Institutional Ownership Northern Lts Fd Tr Iv Sterling (LCG)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Sterling (LCG). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 616,705 shares, which have been reported (via 13F filing form) to have a value of $18.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
133,859
shares
|
$4.08 Million
1.08% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
113,389
shares
|
$3.45 Million
0.21% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
90,957
shares
|
$2.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
76,954
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
76,487
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
62,753
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
19,716
shares
|
$600,352
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10,162
shares
|
$309,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,848
shares
|
$269,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
8,366
shares
|
$254,744
0.0% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
7,526
shares
|
$229,166
0.12% of portfolio
|
Q1 2025
Reduced 23.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,172
shares
|
$218,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
516
shares
|
$15,712
0.0% of portfolio
|
Q1 2025
Added 348.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|