Latest Institutional Purchases of Northern Lts Fd Tr Iv Inspire (BLES)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (BLES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
48KNew |
$1.77M - $1.89M
|
48K
$1.89M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47.8K+ 157.63% |
$1.76M - $1.88M
|
78.2K
$3.08M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.2K+ 16.26% |
$854K - $909K
|
166K
$6.53M
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
22.2KNew |
$819K - $872K
|
22.2K
$876K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$749K - $798K
|
20.3K
$801K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19K+ 67.97% |
$700K - $746K
|
46.9K
$1.85M
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
18.6KNew |
$687K - $731K
|
18.6K
$735K
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
17K+ 23.22% |
$627K - $667K
|
90.2K
$3.56M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$623K - $663K
|
16.9K
$666K
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.5KNew |
$423K - $451K
|
11.5K
$452K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.3KNew |
$415K - $442K
|
11.3K
$444K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.9KNew |
$402K - $428K
|
10.9K
$430K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.66K+ 85.25% |
$319K - $340K
|
18.8K
$742K
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.02KNew |
$295K - $315K
|
8.02K
$316K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.31K+ 1.84% |
$233K - $248K
|
350K
$13.8M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.2K+ 43.91% |
$228K - $243K
|
20.3K
$801K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.29K+ 3.37% |
$195K - $208K
|
162K
$6.4M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76K+ 3.47% |
$176K - $187K
|
142K
$5.59M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.38K+ 3.09% |
$162K - $172K
|
146K
$5.77M
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.27K+ 7.74% |
$121K - $128K
|
45.5K
$1.79M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 11.5% |
$80.3K - $85.5K
|
21.1K
$833K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.1K+ 4.2% |
$77.5K - $82.6K
|
52.2K
$2.06M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.95KNew |
$71.9K - $76.6K
|
1.95K
$76.9K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.61KNew |
$59.3K - $63.1K
|
1.61K
$63.4K
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
844+ 4.49% |
$31.1K - $33.1K
|
19.7K
$775K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
512+ 4.11% |
$18.9K - $20.1K
|
13K
$512K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
359+ 49.86% |
$13.2K - $14.1K
|
1.08K
$42.5K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
332+ 0.62% |
$12.2K - $13K
|
54K
$2.13M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
313New |
$11.5K - $12.3K
|
313
$12.3K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188+ 2.13% |
$6.93K - $7.38K
|
9K
$355K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
153+ 2.58% |
$5.64K - $6.01K
|
6.09K
$240K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
43+ 9.43% |
$1.58K - $1.69K
|
499
$19.7K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36+ 0.19% |
$1.33K - $1.41K
|
19K
$748K
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
36+ 0.19% |
$1.33K - $1.41K
|
19K
$748K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18New |
$663 - $707
|
18
$710
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$659K - $704K
|
17.8K
$703K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8KNew |
$584K - $624K
|
15.8K
$623K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.19KNew |
$155K - $166K
|
4.19K
$165K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
753New |
$27.8K - $29.7K
|
753
$29.7K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
445+ 9.31% |
$16.4K - $17.6K
|
5.23K
$206K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
354New |
$13.1K - $14K
|
354
$14K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174+ 2.52% |
$6.43K - $6.87K
|
7.08K
$279K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 0.58% |
$924 - $988
|
4.34K
$171K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$73.9 - $79
|
233
$9.19K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$427K - $471K
|
11.9K
$469K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66KNew |
$203K - $224K
|
5.66K
$223K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.25KNew |
$189K - $208K
|
5.25K
$207K
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.16KNew |
$185K - $205K
|
5.16K
$204K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
113New |
$4.06K - $4.48K
|
113
$4.46K
|