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 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
550+ 1.81% |
$14.6K - $15.9K
|
31K
$1.24M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
535+ 31.58% |
$14.2K - $15.5K
|
2.23K
$89.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
535+ 31.58% |
$14.2K - $15.5K
|
2.23K
$89.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
513+ 5.88% |
$13.6K - $14.8K
|
9.24K
$370K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
479+ 4.29% |
$12.7K - $13.8K
|
11.6K
$466K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
472+ 1.24% |
$12.6K - $13.6K
|
38.4K
$1.54M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
396+ 0.63% |
$10.5K - $11.4K
|
63.6K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
394+ 4.97% |
$10.5K - $11.4K
|
8.33K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
377+ 2.61% |
$10K - $10.9K
|
14.8K
$594K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
369+ 9.86% |
$9.82K - $10.7K
|
4.11K
$165K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
368+ 2.85% |
$9.79K - $10.6K
|
13.3K
$531K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
347+ 4.42% |
$9.23K - $10K
|
8.19K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
315+ 3.07% |
$8.38K - $9.1K
|
10.6K
$424K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
299New |
$7.95K - $8.64K
|
299
$12K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
288+ 0.84% |
$7.66K - $8.32K
|
34.7K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
280+ 1.98% |
$7.45K - $8.09K
|
14.4K
$577K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
279+ 30.59% |
$7.42K - $8.06K
|
1.19K
$47.7K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
279+ 30.59% |
$7.42K - $8.06K
|
1.19K
$47.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
270+ 50.0% |
$7.18K - $7.8K
|
810
$32.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
263+ 2.06% |
$7K - $7.6K
|
13K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
257+ 3.4% |
$6.84K - $7.42K
|
7.81K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
233+ 46.6% |
$6.2K - $6.73K
|
733
$29.4K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
230New |
$6.12K - $6.64K
|
230
$9.22K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
209+ 2.1% |
$5.56K - $6.04K
|
10.2K
$407K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
205+ 1.37% |
$5.45K - $5.92K
|
15.2K
$609K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
202+ 0.81% |
$5.37K - $5.84K
|
25K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200+ 0.83% |
$5.32K - $5.78K
|
24.4K
$978K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
200+ 4.0% |
$5.32K - $5.78K
|
5.2K
$208K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200+ 4.8% |
$5.32K - $5.78K
|
4.36K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
152+ 2.09% |
$4.04K - $4.39K
|
7.44K
$298K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
131New |
$3.48K - $3.78K
|
131
$5.25K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
95+ 8.64% |
$2.53K - $2.74K
|
1.19K
$47.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 6.27% |
$2.29K - $2.48K
|
1.46K
$58.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 0.98% |
$2.18K - $2.37K
|
8.43K
$338K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
82+ 8.86% |
$2.18K - $2.37K
|
1.01K
$40.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
76+ 0.63% |
$2.02K - $2.2K
|
12.1K
$487K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
69+ 0.81% |
$1.84K - $1.99K
|
8.59K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
60+ 4.1% |
$1.6K - $1.73K
|
1.52K
$61K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
55+ 261.9% |
$1.46K - $1.59K
|
76
$3.05K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
41+ 0.04% |
$1.09K - $1.18K
|
105K
$4.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$1.06K - $1.16K
|
40
$1.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
34New |
$904 - $982
|
34
$1.36K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24New |
$638 - $693
|
24
$962
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
24+ 0.09% |
$638 - $693
|
26.3K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
21+ 6.48% |
$559 - $607
|
345
$13.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
17+ 0.11% |
$452 - $491
|
15.3K
$613K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15New |
$399 - $433
|
15
$601
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.15% |
$346 - $376
|
8.47K
$339K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 100.0% |
$319 - $347
|
24
$962
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 7.27% |
$319 - $347
|
177
$7.09K
|