Purchases and Sales Made in Q2 2023 in Northern Lts Fd Tr Iv (ISMD)

ISMD Quotes by TradingView

This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q2 2023. 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
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
242K
+ 2983.57%
$7.07M - $7.76M
250K $9.75M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
104K
+ 44.25%
$3.03M - $3.33M
338K $13.2M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
45.6K
New
$1.33M - $1.47M
45.6K $1.78M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
35K
+ 16.01%
$1.03M - $1.13M
254K $9.91M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
28.8K
+ 16.21%
$844K - $927K
207K $8.08M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
23.6K
+ 59.8%
$692K - $759K
63.1K $2.47M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
21.6K
+ 342.52%
$631K - $693K
27.9K $1.09M
Jul 31, 2023 Q2 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
18K
+ 8.11%
$528K - $579K
240K $9.39M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
12.8K
+ 86.51%
$373K - $410K
27.5K $1.07M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
9.83K
New
$288K - $316K
9.83K $384K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
7.15K
New
$209K - $230K
7.15K $279K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
6.41K
+ 58.77%
$188K - $206K
17.3K $677K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
5.97K
+ 55.03%
$175K - $192K
16.8K $657K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
4.07K
New
$119K - $131K
4.07K $159K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
3.63K
+ 43.38%
$106K - $117K
12K $468K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.14K
+ 6.05%
$91.9K - $101K
55K $2.15M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.88K
New
$54.9K - $60.3K
1.88K $73.3K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.87K
+ 13.53%
$54.7K - $60K
15.7K $612K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.62K
New
$47.4K - $52K
1.62K $63.2K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.25K
New
$36.6K - $40.2K
1.25K $48.8K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.24K
+ 18.02%
$36.2K - $39.7K
8.1K $316K
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
1.18K
+ 1.1%
$34.6K - $37.9K
109K $4.25M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
904
+ 1291.43%
$26.5K - $29K
974 $38.1K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
646
+ 4.83%
$18.9K - $20.8K
14K $548K
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
518
+ 1.64%
$15.2K - $16.6K
32.1K $1.26M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
289
+ 3.59%
$8.46K - $9.29K
8.35K $326K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
287
+ 2.66%
$8.4K - $9.22K
11.1K $432K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
185
New
$5.41K - $5.94K
185 $7.23K
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
56
+ 32.37%
$1.64K - $1.8K
229 $8.95K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
34
New
$995 - $1.09K
34 $1.33K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
4
New
$117 - $129
4 $156
Aug 02, 2023 Q2 2023
Values First Advisors, Inc.

BUY
 -
1
+ 0.32%
$29.3 - $32.1
312 $12.2K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1
+ 0.01%
$29.3 - $32.1
10.8K $420K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2023 Q2 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
SELL
 -
-33
- 0.42%
$966 - $1.06K
7.74K $302K
Jul 18, 2023 Q2 2023
Paradiem, LLC

SELL
 -
-129
- 0.06%
$3.78K - $4.14K
224K $8.77M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-171
- 8.24%
$5.01K - $5.49K
1.91K $74.4K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-309
- 0.49%
$9.04K - $9.93K
62.3K $2.43M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-455
- 1.48%
$13.3K - $14.6K
30.3K $1.18M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-592
- 26.25%
$17.3K - $19K
1.66K $65K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

SELL
 -
-620
- 12.45%
$18.1K - $19.9K
4.36K $170K
Aug 04, 2023 Q2 2023
Legacy Wealth Asset Management, LLC

SELL
 -
-1.3K
- 1.08%
$38K - $41.7K
119K $4.66M
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

SELL
 -
-1.51K
- 14.53%
$44.1K - $48.4K
8.86K $346K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.71K
- 16.07%
$50.1K - $55K
8.94K $349K
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-3.32K
- 5.04%
$97.1K - $107K
62.5K $2.44M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-4.09K
- 99.83%
$120K - $132K
7 $273
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-4.16K
- 12.96%
$122K - $134K
27.9K $1.09M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

SELL
 -
-6.13K
- 7.09%
$179K - $197K
80.3K $3.14M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-7.33K
- 83.42%
$214K - $235K
1.46K $56.9K

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