Institutional Ownership Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,958
shares
|
$277,624
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
6,927
shares
|
$276,387
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,792
shares
|
$271,000
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,694
shares
|
$267,090
0.01% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,533
shares
|
$260,666
0.03% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,384
shares
|
$254,721
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
5,994
shares
|
$239,160
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
5,938
shares
|
$236,926
0.06% of portfolio
|
Q4 2024
Reduced 29.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,715
shares
|
$228,028
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,572
shares
|
$222,322
0.0% of portfolio
|
Q4 2024
Reduced 45.76%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,423
shares
|
$216,377
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,383
shares
|
$214,781
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,335
shares
|
$212,866
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,260
shares
|
$209,874
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
5,165
shares
|
$206,083
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,127
shares
|
$204,567
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
5,086
shares
|
$202,931
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
5,000
shares
|
$199,500
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,988
shares
|
$199,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,819
shares
|
$192,278
0.05% of portfolio
|
Q3 2024
Reduced 33.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,179
shares
|
$166,742
0.0% of portfolio
|
Q4 2024
Added 1140.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,910
shares
|
$156,009
0.0% of portfolio
|
Q3 2024
Added 2438.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
3,614
shares
|
$144,198
0.03% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,556
shares
|
$141,884
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,475
shares
|
$138,652
0.05% of portfolio
|
Q4 2024
New holding
|