Purchases and Sales Made in Q4 2022 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 2022. 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 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
186K+ 7.55% |
$4.13M - $4.33M
|
2.65M
$62.2M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
70.7K+ 34.52% |
$1.57M - $1.65M
|
276K
$6.47M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.3K+ 49.25% |
$1.1M - $1.15M
|
149K
$3.51M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
37.8K+ 9.91% |
$841K - $882K
|
419K
$9.85M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24.8K+ 33.13% |
$552K - $579K
|
99.8K
$2.34M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.8K+ 25.0% |
$485K - $508K
|
109K
$2.56M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.3KNew |
$451K - $473K
|
20.3K
$476K
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.3KNew |
$318K - $334K
|
14.3K
$336K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 4.31% |
$275K - $288K
|
299K
$7.02M
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
10.4KNew |
$231K - $242K
|
10.4K
$244K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.69K+ 7.58% |
$215K - $226K
|
137K
$3.23M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.44KNew |
$210K - $220K
|
9.44K
$222K
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.94KNew |
$199K - $208K
|
8.94K
$210K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.61K+ 20.45% |
$169K - $177K
|
44.9K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.51KNew |
$145K - $152K
|
6.51K
$153K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.68K+ 48.35% |
$104K - $109K
|
14.3K
$337K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.2K+ 10.68% |
$93.4K - $97.9K
|
43.5K
$1.02M
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.66K+ 4.79% |
$81.3K - $85.2K
|
79.9K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 6.96% |
$41.3K - $43.3K
|
28.5K
$670K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.3K+ 7.94% |
$29K - $30.4K
|
17.7K
$416K
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
765+ 0.57% |
$17K - $17.8K
|
134K
$3.14M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
695+ 42.95% |
$15.5K - $16.2K
|
2.31K
$54.3K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
615New |
$13.7K - $14.3K
|
615
$14.4K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600New |
$13.3K - $14K
|
600
$14.1K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
459New |
$10.2K - $10.7K
|
459
$10.8K
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
446+ 1.61% |
$9.92K - $10.4K
|
28.2K
$662K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121+ 0.34% |
$2.69K - $2.82K
|
35.2K
$827K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
102+ 57.95% |
$2.27K - $2.38K
|
278
$6.53K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
67+ 0.34% |
$1.49K - $1.56K
|
19.6K
$459K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48+ 0.23% |
$1.07K - $1.12K
|
21.2K
$498K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37New |
$823 - $862
|
37
$869
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.56% |
$22.2 - $23.3
|
65
$1.53K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-52- 0.35% |
$1.16K - $1.21K
|
15K
$353K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-254- 0.3% |
$5.65K - $5.92K
|
85.3K
$2M
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-385- 0.56% |
$8.56K - $8.97K
|
67.9K
$1.59M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-747- 5.35% |
$16.6K - $17.4K
|
13.2K
$310K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-872- 7.35% |
$19.4K - $20.3K
|
11K
$258K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-961- 6.37% |
$21.4K - $22.4K
|
14.1K
$332K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.58K- 80.39% |
$57.4K - $60.1K
|
629
$14.8K
|
|
Jan 24, 2023
Q4 2022
|
Paradiem, LLC
|
SELL
|
- |
-2.64K- 4.22% |
$58.7K - $61.5K
|
59.8K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.17K- 11.66% |
$70.4K - $73.8K
|
24K
$563K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.24K- 22.38% |
$72K - $75.4K
|
11.2K
$264K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.77K- 7.76% |
$83.9K - $87.9K
|
44.9K
$1.05M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.15K- 37.14% |
$137K - $143K
|
10.4K
$244K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.27K- 35.24% |
$162K - $170K
|
13.4K
$314K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-20.4K- 1.23% |
$453K - $475K
|
1.63M
$38.3M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32.9K- 4.44% |
$731K - $766K
|
708K
$16.6M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.88M- 56.99% |
$41.8M - $43.8M
|
1.42M
$33.3M
|