Purchases and Sales Made in Q1 2025 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q1 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.1K+ 146.02% |
$919K - $1.06M
|
45.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.7K+ 89.63% |
$498K - $572K
|
31.1K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.5K+ 262975.0% |
$356K - $409K
|
10.5K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5KNew |
$355K - $408K
|
10.5K
$358K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10KNew |
$339K - $389K
|
10K
$341K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.75K+ 3.77% |
$330K - $379K
|
269K
$9.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.16K+ 5.54% |
$310K - $356K
|
175K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.59K+ 109.47% |
$291K - $334K
|
16.4K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.32KNew |
$282K - $324K
|
8.32K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.91K+ 82.64% |
$234K - $269K
|
15.3K
$521K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 108.96% |
$233K - $268K
|
13.2K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.89K+ 17.11% |
$233K - $268K
|
47.2K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.8K+ 4.77% |
$230K - $264K
|
149K
$5.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.51KNew |
$220K - $253K
|
6.51K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.43KNew |
$218K - $250K
|
6.43K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.75K+ 160.88% |
$127K - $146K
|
6.08K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.2K+ 33.83% |
$108K - $125K
|
12.7K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 17.89% |
$97.8K - $112K
|
19K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45K+ 14.69% |
$83K - $95.3K
|
19.1K
$653K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 104.57% |
$76.8K - $88.2K
|
4.44K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.22K+ 62.71% |
$75.3K - $86.5K
|
5.77K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.18K+ 8.83% |
$73.8K - $84.8K
|
26.9K
$916K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 470.53% |
$60.6K - $69.6K
|
2.17K
$74K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.7K+ 20.93% |
$57.7K - $66.2K
|
9.84K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.69K+ 9.53% |
$57.3K - $65.9K
|
19.5K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.68K+ 4.04% |
$56.8K - $65.3K
|
43.2K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
939+ 11.11% |
$31.8K - $36.5K
|
9.39K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
645New |
$21.8K - $25.1K
|
645
$22K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
582+ 4.17% |
$19.7K - $22.6K
|
14.5K
$496K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
483+ 7.24% |
$16.4K - $18.8K
|
7.16K
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$11.1K - $12.8K
|
329
$11.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
278+ 18.11% |
$9.42K - $10.8K
|
1.81K
$61.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
278+ 0.71% |
$9.42K - $10.8K
|
39.4K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
168+ 2.92% |
$5.69K - $6.54K
|
5.92K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24+ 4.8% |
$813 - $934
|
524
$17.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 0.39% |
$542 - $622
|
4.14K
$141K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50- 0.16% |
$1.69K - $1.95K
|
30.3K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59- 2.75% |
$2K - $2.3K
|
2.09K
$71.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-278- 15.33% |
$9.42K - $10.8K
|
1.54K
$52.4K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-292- 1.96% |
$9.89K - $11.4K
|
14.6K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-297- 3.71% |
$10.1K - $11.6K
|
7.7K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-503Closed |
$17K - $19.6K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-618- 1.02% |
$20.9K - $24K
|
60K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-621- 8.72% |
$21K - $24.2K
|
6.5K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-848- 88.43% |
$28.7K - $33K
|
111
$3.79K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 4.0% |
$43.7K - $50.2K
|
31K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.5K- 8.7% |
$50.9K - $58.4K
|
15.8K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.64K- 10.94% |
$55.4K - $63.6K
|
13.3K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.91K- 79.89% |
$64.6K - $74.2K
|
480
$16.4K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.96K- 6.12% |
$66.2K - $76.1K
|
30K
$1.02M
|