Latest Institutional Transactions on Northern Lts Fd Tr Iv (BIBL)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (BIBL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.33K+ 14.27% |
$156K - $168K
|
34.6K
$1.4M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.83K- 7.96% |
$283K - $303K
|
90.6K
$3.67M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-18- 40.0% |
$650 - $697
|
27
$1.09K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.24% |
$108 - $116
|
1.27K
$51.4K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.08K+ 244.9% |
$39K - $41.8K
|
1.52K
$61.6K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38.8K- 92.07% |
$1.4M - $1.5M
|
3.34K
$135K
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-112K- 53.3% |
$4.05M - $4.35M
|
98.4K
$3.99M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
593+ 72.58% |
$21.4K - $23K
|
1.41K
$57.1K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.09K+ 18.42% |
$39.3K - $42.2K
|
7.01K
$284K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.03% |
$108 - $116
|
11.5K
$468K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
318New |
$11.5K - $12.3K
|
318
$12.9K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
281+ 2.95% |
$10.1K - $10.9K
|
9.8K
$397K
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
53.6KNew |
$1.94M - $2.08M
|
53.6K
$2.17M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.4KNew |
$485K - $520K
|
13.4K
$544K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.98% |
$85.3K - $91.6K
|
117K
$4.75M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.46K- 12.56% |
$233K - $250K
|
44.9K
$1.82M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.13K- 28.09% |
$149K - $160K
|
10.6K
$429K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29.7K- 19.35% |
$1.07M - $1.15M
|
124K
$5.02M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.98K+ 151.5% |
$107K - $115K
|
4.94K
$200K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
337+ 1.64% |
$12.2K - $13.1K
|
20.9K
$845K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.53KNew |
$199K - $214K
|
5.53K
$224K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.95K- 3.64% |
$251K - $269K
|
184K
$7.46M
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6+ 0.08% |
$217 - $232
|
7.49K
$303K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13K+ 4.07% |
$40.7K - $43.7K
|
28.8K
$1.17M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52- 1.58% |
$1.88K - $2.01K
|
3.23K
$131K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.6K- 35.34% |
$563K - $604K
|
28.5K
$1.16M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
739+ 6.15% |
$26.7K - $28.6K
|
12.8K
$517K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.5K- 83.21% |
$1.57M - $1.68M
|
8.78K
$356K
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-3- 0.02% |
$108 - $116
|
15.8K
$639K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.33KNew |
$193K - $207K
|
5.33K
$216K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.67K- 3.94% |
$60.1K - $64.5K
|
40.6K
$1.65M
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.22% |
$542 - $581
|
6.91K
$280K
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-2.49K- 22.92% |
$90K - $96.5K
|
8.38K
$340K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.19K- 4.92% |
$115K - $124K
|
61.7K
$2.5M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$5.8K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
281+ 1.39% |
$10.1K - $10.9K
|
20.4K
$829K
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-41.8K- 51.59% |
$1.51M - $1.62M
|
39.2K
$1.59M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-408K- 81.95% |
$14.7M - $15.8M
|
89.9K
$3.64M
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-6- 0.08% |
$217 - $232
|
7.11K
$288K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26+ 0.35% |
$939 - $1.01K
|
7.56K
$306K
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-333- 3.56% |
$12K - $12.9K
|
9.03K
$366K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.66K+ 5.6% |
$132K - $142K
|
69.1K
$2.8M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.45K+ 1.95% |
$125K - $134K
|
180K
$7.31M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-501- 27.82% |
$17K - $19.5K
|
1.3K
$52.7K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
276+ 8.16% |
$9.37K - $10.7K
|
3.66K
$148K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 228.85% |
$44.5K - $50.9K
|
1.88K
$76.2K
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-71- 1.35% |
$2.41K - $2.76K
|
5.2K
$211K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9KNew |
$844K - $967K
|
24.9K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-215- 3.22% |
$7.3K - $8.37K
|
6.46K
$262K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-7.7K- 50.0% |
$261K - $300K
|
7.7K
$312K
|