Purchases and Sales Made in Q1 2025 in Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD) during Q1 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
81.8KNew |
$2.34M - $2.59M
|
81.8K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.1KNew |
$1.67M - $1.84M
|
58.1K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
25.6KNew |
$733K - $811K
|
25.6K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$684K - $757K
|
23.9K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
21.6KNew |
$618K - $684K
|
21.6K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.4K+ 60.36% |
$586K - $648K
|
54.3K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4KNew |
$583K - $646K
|
20.4K
$682K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.1KNew |
$577K - $638K
|
20.1K
$674K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.6K+ 84.27% |
$562K - $622K
|
42.9K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.8K+ 28.05% |
$539K - $597K
|
85.9K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18.8K+ 4.13% |
$539K - $596K
|
474K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
18.6K+ 19.2% |
$533K - $590K
|
115K
$3.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.7KNew |
$480K - $531K
|
16.7K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.5K+ 148.95% |
$472K - $523K
|
27.5K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.2KNew |
$407K - $450K
|
14.2K
$475K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 41.99% |
$399K - $442K
|
47.1K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.3K+ 192.09% |
$353K - $391K
|
18.7K
$627K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.4K+ 3.53% |
$327K - $361K
|
335K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.3KNew |
$324K - $358K
|
11.3K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
11.3K+ 46.6% |
$323K - $357K
|
35.4K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.78KNew |
$280K - $310K
|
9.78K
$328K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.69KNew |
$278K - $307K
|
9.69K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.6KNew |
$275K - $305K
|
9.6K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.73K+ 5.51% |
$250K - $277K
|
167K
$5.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.32K+ 5.46% |
$238K - $264K
|
161K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.8K+ 21.7% |
$224K - $248K
|
43.8K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.34K+ 7.71% |
$210K - $233K
|
103K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.16KNew |
$205K - $227K
|
7.16K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.98K+ 100.0% |
$200K - $221K
|
14K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
4.15K+ 7.95% |
$119K - $132K
|
56.3K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.1K+ 9.38% |
$117K - $130K
|
47.8K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.61K+ 4.99% |
$103K - $114K
|
75.8K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.07K+ 788.43% |
$87.9K - $97.3K
|
3.46K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.8K+ 8.39% |
$80.3K - $88.9K
|
36.2K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78K+ 5.16% |
$79.6K - $88.1K
|
56.6K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.71K+ 25.86% |
$77.6K - $85.9K
|
13.2K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.4K+ 3.77% |
$68.7K - $76K
|
66K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.23K+ 11.6% |
$63.8K - $70.6K
|
21.4K
$717K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.07KNew |
$59.4K - $65.8K
|
2.07K
$69.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 12.07% |
$46.6K - $51.5K
|
15.1K
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.22K+ 9.39% |
$35K - $38.8K
|
14.2K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 8.34% |
$30.3K - $33.5K
|
13.7K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
522+ 669.23% |
$15K - $16.6K
|
600
$20.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
342+ 19.13% |
$9.8K - $10.8K
|
2.13K
$71.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
318New |
$9.11K - $10.1K
|
318
$10.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
312+ 4.75% |
$8.94K - $9.9K
|
6.88K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
225+ 4.92% |
$6.45K - $7.14K
|
4.8K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168New |
$4.81K - $5.33K
|
168
$5.63K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
124+ 1.44% |
$3.55K - $3.93K
|
8.76K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
90+ 0.6% |
$2.58K - $2.85K
|
15.1K
$507K
|