Purchases and Sales Made in Q4 2023 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
391K+ 38.71% |
$11M - $13.7M
|
1.4M
$54.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
61.8KNew |
$1.74M - $2.16M
|
61.8K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
60.7K+ 26.23% |
$1.71M - $2.13M
|
292K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32.3KNew |
$911K - $1.13M
|
32.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32.2K+ 358.95% |
$909K - $1.13M
|
41.2K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 243.85% |
$735K - $913K
|
36.8K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
18.8K+ 140.09% |
$531K - $659K
|
32.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17.2K+ 1883.1% |
$484K - $601K
|
18.1K
$706K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.1K+ 5.53% |
$427K - $530K
|
289K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 42.8% |
$337K - $418K
|
39.8K
$1.56M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
10.4KNew |
$293K - $364K
|
10.4K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.18K+ 9.6% |
$203K - $251K
|
82K
$3.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7K+ 9.2% |
$197K - $245K
|
83.1K
$3.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.39K+ 5.26% |
$180K - $224K
|
128K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6KNew |
$169K - $210K
|
6K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.61K+ 1.69% |
$158K - $197K
|
338K
$13.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
4.88K+ 1563.78% |
$138K - $171K
|
5.19K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.1K+ 17.7% |
$116K - $144K
|
27.3K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 5.49% |
$99K - $123K
|
67.4K
$2.64M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.34KNew |
$94.2K - $117K
|
3.34K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 0.8% |
$58.1K - $72.1K
|
258K
$10.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
1.51K+ 1.4% |
$42.6K - $52.9K
|
110K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.02K+ 8.84% |
$28.7K - $35.7K
|
12.5K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
388+ 4.86% |
$10.9K - $13.6K
|
8.36K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
358+ 1.22% |
$10.1K - $12.5K
|
29.8K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
322+ 3.36% |
$9.08K - $11.3K
|
9.92K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233+ 2.61% |
$6.57K - $8.16K
|
9.16K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164New |
$4.63K - $5.74K
|
164
$6.41K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
53+ 0.28% |
$1.5K - $1.86K
|
18.8K
$734K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$56.4 - $70.1
|
231
$9.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$28.2 - $35
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3- 0.1% |
$84.6 - $105
|
3.1K
$121K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 0.58% |
$451 - $560
|
2.74K
$107K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 2.31% |
$1.38K - $1.72K
|
2.08K
$81.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-356- 5.12% |
$10K - $12.5K
|
6.59K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-522- 2.74% |
$14.7K - $18.3K
|
18.5K
$723K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-570- 3.43% |
$16.1K - $20K
|
16.1K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-642- 1.24% |
$18.1K - $22.5K
|
51K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-967- 0.43% |
$27.3K - $33.9K
|
223K
$8.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 4.75% |
$30K - $37.3K
|
21.3K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.18K- 15.55% |
$33.2K - $41.3K
|
6.4K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.87K- 42.28% |
$52.8K - $65.5K
|
2.55K
$99.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 13.79% |
$54K - $67.1K
|
12K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.96K- 7.17% |
$55.4K - $68.8K
|
25.4K
$992K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.01K- 13.29% |
$56.7K - $70.4K
|
13.1K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.2K- 65.04% |
$372K - $462K
|
7.09K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.1K- 46.4% |
$848K - $1.05M
|
34.7K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.6K- 29.4% |
$1.91M - $2.37M
|
162K
$6.35M
|