Purchases and Sales Made in Q4 2021 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
646K+ 545.24% |
$24.1M - $30M
|
764K
$30.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
434K+ 191.16% |
$16.2M - $20.2M
|
661K
$26.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
156K+ 30.82% |
$5.81M - $7.24M
|
661K
$26.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
107K+ 19.2% |
$4.01M - $5M
|
667K
$26.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
72.6KNew |
$2.71M - $3.38M
|
72.6K
$2.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
57.6K+ 5758.24% |
$2.15M - $2.68M
|
58.6K
$2.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
55.5K+ 25.64% |
$2.07M - $2.58M
|
272K
$10.8M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
43.3KNew |
$1.61M - $2.01M
|
43.3K
$1.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
31.9K+ 36.29% |
$1.19M - $1.48M
|
120K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.3K+ 13.77% |
$1.05M - $1.31M
|
233K
$9.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28KNew |
$1.04M - $1.3M
|
28K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.8K+ 339.23% |
$1.04M - $1.29M
|
36K
$1.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
23.5K+ 18.62% |
$875K - $1.09M
|
149K
$5.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
23.3K+ 122.81% |
$870K - $1.08M
|
42.3K
$1.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 19.04% |
$757K - $944K
|
127K
$5.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.2K+ 18.93% |
$715K - $892K
|
120K
$4.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.2KNew |
$678K - $846K
|
18.2K
$720K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 21.47% |
$652K - $813K
|
98.9K
$3.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 84.48% |
$601K - $750K
|
35.2K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.1K+ 11.23% |
$527K - $657K
|
140K
$5.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
13.3K+ 32.55% |
$494K - $616K
|
54K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8K+ 108.96% |
$476K - $593K
|
24.5K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
9.18KNew |
$342K - $427K
|
9.18K
$363K
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.2KNew |
$269K - $335K
|
7.2K
$285K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.8K+ 33.78% |
$254K - $316K
|
26.9K
$1.07M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.65KNew |
$248K - $309K
|
6.65K
$263K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.52KNew |
$243K - $303K
|
6.52K
$258K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.77K+ 12.29% |
$215K - $268K
|
52.8K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.48KNew |
$204K - $255K
|
5.48K
$217K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.13KNew |
$191K - $238K
|
5.13K
$203K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.11KNew |
$191K - $238K
|
5.11K
$202K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.01K+ 17.88% |
$187K - $233K
|
33K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
4.61KNew |
$172K - $214K
|
4.61K
$182K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.61KNew |
$172K - $214K
|
4.61K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.27K+ 32.64% |
$159K - $199K
|
17.4K
$687K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.47K+ 8.16% |
$91.9K - $115K
|
32.7K
$1.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.42K+ 21.15% |
$90.1K - $112K
|
13.8K
$548K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.28K+ 7.95% |
$84.9K - $106K
|
30.9K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.05K+ 16.66% |
$76.4K - $95.2K
|
14.3K
$568K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 9.31% |
$66.8K - $83.3K
|
21K
$832K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.39K+ 12.98% |
$52K - $64.8K
|
12.1K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.26K+ 22.2% |
$47.1K - $58.7K
|
6.95K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.17K+ 8.22% |
$43.6K - $54.3K
|
15.4K
$609K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
674+ 10.17% |
$25.1K - $31.3K
|
7.3K
$289K
|
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
651+ 1.6% |
$24.3K - $30.3K
|
41.3K
$1.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
582+ 3.62% |
$21.7K - $27.1K
|
16.7K
$659K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
579+ 10.44% |
$21.6K - $26.9K
|
6.12K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
521+ 347.33% |
$19.4K - $24.2K
|
671
$26.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
485+ 18.96% |
$18.1K - $22.6K
|
3.04K
$120K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
394+ 16.13% |
$14.7K - $18.3K
|
2.84K
$112K
|