Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MAIN THE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73K+ 88.11% |
$1.29M - $1.7M
|
156K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.5KNew |
$521K - $688K
|
29.5K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23.5KNew |
$415K - $548K
|
23.5K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 14.58% |
$204K - $269K
|
90.6K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.42K+ 15.58% |
$149K - $197K
|
62.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 0.28% |
$143K - $189K
|
2.92M
$60.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86K+ 12.42% |
$85.9K - $113K
|
43.9K
$914K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 3.38% |
$35.1K - $46.4K
|
60.8K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 2.73% |
$34K - $44.9K
|
72.4K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.31KNew |
$23.1K - $30.5K
|
1.31K
$27.1K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.25K+ 1.22% |
$22K - $29.1K
|
104K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.07K+ 2.96% |
$18.9K - $24.9K
|
37.2K
$773K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
856+ 2.67% |
$15.1K - $20K
|
32.9K
$684K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
760+ 22.38% |
$13.4K - $17.7K
|
4.16K
$86.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
389New |
$6.88K - $9.08K
|
389
$8.09K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177New |
$3.13K - $4.13K
|
177
$3.68K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
165New |
$2.92K - $3.85K
|
165
$3.43K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 15.53% |
$283 - $373
|
119
$2.47K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$88.4 - $117
|
5
$104
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.6% |
$53 - $70
|
497
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6- 1.44% |
$106 - $140
|
410
$8.52K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-76- 16.67% |
$1.34K - $1.77K
|
380
$7.9K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-210- 1.71% |
$3.71K - $4.9K
|
12.1K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-8.2K- 12.61% |
$145K - $191K
|
56.9K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-8.83K- 39.12% |
$156K - $206K
|
13.7K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 93.58% |
$178K - $235K
|
691
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.4K- 1.64% |
$732K - $966K
|
2.48M
$51.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04M- 97.56% |
$18.3M - $24.2M
|
26K
$540K
|