Purchases and Sales Made in Q3 2021 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
534KNew |
$22.4M - $24.4M
|
534K
$21.1M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
73.7K+ 15.17% |
$3.09M - $3.37M
|
559K
$22.1M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.6K+ 116.98% |
$2.29M - $2.49M
|
101K
$4.01M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
47KNew |
$1.97M - $2.15M
|
47K
$1.86M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42.3K+ 65.64% |
$1.77M - $1.93M
|
107K
$4.22M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
37K+ 110.41% |
$1.55M - $1.69M
|
70.5K
$2.79M
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
36.1K+ 797.9% |
$1.51M - $1.65M
|
40.6K
$1.61M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
19.5K+ 28.41% |
$815K - $888K
|
88K
$3.48M
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
19.4K+ 3.98% |
$811K - $884K
|
506K
$20M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1K+ 72.49% |
$759K - $828K
|
43.1K
$1.71M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 9.25% |
$725K - $791K
|
205K
$8.1M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 8.57% |
$678K - $740K
|
205K
$8.12M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.5KNew |
$648K - $707K
|
15.5K
$613K
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.2KNew |
$595K - $649K
|
14.2K
$562K
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
9.48KNew |
$397K - $433K
|
9.48K
$375K
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
8.61K+ 43.3% |
$361K - $393K
|
28.5K
$1.13M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.54K+ 73.61% |
$358K - $390K
|
20.1K
$797K
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
8.31K+ 25.64% |
$348K - $379K
|
40.7K
$1.61M
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.9K+ 71.24% |
$331K - $361K
|
19K
$752K
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
7.2K+ 6.06% |
$301K - $329K
|
126K
$4.98M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.57K+ 3.13% |
$275K - $300K
|
217K
$8.57M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.51K+ 51.17% |
$273K - $297K
|
19.2K
$761K
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.54KNew |
$232K - $253K
|
5.54K
$219K
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.87KNew |
$204K - $222K
|
4.87K
$193K
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.5KNew |
$189K - $206K
|
4.5K
$178K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.4K+ 3.62% |
$184K - $201K
|
126K
$4.98M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.03K+ 79.94% |
$169K - $184K
|
9.08K
$359K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.29K+ 12.96% |
$138K - $150K
|
28.7K
$1.13M
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.12K+ 37.5% |
$130K - $142K
|
11.4K
$452K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.76K+ 10.98% |
$116K - $126K
|
27.9K
$1.1M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 16.75% |
$115K - $125K
|
19.1K
$756K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.65K+ 157.79% |
$111K - $121K
|
4.34K
$172K
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
2.14K+ 24.92% |
$89.6K - $97.7K
|
10.7K
$425K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.05K+ 515.11% |
$85.6K - $93.4K
|
2.44K
$96.7K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.92KNew |
$80.3K - $87.6K
|
1.92K
$75.9K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.48K+ 57.97% |
$62.1K - $67.7K
|
4.04K
$160K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
974+ 6.45% |
$40.8K - $44.5K
|
16.1K
$636K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
736+ 124.53% |
$30.8K - $33.6K
|
1.33K
$52.5K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
455New |
$19.1K - $20.8K
|
455
$18K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
453+ 3.59% |
$19K - $20.7K
|
13.1K
$518K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
330New |
$13.8K - $15.1K
|
330
$13.1K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
268+ 4.21% |
$11.2K - $12.2K
|
6.63K
$262K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
123+ 0.44% |
$5.15K - $5.62K
|
28K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
120New |
$5.03K - $5.48K
|
120
$4.75K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70+ 87.5% |
$2.93K - $3.2K
|
150
$5.94K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55+ 0.68% |
$2.3K - $2.51K
|
8.19K
$324K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52+ 0.06% |
$2.18K - $2.37K
|
81.4K
$3.22M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 2.08% |
$461 - $502
|
539
$21.3K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41.9 - $45.7
|
1
$39.6
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|