Purchases and Sales Made in Q4 2023 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
240New |
$7.02K - $8.42K
|
240
$9.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
95+ 1.02% |
$2.78K - $3.33K
|
9.42K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
78+ 0.04% |
$2.28K - $2.74K
|
199K
$7.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50+ 4.52% |
$1.46K - $1.76K
|
1.16K
$45.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.33% |
$702 - $842
|
7.23K
$286K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
16+ 0.21% |
$468 - $562
|
7.48K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.56% |
$205 - $246
|
1.27K
$50.1K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.74% |
$117 - $140
|
548
$21.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$58.5 - $70.2
|
8.17K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 2.27% |
$29.3 - $35.1
|
45
$1.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26- 1.02% |
$761 - $913
|
2.52K
$99.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-44- 0.17% |
$1.29K - $1.54K
|
25.7K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 0.8% |
$1.46K - $1.76K
|
6.17K
$244K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52- 2.97% |
$1.52K - $1.83K
|
1.7K
$67.2K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-250- 12.5% |
$7.31K - $8.78K
|
1.75K
$69.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-299- 4.29% |
$8.75K - $10.5K
|
6.67K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-442- 11.86% |
$12.9K - $15.5K
|
3.28K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-524- 22.54% |
$15.3K - $18.4K
|
1.8K
$71.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-533- 3.3% |
$15.6K - $18.7K
|
15.6K
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-577- 2.77% |
$16.9K - $20.3K
|
20.2K
$801K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-759- 0.78% |
$22.2K - $26.6K
|
96.6K
$3.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.11K- 13.51% |
$32.5K - $39K
|
7.12K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.24K- 12.16% |
$36.3K - $43.6K
|
8.96K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.72K- 9.64% |
$50.3K - $60.4K
|
16.1K
$639K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.92K- 22.7% |
$85.5K - $103K
|
9.96K
$394K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.06K- 5.14% |
$89.5K - $107K
|
56.5K
$2.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.19K- 5.94% |
$93.2K - $112K
|
50.5K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.45K- 15.01% |
$101K - $121K
|
19.5K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.48K- 4.99% |
$102K - $122K
|
66.1K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.19K- 6.24% |
$123K - $147K
|
63K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.07K- 49.06% |
$148K - $178K
|
5.27K
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.62K- 9.66% |
$164K - $197K
|
52.5K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-5.83K- 12.67% |
$170K - $205K
|
40.2K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.34K- 10.44% |
$185K - $222K
|
54.4K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.49K- 15.43% |
$190K - $228K
|
35.6K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-7.33K- 51.58% |
$214K - $257K
|
6.88K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.17K- 4.03% |
$239K - $287K
|
195K
$7.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 19.59% |
$322K - $387K
|
45.3K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.9K- 24.45% |
$408K - $489K
|
43.1K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-250K- 39.78% |
$7.31M - $8.78M
|
379K
$15M
|