Purchases and Sales Made in Q1 2024 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 4.17% |
$679 - $778
|
500
$19.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-51- 0.54% |
$1.73K - $1.98K
|
9.37K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-67- 0.67% |
$2.28K - $2.61K
|
9.89K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-71- 1.35% |
$2.41K - $2.76K
|
5.2K
$206K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 1.42% |
$2.89K - $3.31K
|
5.92K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-150- 2.09% |
$5.09K - $5.84K
|
7.01K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-213- 1.69% |
$7.23K - $8.29K
|
12.4K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-215- 3.22% |
$7.3K - $8.37K
|
6.46K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-330- 4.57% |
$11.2K - $12.8K
|
6.9K
$273K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-396- 24.06% |
$13.4K - $15.4K
|
1.25K
$49.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-479- 2.46% |
$16.3K - $18.6K
|
19K
$753K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-501- 27.82% |
$17K - $19.5K
|
1.3K
$51.5K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-501- 27.82% |
$17K - $19.5K
|
1.3K
$51.5K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-586- 6.54% |
$19.9K - $22.8K
|
8.38K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-780- 12.83% |
$26.5K - $30.3K
|
5.3K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-816- 14.22% |
$27.7K - $31.8K
|
4.92K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-894- 5.73% |
$30.4K - $34.8K
|
14.7K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-925- 9.58% |
$31.4K - $36K
|
8.73K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-960- 12.86% |
$32.6K - $37.4K
|
6.51K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.95K- 29.43% |
$66.2K - $75.8K
|
4.67K
$185K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.97K- 5.46% |
$101K - $115K
|
51.4K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.47K- 8.14% |
$152K - $174K
|
50.4K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.96K- 12.34% |
$168K - $193K
|
35.2K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-5.5K- 21.43% |
$187K - $214K
|
20.2K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-6.44K- 32.13% |
$219K - $250K
|
13.6K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.62K- 28.85% |
$259K - $296K
|
18.8K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-7.7K- 50.0% |
$261K - $300K
|
7.7K
$305K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-10.6K- 40.2% |
$360K - $413K
|
15.8K
$625K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2K- 25.93% |
$379K - $434K
|
31.9K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-12.5K- 6.06% |
$423K - $485K
|
193K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-14.1K- 6.06% |
$478K - $548K
|
218K
$8.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.2K- 60.83% |
$584K - $669K
|
11.1K
$438K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.5K- 41.34% |
$593K - $679K
|
24.8K
$980K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-22K- 30.58% |
$747K - $856K
|
50K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.1K- 51.91% |
$751K - $861K
|
20.5K
$811K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-40.4K- 36.81% |
$1.37M - $1.57M
|
69.4K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-101K- 93.09% |
$3.45M - $3.95M
|
7.54K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-152K- 77.96% |
$5.15M - $5.9M
|
42.9K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-246K- 64.85% |
$8.34M - $9.55M
|
133K
$5.27M
|