Purchases and Sales Made in Q4 2022 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 2022. 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 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
79.5K+ 42.94% |
$2.16M - $2.53M
|
264K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
67.2KNew |
$1.82M - $2.14M
|
67.2K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
61.3KNew |
$1.66M - $1.95M
|
61.3K
$2.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
53.1K+ 6.95% |
$1.44M - $1.69M
|
818K
$33.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
49K+ 13.5% |
$1.33M - $1.56M
|
412K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38.6K+ 23.37% |
$1.05M - $1.23M
|
204K
$8.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.4KNew |
$960K - $1.13M
|
35.4K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 6.96% |
$927K - $1.09M
|
525K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.4KNew |
$771K - $905K
|
28.4K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24.6K+ 17.77% |
$666K - $782K
|
163K
$6.59M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
20.1KNew |
$546K - $641K
|
20.1K
$815K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
19.6K+ 106.07% |
$533K - $626K
|
38.2K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19K+ 4.47% |
$515K - $604K
|
444K
$18M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.6KNew |
$506K - $593K
|
18.6K
$755K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 9.07% |
$455K - $535K
|
202K
$8.18M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
12KNew |
$326K - $382K
|
12K
$486K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.58K+ 11.06% |
$260K - $305K
|
96.1K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.03K+ 7.37% |
$245K - $288K
|
132K
$5.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.65K+ 34.28% |
$235K - $275K
|
33.9K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.15KNew |
$194K - $228K
|
7.15K
$290K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.77KNew |
$184K - $215K
|
6.77K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.49K+ 18.83% |
$176K - $207K
|
41K
$1.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.89KNew |
$133K - $156K
|
4.89K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.07K+ 10.05% |
$110K - $130K
|
44.6K
$1.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.99K+ 2.24% |
$108K - $127K
|
182K
$7.36M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.4K+ 13.58% |
$92.2K - $108K
|
28.4K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3.02K+ 136.65% |
$81.9K - $96.2K
|
5.23K
$212K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.02K+ 29.9% |
$81.9K - $96.2K
|
13.1K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.94K+ 15.05% |
$79.8K - $93.6K
|
22.5K
$911K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.85K+ 3.81% |
$77.3K - $90.7K
|
77.6K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.71K+ 6.51% |
$73.6K - $86.4K
|
44.4K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.5KNew |
$67.9K - $79.6K
|
2.5K
$101K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.29K+ 7.24% |
$62K - $72.8K
|
33.9K
$1.37M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.23K+ 10.38% |
$60.4K - $70.8K
|
23.7K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.12K+ 45.88% |
$57.4K - $67.4K
|
6.73K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.7K+ 3.37% |
$46K - $54K
|
51.9K
$2.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.36K+ 11.82% |
$37K - $43.4K
|
12.9K
$522K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.2KNew |
$32.5K - $38.1K
|
1.2K
$48.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 38.69% |
$30.9K - $36.2K
|
4.08K
$165K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.12K+ 5.81% |
$30.4K - $35.6K
|
20.4K
$826K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
756+ 1.43% |
$20.5K - $24.1K
|
53.7K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
751+ 1.1% |
$20.4K - $23.9K
|
69K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
649New |
$17.6K - $20.7K
|
649
$26.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
535+ 1.25% |
$14.5K - $17K
|
43.5K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
390+ 4.41% |
$10.6K - $12.4K
|
9.24K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
290+ 42.15% |
$7.87K - $9.23K
|
978
$39.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
287New |
$7.79K - $9.14K
|
287
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
274+ 23.4% |
$7.43K - $8.72K
|
1.45K
$58.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
193+ 1.09% |
$5.24K - $6.15K
|
17.9K
$726K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100+ 41.67% |
$2.71K - $3.18K
|
340
$13.8K
|