Purchases and Sales Made in Q2 2023 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50.1KNew |
$1.51M - $1.65M
|
50.1K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
43.7K+ 267.39% |
$1.32M - $1.44M
|
60.1K
$2.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 7.45% |
$1.2M - $1.31M
|
573K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
37.9K+ 119.38% |
$1.14M - $1.24M
|
69.6K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
33.5K+ 20.6% |
$1.01M - $1.1M
|
196K
$7.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32K+ 52.29% |
$965K - $1.05M
|
93.3K
$3.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.3K+ 2.28% |
$612K - $668K
|
912K
$35.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.6K+ 134.91% |
$559K - $611K
|
32.4K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
18.5KNew |
$556K - $608K
|
18.5K
$726K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.9KNew |
$357K - $390K
|
11.9K
$467K
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 121.75% |
$326K - $356K
|
19.7K
$776K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 44.29% |
$314K - $343K
|
34K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
9.85KNew |
$297K - $324K
|
9.85K
$387K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.59K+ 70.65% |
$289K - $315K
|
23.2K
$911K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.49K+ 7.82% |
$286K - $312K
|
131K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.36K+ 19.97% |
$282K - $308K
|
56.2K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.1KNew |
$244K - $266K
|
8.1K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.08K+ 5.92% |
$243K - $266K
|
145K
$5.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.06KNew |
$243K - $265K
|
8.06K
$317K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.88KNew |
$237K - $259K
|
7.88K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.67K+ 3.74% |
$231K - $252K
|
213K
$8.35M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.9K+ 62.52% |
$208K - $227K
|
17.9K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.77KNew |
$204K - $223K
|
6.77K
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.3K+ 2.93% |
$190K - $207K
|
221K
$8.7M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.24KNew |
$188K - $205K
|
6.24K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.41KNew |
$163K - $178K
|
5.41K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.21K+ 45.4% |
$157K - $171K
|
16.7K
$656K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.74K+ 24.53% |
$143K - $156K
|
24.1K
$946K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.91K+ 8.81% |
$118K - $129K
|
48.3K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.73KNew |
$112K - $123K
|
3.73K
$146K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.38K+ 4.98% |
$102K - $111K
|
71.4K
$2.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
3.22K+ 38.09% |
$97K - $106K
|
11.7K
$459K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2.7K+ 12.67% |
$81.3K - $88.8K
|
24K
$943K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.5K+ 6.25% |
$75.2K - $82.2K
|
42.5K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.45K+ 4.88% |
$73.8K - $80.6K
|
52.7K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.45K+ 250.51% |
$73.8K - $80.6K
|
3.43K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.64K+ 19.93% |
$49.2K - $53.8K
|
9.84K
$387K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.49K+ 6.73% |
$44.7K - $48.9K
|
23.6K
$926K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.38K+ 13.82% |
$41.4K - $45.3K
|
11.3K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 1.4% |
$36.6K - $40K
|
88.4K
$3.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.19K+ 11.51% |
$36K - $39.3K
|
11.6K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.06K+ 71.69% |
$31.9K - $34.9K
|
2.54K
$99.9K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 7.6% |
$31.4K - $34.3K
|
14.8K
$580K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
520+ 7.56% |
$15.7K - $17.1K
|
7.4K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
362+ 0.36% |
$10.9K - $11.9K
|
100K
$3.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
309+ 0.19% |
$9.3K - $10.2K
|
166K
$6.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
155New |
$4.67K - $5.1K
|
155
$6.09K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
81+ 0.4% |
$2.44K - $2.66K
|
20.6K
$809K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
57+ 4.76% |
$1.72K - $1.87K
|
1.25K
$49.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35+ 0.49% |
$1.05K - $1.15K
|
7.19K
$282K
|