Purchases and Sales Made in Q3 2024 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.4KNew |
$2.94M - $3.27M
|
80.4K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.5K+ 12.85% |
$1.59M - $1.77M
|
382K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
30.7K+ 3.25% |
$1.12M - $1.25M
|
976K
$39.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.4K+ 318.52% |
$929K - $1.03M
|
33.3K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5K+ 145.7% |
$899K - $998K
|
41.4K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
23.9KNew |
$876K - $974K
|
23.9K
$970K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.9KNew |
$837K - $930K
|
22.9K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.3K+ 66.63% |
$525K - $583K
|
35.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.58KNew |
$277K - $308K
|
7.58K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.05K+ 17.34% |
$258K - $287K
|
47.7K
$1.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.14K+ 21.24% |
$225K - $250K
|
35K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
5.64K+ 5.73% |
$206K - $229K
|
104K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.29KNew |
$194K - $215K
|
5.29K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
5.24K+ 13.35% |
$192K - $213K
|
44.5K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.21K+ 70.32% |
$191K - $212K
|
12.6K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.13KNew |
$188K - $209K
|
5.13K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
5.08KNew |
$186K - $207K
|
5.08K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.05KNew |
$185K - $205K
|
5.05K
$204K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5KNew |
$183K - $203K
|
5K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.32K+ 6.38% |
$158K - $176K
|
72K
$2.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.96K+ 2.19% |
$145K - $161K
|
184K
$7.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.76K+ 2438.96% |
$138K - $153K
|
3.91K
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.79K+ 8.76% |
$102K - $113K
|
34.6K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.67K+ 9.38% |
$97.9K - $109K
|
31.2K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.13K+ 7.39% |
$77.9K - $86.5K
|
30.9K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1K+ 12.99% |
$36.6K - $40.7K
|
8.7K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
998+ 13.53% |
$36.5K - $40.6K
|
8.37K
$339K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
952+ 32.24% |
$34.9K - $38.7K
|
3.91K
$158K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
851+ 0.79% |
$31.2K - $34.6K
|
109K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
800+ 2.15% |
$29.3K - $32.5K
|
38.1K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
776+ 15.7% |
$28.4K - $31.6K
|
5.72K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
707+ 3.22% |
$25.9K - $28.8K
|
22.7K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
624+ 9.9% |
$22.8K - $25.4K
|
6.93K
$281K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
601+ 8.88% |
$22K - $24.4K
|
7.37K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
581+ 30.89% |
$21.3K - $23.6K
|
2.46K
$99.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
539+ 6.86% |
$19.7K - $21.9K
|
8.4K
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
269+ 3.56% |
$9.85K - $10.9K
|
7.83K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
186New |
$6.81K - $7.56K
|
186
$7.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
139+ 0.67% |
$5.09K - $5.65K
|
21K
$850K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
126+ 8.94% |
$4.61K - $5.12K
|
1.54K
$62.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17+ 0.25% |
$622 - $691
|
6.93K
$281K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
11+ 0.15% |
$403 - $447
|
7.12K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6+ 0.08% |
$220 - $244
|
7.49K
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
4+ 0.02% |
$146 - $163
|
20.5K
$828K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.24% |
$110 - $122
|
1.27K
$51.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$73.2 - $81.3
|
5.34K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2New |
$73.2 - $81.3
|
2
$81
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$36.6 - $40.7
|
550
$22.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-42- 0.16% |
$1.54K - $1.71K
|
26.5K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.93% |
$1.83K - $2.03K
|
5.33K
$216K
|