Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.8KNew |
$520K - $585K
|
21.8K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.4K+ 92.58% |
$320K - $359K
|
27.8K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.88KNew |
$212K - $238K
|
8.88K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.69K+ 1732.43% |
$184K - $207K
|
8.14K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.28K+ 35.1% |
$174K - $195K
|
28K
$860K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
546+ 5.03% |
$13K - $14.7K
|
11.4K
$350K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
298+ 103.47% |
$7.12K - $8K
|
586
$18K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27New |
$645 - $725
|
27
$829
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-305- 21.45% |
$7.29K - $8.19K
|
1.12K
$34.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-548- 5.03% |
$13.1K - $14.7K
|
10.3K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 21.45% |
$25.6K - $28.8K
|
3.93K
$121K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.03K- 2.28% |
$192K - $216K
|
345K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-115K- 10.39% |
$2.75M - $3.09M
|
992K
$30.5M
|