Purchases and Sales Made in Q1 2023 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q1 2023. 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 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
88.1KNew |
$2.61M - $2.93M
|
88.1K
$3.49M
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
73.9K+ 9.04% |
$2.19M - $2.46M
|
892K
$35.3M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$1.08M - $1.21M
|
36.4K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.4K+ 34.91% |
$634K - $712K
|
82.7K
$3.27M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
19.3KNew |
$573K - $643K
|
19.3K
$765K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 26.3% |
$538K - $604K
|
87.2K
$3.45M
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
16.4K+ 24.34% |
$485K - $544K
|
83.6K
$3.31M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.1K+ 70.16% |
$387K - $435K
|
31.7K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 2.77% |
$365K - $410K
|
456K
$18.1M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.5KNew |
$340K - $382K
|
11.5K
$454K
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.3K+ 5.55% |
$335K - $376K
|
215K
$8.51M
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$327K - $367K
|
11K
$437K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.77K+ 1.48% |
$230K - $258K
|
533K
$21.1M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.65K+ 87.86% |
$227K - $255K
|
16.4K
$647K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.57K+ 14.1% |
$224K - $252K
|
61.3K
$2.42M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.88KNew |
$204K - $229K
|
6.88K
$272K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.85K+ 101.8% |
$203K - $228K
|
13.6K
$537K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84KNew |
$203K - $228K
|
6.84K
$271K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.92K+ 14.46% |
$176K - $197K
|
46.9K
$1.86M
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.64K+ 12.64% |
$167K - $188K
|
50.2K
$1.99M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.88K+ 3.71% |
$145K - $162K
|
136K
$5.4M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4.73K+ 90.36% |
$140K - $157K
|
9.96K
$394K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.22K+ 2.72% |
$95.3K - $107K
|
121K
$4.8M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.04K+ 1.5% |
$90K - $101K
|
205K
$8.11M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.76KNew |
$81.9K - $91.9K
|
2.76K
$109K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 20.93% |
$70.4K - $79K
|
13.7K
$543K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.35K+ 0.69% |
$69.5K - $78.1K
|
341K
$13.5M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.28K+ 10.68% |
$67.4K - $75.7K
|
23.6K
$933K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.07K+ 4.66% |
$61.4K - $68.9K
|
46.5K
$1.84M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 81.9% |
$60.9K - $68.4K
|
4.56K
$181K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.52K+ 1.53% |
$45.1K - $50.6K
|
101K
$4M
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.13K+ 12.27% |
$33.6K - $37.7K
|
10.4K
$411K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
891+ 6.92% |
$26.4K - $29.7K
|
13.8K
$545K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572New |
$17K - $19K
|
572
$22.6K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
464+ 203.51% |
$13.8K - $15.4K
|
692
$27.4K
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
461+ 3.84% |
$13.7K - $15.3K
|
12.5K
$493K
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
373+ 1.85% |
$11.1K - $12.4K
|
20.5K
$811K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
266+ 40.99% |
$7.88K - $8.85K
|
915
$36.2K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
245+ 1.2% |
$7.26K - $8.15K
|
20.6K
$817K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
236+ 0.45% |
$7K - $7.85K
|
52.2K
$2.06M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
211New |
$6.25K - $7.02K
|
211
$8.35K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$2.96K - $3.33K
|
100
$3.96K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64+ 6.01% |
$1.9K - $2.13K
|
1.13K
$44.7K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.48K - $1.66K
|
50
$1.98K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 2.42% |
$1.04K - $1.16K
|
1.48K
$58.6K
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$148 - $166
|
8.9K
$352K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$29.6 - $33.3
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-76- 4.01% |
$2.25K - $2.53K
|
1.82K
$72.1K
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-108- 0.82% |
$3.2K - $3.59K
|
13K
$515K
|