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 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$31 - $34.2
|
6.84K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-33- 2.92% |
$1.02K - $1.13K
|
1.1K
$43.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83- 3.45% |
$2.57K - $2.84K
|
2.33K
$92K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-133- 1.02% |
$4.12K - $4.55K
|
12.9K
$510K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-198- 0.12% |
$6.14K - $6.77K
|
166K
$6.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-276- 0.29% |
$8.55K - $9.44K
|
93.8K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-327- 0.62% |
$10.1K - $11.2K
|
52.3K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-402- 3.74% |
$12.5K - $13.7K
|
10.3K
$409K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-527- 5.35% |
$16.3K - $18K
|
9.32K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-618- 3.35% |
$19.2K - $21.1K
|
17.9K
$707K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-639- 0.9% |
$19.8K - $21.8K
|
70.7K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.22K- 15.02% |
$37.7K - $41.6K
|
6.88K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.39K- 2.93% |
$43K - $47.4K
|
46K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.05K- 8.52% |
$63.4K - $70K
|
22K
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.32K- 67.77% |
$72K - $79.4K
|
1.11K
$43.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.33K- 3.34% |
$72.1K - $79.5K
|
67.2K
$2.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.33K- 7.34% |
$103K - $114K
|
42K
$1.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.45K- 29.55% |
$107K - $118K
|
8.23K
$326K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-3.72K- 20.76% |
$115K - $127K
|
14.2K
$562K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.91K- 9.22% |
$121K - $134K
|
38.6K
$1.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.52K- 0.61% |
$171K - $189K
|
907K
$35.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.85K- 29.56% |
$212K - $234K
|
16.3K
$646K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-7.84K- 4.44% |
$243K - $268K
|
169K
$6.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.82K- 12.69% |
$273K - $302K
|
60.7K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.8K- 32.0% |
$335K - $369K
|
23K
$909K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.7K- 20.45% |
$454K - $501K
|
57K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.5K- 30.46% |
$945K - $1.04M
|
69.6K
$2.76M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-53.7K- 89.33% |
$1.66M - $1.83M
|
6.41K
$254K
|