Institutional Ownership Northern Lts Fd Tr Iv Main The (TMAT)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main The (TMAT). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
497
shares
|
$10,332
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
419
shares
|
$8,711
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
410
shares
|
$8,523
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
389
shares
|
$8,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
380
shares
|
$7,900
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
177
shares
|
$3,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
165
shares
|
$3,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
131
shares
|
$2,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
122
shares
|
$2,536
0.0% of portfolio
|
Q3 2024
Reduced 98.45%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
119
shares
|
$2,474
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
78
shares
|
$1,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5
shares
|
$103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|