Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
37.5K+ 3.94% |
$1.03M - $1.22M
|
989K
$36.5M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
33.7KNew |
$925K - $1.1M
|
33.7K
$1.24M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.47KNew |
$205K - $243K
|
7.47K
$275K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.34KNew |
$201K - $239K
|
7.34K
$271K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.04KNew |
$193K - $229K
|
7.04K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.62KNew |
$182K - $215K
|
6.62K
$244K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.67K+ 5.52% |
$156K - $184K
|
108K
$3.99M
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.2K+ 0.78% |
$115K - $136K
|
540K
$19.9M
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.01K+ 3.19% |
$110K - $130K
|
130K
$4.78M
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.67K+ 13.66% |
$101K - $119K
|
30.5K
$1.12M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3K+ 25.98% |
$82.4K - $97.6K
|
14.6K
$537K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.26K+ 12.51% |
$62.1K - $73.5K
|
20.3K
$750K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.57K+ 0.67% |
$43.1K - $51K
|
237K
$8.74M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.32K+ 5.39% |
$36.1K - $42.8K
|
25.7K
$947K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 5.3% |
$29.5K - $34.9K
|
21.3K
$786K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
$27.5K - $32.5K
|
1K
$36.9K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
897New |
$24.6K - $29.2K
|
897
$33.1K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
784+ 0.72% |
$21.5K - $25.5K
|
109K
$4.02M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
764+ 1.44% |
$21K - $24.8K
|
54K
$1.99M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
687+ 58.72% |
$18.9K - $22.3K
|
1.86K
$68.4K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
597+ 3.78% |
$16.4K - $19.4K
|
16.4K
$604K
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
BUY
|
- |
516+ 3.01% |
$14.2K - $16.8K
|
17.6K
$650K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
173New |
$4.75K - $5.62K
|
173
$6.38K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 11.26% |
$4.12K - $4.88K
|
1.48K
$54.6K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.59% |
$27.5 - $32.5
|
170
$6.27K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.54% |
$27.5 - $32.5
|
186
$6.86K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$27.5 - $32.5
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 0.01% |
$54.9 - $65
|
39.6K
$1.46M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-205- 0.16% |
$5.63K - $6.66K
|
128K
$4.7M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-210- 2.53% |
$5.76K - $6.83K
|
8.08K
$298K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-361- 0.64% |
$9.91K - $11.7K
|
55.6K
$2.05M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-694- 5.89% |
$19.1K - $22.6K
|
11.1K
$409K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-790- 10.35% |
$21.7K - $25.7K
|
6.84K
$252K
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-810- 5.91% |
$22.2K - $26.3K
|
12.9K
$476K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.01K- 0.94% |
$27.7K - $32.8K
|
107K
$3.93M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.2K- 20.69% |
$32.9K - $39K
|
4.6K
$170K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.52K- 1.69% |
$41.8K - $49.5K
|
88.8K
$3.27M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.28K- 10.06% |
$62.5K - $74K
|
20.3K
$750K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.33K- 37.88% |
$63.8K - $75.6K
|
3.81K
$141K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.8K- 45.74% |
$571K - $677K
|
24.7K
$910K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-23.9K- 12.75% |
$657K - $778K
|
164K
$6.04M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-36.4K- 9.62% |
$1M - $1.18M
|
342K
$12.6M
|