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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17+ 0.25% |
$622 - $691
|
6.93K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$36.6 - $40.7
|
550
$22.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.9KNew |
$837K - $930K
|
22.9K
$926K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.6K- 26.92% |
$1.16M - $1.28M
|
85.7K
$3.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.14K+ 21.24% |
$225K - $250K
|
35K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-126- 8.28% |
$4.61K - $5.12K
|
1.4K
$56.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2New |
$73.2 - $81.3
|
2
$81
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 65.84% |
$80.5K - $89.4K
|
1.14K
$46.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-474- 4.48% |
$17.4K - $19.3K
|
10.1K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-618- 0.5% |
$22.6K - $25.1K
|
123K
$4.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.86K- 24.74% |
$105K - $116K
|
8.69K
$352K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
952+ 32.24% |
$34.9K - $38.7K
|
3.91K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
707+ 3.22% |
$25.9K - $28.8K
|
22.7K
$918K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1K+ 12.99% |
$36.6K - $40.7K
|
8.7K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-320- 3.82% |
$11.7K - $13K
|
8.06K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.53K- 1.37% |
$92.4K - $103K
|
181K
$7.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
269+ 3.56% |
$9.85K - $10.9K
|
7.83K
$317K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.29K- 14.52% |
$83.9K - $93.2K
|
13.5K
$546K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.67K- 13.05% |
$61K - $67.8K
|
11.1K
$450K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.21K+ 70.32% |
$191K - $212K
|
12.6K
$511K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.49K- 29.33% |
$128K - $142K
|
8.4K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-16.7K- 31.16% |
$612K - $679K
|
36.9K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.13K+ 7.39% |
$77.9K - $86.5K
|
30.9K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
5.24K+ 13.35% |
$192K - $213K
|
44.5K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
5.08KNew |
$186K - $207K
|
5.08K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.24% |
$110 - $122
|
1.27K
$51.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 1.11% |
$36.8K - $40.8K
|
89.6K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$73.2 - $81.3
|
5.34K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.05K+ 17.34% |
$258K - $287K
|
47.7K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6+ 0.08% |
$220 - $244
|
7.49K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.13KNew |
$188K - $209K
|
5.13K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
139+ 0.67% |
$5.09K - $5.65K
|
21K
$850K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-544- 6.02% |
$19.9K - $22.1K
|
8.49K
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
4+ 0.02% |
$146 - $163
|
20.5K
$828K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
30.7K+ 3.25% |
$1.12M - $1.25M
|
976K
$39.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6.67K- 9.65% |
$244K - $271K
|
62.4K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
851+ 0.79% |
$31.2K - $34.6K
|
109K
$4.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3K- 92.95% |
$110K - $122K
|
228
$9.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.96K+ 2.19% |
$145K - $161K
|
184K
$7.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-319- 0.92% |
$11.7K - $13K
|
34.3K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
11+ 0.15% |
$403 - $447
|
7.12K
$288K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-6.15K- 25.68% |
$222K - $238K
|
17.8K
$721K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-799- 61.46% |
$28.8K - $30.9K
|
501
$20.3K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$5.79K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-322- 3.04% |
$11.6K - $12.5K
|
10.3K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.4K- 26.33% |
$303K - $325K
|
23.5K
$952K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.4K- 3.18% |
$231K - $248K
|
195K
$7.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
46New |
$1.66K - $1.78K
|
46
$1.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 6.67% |
$4.8K - $5.15K
|
2.13K
$86.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
104+ 1.78% |
$3.75K - $4.03K
|
5.96K
$241K
|
|