Purchases and Sales Made in Q1 2023 in Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES) during Q1 2023. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
110K+ 1658.64% |
$3.42M - $3.78M
|
116K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
104KNew |
$3.23M - $3.57M
|
104K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49.2KNew |
$1.53M - $1.7M
|
49.2K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.4KNew |
$1.29M - $1.42M
|
41.4K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
21.8K+ 6.38% |
$680K - $752K
|
364K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14.6K+ 6.14% |
$454K - $502K
|
252K
$9.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.5K+ 1.37% |
$422K - $466K
|
1M
$37.6M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
10KNew |
$313K - $346K
|
10K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
9.37K+ 30.71% |
$292K - $323K
|
39.9K
$1.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.71K+ 53.09% |
$271K - $300K
|
25.1K
$940K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.52KNew |
$203K - $225K
|
6.52K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.46K+ 169.32% |
$201K - $222K
|
10.3K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.81K+ 14.81% |
$119K - $131K
|
29.5K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.7K+ 4.86% |
$84.3K - $93.2K
|
58.3K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.41K+ 34.25% |
$75.1K - $83.1K
|
9.45K
$354K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.09K+ 16.2% |
$65.1K - $72K
|
15K
$562K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.99K+ 1.21% |
$61.9K - $68.5K
|
166K
$6.21M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 13.2% |
$59.9K - $66.2K
|
16.5K
$617K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.52K+ 1.71% |
$47.4K - $52.4K
|
90.3K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 7.46% |
$47.3K - $52.3K
|
21.9K
$819K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 14.36% |
$32.8K - $36.3K
|
8.39K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
892+ 1.65% |
$27.8K - $30.7K
|
54.9K
$2.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
790+ 0.61% |
$24.6K - $27.2K
|
130K
$4.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
708New |
$22.1K - $24.4K
|
708
$26.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
589New |
$18.4K - $20.3K
|
589
$22.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
257New |
$8.01K - $8.86K
|
257
$9.63K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68+ 0.84% |
$2.12K - $2.34K
|
8.15K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 2.77% |
$1.28K - $1.41K
|
1.44K
$54K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.78% |
$2.34K - $2.58K
|
1.91K
$71.4K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90- 1.21% |
$2.8K - $3.1K
|
7.38K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-281- 7.77% |
$8.76K - $9.68K
|
3.34K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-400- 8.7% |
$12.5K - $13.8K
|
4.2K
$157K
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
SELL
|
- |
-413- 0.22% |
$12.9K - $14.2K
|
190K
$7.13M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-564- 1.42% |
$17.6K - $19.4K
|
39.1K
$1.46M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-759- 3.36% |
$23.7K - $26.2K
|
21.9K
$819K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-831- 3.9% |
$25.9K - $28.6K
|
20.5K
$768K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.52K- 6.94% |
$47.3K - $52.3K
|
20.3K
$762K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.54K- 13.92% |
$48.1K - $53.2K
|
9.54K
$357K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.88K- 2.64% |
$89.9K - $99.4K
|
106K
$3.98M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.3K- 4.03% |
$134K - $148K
|
102K
$3.83M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.26K- 4.85% |
$164K - $181K
|
103K
$3.86M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.5K- 23.7% |
$327K - $362K
|
33.8K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15K- 44.37% |
$466K - $515K
|
18.7K
$702K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-42.8K- 33.52% |
$1.33M - $1.47M
|
84.8K
$3.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-241K- 44.72% |
$7.52M - $8.32M
|
298K
$11.2M
|