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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-114- 4.56% |
$3.38K - $3.79K
|
2.39K
$94.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-407- 1.81% |
$12.1K - $13.5K
|
22.1K
$874K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.84K- 3.81% |
$54.6K - $61.3K
|
46.5K
$1.84M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.07K- 4.46% |
$61.4K - $68.9K
|
44.4K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.55K- 3.28% |
$75.5K - $84.8K
|
75K
$2.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.49K- 8.03% |
$103K - $116K
|
40K
$1.58M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.7K- 10.44% |
$110K - $123K
|
31.7K
$1.25M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-3.71K- 10.96% |
$110K - $123K
|
30.1K
$1.19M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.81K- 5.31% |
$113K - $127K
|
68K
$2.69M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.03K- 6.27% |
$179K - $201K
|
90.1K
$3.57M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.8K- 41.6% |
$350K - $393K
|
16.6K
$657K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.8K- 41.6% |
$350K - $393K
|
16.6K
$657K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.1K- 12.39% |
$418K - $470K
|
99.8K
$3.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-16K- 8.81% |
$474K - $532K
|
166K
$6.55M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-16.9K- 44.18% |
$500K - $561K
|
21.3K
$843K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.9K- 42.66% |
$502K - $563K
|
22.7K
$900K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19K- 32.84% |
$562K - $631K
|
38.8K
$1.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
SELL
|
- |
-120K- 83.2% |
$3.57M - $4.01M
|
24.3K
$963K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-201K- 48.9% |
$5.97M - $6.7M
|
210K
$8.33M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-253K- 95.66% |
$7.5M - $8.42M
|
11.5K
$454K
|