Purchases and Sales Made in Q4 2023 in Northern Lts Fd Tr Iv Global D (GDVD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Global D (GDVD) during Q4 2023. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV GLOBAL D.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151KNew |
$3.08M - $3.55M
|
151K
$3.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
122K+ 19.91% |
$2.48M - $2.86M
|
734K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2K+ 168.59% |
$533K - $615K
|
41.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$497K - $573K
|
24.4K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.5KNew |
$275K - $317K
|
13.5K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.11KNew |
$83.6K - $96.4K
|
4.11K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 13.76% |
$83.4K - $96.2K
|
33.9K
$875K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.64KNew |
$33.3K - $38.5K
|
1.64K
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
65New |
$1.32K - $1.53K
|
65
$1.68K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.7K- 21.27% |
$665K - $767K
|
121K
$3.13M
|