Purchases and Sales Made in Q3 2024 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q3 2024. 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 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41.4KNew |
$1.41M - $1.59M
|
41.4K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
32K+ 2.48% |
$1.09M - $1.23M
|
1.32M
$51.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 16.64% |
$769K - $867K
|
158K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 63.01% |
$706K - $797K
|
53.7K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.68KNew |
$330K - $372K
|
9.68K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.68KNew |
$295K - $333K
|
8.68K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.34K+ 3.54% |
$284K - $320K
|
244K
$9.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.6KNew |
$259K - $291K
|
7.6K
$297K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.54KNew |
$223K - $251K
|
6.54K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.71KNew |
$194K - $219K
|
5.71K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.64KNew |
$192K - $217K
|
5.64K
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.44K+ 2.61% |
$185K - $209K
|
214K
$8.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.77K+ 17.32% |
$128K - $144K
|
25.5K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.07K+ 7.97% |
$104K - $118K
|
41.5K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.92KNew |
$99.2K - $112K
|
2.92K
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.39K+ 238600.0% |
$81.2K - $91.6K
|
2.39K
$93.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 16.02% |
$69.5K - $78.4K
|
14.8K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.4K+ 7.69% |
$47.5K - $53.6K
|
19.6K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.25K+ 10.01% |
$42.4K - $47.8K
|
13.7K
$535K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.17K+ 0.82% |
$39.6K - $44.7K
|
143K
$5.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
842+ 8.17% |
$28.7K - $32.3K
|
11.2K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
591+ 7.29% |
$20.1K - $22.7K
|
8.7K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
420+ 1.22% |
$14.3K - $16.1K
|
34.9K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
304+ 0.84% |
$10.3K - $11.7K
|
36.5K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 2.25% |
$5.55K - $6.25K
|
7.39K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
153+ 2.6% |
$5.21K - $5.87K
|
6.03K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 35.29% |
$5.1K - $5.76K
|
575
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150+ 5.33% |
$5.1K - $5.76K
|
2.97K
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.55K - $2.88K
|
75
$2.93K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.15% |
$1.5K - $1.69K
|
29.9K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
36+ 3.99% |
$1.23K - $1.38K
|
939
$36.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 0.41% |
$1.16K - $1.3K
|
8.32K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.37% |
$510 - $576
|
4.06K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.29% |
$408 - $460
|
4.12K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.2% |
$34 - $38.4
|
501
$19.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$34 - $38.4
|
233
$9.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48- 64.86% |
$1.63K - $1.84K
|
26
$1.02K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51- 2.93% |
$1.74K - $1.96K
|
1.69K
$65.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54- 2.43% |
$1.84K - $2.07K
|
2.17K
$84.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 0.14% |
$2.18K - $2.46K
|
46.8K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-249- 1.32% |
$8.47K - $9.55K
|
18.7K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-546- 3.4% |
$18.6K - $21K
|
15.5K
$606K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-607- 5.85% |
$20.7K - $23.3K
|
9.76K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-738- 6.74% |
$25.1K - $28.3K
|
10.2K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-918- 5.42% |
$31.2K - $35.2K
|
16K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 35.91% |
$40.9K - $46.1K
|
2.15K
$83.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 78.09% |
$49.9K - $56.2K
|
411
$16.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.91K- 2.37% |
$64.9K - $73.2K
|
78.6K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.95K- 12.94% |
$66.4K - $74.9K
|
13.1K
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.04K- 20.28% |
$69.3K - $78.1K
|
8K
$313K
|