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 102 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
5,756
shares
|
$218,612
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
5,299
shares
|
$201,256
0.03% of portfolio
|
Q1 2024
Reduced 12.83%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 15, 2024 Q1 2024 |
5,195
shares
|
$197,306
0.04% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
4,922
shares
|
$186,937
0.03% of portfolio
|
Q1 2024
Reduced 14.22%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
4,671
shares
|
$177,404
0.06% of portfolio
|
Q1 2024
Reduced 29.43%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
3,284
shares
|
$124,726
0.01% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,762
shares
|
$104,900
0.02% of portfolio
|
Q1 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,558
shares
|
$97,152
0.0% of portfolio
|
Q1 2020
Added 84.71%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
2,516
shares
|
$95,557
0.0% of portfolio
|
Q4 2023
Reduced 1.02%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
1,995
shares
|
$75,770
0.0% of portfolio
|
Q4 2023
Added 82.03%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,881
shares
|
$71,440
0.0% of portfolio
|
Q1 2024
Added 228.85%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,750
shares
|
$66,465
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,698
shares
|
$64,490
0.0% of portfolio
|
Q4 2023
Reduced 2.97%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,661
shares
|
$63,084
0.0% of portfolio
|
Q1 2024
Added 325.9%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,300
shares
|
$49,373
0.0% of portfolio
|
Q1 2024
Reduced 27.82%
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
1,265
shares
|
$48,044
0.02% of portfolio
|
Q4 2023
Added 0.56%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,250
shares
|
$47,474
0.0% of portfolio
|
Q1 2024
Added 8.23%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
817
shares
|
$31,029
0.0% of portfolio
|
Q1 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
548
shares
|
$20,813
0.0% of portfolio
|
Q4 2023
Added 0.74%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
500
shares
|
$18,990
0.0% of portfolio
|
Q1 2024
Added 4.17%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
441
shares
|
$16,749
0.0% of portfolio
|
Q1 2024
Added 12.5%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
360
shares
|
$13,672
0.0% of portfolio
|
Q3 2022
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
319
shares
|
$12,115
0.0% of portfolio
|
Q3 2023
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
240
shares
|
$9,115
0.01% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
45
shares
|
$1,709
0.0% of portfolio
|
Q4 2023
Added 2.27%
|