Purchases and Sales Made in Q4 2021 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
764K+ 248.88% |
$25.5M - $29.8M
|
1.07M
$39.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
35.5K+ 13767.05% |
$1.18M - $1.38M
|
35.8K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
33.3K+ 84.93% |
$1.11M - $1.3M
|
72.6K
$2.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
31.9K+ 3.07% |
$1.07M - $1.24M
|
1.07M
$39.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
15.2K+ 14.53% |
$506K - $590K
|
119K
$4.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
13.4K+ 7.68% |
$448K - $523K
|
188K
$6.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
11.6KNew |
$386K - $451K
|
11.6K
$429K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10.8K+ 11.98% |
$362K - $422K
|
101K
$3.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8K+ 35.81% |
$361K - $421K
|
41K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 23.06% |
$353K - $412K
|
56.4K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.94KNew |
$265K - $309K
|
7.94K
$294K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.27KNew |
$209K - $244K
|
6.27K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.88K+ 19.37% |
$196K - $229K
|
36.2K
$1.34M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
5.78KNew |
$193K - $225K
|
5.78K
$214K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.26KNew |
$142K - $166K
|
4.26K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
2.92KNew |
$97.3K - $114K
|
2.92K
$108K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.05K+ 9.8% |
$68.3K - $79.7K
|
22.9K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.7K+ 5.84% |
$56.8K - $66.3K
|
30.9K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.13K+ 62.39% |
$37.6K - $43.9K
|
2.94K
$109K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
490New |
$16.3K - $19.1K
|
490
$18.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
374+ 2.83% |
$12.5K - $14.6K
|
13.6K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
270+ 7.56% |
$9.01K - $10.5K
|
3.84K
$142K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
169+ 0.97% |
$5.64K - $6.58K
|
17.6K
$651K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156+ 15.58% |
$5.2K - $6.07K
|
1.16K
$42.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
BUY
|
- |
111+ 0.05% |
$3.7K - $4.32K
|
226K
$8.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
43New |
$1.43K - $1.67K
|
43
$1.59K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28+ 0.04% |
$934 - $1.09K
|
67.1K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24+ 1.46% |
$801 - $935
|
1.67K
$61.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
18+ 8.82% |
$600 - $701
|
222
$8.21K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$133 - $156
|
4
$148
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-38Closed |
$1.27K - $1.48K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-768Closed |
$25.6K - $29.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$40.1K - $46.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.07K- 48.89% |
$102K - $120K
|
3.21K
$119K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.4KClosed |
$346K - $403K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.2K- 11.53% |
$372K - $434K
|
85.6K
$3.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42K- 71.25% |
$1.4M - $1.64M
|
17K
$627K
|
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-713K- 66.51% |
$23.8M - $27.7M
|
359K
$13.3M
|