Purchases and Sales Made in Q2 2021 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87.1K+ 21.86% |
$3.43M - $3.72M
|
486K
$19.6M
|
|
Aug 10, 2021
Q2 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50.1K+ 11.5% |
$1.98M - $2.14M
|
486K
$19.7M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
41.3K+ 152.18% |
$1.63M - $1.76M
|
68.5K
$2.77M
|
|
Aug 10, 2021
Q2 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
19.5K+ 8.47% |
$769K - $833K
|
250K
$10.1M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.8K+ 11.13% |
$739K - $800K
|
187K
$7.57M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 8.92% |
$610K - $660K
|
189K
$7.64M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.9K+ 171.78% |
$589K - $637K
|
23.6K
$955K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2K+ 43.83% |
$561K - $607K
|
46.7K
$1.89M
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.15K+ 37.59% |
$361K - $391K
|
33.5K
$1.35M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.33K+ 33.52% |
$328K - $355K
|
33.2K
$1.34M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.25K+ 14.71% |
$325K - $352K
|
64.4K
$2.6M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.44KNew |
$254K - $275K
|
6.44K
$260K
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.23KNew |
$245K - $266K
|
6.23K
$252K
|
|
Jul 28, 2021
Q2 2021
|
Strategic Equity Management
|
BUY
|
- |
5.89K+ 22.22% |
$232K - $251K
|
32.4K
$1.31M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.31K+ 6.98% |
$209K - $227K
|
81.3K
$3.29M
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.05KNew |
$199K - $215K
|
5.05K
$204K
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.56K+ 69.9% |
$180K - $195K
|
11.1K
$448K
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
4.53KNew |
$178K - $193K
|
4.53K
$183K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.37K+ 67.86% |
$172K - $186K
|
10.8K
$437K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4K+ 55.56% |
$158K - $171K
|
11.2K
$453K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.89K+ 16.23% |
$153K - $166K
|
27.9K
$1.13M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.06K+ 35.83% |
$121K - $131K
|
11.6K
$469K
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
BUY
|
- |
2.02K+ 1.73% |
$79.5K - $86.1K
|
119K
$4.8M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 11.77% |
$67.9K - $73.5K
|
16.4K
$661K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.69K+ 24.46% |
$66.5K - $72K
|
8.59K
$347K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.48K+ 57.97% |
$58.5K - $63.3K
|
4.04K
$163K
|
|
Jul 19, 2021
Q2 2021
|
Well Done, LLC
|
BUY
|
- |
1.46K+ 10.67% |
$57.4K - $62.2K
|
15.1K
$611K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38K+ 5.85% |
$54.4K - $58.9K
|
25K
$1.01M
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.31K+ 5.43% |
$51.5K - $55.8K
|
25.4K
$1.03M
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.18K+ 2.65% |
$46.6K - $50.4K
|
45.7K
$1.85M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 22.1% |
$46.3K - $50.1K
|
6.49K
$262K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
650+ 8.69% |
$25.6K - $27.7K
|
8.13K
$329K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
528New |
$20.8K - $22.5K
|
528
$21.3K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
434+ 3.53% |
$17.1K - $18.5K
|
12.7K
$514K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
345+ 142.56% |
$13.6K - $14.7K
|
587
$23.7K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
259+ 18.2% |
$10.2K - $11.1K
|
1.68K
$68K
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
256+ 11.87% |
$10.1K - $10.9K
|
2.41K
$97.6K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
242New |
$9.54K - $10.3K
|
242
$9.78K
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
231+ 4.07% |
$9.11K - $9.86K
|
5.91K
$239K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
173New |
$6.82K - $7.38K
|
173
$6.99K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
165New |
$6.5K - $7.04K
|
165
$6.67K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
109+ 0.44% |
$4.3K - $4.65K
|
25.1K
$1.02M
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
86+ 17.03% |
$3.39K - $3.67K
|
591
$23.9K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80New |
$3.15K - $3.41K
|
80
$3.23K
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
BUY
|
- |
22+ 70.97% |
$867 - $939
|
53
$2.14K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-1- 0.01% |
$39.4 - $42.7
|
7.67K
$310K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$39.4 - $42.7
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26Closed |
$1.02K - $1.11K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-213- 3.24% |
$8.4K - $9.09K
|
6.36K
$257K
|