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 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
82
shares
|
$3,029
0.0% of portfolio
|
Q2 2024
Reduced 96.53%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
75
shares
|
$2,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
75
shares
|
$2,770
0.0% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
63
shares
|
$2,327
0.0% of portfolio
|
Q1 2024
Reduced 97.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
54
shares
|
$1,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4
shares
|
$147
0.0% of portfolio
|
Q2 2023
New holding
|