Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.1K- 16.27% |
$91.1K - $97.1K
|
21.1K
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.7K- 8.32% |
$127K - $135K
|
62.8K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-7.08K- 15.81% |
$157K - $168K
|
37.7K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.51K- 10.89% |
$189K - $202K
|
69.6K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.4K- 11.06% |
$386K - $412K
|
140K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.9K- 44.93% |
$420K - $447K
|
23.2K
$544K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-21.9K- 4.59% |
$486K - $518K
|
455K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.2K- 4.55% |
$670K - $715K
|
633K
$14.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.4K- 96.22% |
$1.43M - $1.53M
|
2.53K
$59.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 35.68% |
$2.94M - $3.13M
|
238K
$5.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-406K- 39.1% |
$9.03M - $9.62M
|
633K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-820K- 22.94% |
$18.2M - $19.4M
|
2.76M
$64.7M
|