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 63 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$39,070
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
897
shares
|
$35,045
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
720
shares
|
$28,130
0.0% of portfolio
|
Q3 2024
Added 71900.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
703
shares
|
$27,466
0.0% of portfolio
|
Q1 2024
Added 8.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
658
shares
|
$25,708
0.0% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
490
shares
|
$19,144
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
453
shares
|
$17,698
0.0% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
400
shares
|
$15,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
233
shares
|
$9,103
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
113
shares
|
$4,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
75
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|