Purchases and Sales Made in Q3 2024 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-126- 8.28% |
$4.61K - $5.12K
|
1.4K
$55.2K
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-129- 0.67% |
$4.72K - $5.25K
|
19.2K
$758K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-268- 16.28% |
$9.81K - $10.9K
|
1.38K
$54.5K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-275- 3.16% |
$10.1K - $11.2K
|
8.42K
$333K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-300- 2.7% |
$11K - $12.2K
|
10.8K
$429K
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-319- 0.92% |
$11.7K - $13K
|
34.3K
$1.36M
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-320- 3.82% |
$11.7K - $13K
|
8.06K
$319K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-450- 8.14% |
$16.5K - $18.3K
|
5.08K
$201K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-474- 4.48% |
$17.4K - $19.3K
|
10.1K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-532- 2.5% |
$19.5K - $21.6K
|
20.8K
$822K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-544- 6.02% |
$19.9K - $22.1K
|
8.49K
$336K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-567- 8.09% |
$20.8K - $23.1K
|
6.44K
$255K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-618- 0.5% |
$22.6K - $25.1K
|
123K
$4.88M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-800- 2.62% |
$29.3K - $32.5K
|
29.7K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-896- 10.21% |
$32.8K - $36.4K
|
7.88K
$312K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 1.11% |
$36.8K - $40.8K
|
89.6K
$3.55M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.67K- 13.05% |
$61K - $67.8K
|
11.1K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.96K- 85.35% |
$71.9K - $79.9K
|
337
$13.3K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.14K- 6.68% |
$78.4K - $87.1K
|
29.9K
$1.18M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 65.84% |
$80.5K - $89.4K
|
1.14K
$45.2K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.21K- 3.09% |
$80.7K - $89.7K
|
69.2K
$2.74M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.29K- 14.52% |
$83.9K - $93.2K
|
13.5K
$534K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.44K- 33.62% |
$89.4K - $99.3K
|
4.82K
$191K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.53K- 1.37% |
$92.4K - $103K
|
181K
$7.18M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.64K- 6.25% |
$96.6K - $107K
|
39.6K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.73K- 6.07% |
$99.9K - $111K
|
42.2K
$1.67M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.86K- 24.74% |
$105K - $116K
|
8.69K
$344K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3K- 92.95% |
$110K - $122K
|
228
$9.02K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.49K- 29.33% |
$128K - $142K
|
8.4K
$332K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.71K- 35.69% |
$136K - $151K
|
6.69K
$265K
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.61K- 22.95% |
$169K - $188K
|
15.5K
$613K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 1.88% |
$176K - $195K
|
250K
$9.9M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6.67K- 9.65% |
$244K - $271K
|
62.4K
$2.47M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.21K- 5.78% |
$264K - $293K
|
118K
$4.65M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.45K- 24.11% |
$309K - $344K
|
26.6K
$1.05M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.95K- 8.73% |
$328K - $364K
|
93.5K
$3.7M
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-10.2K- 15.84% |
$372K - $414K
|
54K
$2.14M
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-14.5K- 3.3% |
$529K - $588K
|
423K
$16.8M
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-16.7K- 31.16% |
$612K - $679K
|
36.9K
$1.46M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.6K- 26.92% |
$1.16M - $1.28M
|
85.7K
$3.39M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33K- 70.42% |
$1.21M - $1.34M
|
13.9K
$549K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-48.8K- 78.44% |
$1.79M - $1.99M
|
13.4K
$531K
|