Purchases and Sales Made in Q4 2024 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
329KNew |
$12.8M - $14M
|
329K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
84.5KNew |
$3.27M - $3.58M
|
84.5K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
71.5KNew |
$2.77M - $3.03M
|
71.5K
$2.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
65.7K+ 489.3% |
$2.54M - $2.78M
|
79.1K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.4K+ 169.19% |
$2.18M - $2.39M
|
89.7K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55KNew |
$2.13M - $2.33M
|
55K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
42.3KNew |
$1.64M - $1.8M
|
42.3K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
37.5KNew |
$1.45M - $1.59M
|
37.5K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.7K+ 36.91% |
$1.15M - $1.26M
|
110K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1.1M - $1.21M
|
28.5K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
26.1KNew |
$1.01M - $1.11M
|
26.1K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23.9K+ 285.1% |
$924K - $1.01M
|
32.2K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
16.6K+ 15.98% |
$644K - $705K
|
121K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.4K+ 263.53% |
$518K - $567K
|
18.5K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
8.72K+ 19.61% |
$338K - $370K
|
53.2K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.51KNew |
$291K - $318K
|
7.51K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.47KNew |
$289K - $317K
|
7.47K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.02K+ 6.44% |
$272K - $298K
|
116K
$4.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7K+ 1.83% |
$271K - $297K
|
389K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
5.99KNew |
$232K - $254K
|
5.99K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.38KNew |
$208K - $228K
|
5.38K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 53.06% |
$208K - $227K
|
15.5K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.26KNew |
$204K - $223K
|
5.26K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.17KNew |
$200K - $219K
|
5.17K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12K+ 19.25% |
$198K - $217K
|
31.7K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.03K+ 12.7% |
$195K - $213K
|
44.6K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.99KNew |
$193K - $212K
|
4.99K
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
4.05K+ 2.23% |
$157K - $172K
|
185K
$7.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.84K+ 1140.06% |
$149K - $163K
|
4.18K
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.59K+ 23.19% |
$139K - $152K
|
19.1K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.48KNew |
$135K - $147K
|
3.48K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.31K+ 4.78% |
$128K - $140K
|
72.5K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.78K+ 12.15% |
$108K - $118K
|
25.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.62K+ 7.31% |
$101K - $111K
|
38.5K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.14KNew |
$83K - $90.8K
|
2.14K
$87.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 2.19% |
$61.2K - $67K
|
73.6K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 4.25% |
$56.5K - $61.9K
|
35.8K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.34K+ 2.15% |
$52.1K - $57K
|
63.7K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.27K+ 16.07% |
$49.1K - $53.7K
|
9.15K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09K+ 44.44% |
$42.4K - $46.4K
|
3.56K
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
983New |
$38.1K - $41.7K
|
983
$40.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
976+ 17.07% |
$37.8K - $41.4K
|
6.69K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
968New |
$37.5K - $41.1K
|
968
$39.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
954+ 3.08% |
$36.9K - $40.5K
|
31.9K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
861New |
$33.3K - $36.5K
|
861
$35.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
793+ 16.11% |
$30.7K - $33.6K
|
5.72K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
618+ 2.94% |
$23.9K - $26.2K
|
21.6K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
521+ 2.3% |
$20.2K - $22.1K
|
23.2K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
498+ 3.95% |
$19.3K - $21.1K
|
13.1K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
422+ 5.39% |
$16.3K - $17.9K
|
8.25K
$337K
|