Purchases and Sales Made in Q4 2023 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 2023. 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 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
357K+ 39.39% |
$10.4M - $12.5M
|
1.26M
$51.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
232KNew |
$6.79M - $8.15M
|
232K
$9.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
103K+ 1600.42% |
$3M - $3.6M
|
109K
$4.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
BUY
|
- |
59.4K+ 58.8% |
$1.74M - $2.09M
|
161K
$6.5M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
54K+ 66.89% |
$1.58M - $1.89M
|
135K
$5.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
37.3KNew |
$1.09M - $1.31M
|
37.3K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
37.1K+ 22.0% |
$1.08M - $1.3M
|
206K
$8.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.1K+ 26.75% |
$734K - $881K
|
119K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 97.84% |
$611K - $733K
|
42.2K
$1.71M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
20KNew |
$586K - $703K
|
20K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17K+ 74.49% |
$496K - $595K
|
39.7K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15.4KNew |
$450K - $541K
|
15.4K
$624K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.2K+ 25.61% |
$385K - $462K
|
64.6K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$361K - $433K
|
12.3K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 10.45% |
$304K - $365K
|
110K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.1K+ 61.76% |
$295K - $354K
|
26.4K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.65KNew |
$282K - $339K
|
9.65K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.81KNew |
$199K - $239K
|
6.81K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.79KNew |
$199K - $238K
|
6.79K
$275K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.62KNew |
$194K - $232K
|
6.62K
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.48K+ 4.12% |
$190K - $228K
|
164K
$6.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.46K+ 19.07% |
$189K - $227K
|
40.3K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.2K+ 4.28% |
$181K - $218K
|
151K
$6.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.08KNew |
$178K - $213K
|
6.08K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6KNew |
$176K - $211K
|
6K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
5.84KNew |
$171K - $205K
|
5.84K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.74KNew |
$168K - $201K
|
5.74K
$232K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
4.43K+ 20.17% |
$130K - $155K
|
26.4K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 15.86% |
$117K - $140K
|
29.1K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.95K+ 16.23% |
$115K - $139K
|
28.3K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.89K+ 1.7% |
$114K - $136K
|
233K
$9.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 1.19% |
$96.9K - $116K
|
282K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.55K+ 4.86% |
$74.4K - $89.3K
|
54.9K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.47K+ 6.16% |
$72.3K - $86.8K
|
42.6K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
1.91K+ 1.15% |
$56K - $67.1K
|
168K
$6.79M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3K+ 259.48% |
$38K - $45.6K
|
1.8K
$73K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.24K+ 1.75% |
$36.2K - $43.4K
|
72K
$2.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.2K+ 3.11% |
$35K - $42K
|
39.8K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
899+ 82.03% |
$26.3K - $31.6K
|
2K
$80.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
583+ 8.47% |
$17.1K - $20.5K
|
7.47K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
480New |
$14K - $16.8K
|
480
$19.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
392New |
$11.5K - $13.8K
|
392
$15.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
390New |
$11.4K - $13.7K
|
390
$15.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
322+ 2.79% |
$9.42K - $11.3K
|
11.9K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
321+ 4.69% |
$9.39K - $11.3K
|
7.16K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
305+ 4.4% |
$8.92K - $10.7K
|
7.24K
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
296+ 1.12% |
$8.66K - $10.4K
|
26.7K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
276New |
$8.07K - $9.69K
|
276
$11.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
268+ 2.18% |
$7.84K - $9.41K
|
12.6K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
256+ 0.12% |
$7.49K - $8.99K
|
223K
$9.03M
|