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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-233- 34.93% |
$6.68K - $7.39K
|
434
$14.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-342- 16.06% |
$9.8K - $10.8K
|
1.79K
$59.9K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-477- 0.48% |
$13.7K - $15.1K
|
99.2K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-735- 8.32% |
$21.1K - $23.3K
|
8.1K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.35K- 6.51% |
$38.8K - $42.9K
|
19.4K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37KClosed |
$39.1K - $43.3K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.73K- 46.91% |
$49.6K - $54.9K
|
1.96K
$65.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.88K- 3.54% |
$53.9K - $59.6K
|
51.2K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.59K- 90.57% |
$74.3K - $82.2K
|
270
$9.04K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.89K- 3.81% |
$111K - $123K
|
98.1K
$3.29M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.05K- 0.65% |
$116K - $129K
|
619K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.56K- 20.88% |
$159K - $176K
|
21.1K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.51K- 9.54% |
$244K - $270K
|
80.7K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.77K- 47.41% |
$251K - $278K
|
9.73K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8.93K- 26.53% |
$256K - $283K
|
24.7K
$828K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.3K- 18.34% |
$325K - $359K
|
50.5K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-21.2K- 5.06% |
$608K - $673K
|
398K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-23.8K- 3.93% |
$682K - $755K
|
582K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-153K- 5.36% |
$4.4M - $4.87M
|
2.71M
$90.8M
|