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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
48+ 0.44% |
$1.8K - $2.01K
|
10.9K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-1- 0.01% |
$37.6 - $41.9
|
7.52K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-81- 1.49% |
$3.04K - $3.4K
|
5.34K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-89- 1.33% |
$3.34K - $3.73K
|
6.61K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-99- 2.96% |
$3.72K - $4.15K
|
3.25K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-176- 1.14% |
$6.61K - $7.38K
|
15.3K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-250- 3.61% |
$9.39K - $10.5K
|
6.68K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-270- 2.04% |
$10.1K - $11.3K
|
13K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-362Closed |
$13.6K - $15.2K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-421- 4.66% |
$15.8K - $17.7K
|
8.62K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-437- 1.48% |
$16.4K - $18.3K
|
29.1K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-570- 1.8% |
$21.4K - $23.9K
|
31.2K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-579- 0.69% |
$21.7K - $24.3K
|
83.9K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-587- 0.69% |
$22K - $24.6K
|
84.7K
$3.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-615- 7.25% |
$23.1K - $25.8K
|
7.87K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-714- 0.39% |
$26.8K - $29.9K
|
181K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-772- 3.66% |
$29K - $32.4K
|
20.3K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-843- 4.46% |
$31.7K - $35.4K
|
18.1K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-969- 35.73% |
$36.4K - $40.6K
|
1.74K
$68.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-988- 6.39% |
$37.1K - $41.4K
|
14.5K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.06K- 0.86% |
$39.6K - $44.2K
|
121K
$4.76M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.19K- 3.69% |
$44.7K - $50K
|
31.1K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.49K- 18.4% |
$55.8K - $62.3K
|
6.59K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.91K- 52.93% |
$71.8K - $80.2K
|
1.7K
$66.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.18K- 3.97% |
$82K - $91.6K
|
52.8K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.32K- 66.88% |
$87.3K - $97.5K
|
1.15K
$45.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-2.47K- 12.06% |
$92.6K - $103K
|
18K
$706K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.76K- 6.55% |
$104K - $116K
|
39.3K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.86K- 73.07% |
$107K - $120K
|
1.05K
$41.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 4.17% |
$139K - $155K
|
85K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.45K- 33.81% |
$242K - $271K
|
12.6K
$496K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.39K- 34.22% |
$278K - $310K
|
14.2K
$558K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.2K- 7.43% |
$308K - $344K
|
102K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-8.64K- 20.4% |
$324K - $362K
|
33.7K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-13.3K- 44.73% |
$498K - $557K
|
16.4K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.9K- 75.53% |
$899K - $1M
|
7.76K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-29.4K- 15.85% |
$1.1M - $1.23M
|
156K
$6.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.6K- 60.66% |
$1.68M - $1.87M
|
28.9K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-53.7K- 77.47% |
$2.02M - $2.25M
|
15.6K
$613K
|