Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46.9KNew |
$1.61M - $1.76M
|
46.9K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.3K+ 65.49% |
$1.31M - $1.44M
|
96.8K
$3.76M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 68.85% |
$1.07M - $1.17M
|
76.6K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 34.31% |
$732K - $804K
|
83.8K
$3.25M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9KNew |
$375K - $412K
|
10.9K
$425K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10.1K+ 7.24% |
$345K - $379K
|
149K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.8KNew |
$301K - $331K
|
8.8K
$342K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.52K+ 78.5% |
$257K - $283K
|
17.1K
$664K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.1KNew |
$243K - $267K
|
7.1K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.86KNew |
$235K - $258K
|
6.86K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.81K+ 96.16% |
$233K - $256K
|
13.9K
$539K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.24K+ 5.84% |
$213K - $235K
|
113K
$4.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.22K+ 8.55% |
$110K - $121K
|
40.9K
$1.59M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.93K+ 2.36% |
$100K - $110K
|
127K
$4.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.1K+ 4.81% |
$71.8K - $78.9K
|
45.7K
$1.77M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3K+ 129900.0% |
$44.5K - $48.8K
|
1.3K
$50.5K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
693New |
$23.7K - $26K
|
693
$26.9K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
650+ 7.11% |
$22.2K - $24.4K
|
9.8K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
600+ 5.85% |
$20.5K - $22.6K
|
10.8K
$421K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
394New |
$13.5K - $14.8K
|
394
$15.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
300+ 2.81% |
$10.3K - $11.3K
|
11K
$427K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109+ 0.12% |
$3.73K - $4.1K
|
90.6K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 8.15% |
$1.81K - $1.99K
|
703
$27.3K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18+ 0.31% |
$616 - $677
|
5.8K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20- 0.09% |
$684 - $752
|
22.1K
$857K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 7.06% |
$1.71K - $1.88K
|
658
$25.6K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66- 1.12% |
$2.26K - $2.48K
|
5.8K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-176- 1.16% |
$6.02K - $6.62K
|
14.9K
$580K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-365- 1.7% |
$12.5K - $13.7K
|
21K
$817K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-390- 6.6% |
$13.3K - $14.7K
|
5.52K
$214K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 27.78% |
$17.1K - $18.8K
|
1.3K
$50.5K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 27.78% |
$17.1K - $18.8K
|
1.3K
$50.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-776- 2.68% |
$26.6K - $29.2K
|
28.2K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.49K- 3.95% |
$51.1K - $56.1K
|
36.3K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.63K- 2.83% |
$55.8K - $61.3K
|
56.1K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.32K- 2.26% |
$79.4K - $87.2K
|
100K
$3.89M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.15K- 0.24% |
$108K - $119K
|
1.31M
$50.9M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.37K- 11.41% |
$184K - $202K
|
41.7K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.57K- 34.12% |
$225K - $247K
|
12.7K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.03K- 2.29% |
$240K - $264K
|
299K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.57K- 14.92% |
$328K - $360K
|
54.6K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-10.9K- 31.44% |
$372K - $408K
|
23.7K
$920K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-20.6K- 5.87% |
$704K - $773K
|
330K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.8K- 44.59% |
$1.12M - $1.23M
|
40.8K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-34.6K- 21.58% |
$1.18M - $1.3M
|
126K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-63.6K- 18.43% |
$2.18M - $2.39M
|
281K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-149K- 91.5% |
$5.09M - $5.59M
|
13.8K
$537K
|