Purchases and Sales Made in Q1 2022 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q1 2022. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 59.76% |
$4.04M - $4.8M
|
327K
$12.9M
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
62KNew |
$2.05M - $2.44M
|
62K
$2.45M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
53.7K+ 126.86% |
$1.77M - $2.11M
|
96K
$3.8M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51.9KNew |
$1.72M - $2.04M
|
51.9K
$2.06M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
51.5K+ 18.35% |
$1.7M - $2.03M
|
332K
$13.2M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.1KNew |
$1.29M - $1.54M
|
39.1K
$1.55M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
35.6K+ 60.7% |
$1.18M - $1.4M
|
94.2K
$3.73M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
34.7K+ 12.75% |
$1.15M - $1.36M
|
307K
$12.1M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31.7K+ 174.29% |
$1.05M - $1.25M
|
49.9K
$1.97M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.1K+ 3.5% |
$764K - $908K
|
684K
$27.1M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.1K+ 76.85% |
$729K - $867K
|
50.8K
$2.01M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4KNew |
$676K - $803K
|
20.4K
$809K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 54.62% |
$636K - $756K
|
54.5K
$2.16M
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
13.6K+ 25.14% |
$448K - $533K
|
67.5K
$2.67M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13K+ 36.05% |
$428K - $509K
|
48.9K
$1.94M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.3K+ 45.71% |
$407K - $484K
|
39.3K
$1.55M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.5K+ 21.73% |
$379K - $450K
|
64.2K
$2.54M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11KNew |
$364K - $433K
|
11K
$436K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
10.1KNew |
$334K - $397K
|
10.1K
$400K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.96K+ 15.1% |
$329K - $391K
|
75.9K
$3.01M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7KNew |
$231K - $275K
|
7K
$277K
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
6.57KNew |
$217K - $258K
|
6.57K
$260K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.52K+ 6.59% |
$215K - $256K
|
105K
$4.17M
|
|
Apr 29, 2022
Q1 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
6.48KNew |
$214K - $255K
|
6.48K
$256K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.47KNew |
$214K - $254K
|
6.47K
$256K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.06K+ 72.83% |
$167K - $199K
|
12K
$476K
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.75K+ 6.55% |
$157K - $187K
|
77.3K
$3.06M
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.63K+ 32.26% |
$153K - $182K
|
19K
$751K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.58K+ 21.8% |
$151K - $180K
|
25.6K
$1.01M
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
4.3K+ 59.72% |
$142K - $169K
|
11.5K
$455K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.12K+ 1247.58% |
$136K - $162K
|
4.45K
$176K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.62K+ 39.43% |
$120K - $142K
|
12.8K
$506K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.45K+ 47.22% |
$114K - $135K
|
10.8K
$425K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
2.7K+ 16.22% |
$89.3K - $106K
|
19.4K
$766K
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
2.63K+ 1.76% |
$87K - $103K
|
152K
$6.02M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.45K+ 15.91% |
$80.8K - $96.1K
|
17.8K
$705K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.3KNew |
$76.1K - $90.5K
|
2.3K
$91.2K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.12KNew |
$70.2K - $83.5K
|
2.12K
$84.1K
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.11K+ 8.01% |
$36.6K - $43.5K
|
14.9K
$592K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.1K+ 15.22% |
$36.4K - $43.3K
|
8.35K
$330K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
900+ 31.73% |
$29.7K - $35.4K
|
3.74K
$148K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
899+ 28.4% |
$29.7K - $35.3K
|
4.07K
$161K
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
835+ 12.56% |
$27.6K - $32.8K
|
7.48K
$296K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
485+ 18.96% |
$16K - $19.1K
|
3.04K
$120K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$13.2K - $15.7K
|
400
$15.8K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
335+ 13.7% |
$11.1K - $13.2K
|
2.78K
$110K
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
260+ 2.15% |
$8.59K - $10.2K
|
12.4K
$490K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
213+ 38.31% |
$7.04K - $8.37K
|
769
$30.4K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
180+ 4.22% |
$5.95K - $7.07K
|
4.45K
$176K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
170+ 17.05% |
$5.62K - $6.68K
|
1.17K
$46.2K
|