Institutional Ownership Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,607
shares
|
$516,004
0.0% of portfolio
|
Q3 2024
Added 70.32%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
10,830
shares
|
$443,271
0.17% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,272
shares
|
$420,432
0.0% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,150
shares
|
$374,509
0.0% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,040
shares
|
$370,007
0.01% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
8,700
shares
|
$356,091
0.06% of portfolio
|
Q3 2024
Added 12.99%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,488
shares
|
$347,413
0.11% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
8,424
shares
|
$344,794
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
8,395
shares
|
$343,607
0.24% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,373
shares
|
$342,706
0.08% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
8,253
shares
|
$337,795
0.03% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8,076
shares
|
$330,550
0.0% of portfolio
|
Q4 2024
Reduced 27.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,578
shares
|
$310,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
7,519
shares
|
$307,752
0.08% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,494
shares
|
$306,729
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,370
shares
|
$301,654
0.0% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
7,135
shares
|
$292,035
0.1% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,958
shares
|
$284,790
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
6,926
shares
|
$283,481
0.01% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,792
shares
|
$277,996
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,690
shares
|
$273,821
0.06% of portfolio
|
Q3 2024
Reduced 35.69%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,384
shares
|
$261,297
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
5,994
shares
|
$245,334
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
5,938
shares
|
$243,042
0.06% of portfolio
|
Q4 2024
Reduced 29.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,718
shares
|
$234,037
0.01% of portfolio
|
Q3 2024
Added 15.7%
|