Institutional Ownership Northern Lts Fd Tr Iv Monarch (MBCC)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Monarch (MBCC). We have compiled data on the 3 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
3,041,756
shares
|
$109 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,395
shares
|
$336,434
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|