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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
55+ 0.33% |
$1.28K - $1.32K
|
16.5K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.42% |
$838 - $862
|
8.69K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19+ 1900.0% |
$442 - $455
|
20
$475
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.48% |
$163 - $168
|
1.45K
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.52% |
$46.6 - $47.9
|
386
$9.16K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1+ 0.39% |
$23.3 - $24
|
257
$6.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.3 - $24
|
1
$23.7
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-141- 0.93% |
$3.28K - $3.38K
|
15K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-264- 41.44% |
$6.15K - $6.32K
|
373
$8.86K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-278- 0.78% |
$6.47K - $6.66K
|
35.3K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-441- 1.36% |
$10.3K - $10.6K
|
31.9K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-462- 0.66% |
$10.8K - $11.1K
|
69.7K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-770- 6.96% |
$17.9K - $18.4K
|
10.3K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-786- 4.12% |
$18.3K - $18.8K
|
18.3K
$434K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-800- 6.66% |
$18.6K - $19.2K
|
11.2K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-993- 7.84% |
$23.1K - $23.8K
|
11.7K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1KClosed |
$23.3K - $24K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.65K- 9.71% |
$38.4K - $39.5K
|
15.3K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.55K- 11.3% |
$59.4K - $61.1K
|
20K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.8KClosed |
$65.2K - $67.1K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.12K- 15.31% |
$96K - $98.7K
|
22.8K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4.6K- 94.75% |
$107K - $110K
|
255
$6.05K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 23.42% |
$128K - $132K
|
18K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-6.91K- 15.7% |
$161K - $166K
|
37.1K
$881K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.01K- 1.03% |
$163K - $168K
|
673K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-8.3K- 99.83% |
$193K - $199K
|
14
$332
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.9K- 2.75% |
$276K - $284K
|
419K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 1.98% |
$290K - $299K
|
616K
$14.6M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-15.2K- 1.06% |
$355K - $365K
|
1.43M
$33.9M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-19.1K- 5.63% |
$444K - $457K
|
320K
$7.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-25.1K- 37.36% |
$585K - $602K
|
42.1K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-29.8K- 1.0% |
$694K - $714K
|
2.95M
$70M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 6.87% |
$759K - $781K
|
442K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-124K- 71.09% |
$2.88M - $2.96M
|
50.3K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-555K- 78.78% |
$12.9M - $13.3M
|
149K
$3.55M
|