Purchases and Sales Made in Q4 2021 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
330+ 2.13% |
$12.3K - $15.3K
|
15.8K
$640K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
320+ 4.17% |
$11.9K - $14.9K
|
7.99K
$324K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300+ 51.11% |
$11.2K - $14K
|
887
$35.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
240New |
$8.95K - $11.2K
|
240
$9.72K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
89New |
$3.32K - $4.14K
|
89
$3.61K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
81+ 17.8% |
$3.02K - $3.77K
|
536
$21.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27+ 0.42% |
$1.01K - $1.26K
|
6.44K
$261K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
17+ 3.15% |
$634 - $791
|
556
$22.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 5.0% |
$37.3 - $46.5
|
21
$851
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$37.3 - $46.5
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-95- 1.29% |
$3.54K - $4.42K
|
7.25K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-330- 24.87% |
$12.3K - $15.3K
|
997
$40.4K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-559- 5.24% |
$20.9K - $26K
|
10.1K
$409K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-579- 6.11% |
$21.6K - $26.9K
|
8.9K
$360K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 26.98% |
$43.6K - $54.4K
|
3.17K
$128K
|
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
SELL
|
- |
-3.76K- 2.12% |
$140K - $175K
|
173K
$7.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.5K- 6.38% |
$168K - $209K
|
66K
$2.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.5KClosed |
$168K - $209K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-4.87KClosed |
$182K - $227K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.96KClosed |
$185K - $230K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.77KClosed |
$215K - $268K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.27K- 40.51% |
$271K - $338K
|
10.7K
$433K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.08KClosed |
$339K - $422K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 33.46% |
$538K - $671K
|
28.7K
$1.16M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27.9KClosed |
$1.04M - $1.3M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-53.6KClosed |
$2M - $2.49M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-380K- 57.52% |
$14.2M - $17.7M
|
281K
$11.4M
|