Purchases and Sales Made in Q3 2023 in Northern Lts Fd Tr Iv Inspire (GLRY)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (GLRY) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.9KNew |
$273K - $288K
|
10.9K
$343K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.29K+ 12.43% |
$57.5K - $60.6K
|
20.7K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.95K+ 63.95% |
$48.9K - $51.6K
|
5K
$158K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.42KNew |
$35.6K - $37.6K
|
1.42K
$44.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 14.47% |
$34.4K - $36.3K
|
10.9K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
779+ 0.22% |
$19.5K - $20.6K
|
353K
$11.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
137+ 90.73% |
$3.43K - $3.62K
|
288
$9.07K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.3K- 62.73% |
$610K - $643K
|
14.5K
$455K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-58.7K- 99.25% |
$1.47M - $1.55M
|
444
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-152K- 12.04% |
$3.8M - $4M
|
1.11M
$34.9M
|