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 13 institutions that hold shares in the stock, with a total of 667,043 shares, which have been reported (via 13F filing form) to have a value of $20.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
146,097
shares
|
$4.49 Million
1.21% of portfolio
|
Q4 2024
Added 138.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
130,292
shares
|
$4 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
101,015
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
92,296
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
83,784
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
65,904
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
11,400
shares
|
$350,322
0.07% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
10,162
shares
|
$312,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
9,843
shares
|
$302,475
0.16% of portfolio
|
Q4 2024
Reduced 37.02%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
8,963
shares
|
$275,432
0.0% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,172
shares
|
$220,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
115
shares
|
$3,533
0.0% of portfolio
|
Q4 2024
Added 98.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|