Purchases and Sales Made in Q3 2023 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
59.5KNew |
$1.84M - $2.04M
|
59.5K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.9K+ 9.75% |
$1.73M - $1.91M
|
629K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
53.7KNew |
$1.67M - $1.84M
|
53.7K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.5KNew |
$1.1M - $1.21M
|
35.5K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
29.2K+ 40.58% |
$904K - $998K
|
101K
$4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
26.7K+ 20.43% |
$828K - $914K
|
157K
$6.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6K+ 53.48% |
$608K - $671K
|
56.3K
$2.23M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.6KNew |
$514K - $567K
|
16.6K
$657K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 4.16% |
$345K - $381K
|
279K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 66.08% |
$342K - $377K
|
27.7K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10.9K+ 91.75% |
$338K - $372K
|
22.8K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1K+ 4.74% |
$312K - $345K
|
223K
$8.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.95K+ 10.12% |
$277K - $306K
|
97.3K
$3.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.37KNew |
$259K - $286K
|
8.37K
$331K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
7.8K+ 43.54% |
$242K - $267K
|
25.7K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.36K+ 3.33% |
$228K - $252K
|
229K
$9.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.97KNew |
$216K - $238K
|
6.97K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.94KNew |
$215K - $237K
|
6.94K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.9K+ 47.81% |
$214K - $236K
|
21.3K
$845K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.15K+ 18.08% |
$191K - $210K
|
40.2K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.1K+ 6.54% |
$189K - $209K
|
99.4K
$3.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.4K+ 27.38% |
$167K - $185K
|
25.1K
$995K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.38K+ 11.14% |
$167K - $184K
|
53.7K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.59K+ 1.32% |
$80.2K - $88.5K
|
199K
$7.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.34K+ 9.73% |
$72.6K - $80.1K
|
26.4K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 3.34% |
$58.3K - $64.3K
|
58.1K
$2.3M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.6K+ 25.58% |
$49.5K - $54.6K
|
7.84K
$310K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 4.66% |
$46.7K - $51.5K
|
33.9K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 9.38% |
$42.9K - $47.4K
|
16.1K
$639K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.37K+ 2.73% |
$42.4K - $46.8K
|
51.4K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 0.53% |
$32.8K - $36.2K
|
203K
$8.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 152.53% |
$32.8K - $36.1K
|
1.75K
$69.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
817+ 15.12% |
$25.3K - $27.9K
|
6.22K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
768+ 10.39% |
$23.8K - $26.3K
|
8.16K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
754+ 7.66% |
$23.4K - $25.8K
|
10.6K
$419K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
750+ 6.48% |
$23.2K - $25.6K
|
12.3K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
748+ 3.17% |
$23.2K - $25.6K
|
24.3K
$962K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
562New |
$17.4K - $19.2K
|
562
$22.2K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
480+ 0.6% |
$14.9K - $16.4K
|
80.7K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
386+ 3.93% |
$12K - $13.2K
|
10.2K
$404K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
319New |
$9.89K - $10.9K
|
319
$12.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
243+ 0.17% |
$7.53K - $8.31K
|
145K
$5.73M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
238+ 1.16% |
$7.38K - $8.14K
|
20.8K
$824K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
200+ 1.76% |
$6.2K - $6.84K
|
11.5K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16+ 0.22% |
$496 - $547
|
7.2K
$285K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7+ 0.09% |
$217 - $239
|
7.47K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.32% |
$124 - $137
|
1.26K
$49.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$31 - $34.2
|
1
$39.6
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$31 - $34.2
|
2.54K
$101K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$31 - $34.2
|
544
$21.5K
|