Institutional Ownership Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $76.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
315,484
shares
|
$12 Million
1.04% of portfolio
|
Q2 2024
Added 12.1%
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
154,101
shares
|
$5.85 Million
1.74% of portfolio
|
Q2 2024
Added 3.3%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
138,349
shares
|
$5.25 Million
0.0% of portfolio
|
Q2 2024
Added 80.62%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
137,231
shares
|
$5.21 Million
0.02% of portfolio
|
Q2 2024
Added 8.05%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
113,994
shares
|
$4.33 Million
0.58% of portfolio
|
Q2 2024
Added 0.8%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 07, 2024 Q2 2024 |
104,885
shares
|
$3.98 Million
1.52% of portfolio
|
Q2 2024
Added 151.63%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
89,891
shares
|
$3.41 Million
0.32% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
88,125
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2024
Added 5.21%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
87,687
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 08, 2024 Q2 2024 |
77,623
shares
|
$2.95 Million
0.42% of portfolio
|
Q2 2024
Reduced 94.08%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
55,051
shares
|
$2.09 Million
0.16% of portfolio
|
Q2 2024
Added 0.86%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
54,544
shares
|
$2.07 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
48,222
shares
|
$1.83 Million
0.13% of portfolio
|
Q2 2024
Added 71.29%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
48,134
shares
|
$1.83 Million
0.16% of portfolio
|
Q2 2024
Reduced 61.66%
|
|
Range Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
45,058
shares
|
$1.71 Million
0.85% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
44,270
shares
|
$1.68 Million
0.07% of portfolio
|
Q4 2022
Reduced 45.74%
|
|
Inspire Investing, LLC
Meridian, ID |
Aug 12, 2024 Q2 2024 |
40,410
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2024
Reduced 87.75%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
38,231
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
30,365
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 139.28%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
21,562
shares
|
$818,924
0.05% of portfolio
|
Q2 2024
Added 26.03%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
21,307
shares
|
$809,239
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
20,986
shares
|
$797,048
0.0% of portfolio
|
Q2 2024
Added 114.23%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$751,282
0.03% of portfolio
|
Q4 2023
New holding
|
|
Amarillo National Bank
|
Jul 11, 2024 Q2 2024 |
17,644
shares
|
$670,119
0.13% of portfolio
|
Q4 2022
Added 3.01%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
15,774
shares
|
$599,096
0.0% of portfolio
|
Q2 2024
Added 44.08%
|