Purchases and Sales Made in Q3 2022 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.5KNew |
$726K - $883K
|
26.5K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22.1KNew |
$605K - $736K
|
22.1K
$818K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 10.85% |
$398K - $484K
|
149K
$5.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
8.89K+ 15.31% |
$243K - $296K
|
66.9K
$2.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.54K+ 40.18% |
$206K - $251K
|
26.3K
$973K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 21.05% |
$157K - $191K
|
32.9K
$1.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5.26K+ 2.53% |
$144K - $175K
|
213K
$7.88M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.95K+ 9.7% |
$135K - $165K
|
55.9K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.38K+ 9.43% |
$92.4K - $112K
|
39.2K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.08KNew |
$84.2K - $102K
|
3.08K
$114K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.49KNew |
$68.2K - $82.9K
|
2.49K
$92.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.04K+ 1.77% |
$55.9K - $68K
|
117K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 21.17% |
$44.8K - $54.5K
|
9.38K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.19K+ 1.79% |
$32.6K - $39.7K
|
67.9K
$2.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
1.12K+ 0.97% |
$30.6K - $37.2K
|
116K
$4.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.11K+ 12.12% |
$30.4K - $36.9K
|
10.3K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
655+ 2.17% |
$17.9K - $21.8K
|
30.8K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
246+ 2.36% |
$6.74K - $8.19K
|
10.7K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
117+ 1.14% |
$3.2K - $3.9K
|
10.3K
$383K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4+ 0.04% |
$110 - $133
|
11.4K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.6% |
$27.4 - $33.3
|
169
$6.25K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1+ 0.3% |
$27.4 - $33.3
|
339
$12.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43- 4.21% |
$1.18K - $1.43K
|
978
$36.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
SELL
|
- |
-106- 0.05% |
$2.9K - $3.53K
|
225K
$8.32M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-219- 6.95% |
$6K - $7.29K
|
2.93K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-306- 7.97% |
$8.38K - $10.2K
|
3.54K
$131K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-579- 2.97% |
$15.9K - $19.3K
|
18.9K
$699K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-803- 0.91% |
$22K - $26.7K
|
87.5K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.36K- 18.97% |
$37.2K - $45.2K
|
5.8K
$215K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.46K- 13.24% |
$40.1K - $48.8K
|
9.59K
$355K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-2.69K- 14.01% |
$73.7K - $89.6K
|
16.5K
$611K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.95K- 21.0% |
$108K - $132K
|
14.9K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18.8K- 9.41% |
$515K - $627K
|
181K
$6.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-87.8K- 18.48% |
$2.4M - $2.92M
|
388K
$14.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-125K- 14.46% |
$3.43M - $4.17M
|
741K
$27.4M
|