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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
48KNew |
$1.77M - $1.89M
|
48K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47.8K+ 157.63% |
$1.76M - $1.88M
|
78.2K
$3.09M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.2K+ 16.26% |
$854K - $909K
|
166K
$6.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
22.2KNew |
$819K - $872K
|
22.2K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$749K - $798K
|
20.3K
$802K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19K+ 67.97% |
$700K - $746K
|
46.9K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
18.6KNew |
$687K - $731K
|
18.6K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
17K+ 23.22% |
$627K - $667K
|
90.2K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$623K - $663K
|
16.9K
$667K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.5KNew |
$423K - $451K
|
11.5K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.3KNew |
$415K - $442K
|
11.3K
$444K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.9KNew |
$402K - $428K
|
10.9K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.66K+ 85.25% |
$319K - $340K
|
18.8K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.02KNew |
$295K - $315K
|
8.02K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.31K+ 1.84% |
$233K - $248K
|
350K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.2K+ 43.91% |
$228K - $243K
|
20.3K
$802K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.29K+ 3.37% |
$195K - $208K
|
162K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76K+ 3.47% |
$176K - $187K
|
142K
$5.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.38K+ 3.09% |
$162K - $172K
|
146K
$5.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.27K+ 7.74% |
$121K - $128K
|
45.5K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 11.5% |
$80.3K - $85.5K
|
21.1K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.1K+ 4.2% |
$77.5K - $82.6K
|
52.2K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.95KNew |
$71.9K - $76.6K
|
1.95K
$77K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.61KNew |
$59.3K - $63.1K
|
1.61K
$63.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
844+ 4.49% |
$31.1K - $33.1K
|
19.7K
$776K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
512+ 4.11% |
$18.9K - $20.1K
|
13K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
359+ 49.86% |
$13.2K - $14.1K
|
1.08K
$42.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
332+ 0.62% |
$12.2K - $13K
|
54K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
313New |
$11.5K - $12.3K
|
313
$12.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
276+ 18.54% |
$10.2K - $10.8K
|
1.77K
$69.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188+ 2.13% |
$6.93K - $7.38K
|
9K
$355K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
153+ 2.58% |
$5.64K - $6.01K
|
6.09K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
43+ 9.43% |
$1.58K - $1.69K
|
499
$19.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
36+ 0.19% |
$1.33K - $1.41K
|
19K
$749K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36+ 0.19% |
$1.33K - $1.41K
|
19K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18New |
$663 - $707
|
18
$710
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3- 0.23% |
$111 - $118
|
1.28K
$50.6K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11- 0.03% |
$405 - $432
|
39.2K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-34- 0.24% |
$1.25K - $1.33K
|
13.9K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-198- 9.62% |
$7.3K - $7.77K
|
1.86K
$73.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-276- 15.64% |
$10.2K - $10.8K
|
1.49K
$58.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-281- 2.1% |
$10.4K - $11K
|
13.1K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.18K- 4.81% |
$43.5K - $46.3K
|
23.3K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.7K- 4.03% |
$62.5K - $66.5K
|
40.4K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 13.3% |
$76.7K - $81.7K
|
13.6K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.1K- 7.59% |
$77.3K - $82.3K
|
25.5K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 2.45% |
$79.9K - $85.1K
|
86.3K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.97K- 2.42% |
$109K - $116K
|
120K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.49K- 4.06% |
$166K - $176K
|
106K
$4.18M
|