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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
120+ 1.88% |
$4.51K - $5.03K
|
6.5K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
81+ 0.62% |
$3.04K - $3.4K
|
13.2K
$557K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
48+ 0.44% |
$1.8K - $2.01K
|
10.9K
$461K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
71.5KNew |
$2.77M - $3.03M
|
71.5K
$3.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
65.7K+ 489.3% |
$2.54M - $2.78M
|
79.1K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
37.5KNew |
$1.45M - $1.59M
|
37.5K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.7K+ 36.91% |
$1.15M - $1.26M
|
110K
$4.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.38KNew |
$208K - $228K
|
5.38K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.17KNew |
$200K - $219K
|
5.17K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.99KNew |
$193K - $212K
|
4.99K
$211K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.32KNew |
$89.9K - $98.4K
|
2.32K
$98.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.14KNew |
$83K - $90.8K
|
2.14K
$90.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
968New |
$37.5K - $41.1K
|
968
$40.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
861New |
$33.3K - $36.5K
|
861
$36.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
793+ 16.11% |
$30.7K - $33.6K
|
5.72K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
367+ 4.37% |
$14.2K - $15.6K
|
8.76K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159New |
$6.16K - $6.74K
|
159
$6.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
133+ 9.53% |
$5.15K - $5.64K
|
1.53K
$64.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.54% |
$38.7 - $42.4
|
187
$7.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.58KNew |
$277K - $308K
|
7.58K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.05K+ 17.34% |
$258K - $287K
|
47.7K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.13KNew |
$188K - $209K
|
5.13K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.05KNew |
$185K - $205K
|
5.05K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1K+ 12.99% |
$36.6K - $40.7K
|
8.7K
$368K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6+ 0.08% |
$220 - $244
|
7.49K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2New |
$73.2 - $81.3
|
2
$84.5
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$73.2 - $81.3
|
5.34K
$225K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
281+ 2.95% |
$10.1K - $10.9K
|
9.8K
$414K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$6.04K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$6.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 6.67% |
$4.8K - $5.15K
|
2.13K
$89.9K
|
|
|
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
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
459New |
$15.6K - $17.9K
|
459
$19.4K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
250+ 3.45% |
$8.49K - $9.73K
|
7.49K
$317K
|
|
|
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
$11.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
240New |
$7.02K - $8.42K
|
240
$10.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 66.08% |
$342K - $377K
|
27.7K
$1.17M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
562New |
$17.4K - $19.2K
|
562
$23.8K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.88KNew |
$237K - $259K
|
7.88K
$333K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
211New |
$6.25K - $7.02K
|
211
$8.92K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$2.96K - $3.33K
|
100
$4.23K
|
|
|
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
|
|