Purchases and Sales Made in Q1 2021 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q1 2021. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87K+ 27.93% |
$3.15M - $3.41M
|
399K
$16.2M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83K+ 97.02% |
$3M - $3.25M
|
168K
$6.83M
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
58.1K+ 15.37% |
$2.1M - $2.27M
|
436K
$17.7M
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
BUY
|
- |
27.6K+ 30.97% |
$998K - $1.08M
|
117K
$4.73M
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27.2KNew |
$982K - $1.06M
|
27.2K
$1.1M
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
22.7K+ 9.55% |
$821K - $889K
|
261K
$10.6M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.9K+ 18.7% |
$756K - $819K
|
133K
$5.38M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.9KNew |
$683K - $739K
|
18.9K
$766K
|
|
Apr 30, 2021
Q1 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
18.8K+ 8.86% |
$678K - $734K
|
231K
$9.34M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
18.2K+ 7.4% |
$658K - $712K
|
264K
$10.7M
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
16.3K+ 211.9% |
$591K - $640K
|
24.1K
$975K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6KNew |
$529K - $573K
|
14.6K
$593K
|
|
Nov 15, 2022
Q1 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
13K+ 65.21% |
$469K - $507K
|
32.9K
$1.33M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2K+ 73.03% |
$440K - $476K
|
28.8K
$1.17M
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.4K+ 34.24% |
$411K - $445K
|
44.5K
$1.81M
|
|
May 12, 2021
Q1 2021
|
Strategic Equity Management
|
BUY
|
- |
8.18K+ 44.65% |
$296K - $320K
|
26.5K
$1.07M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.49KNew |
$271K - $293K
|
7.49K
$304K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.48KNew |
$271K - $293K
|
7.48K
$303K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.68K+ 36.75% |
$241K - $261K
|
24.8K
$1.01M
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.53KNew |
$236K - $256K
|
6.53K
$265K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.44KNew |
$233K - $252K
|
6.44K
$261K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.13K+ 32.43% |
$221K - $240K
|
25K
$1.01M
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
5.96K+ 637.18% |
$216K - $233K
|
6.9K
$280K
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.68KNew |
$205K - $222K
|
5.68K
$230K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.67K+ 8.06% |
$205K - $222K
|
76K
$3.08M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.57K+ 20.73% |
$201K - $218K
|
32.5K
$1.32M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.32KNew |
$192K - $208K
|
5.32K
$215K
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
4K+ 28.67% |
$145K - $157K
|
18K
$728K
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
BUY
|
- |
3.93K+ 40.42% |
$142K - $154K
|
13.6K
$553K
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.67K+ 12.29% |
$96.3K - $104K
|
24.3K
$987K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.59K+ 1.51% |
$93.4K - $101K
|
174K
$7.03M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.36K+ 11.07% |
$85.1K - $92.2K
|
23.6K
$958K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.16KNew |
$78K - $84.4K
|
2.16K
$87.4K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.66K+ 24.18% |
$60.1K - $65.1K
|
8.54K
$346K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.48K+ 57.97% |
$53.6K - $58K
|
4.04K
$164K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.42KNew |
$51.4K - $55.7K
|
1.42K
$57.7K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 5.68% |
$46.6K - $50.5K
|
24K
$972K
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
936New |
$33.8K - $36.6K
|
936
$37.9K
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
890+ 4.6% |
$32.2K - $34.8K
|
20.2K
$820K
|
|
May 13, 2021
Q1 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
419+ 85.51% |
$15.1K - $16.4K
|
909
$36.8K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
242New |
$8.75K - $9.47K
|
242
$9.81K
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
BUY
|
- |
200+ 2.68% |
$7.23K - $7.83K
|
7.67K
$311K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26New |
$940 - $1.02K
|
26
$1.05K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 5.61% |
$1.08K - $1.17K
|
505
$20.5K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-215- 3.17% |
$7.77K - $8.42K
|
6.57K
$266K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-482- 5.25% |
$17.4K - $18.9K
|
8.69K
$352K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-518Closed |
$18.7K - $20.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-608- 53.9% |
$22K - $23.8K
|
520
$21.1K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.2K- 14.29% |
$43.4K - $47K
|
7.2K
$292K
|