Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
782K+ 57.98% |
$20.1M - $20.5M
|
2.13M
$50.1M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
357K+ 20.1% |
$9.17M - $9.34M
|
2.13M
$50.1M
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
62.2KNew |
$1.6M - $1.63M
|
62.2K
$1.46M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59.9K+ 8.29% |
$1.54M - $1.57M
|
783K
$18.4M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35.9K+ 24.36% |
$923K - $940K
|
183K
$4.3M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
21.9K+ 6.15% |
$562K - $573K
|
377K
$8.86M
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18.4K+ 14.15% |
$474K - $483K
|
149K
$3.49M
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
15.7K+ 191.85% |
$403K - $411K
|
23.9K
$560K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$294K - $300K
|
11.4K
$269K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11K+ 27.48% |
$284K - $289K
|
51.1K
$1.2M
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
10.3KNew |
$264K - $269K
|
10.3K
$241K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
8.22KNew |
$211K - $215K
|
8.22K
$193K
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
7.3K+ 10.83% |
$188K - $191K
|
74.7K
$1.75M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.18K+ 33.87% |
$185K - $188K
|
28.4K
$667K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.1KNew |
$131K - $134K
|
5.1K
$120K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.74K+ 30.29% |
$96.2K - $98K
|
16.1K
$378K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.31K+ 14.62% |
$85.1K - $86.7K
|
25.9K
$609K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.3K+ 5.75% |
$59.1K - $60.2K
|
42.2K
$992K
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.94KNew |
$50K - $50.9K
|
1.94K
$45.7K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$50K - $50.9K
|
1.94K
$45.7K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.92K+ 13.35% |
$49.4K - $50.4K
|
16.3K
$383K
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
BUY
|
- |
1.45K+ 1.87% |
$37.3K - $38K
|
78.8K
$1.85M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 6.65% |
$35.2K - $35.8K
|
21.9K
$515K
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
974+ 73.34% |
$25.1K - $25.5K
|
2.3K
$54.1K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
376+ 0.71% |
$9.67K - $9.85K
|
53.4K
$1.25M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
208+ 1.59% |
$5.35K - $5.45K
|
13.3K
$313K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.57% |
$25.7 - $26.2
|
175
$4.11K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 2.22% |
$25.7 - $26.2
|
46
$1.08K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-412- 1.17% |
$10.6K - $10.8K
|
34.8K
$817K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.77KClosed |
$45.6K - $46.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.8K- 17.27% |
$72K - $73.4K
|
13.4K
$315K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.13K- 5.89% |
$106K - $108K
|
66K
$1.55M
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.16K- 21.1% |
$159K - $161K
|
23.1K
$542K
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-10.3KClosed |
$264K - $269K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.8K- 11.57% |
$278K - $283K
|
82.7K
$1.94M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.7KClosed |
$301K - $307K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12KClosed |
$310K - $315K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2KClosed |
$338K - $345K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-14KClosed |
$361K - $368K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.7KClosed |
$429K - $437K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.7K- 17.26% |
$662K - $674K
|
123K
$2.9M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.4K- 42.19% |
$859K - $875K
|
45.8K
$1.08M
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-268K- 15.34% |
$6.88M - $7.01M
|
1.48M
$34.7M
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-712K- 33.41% |
$18.3M - $18.7M
|
1.42M
$33.3M
|