Purchases and Sales Made in Q2 2025 in Northern Lts Fd Tr Iv Sterling (LCG)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Sterling (LCG) during Q2 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV STERLING.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-713- 1.14% |
$17.6K - $22.6K
|
62K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.2K- 14.31% |
$29.6K - $37.9K
|
7.17K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.87K- 4.25% |
$95.7K - $122K
|
87.1K
$2.8M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.99K- 2.98% |
$98.8K - $126K
|
130K
$4.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.7K- 7.41% |
$141K - $180K
|
71.3K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.1K- 23.7% |
$449K - $573K
|
58.4K
$1.87M
|