28% |
$927 - $1.02K
|
13.1K
$526K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35+ 0.87% |
$877 - $968
|
4.06K
$163K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
32New |
$802 - $885
|
32
$1.28K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
26+ 173.33% |
$652 - $719
|
41
$1.64K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 34.43% |
$526 - $581
|
82
$3.29K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 26.58% |
$526 - $581
|
100
$4.01K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 11.73% |
$476 - $526
|
181
$7.25K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
17+ 340.0% |
$426 - $470
|
22
$882
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
16New |
$401 - $443
|
16
$641
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
15+ 0.1% |
$376 - $415
|
15.4K
$618K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 1.03% |
$326 - $360
|
1.28K
$51.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 11.76% |
$301 - $332
|
114
$4.57K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11+ 5.73% |
$276 - $304
|
203
$8.13K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
11+ 0.62% |
$276 - $304
|
1.78K
$71.3K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10+ 0.19% |
$251 - $277
|
5.3K
$212K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 70.0% |
$175 - $194
|
17
$681
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6New |
$150 - $166
|
6
$240
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.04% |
$150 - $166
|
14.1K
$566K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5New |
$125 - $138
|
5
$200
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 4.76% |
$125 - $138
|
110
$4.41K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 18.52% |
$125 - $138
|
32
$1.28K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 1.02% |
$100 - $111
|
396
$15.9K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.42% |
$75.2 - $83
|
721
$28.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.17% |
$25.1 - $27.7
|
47
$1.88K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 6.67% |
$25.1 - $27.7
|
16
$641
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.01% |
$50.1 - $55.3
|
28.7K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.03% |
$226 - $249
|
29.6K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 1.33% |
$301 - $332
|
891
$35.7K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.2% |
$426 - $470
|
8.48K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20- 0.17% |
$501 - $553
|
11.7K
$468K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 10.42% |
$627 - $692
|
215
$8.62K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-26- 5.78% |
$652 - $719
|
424
$17K
|