Institutional Ownership Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
234
shares
|
$7,984
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
111
shares
|
$3,787
0.0% of portfolio
|
Q1 2025
Reduced 88.43%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
82
shares
|
$2,797
0.0% of portfolio
|
Q2 2024
Reduced 96.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
75
shares
|
$2,559
0.0% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
63
shares
|
$2,149
0.0% of portfolio
|
Q1 2024
Reduced 97.53%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|