Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
625+ 1.01% |
$19.5K - $21K
|
62.7K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6- 0.08% |
$187 - $201
|
7.16K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-655- 8.95% |
$20.4K - $22K
|
6.66K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.95K- 15.34% |
$279K - $300K
|
49.4K
$1.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 12.5% |
$340K - $365K
|
76.2K
$2.49M
|