Latest Institutional Purchases of Northern Lts Fd Tr Iv (BIBL)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (BIBL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$6.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 6.67% |
$4.8K - $5.15K
|
2.13K
$89.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
104+ 1.78% |
$3.75K - $4.03K
|
5.96K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
46New |
$1.66K - $1.78K
|
46
$1.94K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.29M - $1.47M
|
37.9K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9KNew |
$844K - $967K
|
24.9K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.11KNew |
$207K - $238K
|
6.11K
$258K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
276+ 8.16% |
$9.37K - $10.7K
|
3.66K
$154K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
250+ 3.45% |
$8.49K - $9.73K
|
7.49K
$316K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 4.17% |
$679 - $778
|
500
$21.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17K+ 74.49% |
$496K - $595K
|
39.7K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.79KNew |
$199K - $238K
|
6.79K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
276New |
$8.07K - $9.69K
|
276
$11.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
240New |
$7.02K - $8.42K
|
240
$10.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
53.7KNew |
$1.67M - $1.84M
|
53.7K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 66.08% |
$342K - $377K
|
27.7K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.37KNew |
$259K - $286K
|
8.37K
$353K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
562New |
$17.4K - $19.2K
|
562
$23.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
319New |
$9.89K - $10.9K
|
319
$13.5K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.88KNew |
$237K - $259K
|
7.88K
$333K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.76KNew |
$81.9K - $91.9K
|
2.76K
$117K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
211New |
$6.25K - $7.02K
|
211
$8.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$2.96K - $3.33K
|
100
$4.22K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.48K - $1.66K
|
50
$2.11K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.77KNew |
$184K - $215K
|
6.77K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
287New |
$7.79K - $9.14K
|
287
$12.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100+ 41.67% |
$2.71K - $3.18K
|
340
$14.3K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.46KNew |
$123K - $151K
|
4.46K
$188K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
360New |
$9.96K - $12.2K
|
360
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50New |
$1.38K - $1.69K
|
50
$2.11K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
17+ 0.21% |
$471 - $576
|
8.02K
$338K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
4.29KNew |
$122K - $156K
|
4.29K
$181K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$36.6K - $46.8K
|
1.29K
$54.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
89New |
$2.53K - $3.24K
|
89
$3.76K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
335+ 13.7% |
$11.1K - $13.2K
|
2.78K
$117K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
109New |
$3.6K - $4.28K
|
109
$4.6K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.17K+ 84.71% |
$45.1K - $70.6K
|
4.73K
$199K
|
|