Purchases and Sales Made in Q4 2024 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 2024. 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 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
419KNew |
$12.1M - $13.5M
|
419K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
99.6KNew |
$2.87M - $3.22M
|
99.6K
$3.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
67.1KNew |
$1.93M - $2.16M
|
67.1K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
63.6KNew |
$1.83M - $2.05M
|
63.6K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.8KNew |
$1.55M - $1.74M
|
53.8K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
43.5K+ 9.61% |
$1.25M - $1.4M
|
496K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
38.3KNew |
$1.1M - $1.24M
|
38.3K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
24.2KNew |
$695K - $780K
|
24.2K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23.3KNew |
$669K - $751K
|
23.3K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23K+ 5.33% |
$662K - $743K
|
455K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.2K+ 29.22% |
$580K - $651K
|
89.2K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 16.57% |
$389K - $437K
|
95.2K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7KNew |
$338K - $379K
|
11.7K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.98KNew |
$201K - $225K
|
6.98K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.87K+ 4.53% |
$197K - $222K
|
158K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.41KNew |
$184K - $207K
|
6.41K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.28K+ 1.66% |
$152K - $170K
|
323K
$9.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.56K+ 70.18% |
$131K - $147K
|
11.1K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.37K+ 52.67% |
$126K - $141K
|
12.7K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.86K+ 0.62% |
$111K - $125K
|
623K
$19M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.47K+ 2.34% |
$99.9K - $112K
|
152K
$4.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.98KNew |
$85.6K - $96.1K
|
2.98K
$90.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.93K+ 7.19% |
$84.3K - $94.6K
|
43.7K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.86KNew |
$82.3K - $92.4K
|
2.86K
$87.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 8.25% |
$72.7K - $81.6K
|
33.2K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 15.1% |
$69.3K - $77.8K
|
18.4K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 3.1% |
$62.4K - $70K
|
72.2K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.03K+ 3.98% |
$58.4K - $65.5K
|
53K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.91K+ 2095.6% |
$54.8K - $61.6K
|
2K
$60.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.7K+ 5.3% |
$48.7K - $54.7K
|
33.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.44K+ 11.87% |
$41.4K - $46.4K
|
13.6K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 3.65% |
$33.9K - $38K
|
33.4K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 283.71% |
$29K - $32.6K
|
1.37K
$41.7K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
832+ 10.66% |
$23.9K - $26.9K
|
8.64K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
622+ 3.48% |
$17.9K - $20.1K
|
18.5K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
546+ 4.38% |
$15.7K - $17.6K
|
13K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
492+ 6.48% |
$14.1K - $15.9K
|
8.08K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$11.5K - $12.9K
|
400
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
389New |
$11.2K - $12.6K
|
389
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
234+ 3.69% |
$6.73K - $7.55K
|
6.57K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
224+ 0.65% |
$6.44K - $7.23K
|
34.7K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
194+ 4.03% |
$5.58K - $6.26K
|
5K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177+ 0.53% |
$5.09K - $5.71K
|
33.9K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
130+ 3.74% |
$3.74K - $4.2K
|
3.61K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
117+ 21.27% |
$3.36K - $3.78K
|
667
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69New |
$1.98K - $2.23K
|
69
$2.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.55K - $1.74K
|
54
$1.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 5.3% |
$719 - $807
|
497
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.26% |
$345 - $387
|
4.58K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 5.88% |
$201 - $226
|
126
$3.84K
|