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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
63.2K+ 151.63% |
$2.25M - $2.41M
|
105K
$3.98M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.8K+ 80.62% |
$2.2M - $2.35M
|
138K
$5.25M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
34.1K+ 12.1% |
$1.21M - $1.3M
|
315K
$12M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.1K+ 71.29% |
$713K - $764K
|
48.2K
$1.83M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 139.28% |
$628K - $673K
|
30.4K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.2KNew |
$470K - $503K
|
13.2K
$502K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1KNew |
$464K - $497K
|
13.1K
$496K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 114.23% |
$398K - $426K
|
21K
$797K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
10.2K+ 8.05% |
$364K - $389K
|
137K
$5.21M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.96K+ 112.08% |
$283K - $303K
|
15.1K
$572K
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.99KNew |
$213K - $228K
|
5.99K
$228K
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.92K+ 3.3% |
$175K - $187K
|
154K
$5.85M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.83K+ 44.08% |
$172K - $184K
|
15.8K
$599K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 26.03% |
$158K - $170K
|
21.6K
$819K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.37K+ 5.21% |
$155K - $166K
|
88.1K
$3.35M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.75K+ 1753.27% |
$133K - $143K
|
3.97K
$151K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
920+ 22.77% |
$32.7K - $35K
|
4.96K
$188K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
907+ 0.8% |
$32.2K - $34.5K
|
114K
$4.33M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
472+ 0.86% |
$16.8K - $18K
|
55.1K
$2.09M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$14.2K - $15.2K
|
400
$15.2K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
380+ 3.46% |
$13.5K - $14.5K
|
11.4K
$432K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
259+ 1.23% |
$9.21K - $9.86K
|
21.3K
$809K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 5.23% |
$2.63K - $2.82K
|
1.49K
$56.6K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66+ 1.14% |
$2.35K - $2.51K
|
5.87K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
35+ 8.88% |
$1.24K - $1.33K
|
429
$16.3K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.17% |
$427 - $457
|
6.88K
$261K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$213 - $228
|
6
$228
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2+ 0.01% |
$71.1 - $76.2
|
15K
$568K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$35.6 - $38.1
|
1
$38
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.44% |
$35.6 - $38.1
|
229
$8.7K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.3K+ 65.49% |
$1.31M - $1.44M
|
96.8K
$3.68M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.8KNew |
$301K - $331K
|
8.8K
$334K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
600+ 5.85% |
$20.5K - $22.6K
|
10.8K
$412K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 8.15% |
$1.81K - $1.99K
|
703
$26.7K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108K+ 1697.29% |
$3.27M - $3.88M
|
115K
$4.36M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$597K - $709K
|
19.8K
$751K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.24K+ 44.18% |
$218K - $259K
|
23.6K
$897K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.89KNew |
$178K - $211K
|
5.89K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
549+ 7.43% |
$16.6K - $19.7K
|
7.94K
$302K
|
|
Q3 2023 | |||||||
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
10.4KNew |
$328K - $362K
|
10.4K
$394K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
313New |
$9.87K - $10.9K
|
313
$11.9K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.17KNew |
$292K - $309K
|
9.17K
$348K
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
7.84KNew |
$249K - $265K
|
7.84K
$298K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.52KNew |
$203K - $225K
|
6.52K
$248K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
589New |
$18.4K - $20.3K
|
589
$22.4K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
257New |
$8.01K - $8.86K
|
257
$9.76K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
$28.5K - $32.5K
|
1K
$38K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
897New |
$25.6K - $29.2K
|
897
$34.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
687+ 58.72% |
$19.6K - $22.3K
|
1.86K
$70.5K
|