Purchases and Sales Made in Q2 2024 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q2 2024. 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 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-3- 0.02% |
$108 - $116
|
15.8K
$624K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-6- 0.08% |
$217 - $232
|
7.11K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-18- 40.0% |
$650 - $697
|
27
$1.07K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52- 1.58% |
$1.88K - $2.01K
|
3.23K
$128K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-94- 1.28% |
$3.39K - $3.64K
|
7.26K
$287K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182- 0.43% |
$6.57K - $7.05K
|
42.2K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-294- 4.16% |
$10.6K - $11.4K
|
6.77K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-322- 3.04% |
$11.6K - $12.5K
|
10.3K
$407K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-333- 3.56% |
$12K - $12.9K
|
9.03K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-799- 61.46% |
$28.8K - $30.9K
|
501
$19.8K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-799- 61.46% |
$28.8K - $30.9K
|
501
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-872- 9.99% |
$31.5K - $33.8K
|
7.86K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1K- 11.96% |
$36.2K - $38.8K
|
7.38K
$292K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.67K- 3.94% |
$60.1K - $64.5K
|
40.6K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.71K- 12.59% |
$61.8K - $66.3K
|
11.9K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.72K- 36.78% |
$62K - $66.5K
|
2.95K
$117K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 3.22% |
$81.2K - $87.1K
|
67.7K
$2.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.98% |
$85.3K - $91.6K
|
117K
$4.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-2.49K- 22.92% |
$90K - $96.5K
|
8.38K
$332K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.19K- 4.92% |
$115K - $124K
|
61.7K
$2.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.13K- 28.09% |
$149K - $160K
|
10.6K
$419K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.67K- 13.25% |
$168K - $181K
|
30.5K
$1.21M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-6.15K- 25.68% |
$222K - $238K
|
17.8K
$704K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.4K- 3.18% |
$231K - $248K
|
195K
$7.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.46K- 12.56% |
$233K - $250K
|
44.9K
$1.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.95K- 3.64% |
$251K - $269K
|
184K
$7.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.83K- 7.96% |
$283K - $303K
|
90.6K
$3.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.92K- 31.98% |
$286K - $307K
|
16.8K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.4K- 26.33% |
$303K - $325K
|
23.5K
$930K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-14K- 32.62% |
$505K - $542K
|
28.9K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.6K- 35.34% |
$563K - $604K
|
28.5K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.2K- 38.8% |
$728K - $781K
|
31.8K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-22.7K- 4.93% |
$820K - $880K
|
438K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-23.4K- 46.93% |
$846K - $908K
|
26.5K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.6K- 9.76% |
$995K - $1.07M
|
255K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29.7K- 19.35% |
$1.07M - $1.15M
|
124K
$4.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-30.2K- 32.0% |
$1.09M - $1.17M
|
64.2K
$2.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-31.1K- 61.75% |
$1.12M - $1.21M
|
19.3K
$763K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38.8K- 92.07% |
$1.4M - $1.5M
|
3.34K
$132K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-41.8K- 51.59% |
$1.51M - $1.62M
|
39.2K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.5K- 83.21% |
$1.57M - $1.68M
|
8.78K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-85.1K- 44.07% |
$3.07M - $3.3M
|
108K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-93.7K- 42.9% |
$3.38M - $3.63M
|
125K
$4.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 75.92% |
$3.65M - $3.91M
|
32K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-112K- 53.3% |
$4.05M - $4.35M
|
98.4K
$3.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-336K- 26.2% |
$12.1M - $13M
|
945K
$37.4M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-408K- 81.95% |
$14.7M - $15.8M
|
89.9K
$3.56M
|