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NISOURCE
NISOURCE. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 459 Institutional holders with a total value of $5,904,842,299.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 600 0 0.00% Call
2 Glassman Wealth Services 19 0 0.00%
3 ASSETMARK, INC 7 0 0.00%
4 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 25 0 0.00%
5 TREDJE AP-FONDEN 1 0 0.00%
6 Twin Tree Management, LP 3 0 0.00%
7 Parkside Financial Bank & Trust 9 0 0.00%
8 INDEPENDENT ADVISOR ALLIANCE 37 833 0.00%
9 Vantage Investment Advisors, LLC 29 1,000 0.00%
10 WFG Advisors, LP 28 1,000 0.00%
11 Allworth Financial LP 54 1,000 0.00%
12 Chicago Partners Investment Group LLC 64 1,000 0.00%
13 IBEX WEALTH ADVISORS 51 1,000 0.00%
14 PINKERTON WEALTH, LLC 101 2,000 0.00%
15 FARMERS & MERCHANTS INVESTMENTS INC 93 2,000 0.00%
16 First Horizon Advisors, Inc. 95 2,000 0.00%
17 VERSANT CAPITAL MANAGEMENT, INC 97 2,000 0.00%
18 Spot Trading L.L.C 100 2,000 0.00% Call
19 Alexandria Capital, LLC 154 3,000 0.00%
20 WEST PACES ADVISORS INC. 146 3,232 0.00%
21 Gradient Investments LLC 200 4,000 0.00%
22 PROFICIO CAPITAL PARTNERS LLC 185 4,000 0.00%
23 CWM, LLC 169 4,000 0.00%
24 EMPIRICAL FINANCE, LLC 139 4,000 0.00%
25 Tarbox Family Office, Inc. 175 4,000 0.00%
26 Daiwa SB Investments Ltd. 180 4,000 0.00%
27 ZIONS BANCORPORATION 212 4,000 0.00%
28 WESTSIDE INVESTMENT MANAGEMENT, INC. 202 4,468 0.00%
29 WealthTrust-Arizona, LLC 206 5,000 0.00%
30 Perigon Wealth Management, LLC 193 5,000 0.00%
31 WHITTIER TRUST CO 217 5,000 0.00%
32 MOTCO 300 7,000 0.00%
33 Plante Moran Financial Advisors, LLC 323 7,000 0.00%
34 Oakworth Capital, Inc. 300 7,000 0.00%
35 ClearBridge Investments Ltd 287 7,000 0.00%
36 CENTRAL BANK & TRUST CO 405 9,000 0.00%
37 Bartlett & Co. LLC 400 9,000 0.00%
38 CITY HOLDING CO 410 9,000 0.00%
39 ANCHOR INVESTMENT MANAGEMENT, LLC 415 9,188 0.00%
40 MassMutual Private Wealth & Trust, FSB 447 9,897 0.00%
41 Commonwealth Financial Services, LLC 470 11,000 0.00%
42 Perkins Coie Trust Co 521 12,000 0.00%
43 EDGE ADVISORS, LLC 545 12,000 0.00%
44 Joel Isaacson & Co., LLC 590 13,000 0.00%
45 SUTTON WEALTH ADVISORS INC. 605 13,395 0.00%
46 PARALLEL ADVISORS, LLC 646 14,000 0.00%
47 Gemmer Asset Management LLC 615 14,000 0.00%
48 ENTERPRISE FINANCIAL SERVICES CORP 636 14,000 0.00%
49 JACOBI CAPITAL MANAGEMENT LLC 700 15,000 0.00%
50 WHITTIER TRUST CO OF NEVADA INC 700 15,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.