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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
844+ 4.49% |
$31.1K - $33.1K
|
19.7K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
22.2KNew |
$819K - $872K
|
22.2K
$910K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
313New |
$11.5K - $12.3K
|
313
$12.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.29K+ 3.37% |
$195K - $208K
|
162K
$6.65M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.56K- 45.45% |
$316K - $338K
|
10.3K
$421K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
354New |
$13.1K - $14K
|
354
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
753New |
$27.8K - $29.7K
|
753
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174+ 2.52% |
$6.43K - $6.87K
|
7.08K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 44.44% |
$2.22K - $2.37K
|
75
$3.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8KNew |
$584K - $624K
|
15.8K
$647K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.19KNew |
$155K - $166K
|
4.19K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$659K - $704K
|
17.8K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 0.58% |
$924 - $988
|
4.34K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
445+ 9.31% |
$16.4K - $17.6K
|
5.23K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$73.9 - $79
|
233
$9.54K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
113New |
$4.06K - $4.48K
|
113
$4.63K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66KNew |
$203K - $224K
|
5.66K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$427K - $471K
|
11.9K
$487K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.25KNew |
$189K - $208K
|
5.25K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-3.58K- 34.39% |
$129K - $142K
|
6.83K
$280K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-368- 1.73% |
$13.2K - $14.6K
|
20.9K
$857K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.96K+ 112.08% |
$283K - $303K
|
15.1K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-693Closed |
$24.6K - $26.4K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$14.2K - $15.2K
|
400
$16.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$213 - $228
|
6
$246
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.8KNew |
$301K - $331K
|
8.8K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-10.9K- 31.44% |
$372K - $408K
|
23.7K
$970K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20- 0.09% |
$684 - $752
|
22.1K
$904K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.03K- 2.29% |
$240K - $264K
|
299K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 7.06% |
$1.71K - $1.88K
|
658
$26.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 8.15% |
$1.81K - $1.99K
|
703
$28.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.14K- 87.61% |
$64.4K - $76.6K
|
302
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108K+ 1697.29% |
$3.27M - $3.88M
|
115K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.89KNew |
$178K - $211K
|
5.89K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$597K - $709K
|
19.8K
$810K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-602- 85.75% |
$19K - $21K
|
100
$4.1K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.17KNew |
$292K - $309K
|
9.17K
$375K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.52KNew |
$203K - $225K
|
6.52K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
589New |
$18.4K - $20.3K
|
589
$24.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
257New |
$8.01K - $8.86K
|
257
$10.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
$27.5K - $32.5K
|
1K
$41K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
BUY
|
- |
516+ 3.01% |
$14.2K - $16.8K
|
17.6K
$723K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
897New |
$24.6K - $29.2K
|
897
$36.7K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
490New |
$13.5K - $16.4K
|
490
$20.1K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-30Closed |
$829 - $1.01K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
65New |
$1.8K - $2.18K
|
65
$2.66K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.42KNew |
$205K - $249K
|
7.42K
$304K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$77.6K - $94.1K
|
2.81K
$115K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.63KClosed |
$198K - $240K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.93KClosed |
$57.6K - $70K
|
0
$0
|
|