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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.72K+ 43.81% |
$206K - $227K
|
18.8K
$704K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66KNew |
$203K - $224K
|
5.66K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-46- 0.1% |
$1.65K - $1.82K
|
48.1K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
14.8K+ 16.75% |
$530K - $585K
|
103K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$35.9 - $39.6
|
2
$74.9
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-455- 3.04% |
$16.3K - $18K
|
14.5K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$427K - $471K
|
11.9K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.75K+ 46.78% |
$98.6K - $109K
|
8.61K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.38% |
$934 - $1.03K
|
6.9K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
60+ 1.0% |
$2.16K - $2.38K
|
6.05K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24+ 5.59% |
$862 - $951
|
453
$17K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 8.11% |
$46K - $50.7K
|
17.1K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
513+ 5.37% |
$18.4K - $20.3K
|
10.1K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
719+ 71900.0% |
$25.8K - $28.5K
|
720
$27K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.15K- 6.84% |
$221K - $244K
|
83.7K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-180- 3.63% |
$6.47K - $7.14K
|
4.78K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.2K- 20.21% |
$762K - $840K
|
83.7K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
584+ 1.06% |
$21K - $23.1K
|
55.6K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-58- 0.27% |
$2.08K - $2.3K
|
21.5K
$806K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.25K- 1.63% |
$81K - $89.3K
|
136K
$5.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49K- 4.89% |
$53.4K - $58.9K
|
28.9K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 3176.56% |
$73K - $80.6K
|
2.1K
$78.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 1.28% |
$40.4K - $44.6K
|
86.6K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.83K- 37.32% |
$281K - $310K
|
13.2K
$493K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
345+ 8.7% |
$12.4K - $13.7K
|
4.31K
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11.5K+ 3.65% |
$414K - $457K
|
327K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.45K- 14.26% |
$196K - $216K
|
32.8K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 8.05% |
$140K - $154K
|
44.3K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-246- 0.45% |
$8.84K - $9.75K
|
54.3K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.25KNew |
$189K - $208K
|
5.25K
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-3.58K- 34.39% |
$129K - $142K
|
6.83K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.21% |
$826 - $912
|
10.9K
$407K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.41K+ 0.91% |
$50.5K - $55.7K
|
156K
$5.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$71.9 - $79.3
|
231
$8.65K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
505+ 4.44% |
$18.1K - $20K
|
11.9K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-368- 1.73% |
$13.2K - $14.6K
|
20.9K
$784K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-539- 1.2% |
$19.4K - $21.4K
|
44.5K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
428+ 3.35% |
$15.4K - $17K
|
13.2K
$495K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
37.4K+ 48.23% |
$1.35M - $1.48M
|
115K
$4.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-501- 1.24% |
$18K - $19.9K
|
39.9K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
10.9K+ 7.91% |
$390K - $430K
|
148K
$5.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.16KNew |
$185K - $205K
|
5.16K
$193K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.96K+ 112.08% |
$283K - $303K
|
15.1K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-693Closed |
$24.6K - $26.4K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.2KNew |
$470K - $503K
|
13.2K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.7K- 57.14% |
$737K - $789K
|
15.5K
$582K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$14.2K - $15.2K
|
400
$15K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 5.23% |
$2.63K - $2.82K
|
1.49K
$55.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$213 - $228
|
6
$225
|
|