Purchases and Sales Made in Q1 2025 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 2025. 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Apr 17, 2025 Q1 2025	Sowell Financial Services LLC North Little Rock, AR	BUY	-	47.8K + 157.63%	$1.76M - $1.88M	78.2K $2.95M
Apr 15, 2025 Q1 2025	Strategic Equity Management	BUY	-	22.2K New	$819K - $872K	22.2K $838K
Apr 22, 2025 Q1 2025	Moneywise, Inc.	BUY	-	18.6K New	$687K - $731K	18.6K $703K
Apr 15, 2025 Q1 2025	Focus Financial Network, Inc. Minneapolis, MN	BUY	-	16.9K New	$623K - $663K	16.9K $638K
Apr 14, 2025 Q1 2025	Whitaker Myers Wealth Managers, Ltd. Mansfield, OH	BUY	-	8.02K New	$295K - $315K	8.02K $303K
Apr 23, 2025 Q1 2025	Creative Financial Designs Inc	BUY	-	6.31K + 1.84%	$233K - $248K	350K $13.2M
Apr 21, 2025 Q1 2025	Envestnet Portfolio Solutions, Inc. Berwyn, PA	BUY	-	6.2K + 43.91%	$228K - $243K	20.3K $767K
Apr 08, 2025 Q1 2025	Legacy Wealth Asset Management, LLC	BUY	-	5.29K + 3.37%	$195K - $208K	162K $6.13M
Apr 14, 2025 Q1 2025	Range Financial Group LLC	BUY	-	3.27K + 7.74%	$121K - $128K	45.5K $1.72M
Apr 15, 2025 Q1 2025	Christian Investment Advisors, Inc. New Braunfels, TX	BUY	-	844 + 4.49%	$31.1K - $33.1K	19.7K $742K
Apr 17, 2025 Q1 2025	Vicus Capital State College, PA	BUY	-	512 + 4.11%	$18.9K - $20.1K	13K $490K
Apr 09, 2025 Q1 2025	Nbc Securities, Inc. Birmingham, AL	BUY	-	313 New	$11.5K - $12.3K	313 $11.8K
Apr 11, 2025 Q1 2025	Ridgeline Wealth, LLC Mesa, AZ	BUY	-	36 + 0.19%	$1.33K - $1.41K	19K $716K
Apr 22, 2025 Q1 2025	Cambridge Investment Research Advisors, Inc.	SELL	-	-2.1K - 7.59%	$77.3K - $82.3K	25.5K $963K

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q1 2025 in Northern Lts Fd Tr Iv Inspire (BLES)

47.8K

22.2K

18.6K

16.9K

8.02K

6.31K

6.2K

5.29K

3.27K

844

512

313

36

-2.1K

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