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 5.6 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,475
shares
|
$135,803
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,347
shares
|
$130,800
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,712
shares
|
$105,984
0.01% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,558
shares
|
$99,966
0.0% of portfolio
|
Q1 2020
Added 84.71%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
2,142
shares
|
$83,709
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,128
shares
|
$83,162
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,750
shares
|
$68,390
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,633
shares
|
$63,817
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,528
shares
|
$59,714
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,441
shares
|
$56,314
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,176
shares
|
$45,958
0.01% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
983
shares
|
$38,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
968
shares
|
$37,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
861
shares
|
$33,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
796
shares
|
$31,107
0.0% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
553
shares
|
$21,611
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
501
shares
|
$19,579
0.0% of portfolio
|
Q2 2024
Reduced 61.46%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
500
shares
|
$19,540
0.0% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
453
shares
|
$17,703
0.0% of portfolio
|
Q3 2024
Added 42.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
362
shares
|
$14,146
0.0% of portfolio
|
Q4 2024
Added 58.77%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
187
shares
|
$7,307
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
159
shares
|
$6,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
41
shares
|
$1,602
0.0% of portfolio
|
Q4 2022
Reduced 94.67%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
27
shares
|
$1,055
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|