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NISOURCE
NISOURCE. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 459 Institutional holders with a total value of $6,847,499,727.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 400 0 0.00% Put
2 Glassman Wealth Services 19 0 0.00%
3 TREDJE AP-FONDEN 1 0 0.00%
4 Parkside Financial Bank & Trust 9 0 0.00%
5 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 0 0 0.00%
6 WFG Advisors, LP 28 1,000 0.00%
7 BB&T INVESTMENT SERVICES, INC. 39 1,000 0.00%
8 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 33 1,000 0.00%
9 Allworth Financial LP 54 1,000 0.00%
10 DUBUQUE BANK & TRUST CO 71 2,000 0.00%
11 VERSANT CAPITAL MANAGEMENT, INC 97 2,000 0.00%
12 FARMERS & MERCHANTS INVESTMENTS INC 93 2,000 0.00%
13 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 66 2,000 0.00%
14 WEST PACES ADVISORS INC. 111 2,815 0.00%
15 BARCLAYS PLC 100 3,000 0.00% Put
16 Baystate Wealth Management LLC 111 3,000 0.00%
17 CWM, LLC 103 3,000 0.00%
18 COCONUT GROVE BANK 140 4,000 0.00%
19 TRUST DEPARTMENT MB FINANCIAL BANK N A 150 4,000 0.00%
20 Tarbox Family Office, Inc. 175 4,000 0.00%
21 Alexandria Capital, LLC 154 4,000 0.00%
22 ZIONS BANCORPORATION 147 4,000 0.00%
23 CENTRAL BANK & TRUST CO 139 4,000 0.00%
24 RESOURCES INVESTMENT ADVISORS, INC. 203 5,000 0.00%
25 Gradient Investments LLC 200 5,000 0.00%
26 WealthTrust-Arizona, LLC 209 5,000 0.00%
27 WESTSIDE INVESTMENT MANAGEMENT, INC. 202 5,092 0.00%
28 MOTCO 300 8,000 0.00%
29 Daiwa SB Investments Ltd. 310 8,000 0.00%
30 Oakworth Capital, Inc. 300 8,000 0.00%
31 Plante Moran Financial Advisors, LLC 323 8,000 0.00%
32 ANCHOR INVESTMENT MANAGEMENT, LLC 352 8,927 0.00%
33 REILLY FINANCIAL ADVISORS, LLC 336 9,000 0.00%
34 BANCO ITAU HOLDING FINANCEIRA S A 360 9,000 0.00%
35 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 354 9,000 0.00%
36 MassMutual Private Wealth & Trust, FSB 372 9,434 0.00%
37 Bartlett & Co. LLC 400 10,000 0.00%
38 PROFICIO CAPITAL PARTNERS LLC 366 10,000 0.00%
39 CITY HOLDING CO 410 10,000 0.00%
40 WHITTIER TRUST CO 384 10,000 0.00%
41 FERRIS CAPITAL, LLC 463 12,000 0.00%
42 EDGE ADVISORS, LLC 479 12,000 0.00%
43 Perkins Coie Trust Co 521 13,000 0.00%
44 Ledyard National Bank 522 13,000 0.00%
45 North Star Investment Management Corp. 500 13,000 0.00%
46 Gemmer Asset Management LLC 516 13,000 0.00%
47 First Personal Financial Services 715 18,000 0.00%
48 GUARDIAN LIFE INSURANCE CO OF AMERICA 725 18,000 0.00%
49 JACOBI CAPITAL MANAGEMENT LLC 700 18,000 0.00%
50 MUFG Americas Holdings Corp 749 19,000 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.