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 110 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $197 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
500
shares
|
$20,880
0.0% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
337
shares
|
$14,073
0.0% of portfolio
|
Q3 2024
Reduced 85.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
319
shares
|
$13,321
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
318
shares
|
$13,279
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
228
shares
|
$9,521
0.0% of portfolio
|
Q3 2024
Reduced 92.95%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
186
shares
|
$7,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
143
shares
|
$5,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
41
shares
|
$1,712
0.0% of portfolio
|
Q4 2022
Reduced 94.67%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
27
shares
|
$1,127
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$83
0.0% of portfolio
|
Q3 2024
New holding
|