Purchases and Sales Made in Q1 2024 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
363K+ 269.66% |
$12.3M - $14.1M
|
498K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
229K+ 98.46% |
$7.76M - $8.89M
|
461K
$18.7M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
64.9KNew |
$2.2M - $2.52M
|
64.9K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
50.1K+ 31.21% |
$1.7M - $1.95M
|
211K
$8.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
43.8K+ 117.45% |
$1.49M - $1.7M
|
81.1K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.1KNew |
$1.43M - $1.64M
|
42.1K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
38K+ 67.25% |
$1.29M - $1.48M
|
94.4K
$3.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.29M - $1.47M
|
37.9K
$1.54M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.3K+ 282.86% |
$1.06M - $1.22M
|
42.4K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.7K+ 241.11% |
$1.01M - $1.16M
|
42.1K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 12.62% |
$955K - $1.09M
|
251K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9KNew |
$844K - $967K
|
24.9K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
23.3K+ 13.9% |
$791K - $907K
|
191K
$7.76M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 33.14% |
$591K - $677K
|
69.9K
$2.84M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
17.3K+ 1.37% |
$588K - $673K
|
1.28M
$52.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
13K+ 7.96% |
$443K - $508K
|
177K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$424K - $486K
|
12.5K
$508K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.5KNew |
$392K - $449K
|
11.5K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.83K+ 12.43% |
$266K - $305K
|
70.9K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.71K+ 14.83% |
$228K - $261K
|
52K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.11KNew |
$207K - $238K
|
6.11K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.76KNew |
$195K - $224K
|
5.76K
$234K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.78K+ 9.36% |
$128K - $147K
|
44.1K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.58K+ 1.71% |
$87.4K - $100K
|
154K
$6.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.56K+ 6.45% |
$87.1K - $99.8K
|
42.3K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.19K+ 1.1% |
$74.2K - $85.1K
|
201K
$8.17M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.99K+ 12.33% |
$67.6K - $77.4K
|
18.1K
$737K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 1.91% |
$62.7K - $71.8K
|
98.4K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.77K+ 3.5% |
$60K - $68.7K
|
52.3K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.38K+ 3.87% |
$46.7K - $53.5K
|
36.9K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.36K+ 16.6% |
$46K - $52.7K
|
9.52K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 228.85% |
$44.5K - $50.9K
|
1.88K
$76.4K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27K+ 325.9% |
$43.2K - $49.5K
|
1.66K
$67.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 4.08% |
$40.3K - $46.2K
|
30.3K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.18K+ 19.15% |
$40.1K - $46K
|
7.35K
$299K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
976+ 3.65% |
$33.1K - $38K
|
27.7K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
817New |
$27.7K - $31.8K
|
817
$33.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
800+ 1.24% |
$27.2K - $31.1K
|
65.4K
$2.66M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
799+ 159.48% |
$27.1K - $31.1K
|
1.3K
$52.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
765+ 0.64% |
$26K - $29.8K
|
120K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
507+ 0.18% |
$17.2K - $19.7K
|
282K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
279+ 1.38% |
$9.47K - $10.9K
|
20.5K
$834K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
276+ 8.16% |
$9.37K - $10.7K
|
3.66K
$149K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
267+ 15.72% |
$9.07K - $10.4K
|
1.97K
$79.9K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
250+ 3.45% |
$8.49K - $9.73K
|
7.49K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
250+ 3.67% |
$8.49K - $9.73K
|
7.06K
$287K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
172+ 1.45% |
$5.84K - $6.69K
|
12K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95+ 8.23% |
$3.23K - $3.7K
|
1.25K
$50.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49+ 12.5% |
$1.66K - $1.91K
|
441
$17.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
21+ 0.36% |
$713 - $817
|
5.86K
$238K
|