Purchases and Sales Made in Q3 2022 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.2K+ 18.07% |
$2.08M - $2.55M
|
491K
$19.4M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
35.6K+ 34.77% |
$987K - $1.21M
|
138K
$5.47M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.9KNew |
$827K - $1.01M
|
29.9K
$1.18M
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
26K+ 17.13% |
$719K - $880K
|
178K
$7.03M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.2KNew |
$698K - $855K
|
25.2K
$998K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.4K+ 3.16% |
$649K - $795K
|
765K
$30.3M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
20.7K+ 6.31% |
$573K - $701K
|
349K
$13.8M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 19.93% |
$545K - $667K
|
118K
$4.69M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.4K+ 15.41% |
$427K - $523K
|
116K
$4.58M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 2.43% |
$279K - $342K
|
425K
$16.8M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10K+ 41.12% |
$278K - $340K
|
34.5K
$1.36M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.81K+ 12.79% |
$272K - $333K
|
86.6K
$3.43M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.38K+ 16.97% |
$232K - $284K
|
57.7K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.95K+ 13.18% |
$220K - $269K
|
68.3K
$2.7M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.44KNew |
$206K - $252K
|
7.44K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.38K+ 3.0% |
$149K - $182K
|
185K
$7.32M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.83K+ 2061.97% |
$134K - $164K
|
5.06K
$200K
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.61KNew |
$128K - $156K
|
4.61K
$183K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.46KNew |
$123K - $151K
|
4.46K
$177K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.02K+ 2.5% |
$111K - $136K
|
165K
$6.53M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.79K+ 24.02% |
$105K - $128K
|
19.5K
$773K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.56KNew |
$70.8K - $86.7K
|
2.56K
$101K
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
1.43K+ 4.74% |
$39.6K - $48.4K
|
31.6K
$1.25M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.35K+ 158.18% |
$37.5K - $45.9K
|
2.21K
$87.5K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.18K+ 6.51% |
$32.6K - $39.9K
|
19.3K
$763K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 10.63% |
$30.6K - $37.5K
|
11.5K
$456K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.08K+ 1.43% |
$29.9K - $36.7K
|
76.8K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
861+ 2.11% |
$23.8K - $29.2K
|
41.7K
$1.65M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
832+ 10.64% |
$23K - $28.2K
|
8.65K
$342K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
817+ 38.47% |
$22.6K - $27.7K
|
2.94K
$116K
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
785+ 9.73% |
$21.7K - $26.6K
|
8.85K
$350K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
767+ 8.26% |
$21.2K - $26K
|
10K
$398K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
629+ 1.27% |
$17.4K - $21.3K
|
50.2K
$1.99M
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
559+ 5.53% |
$15.5K - $18.9K
|
10.7K
$422K
|
|
Oct 18, 2022
Q3 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
413+ 4.79% |
$11.4K - $14K
|
9.04K
$358K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
405+ 5.19% |
$11.2K - $13.7K
|
8.21K
$325K
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
360New |
$9.96K - $12.2K
|
360
$14.2K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
55+ 5.57% |
$1.52K - $1.86K
|
1.04K
$41.3K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50New |
$1.38K - $1.69K
|
50
$1.98K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
26+ 0.24% |
$720 - $881
|
10.8K
$426K
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
17+ 0.21% |
$471 - $576
|
8.02K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.26% |
$83 - $102
|
1.17K
$46.3K
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
BUY
|
- |
3+ 0.0% |
$83 - $102
|
145K
$5.73M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.37% |
$55.4 - $67.8
|
539
$21.3K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-15- 0.35% |
$415 - $508
|
4.32K
$171K
|
|
Nov 14, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-44- 0.01% |
$1.22K - $1.49K
|
746K
$29.5M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-74- 44.85% |
$2.05K - $2.51K
|
91
$3.6K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-115- 0.09% |
$3.18K - $3.9K
|
123K
$4.85M
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-302- 3.45% |
$8.36K - $10.2K
|
8.45K
$335K
|