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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7+ 0.09% |
$211 - $230
|
7.46K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$30.1 - $32.9
|
543
$21.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.14% |
$30.1 - $32.9
|
693
$27.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$30.1 - $32.9
|
6.84K
$269K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-249- 2.47% |
$7.5K - $8.19K
|
9.82K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-387- 16.21% |
$11.7K - $12.7K
|
2K
$78.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-492- 16.97% |
$14.8K - $16.2K
|
2.41K
$94.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-727- 6.34% |
$21.9K - $23.9K
|
10.7K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.78K- 97.58% |
$53.5K - $58.4K
|
44
$1.73K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.12K- 5.47% |
$63.9K - $69.8K
|
36.7K
$1.44M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.65K- 7.29% |
$79.9K - $87.3K
|
33.8K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.07K- 89.15% |
$122K - $134K
|
495
$19.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.17K- 20.21% |
$126K - $137K
|
16.5K
$647K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.53K- 7.37% |
$167K - $182K
|
69.5K
$2.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.79K- 13.02% |
$204K - $223K
|
45.4K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.99K- 6.92% |
$210K - $230K
|
94K
$3.7M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-9.91K- 11.0% |
$299K - $326K
|
80.2K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1K- 13.37% |
$333K - $364K
|
71.7K
$2.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-11.7K- 13.97% |
$351K - $384K
|
71.9K
$2.83M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.5KClosed |
$375K - $410K
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
SELL
|
- |
-13.5K- 55.31% |
$405K - $443K
|
10.9K
$427K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 64.8% |
$444K - $485K
|
8.01K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 54.46% |
$520K - $568K
|
14.4K
$567K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-23K- 76.33% |
$693K - $757K
|
7.14K
$280K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-34.1K- 16.19% |
$1.03M - $1.12M
|
176K
$6.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-40.8K- 46.24% |
$1.23M - $1.34M
|
47.4K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.6K- 9.11% |
$1.25M - $1.37M
|
415K
$16.3M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-51.1K- 85.79% |
$1.54M - $1.68M
|
8.46K
$332K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-140K- 40.91% |
$4.21M - $4.59M
|
202K
$7.93M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-147K- 35.47% |
$4.43M - $4.84M
|
268K
$10.5M
|