Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-676- 96.57% |
$17K - $20K
|
24
$714
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-738- 1.25% |
$18.6K - $21.9K
|
58.4K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-874- 2.21% |
$22K - $25.9K
|
38.6K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-874- 5.36% |
$22K - $25.9K
|
15.4K
$459K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 15.3% |
$25.4K - $30K
|
5.6K
$166K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 41.36% |
$30.1K - $35.5K
|
1.7K
$50.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.36K- 14.72% |
$34.3K - $40.4K
|
7.9K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.41K- 16.78% |
$85.7K - $101K
|
16.9K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.1K- 8.85% |
$153K - $181K
|
62.8K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.12K- 34.8% |
$154K - $181K
|
11.5K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.67K- 12.96% |
$168K - $198K
|
44.8K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.4K- 65.97% |
$338K - $398K
|
6.94K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.3K- 27.73% |
$436K - $514K
|
45.2K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-39.4K- 5.83% |
$992K - $1.17M
|
637K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47K- 82.82% |
$1.18M - $1.39M
|
9.75K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86.2K- 46.33% |
$2.17M - $2.55M
|
99.9K
$2.97M
|