Purchases and Sales Made in Q4 2023 in Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
500New |
$11.6K - $13.5K
|
500
$18K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
491+ 46.23% |
$11.4K - $13.3K
|
1.55K
$56K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
471+ 2.75% |
$10.9K - $12.7K
|
17.6K
$633K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
470+ 5.39% |
$10.9K - $12.7K
|
9.19K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
463+ 16.75% |
$10.7K - $12.5K
|
3.23K
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
451+ 7.87% |
$10.5K - $12.2K
|
6.19K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
430New |
$9.97K - $11.6K
|
430
$15.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
414+ 4.86% |
$9.6K - $11.2K
|
8.93K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
406+ 3.44% |
$9.41K - $11K
|
12.2K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
405+ 3.17% |
$9.39K - $10.9K
|
13.2K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.56% |
$9.27K - $10.8K
|
71.5K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
328+ 19.32% |
$7.6K - $8.87K
|
2.03K
$73K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
326+ 2.1% |
$7.56K - $8.81K
|
15.9K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
317+ 1.32% |
$7.35K - $8.57K
|
24.4K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
311+ 4.66% |
$7.21K - $8.41K
|
6.98K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.94% |
$6.95K - $8.11K
|
32.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
298+ 0.14% |
$6.91K - $8.05K
|
210K
$7.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
290+ 47.31% |
$6.72K - $7.84K
|
903
$32.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
276+ 84.4% |
$6.4K - $7.46K
|
603
$21.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
260+ 866.67% |
$6.03K - $7.03K
|
290
$10.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
256+ 99.61% |
$5.93K - $6.92K
|
513
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
181New |
$4.2K - $4.89K
|
181
$6.52K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
177+ 2.42% |
$4.1K - $4.78K
|
7.49K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
177+ 1.52% |
$4.1K - $4.78K
|
11.8K
$425K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
163New |
$3.78K - $4.41K
|
163
$5.87K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
151+ 0.21% |
$3.5K - $4.08K
|
72.4K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
140+ 140.0% |
$3.25K - $3.78K
|
240
$8.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
132New |
$3.06K - $3.57K
|
132
$4.76K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
123+ 159.74% |
$2.85K - $3.32K
|
200
$7.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
120New |
$2.78K - $3.24K
|
120
$4.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
110+ 1.78% |
$2.55K - $2.97K
|
6.28K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
108+ 55.96% |
$2.5K - $2.92K
|
301
$10.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
104+ 0.96% |
$2.41K - $2.81K
|
10.9K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
103+ 0.55% |
$2.39K - $2.78K
|
18.8K
$676K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
100+ 9.03% |
$2.32K - $2.7K
|
1.21K
$43.5K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
100+ 9.03% |
$2.32K - $2.7K
|
1.21K
$43.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
93New |
$2.16K - $2.51K
|
93
$3.35K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
90+ 0.59% |
$2.09K - $2.43K
|
15.4K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
77New |
$1.78K - $2.08K
|
77
$2.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 1.89% |
$1.74K - $2.03K
|
4.04K
$146K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
74New |
$1.72K - $2K
|
74
$2.67K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 28.4% |
$1.69K - $1.97K
|
330
$11.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
73+ 0.41% |
$1.69K - $1.97K
|
18K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
72+ 0.42% |
$1.67K - $1.95K
|
17.2K
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
67New |
$1.55K - $1.81K
|
67
$2.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
46+ 39.66% |
$1.07K - $1.24K
|
162
$5.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
45New |
$1.04K - $1.22K
|
45
$1.62K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42+ 0.78% |
$974 - $1.14K
|
5.45K
$196K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 64.52% |
$927 - $1.08K
|
102
$3.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.29% |
$881 - $1.03K
|
13.1K
$471K
|