Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (BLES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.08K+ 8.31% |
$36K - $43.9K
|
14.1K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
5.18KNew |
$173K - $211K
|
5.18K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.74K+ 9.32% |
$58K - $70.6K
|
20.4K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
5.43KNew |
$181K - $221K
|
5.43K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6K+ 16.13% |
$422K - $513K
|
90.8K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.83K- 9.64% |
$61.1K - $74.4K
|
17.1K
$702K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-326- 2.99% |
$10.9K - $13.3K
|
10.6K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.74K- 28.03% |
$158K - $193K
|
12.2K
$498K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.17K+ 4.77% |
$72.5K - $88.2K
|
47.7K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-307- 3.83% |
$10.3K - $12.5K
|
7.71K
$316K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11- 0.03% |
$405 - $432
|
39.2K
$1.61M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-276- 15.64% |
$10.2K - $10.8K
|
1.49K
$61K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-35.8K- 63.7% |
$1.32M - $1.41M
|
20.4K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.3KNew |
$415K - $442K
|
11.3K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-34- 0.24% |
$1.25K - $1.33K
|
13.9K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18New |
$663 - $707
|
18
$737
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
43+ 9.43% |
$1.58K - $1.69K
|
499
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.7K- 4.03% |
$62.5K - $66.5K
|
40.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188+ 2.13% |
$6.93K - $7.38K
|
9K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.95KNew |
$71.9K - $76.6K
|
1.95K
$79.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$749K - $798K
|
20.3K
$832K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 13.3% |
$76.7K - $81.7K
|
13.6K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.18K- 4.81% |
$43.5K - $46.3K
|
23.3K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
359+ 49.86% |
$13.2K - $14.1K
|
1.08K
$44.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.49K- 4.06% |
$166K - $176K
|
106K
$4.34M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36+ 0.19% |
$1.33K - $1.41K
|
19K
$777K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
48KNew |
$1.77M - $1.89M
|
48K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
153+ 2.58% |
$5.64K - $6.01K
|
6.09K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-281- 2.1% |
$10.4K - $11K
|
13.1K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-198- 9.62% |
$7.3K - $7.77K
|
1.86K
$76.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76K+ 3.47% |
$176K - $187K
|
142K
$5.81M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.2K+ 16.26% |
$854K - $909K
|
166K
$6.78M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.5KNew |
$423K - $451K
|
11.5K
$470K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
17K+ 23.22% |
$627K - $667K
|
90.2K
$3.69M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.61KNew |
$59.3K - $63.1K
|
1.61K
$65.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3- 0.23% |
$111 - $118
|
1.28K
$52.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 11.5% |
$80.3K - $85.5K
|
21.1K
$865K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 2.45% |
$79.9K - $85.1K
|
86.3K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.97K- 2.42% |
$109K - $116K
|
120K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-7.49K- 56.7% |
$276K - $294K
|
5.72K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.38K+ 3.09% |
$162K - $172K
|
146K
$5.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.4K- 6.49% |
$199K - $212K
|
77.7K
$3.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.25K- 22.09% |
$304K - $324K
|
29.1K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.1K+ 4.2% |
$77.5K - $82.6K
|
52.2K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19K+ 67.97% |
$700K - $746K
|
46.9K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
332+ 0.62% |
$12.2K - $13K
|
54K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.31K+ 1.84% |
$233K - $248K
|
350K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.1K- 7.59% |
$77.3K - $82.3K
|
25.5K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.2K+ 43.91% |
$228K - $243K
|
20.3K
$832K
|
|