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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.39% |
$115 - $129
|
291
$8.83K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 2.04% |
$144 - $161
|
240
$7.28K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-462- 12.67% |
$13.3K - $14.9K
|
3.18K
$96.6K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-747- 5.26% |
$21.5K - $24.1K
|
13.5K
$409K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-892- 8.04% |
$25.7K - $28.8K
|
10.2K
$310K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-976- 8.56% |
$28.1K - $31.5K
|
10.4K
$316K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-998- 10.15% |
$28.7K - $32.2K
|
8.83K
$268K
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.37K- 6.36% |
$39.4K - $44.3K
|
20.2K
$613K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.44K- 2.69% |
$41.5K - $46.6K
|
52.2K
$1.58M
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.6K- 1.62% |
$46K - $51.6K
|
96.9K
$2.94M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 7.85% |
$47K - $52.7K
|
19.2K
$582K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.8K- 10.65% |
$51.6K - $57.9K
|
15.1K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.22K- 9.65% |
$63.8K - $71.7K
|
20.8K
$631K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 6.06% |
$66.8K - $74.9K
|
36K
$1.09M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.95K- 15.69% |
$142K - $160K
|
26.6K
$807K
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.23K- 4.88% |
$150K - $169K
|
102K
$3.09M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.36K- 45.69% |
$183K - $205K
|
7.56K
$229K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 4.53% |
$564K - $633K
|
413K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.1K- 37.54% |
$1.07M - $1.2M
|
61.8K
$1.88M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-40.4K- 6.25% |
$1.16M - $1.3M
|
606K
$18.4M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-66.6K- 2.27% |
$1.92M - $2.15M
|
2.87M
$86.9M
|