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 60 institutions that hold shares in the stock, with a total of 2 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
327,012
shares
|
$12.5 Million
1.12% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
155,506
shares
|
$5.93 Million
1.82% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
148,085
shares
|
$5.65 Million
0.03% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
138,349
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2024
Added 80.62%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
115,061
shares
|
$4.39 Million
0.62% of portfolio
|
Q3 2024
Added 48.23%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
113,994
shares
|
$4.35 Million
0.58% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 07, 2024 Q2 2024 |
104,885
shares
|
$4 Million
1.52% of portfolio
|
Q2 2024
Added 151.63%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
89,891
shares
|
$3.43 Million
0.32% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
88,125
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2024
Added 5.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
86,563
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
55,051
shares
|
$2.1 Million
0.16% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
54,298
shares
|
$2.07 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
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
|
Oct 18, 2024 Q3 2024 |
44,519
shares
|
$1.7 Million
2.43% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
44,339
shares
|
$1.69 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
39,909
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,780
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
30,365
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Added 139.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
21,562
shares
|
$821,943
0.05% of portfolio
|
Q2 2024
Added 26.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,939
shares
|
$798,194
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$754,051
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
17,644
shares
|
$672,589
0.13% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
15,774
shares
|
$601,304
0.0% of portfolio
|
Q2 2024
Added 44.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,058
shares
|
$574,010
0.0% of portfolio
|
Q2 2024
Added 112.08%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
14,950
shares
|
$569,894
0.22% of portfolio
|
Q2 2024
Added 0.01%
|