Purchases and Sales Made in Q1 2024 in Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
244K+ 8.86% |
$5.68M - $5.86M
|
3M
$70.3M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
234K+ 190.93% |
$5.44M - $5.61M
|
356K
$8.35M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
90.5KNew |
$2.11M - $2.17M
|
90.5K
$2.12M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.5KNew |
$1.66M - $1.72M
|
71.5K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
57.2K+ 12.55% |
$1.33M - $1.37M
|
512K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.1KNew |
$1.31M - $1.35M
|
56.1K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 2.16% |
$318K - $328K
|
647K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.6KNew |
$270K - $279K
|
11.6K
$272K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.4KNew |
$265K - $274K
|
11.4K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$237K - $245K
|
10.2K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 71.34% |
$236K - $243K
|
24.4K
$571K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
9.95KNew |
$231K - $239K
|
9.95K
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.53K+ 25.3% |
$222K - $229K
|
47.2K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.45K+ 6.76% |
$220K - $227K
|
149K
$3.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
8.02K+ 4.81% |
$186K - $192K
|
175K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.66K+ 0.33% |
$108K - $112K
|
1.42M
$33.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.52K+ 3.64% |
$105K - $108K
|
128K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.38K+ 4.25% |
$102K - $105K
|
107K
$2.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.43K+ 20.23% |
$79.7K - $82.2K
|
20.4K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.42K+ 8.9% |
$79.6K - $82.1K
|
41.8K
$981K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.7K+ 4.08% |
$62.8K - $64.7K
|
68.8K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.25K+ 14.72% |
$52.2K - $53.9K
|
17.5K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 12.79% |
$47.2K - $48.7K
|
17.9K
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 2.83% |
$37.3K - $38.4K
|
58.2K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 2.9% |
$29.7K - $30.6K
|
45.3K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 3.09% |
$25.6K - $26.4K
|
36.7K
$861K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1K+ 11.94% |
$23.3K - $24K
|
9.38K
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
688+ 4.76% |
$16K - $16.5K
|
15.1K
$355K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
371New |
$8.63K - $8.9K
|
371
$8.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
341New |
$7.93K - $8.18K
|
341
$7.99K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.46% |
$4.26K - $4.39K
|
12.7K
$297K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100New |
$2.33K - $2.4K
|
100
$2.34K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100New |
$2.33K - $2.4K
|
100
$2.34K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100New |
$2.33K - $2.4K
|
100
$2.34K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15+ 0.16% |
$349 - $360
|
9.38K
$220K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.56% |
$256 - $264
|
1.99K
$46.6K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.47% |
$140 - $144
|
1.29K
$30.2K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.67% |
$23.3 - $24
|
150
$3.52K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-40- 0.5% |
$930 - $960
|
7.93K
$186K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-50- 0.42% |
$1.16K - $1.2K
|
11.8K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-93- 13.56% |
$2.16K - $2.23K
|
593
$13.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.86% |
$2.23K - $2.3K
|
11.1K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-165- 0.29% |
$3.84K - $3.96K
|
57.7K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-189- 1.74% |
$4.4K - $4.53K
|
10.6K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-206- 0.98% |
$4.79K - $4.94K
|
20.9K
$490K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 25.39% |
$5.35K - $5.52K
|
676
$15.8K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-729- 1.16% |
$17K - $17.5K
|
62K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 3.93% |
$25.5K - $26.3K
|
26.8K
$628K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.12K- 5.17% |
$26.1K - $26.9K
|
20.6K
$483K
|