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 70 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $93.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
5,225
shares
|
$206,230
0.03% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,336
shares
|
$171,141
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,950
shares
|
$76,966
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,861
shares
|
$73,453
0.0% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,608
shares
|
$63,467
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,489
shares
|
$58,770
0.0% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,282
shares
|
$50,600
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,079
shares
|
$42,588
0.0% of portfolio
|
Q1 2025
Added 49.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$39,470
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
897
shares
|
$35,404
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
753
shares
|
$29,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
499
shares
|
$19,695
0.0% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
490
shares
|
$19,340
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
400
shares
|
$15,788
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
313
shares
|
$12,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
233
shares
|
$9,196
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
113
shares
|
$4,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
75
shares
|
$2,960
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
18
shares
|
$710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|