Coldstream Capital Management Inc Northern Lts Fd Tr Iv Main The Transaction History

Coldstream Capital Management Inc

$5.98 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$17.68 - $23.34 $2,917 - $3,851	165 New	165 $2,000

Others Institutions Holding TMAT

# of Institutions

35

Shares Held

9.76M

Call Options Held

0

Put Options Held

0

Main Management LLC San Francisco, CA

2.92M
Shares

$82.5 Million
4.54% of portfolio
Orion Portfolio Solutions, LLC

2.48M
Shares

$70.2 Million
0.47% of portfolio
Brinker Capital Investments, LLC

2.47M
Shares

$69.9 Million
0.55% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

957K
Shares

$27.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

306K
Shares

$8.65 Million
0.0% of portfolio

About NORTHERN LTS FD TR IV MAIN THE

Ticker TMAT
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