Purchases and Sales Made in Q1 2025 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q1 2025. 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 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
27.8K+ 23.01% |
$1.04M - $1.16M
|
148K
$5.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26.9K+ 74.03% |
$1.01M - $1.13M
|
63.2K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.3K+ 74.79% |
$800K - $894K
|
49.8K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 22.82% |
$769K - $859K
|
110K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 5.16% |
$755K - $843K
|
409K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
19.1K+ 35.84% |
$716K - $800K
|
72.3K
$2.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 44.06% |
$592K - $661K
|
51.6K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.8K+ 1.7% |
$592K - $661K
|
944K
$37.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 94.73% |
$583K - $652K
|
31.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 1054.41% |
$571K - $637K
|
16.6K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
14.6KNew |
$548K - $612K
|
14.6K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14K+ 3.4% |
$524K - $585K
|
424K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
13.1K+ 50.13% |
$492K - $549K
|
39.2K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.4K+ 108.19% |
$467K - $522K
|
23.9K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.3KNew |
$461K - $515K
|
12.3K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12KNew |
$451K - $503K
|
12K
$471K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.61K+ 41.24% |
$286K - $319K
|
26.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.47K+ 100.0% |
$280K - $313K
|
14.9K
$587K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.28K+ 740.28% |
$273K - $305K
|
8.26K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.92KNew |
$260K - $290K
|
6.92K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.31K+ 20.47% |
$237K - $264K
|
37.1K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.18KNew |
$232K - $259K
|
6.18K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.77KNew |
$217K - $242K
|
5.77K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.28K+ 126.44% |
$198K - $222K
|
9.46K
$372K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.25KNew |
$197K - $220K
|
5.25K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.93K+ 12.81% |
$185K - $207K
|
43.4K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.81K+ 5.86% |
$143K - $160K
|
68.8K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.4K+ 45.26% |
$128K - $143K
|
10.9K
$428K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
3.11K+ 0.94% |
$117K - $130K
|
332K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.91K+ 6.53% |
$109K - $122K
|
47.5K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.4K+ 3.76% |
$89.9K - $100K
|
66.1K
$2.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.29K+ 9.73% |
$85.8K - $95.9K
|
25.8K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2K+ 21.9% |
$75.3K - $84K
|
11.2K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 267.86% |
$50.4K - $56.3K
|
1.84K
$72.4K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 79.12% |
$48.5K - $54.2K
|
2.93K
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.2K+ 4.15% |
$45.1K - $50.4K
|
30.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14K+ 31.92% |
$42.6K - $47.6K
|
4.69K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
945+ 3.68% |
$35.5K - $39.6K
|
26.6K
$1.04M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
894+ 1.23% |
$33.6K - $37.5K
|
73.4K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
857+ 2.73% |
$32.2K - $35.9K
|
32.2K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
585+ 1.6% |
$22K - $24.5K
|
37.2K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
550+ 6.63% |
$20.7K - $23.1K
|
8.84K
$347K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
478+ 2.06% |
$17.9K - $20K
|
23.7K
$929K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
319New |
$12K - $13.4K
|
319
$12.5K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
318+ 70.2% |
$11.9K - $13.3K
|
771
$30.3K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
251New |
$9.43K - $10.5K
|
251
$9.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
200+ 0.63% |
$7.51K - $8.39K
|
32.1K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
161New |
$6.05K - $6.75K
|
161
$6.32K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
120+ 1.88% |
$4.51K - $5.03K
|
6.5K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
81+ 0.62% |
$3.04K - $3.4K
|
13.2K
$518K
|