Cooper Financial Group Northern Lts Fd Tr Iv Main The Transaction History

Cooper Financial Group

$815 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	SELL	$17.68 - $23.34 $3,712 - $4,901	-210 Reduced 1.71%	12,054 $213,000
Q4 2024 Jan 13, 2025	BUY	$17.5 - $22.47 $214,620 - $275,572	12,264 New	12,264 $255,000

Others Institutions Holding TMAT

# of Institutions

34

Shares Held

7.28M

Call Options Held

0

Put Options Held

0

Main Management LLC San Francisco, CA

2.92M
Shares

$72.1 Million
4.54% of portfolio
Orion Portfolio Solutions, LLC

2.48M
Shares

$61.4 Million
0.47% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

954K
Shares

$23.6 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

306K
Shares

$7.56 Million
0.0% of portfolio
Potomac Fund Management Inc /Adv Miami, FL

108K
Shares

$2.68 Million
2.01% of portfolio

About NORTHERN LTS FD TR IV MAIN THE

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