Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
84.8K+ 138.42% |
$2.38M - $2.73M
|
146K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 14.18% |
$321K - $369K
|
92.3K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 1.23% |
$28.6K - $32.9K
|
83.8K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
939+ 1.45% |
$26.3K - $30.2K
|
65.9K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
57+ 98.28% |
$1.6K - $1.83K
|
115
$3.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-99- 1.09% |
$2.77K - $3.18K
|
8.96K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.07K- 1.56% |
$57.9K - $66.4K
|
130K
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-5.79K- 37.02% |
$162K - $186K
|
9.84K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.5K- 6.05% |
$182K - $209K
|
101K
$2.93M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.5K- 45.45% |
$266K - $306K
|
11.4K
$330K
|