Purchases and Sales Made in Q1 2022 in Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES) during Q1 2022. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
93.1KNew |
$3.1M - $3.54M
|
93.1K
$3.6M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
68.6K+ 247.7% |
$2.29M - $2.6M
|
96.3K
$3.72M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
66.2K+ 101.53% |
$2.21M - $2.51M
|
131K
$5.07M
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
53.5K+ 13.83% |
$1.78M - $2.03M
|
441K
$17M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
29.5K+ 57.1% |
$984K - $1.12M
|
81.2K
$3.14M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
28.7K+ 9.26% |
$955K - $1.09M
|
338K
$13.1M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
24.2KNew |
$808K - $921K
|
24.2K
$936K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
22.5K+ 2.6% |
$749K - $853K
|
887K
$34.2M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$586K - $668K
|
17.6K
$680K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$461K - $526K
|
13.8K
$535K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.06K+ 7.26% |
$269K - $306K
|
119K
$4.6M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.05KNew |
$235K - $268K
|
7.05K
$272K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.7KNew |
$223K - $254K
|
6.7K
$259K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.63KNew |
$221K - $252K
|
6.63K
$256K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.25K+ 12.65% |
$208K - $237K
|
55.6K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.82K+ 62.01% |
$194K - $221K
|
15.2K
$587K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.95K+ 21.83% |
$131K - $150K
|
22K
$851K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.87K+ 24.17% |
$95.6K - $109K
|
14.7K
$569K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.38K+ 2.24% |
$79.2K - $90.3K
|
108K
$4.19M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32K+ 5.84% |
$44.1K - $50.2K
|
24K
$926K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
909+ 11.11% |
$30.3K - $34.5K
|
9.09K
$351K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
737New |
$24.6K - $28K
|
737
$28.5K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
704+ 11.09% |
$23.5K - $26.7K
|
7.05K
$272K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
698+ 5.18% |
$23.3K - $26.5K
|
14.2K
$547K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
552+ 5.16% |
$18.4K - $21K
|
11.2K
$434K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
430+ 83.5% |
$14.3K - $16.3K
|
945
$36.5K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
400+ 30.84% |
$13.3K - $15.2K
|
1.7K
$65.5K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
42+ 30.22% |
$1.4K - $1.59K
|
181
$6.99K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-35- 0.45% |
$1.17K - $1.33K
|
7.66K
$296K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40- 19.32% |
$1.33K - $1.52K
|
167
$6.45K
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-200- 2.47% |
$6.66K - $7.59K
|
7.89K
$305K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-258- 9.73% |
$8.6K - $9.8K
|
2.39K
$92.4K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-287- 1.37% |
$9.56K - $10.9K
|
20.6K
$797K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-450Closed |
$15K - $17.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-465- 2.64% |
$15.5K - $17.7K
|
17.1K
$661K
|
|
|
Apr 15, 2022
Q1 2022
|
Paradiem, LLC
|
SELL
|
- |
-912- 0.48% |
$30.4K - $34.6K
|
191K
$7.36M
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.78K- 4.85% |
$59.3K - $67.6K
|
34.9K
$1.35M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.87KClosed |
$95.5K - $109K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.87KClosed |
$95.5K - $109K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.58K- 11.14% |
$119K - $136K
|
28.5K
$1.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.93K- 2.26% |
$131K - $149K
|
170K
$6.56M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.82K- 6.55% |
$227K - $259K
|
97.3K
$3.76M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.21K- 11.77% |
$273K - $312K
|
61.5K
$2.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.28KClosed |
$309K - $352K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57.2K- 92.53% |
$1.91M - $2.17M
|
4.62K
$178K
|