Purchases and Sales Made in Q2 2022 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.2K+ 27.3% |
$2.53M - $3.25M
|
416K
$16.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
65.1K+ 67.77% |
$1.85M - $2.37M
|
161K
$6.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
64.1K+ 19.28% |
$1.82M - $2.33M
|
397K
$15.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
56.9K+ 8.31% |
$1.62M - $2.07M
|
741K
$29.3M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$711K - $910K
|
25K
$990K
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
23.6K+ 358.95% |
$670K - $858K
|
30.1K
$1.19M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
21.1K+ 6.88% |
$600K - $769K
|
328K
$13M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 24.48% |
$560K - $717K
|
100K
$3.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
18.5K+ 2.55% |
$526K - $674K
|
746K
$29.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
17K+ 595.0% |
$484K - $619K
|
19.9K
$787K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 23.82% |
$420K - $537K
|
76.8K
$3.04M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7K+ 109.09% |
$333K - $427K
|
22.5K
$890K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.5K+ 17.92% |
$327K - $419K
|
75.7K
$3M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.2K+ 40.37% |
$204K - $262K
|
25K
$990K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.68K+ 178.72% |
$190K - $243K
|
10.4K
$412K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.88K+ 10.8% |
$167K - $214K
|
60.3K
$2.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.8K+ 69.45% |
$165K - $211K
|
14.1K
$560K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.31K+ 13.51% |
$151K - $193K
|
44.6K
$1.76M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4.51K+ 4.79% |
$128K - $164K
|
98.7K
$3.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
4.29KNew |
$122K - $156K
|
4.29K
$170K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.74K+ 31.11% |
$106K - $136K
|
15.8K
$624K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 7.01% |
$99.4K - $127K
|
53.4K
$2.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
2.57K+ 13.25% |
$72.9K - $93.3K
|
21.9K
$868K
|
|
|
Jul 12, 2022
Q2 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 33.15% |
$61K - $78.2K
|
8.63K
$341K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.12KNew |
$60.3K - $77.3K
|
2.12K
$84.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 13.08% |
$48.5K - $62.1K
|
14.7K
$584K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.68K+ 4.29% |
$47.7K - $61.1K
|
40.8K
$1.62M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$36.6K - $46.8K
|
1.29K
$50.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.15% |
$34.5K - $44.2K
|
107K
$4.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 13.95% |
$32.3K - $41.3K
|
9.28K
$367K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
990+ 16.17% |
$28.1K - $36K
|
7.11K
$282K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
856New |
$24.3K - $31.1K
|
856
$33.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
800+ 11.43% |
$22.7K - $29.1K
|
7.8K
$309K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
754+ 0.62% |
$21.4K - $27.4K
|
123K
$4.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
675+ 1.38% |
$19.2K - $24.6K
|
49.6K
$1.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
586+ 7.83% |
$16.6K - $21.3K
|
8.07K
$319K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
374+ 15.66% |
$10.6K - $13.6K
|
2.76K
$109K
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
347+ 2.32% |
$9.86K - $12.6K
|
15.3K
$605K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
266+ 6.54% |
$7.56K - $9.68K
|
4.33K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
236+ 52.21% |
$6.7K - $8.59K
|
688
$27.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
234New |
$6.65K - $8.52K
|
234
$9.26K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
194New |
$5.51K - $7.06K
|
194
$7.68K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$3.13K - $4K
|
110
$4.35K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
89New |
$2.53K - $3.24K
|
89
$3.52K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.13% |
$284 - $364
|
8K
$317K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6+ 0.01% |
$170 - $218
|
76K
$3.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.09% |
$28.4 - $36.4
|
1.17K
$46.2K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.19% |
$28.4 - $36.4
|
537
$21.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21Closed |
$597 - $764
|
0
$0
|