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 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54+ 0.62% |
$1.47K - $1.72K
|
8.71K
$353K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 17.53% |
$922 - $1.08K
|
228
$9.24K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24+ 0.04% |
$651 - $764
|
57.8K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22+ 2.11% |
$597 - $700
|
1.07K
$43.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.15% |
$461 - $541
|
11.3K
$460K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14+ 0.19% |
$380 - $446
|
7.45K
$302K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
5+ 0.06% |
$136 - $159
|
8.46K
$343K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.56% |
$81.4 - $95.5
|
542
$22K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$136 - $159
|
8.9K
$360K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7- 0.07% |
$190 - $223
|
10.8K
$436K
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-144- 1.59% |
$3.91K - $4.58K
|
8.9K
$360K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-365- 0.31% |
$9.9K - $11.6K
|
118K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-600- 17.14% |
$16.3K - $19.1K
|
2.9K
$117K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-728- 94.67% |
$19.8K - $23.2K
|
41
$1.66K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 1.53% |
$47.9K - $56.2K
|
114K
$4.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.42K- 56.05% |
$65.6K - $77K
|
1.9K
$76.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.55K- 50.42% |
$69.2K - $81.2K
|
2.51K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.15K- 3.07% |
$85.4K - $100K
|
99.5K
$4.03M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.91K- 8.1% |
$106K - $125K
|
44.4K
$1.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.03K- 6.54% |
$136K - $160K
|
71.8K
$2.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.89K- 27.05% |
$214K - $251K
|
21.3K
$863K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.59K- 2.75% |
$260K - $305K
|
339K
$13.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9K- 28.67% |
$433K - $508K
|
39.7K
$1.61M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-72.3KClosed |
$1.96M - $2.3M
|
0
$0
|