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 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-150- 0.5% |
$4.26K - $5.46K
|
29.9K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-180- 4.05% |
$5.11K - $6.55K
|
4.27K
$169K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-180- 4.05% |
$5.11K - $6.55K
|
4.27K
$169K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-397- 0.26% |
$11.3K - $14.4K
|
152K
$6M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-400Closed |
$11.4K - $14.6K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 4.63% |
$33.7K - $43.2K
|
24.4K
$967K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.4K- 2.76% |
$39.8K - $50.9K
|
49.4K
$1.95M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57KClosed |
$44.5K - $57.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.06K- 16.07% |
$58.4K - $74.8K
|
10.7K
$425K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.12KClosed |
$60.3K - $77.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.3KClosed |
$65.5K - $83.8K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.9K- 25.22% |
$82.4K - $106K
|
8.6K
$340K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.21K- 29.07% |
$91.1K - $117K
|
7.82K
$309K
|
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-3.23K- 2.18% |
$91.7K - $118K
|
145K
$5.73M
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.63K- 29.29% |
$103K - $132K
|
8.76K
$347K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-6.37KClosed |
$181K - $232K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.47KClosed |
$184K - $235K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.52KClosed |
$185K - $237K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.9K- 43.97% |
$224K - $287K
|
10.1K
$398K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.5K- 40.77% |
$354K - $453K
|
18.1K
$716K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-15.4K- 13.04% |
$437K - $560K
|
103K
$4.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-19KClosed |
$539K - $690K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.4KClosed |
$581K - $744K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 18.06% |
$606K - $776K
|
96.8K
$3.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.6K- 27.93% |
$614K - $786K
|
55.7K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47K- 20.73% |
$1.33M - $1.71M
|
180K
$7.11M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-51.9KClosed |
$1.48M - $1.89M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-60.2K- 89.21% |
$1.71M - $2.19M
|
7.28K
$288K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-233K- 36.0% |
$6.63M - $8.49M
|
415K
$16.4M
|