Purchases and Sales Made in Q1 2025 in Northern Lts Fd Tr Iv Monarch (MBCC)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Monarch (MBCC) during Q1 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MONARCH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
725K+ 2758.22% |
$23.9M - $26.4M
|
751K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.27KNew |
$174K - $192K
|
5.27K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33 - $36.5
|
1
$35.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.69K- 18.02% |
$55.9K - $61.7K
|
7.7K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-238K- 7.82% |
$7.85M - $8.67M
|
2.8M
$98.5M
|