Institutional Ownership Northern Lts Fd Tr Iv Inspire (GLRY)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (GLRY). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 1.95 Million shares, which have been reported (via 13F filing form) to have a value of $58 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
833,409
shares
|
$24.8 Million
4.58% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
792,995
shares
|
$23.6 Million
2.15% of portfolio
|
Q2 2024
Added 6.8%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
99,972
shares
|
$2.98 Million
0.42% of portfolio
|
Q2 2024
Added 33.87%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
50,327
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
48,613
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Added 224.17%
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 08, 2024 Q2 2024 |
36,935
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2024
Added 22.07%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
32,128
shares
|
$957,093
0.0% of portfolio
|
Q2 2024
Added 75.09%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
14,072
shares
|
$419,204
0.0% of portfolio
|
Q2 2024
Added 9.06%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,228
shares
|
$394,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Aug 05, 2024 Q2 2024 |
11,036
shares
|
$328,762
0.05% of portfolio
|
Q2 2024
Added 21.23%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
7,116
shares
|
$211,985
0.01% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,939
shares
|
$57,762
0.0% of portfolio
|
Q2 2024
Reduced 44.82%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,371
shares
|
$40,842
0.0% of portfolio
|
Q2 2024
Added 60.16%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
984
shares
|
$29,313
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
791
shares
|
$23,563
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
640
shares
|
$19,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
599
shares
|
$17,844
0.0% of portfolio
|
Q1 2024
Added 20.03%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
96
shares
|
$2,859
0.0% of portfolio
|
Q2 2022
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
27
shares
|
$804
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|