Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
144KNew |
$3.35M - $3.44M
|
144K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
78.3K+ 14.64% |
$1.82M - $1.88M
|
613K
$14.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
61.4KNew |
$1.43M - $1.47M
|
61.4K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
61KNew |
$1.42M - $1.46M
|
61K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 23.36% |
$1.36M - $1.4M
|
308K
$7.32M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
39.5K+ 97.39% |
$920K - $946K
|
80.1K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
39.1K+ 103.62% |
$910K - $936K
|
76.8K
$1.82M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
35.5K+ 6.46% |
$826K - $850K
|
585K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 61.64% |
$795K - $818K
|
89.6K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
33.8KNew |
$787K - $809K
|
33.8K
$802K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.4KNew |
$592K - $609K
|
25.4K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.7KNew |
$552K - $568K
|
23.7K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$503K - $517K
|
21.6K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.5K+ 64.61% |
$477K - $490K
|
52.2K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
18.7K+ 2.18% |
$436K - $449K
|
877K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$396K - $407K
|
17K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16K+ 16.25% |
$372K - $382K
|
114K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 11.58% |
$355K - $365K
|
147K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.6KNew |
$340K - $350K
|
14.6K
$347K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7K+ 61.16% |
$249K - $256K
|
28.2K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.78KNew |
$228K - $234K
|
9.78K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.74K+ 8.91% |
$203K - $209K
|
107K
$2.53M
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
8.61KNew |
$200K - $206K
|
8.61K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.5KNew |
$198K - $204K
|
8.5K
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.59K+ 33.51% |
$130K - $134K
|
22.3K
$528K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.4K+ 55.01% |
$126K - $129K
|
15.2K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.99K+ 3.05% |
$92.9K - $95.6K
|
135K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.68KNew |
$85.7K - $88.2K
|
3.68K
$87.4K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.98K+ 11.52% |
$69.4K - $71.4K
|
28.9K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.78K+ 6.65% |
$64.8K - $66.7K
|
44.6K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.59K+ 9.12% |
$60.3K - $62K
|
31K
$735K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.57K+ 13.7% |
$59.8K - $61.5K
|
21.3K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
2.01K+ 1.08% |
$46.8K - $48.2K
|
187K
$4.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.99K+ 1.41% |
$46.3K - $47.6K
|
143K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.75K+ 13.52% |
$40.7K - $41.9K
|
14.7K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 17.52% |
$40.7K - $41.8K
|
11.7K
$278K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.65K+ 10.75% |
$38.4K - $39.5K
|
17K
$404K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 15.22% |
$30.3K - $31.1K
|
9.84K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.16K+ 2.17% |
$27.1K - $27.9K
|
54.7K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$23.3K - $24K
|
1K
$23.7K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
997+ 5.91% |
$23.2K - $23.9K
|
17.9K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
838+ 0.91% |
$19.5K - $20.1K
|
92.5K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
792+ 1.07% |
$18.4K - $19K
|
75K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
732New |
$17K - $17.5K
|
732
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
491+ 1.73% |
$11.4K - $11.8K
|
28.9K
$687K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
353+ 3.03% |
$8.22K - $8.45K
|
12K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
304+ 4.39% |
$7.08K - $7.28K
|
7.23K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
290+ 0.68% |
$6.75K - $6.95K
|
42.6K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
250+ 1.18% |
$5.82K - $5.99K
|
21.4K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
155+ 3.41% |
$3.61K - $3.71K
|
4.7K
$112K
|