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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
65.7K+ 489.3% |
$2.54M - $2.78M
|
79.1K
$3.28M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
793+ 16.11% |
$30.7K - $33.6K
|
5.72K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-998- 11.92% |
$38.7K - $42.3K
|
7.38K
$306K
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
367+ 4.37% |
$14.2K - $15.6K
|
8.76K
$364K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.7K- 45.76% |
$182K - $199K
|
5.57K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
861New |
$33.3K - $36.5K
|
861
$35.8K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
71.5KNew |
$2.77M - $3.03M
|
71.5K
$2.97M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-157- 2.35% |
$6.08K - $6.66K
|
6.53K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.4K- 17.76% |
$1.72M - $1.88M
|
206K
$8.54M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.38KNew |
$208K - $228K
|
5.38K
$224K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.06K- 10.29% |
$119K - $130K
|
26.7K
$1.11M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159New |
$6.16K - $6.74K
|
159
$6.6K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.14KNew |
$83K - $90.8K
|
2.14K
$89K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.7K+ 36.91% |
$1.15M - $1.26M
|
110K
$4.57M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-345- 30.24% |
$13.4K - $14.6K
|
796
$33.1K
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.17KNew |
$200K - $219K
|
5.17K
$215K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
37.5KNew |
$1.45M - $1.59M
|
37.5K
$1.56M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
968New |
$37.5K - $41.1K
|
968
$40.2K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-241- 4.52% |
$9.33K - $10.2K
|
5.09K
$211K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.54% |
$38.7 - $42.4
|
187
$7.77K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.99KNew |
$193K - $212K
|
4.99K
$207K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
133+ 9.53% |
$5.15K - $5.64K
|
1.53K
$63.5K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.46K- 29.31% |
$95.4K - $104K
|
5.94K
$247K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-95- 7.47% |
$3.68K - $4.03K
|
1.18K
$48.8K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33K- 70.42% |
$1.21M - $1.34M
|
13.9K
$576K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.05KNew |
$185K - $205K
|
5.05K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.58KNew |
$277K - $308K
|
7.58K
$315K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2New |
$73.2 - $81.3
|
2
$83.1
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1K+ 12.99% |
$36.6K - $40.7K
|
8.7K
$361K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.13KNew |
$188K - $209K
|
5.13K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.05K+ 17.34% |
$258K - $287K
|
47.7K
$1.98M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6+ 0.08% |
$220 - $244
|
7.49K
$311K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$73.2 - $81.3
|
5.34K
$222K
|
|
Q2 2024 | |||||||
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$5.94K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.4K- 26.33% |
$303K - $325K
|
23.5K
$976K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.4K- 3.18% |
$231K - $248K
|
195K
$8.09M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
46New |
$1.66K - $1.78K
|
46
$1.91K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 6.67% |
$4.8K - $5.15K
|
2.13K
$88.4K
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
104+ 1.78% |
$3.75K - $4.03K
|
5.96K
$248K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-18- 40.0% |
$650 - $697
|
27
$1.12K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
281+ 2.95% |
$10.1K - $10.9K
|
9.8K
$407K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.19K- 4.92% |
$115K - $124K
|
61.7K
$2.56M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$5.94K
|
|
Q1 2024 | |||||||
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
459New |
$15.6K - $17.9K
|
459
$19.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-215- 3.22% |
$7.3K - $8.37K
|
6.46K
$268K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9KNew |
$844K - $967K
|
24.9K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.11KNew |
$207K - $238K
|
6.11K
$254K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
250+ 3.45% |
$8.49K - $9.73K
|
7.49K
$311K
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-67- 0.67% |
$2.28K - $2.61K
|
9.89K
$411K
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-213- 1.69% |
$7.23K - $8.29K
|
12.4K
$514K
|