Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
44.6K+ 5.87% |
$1.64M - $1.78M
|
803K
$31.1M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
41.6K+ 20.93% |
$1.53M - $1.66M
|
241K
$9.32M
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.05K+ 8.48% |
$259K - $282K
|
90.2K
$3.5M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.92KNew |
$254K - $277K
|
6.92K
$268K
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.58K+ 70.25% |
$242K - $263K
|
16K
$618K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.45KNew |
$200K - $218K
|
5.45K
$211K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.24K+ 36.59% |
$192K - $210K
|
19.6K
$759K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.9K+ 9.37% |
$143K - $156K
|
45.5K
$1.76M
|
|
Aug 10, 2021
Q2 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.47K+ 0.84% |
$127K - $139K
|
415K
$16.1M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 17.97% |
$123K - $134K
|
22K
$854K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.93K+ 13.22% |
$107K - $117K
|
25.1K
$971K
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.79K+ 3.05% |
$102K - $112K
|
94.2K
$3.65M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.51K+ 18.38% |
$92.1K - $100K
|
16.2K
$626K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 2.7% |
$84K - $91.5K
|
87.1K
$3.37M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.28KNew |
$83.8K - $91.3K
|
2.28K
$88.5K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.01K+ 2.59% |
$73.8K - $80.4K
|
79.8K
$3.09M
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21K+ 30.85% |
$44.6K - $48.5K
|
5.15K
$200K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 11.84% |
$44K - $47.9K
|
11.3K
$438K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.13KNew |
$41.5K - $45.3K
|
1.13K
$43.9K
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
684+ 0.42% |
$25.1K - $27.3K
|
162K
$6.29M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$18.4K - $20K
|
500
$19.4K
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
153+ 27.57% |
$5.62K - $6.12K
|
708
$27.4K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111+ 1.06% |
$4.07K - $4.44K
|
10.6K
$410K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
46+ 0.82% |
$1.69K - $1.84K
|
5.64K
$219K
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 11.76% |
$367 - $400
|
95
$3.68K
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.53% |
$36.7 - $40
|
190
$7.36K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28Closed |
$1.03K - $1.12K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-920Closed |
$33.8K - $36.8K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.41K- 2.49% |
$51.7K - $56.3K
|
55.1K
$2.14M
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.25K- 18.52% |
$156K - $170K
|
18.7K
$724K
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.03K- 33.79% |
$185K - $201K
|
9.86K
$382K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.28K- 49.97% |
$230K - $251K
|
6.29K
$244K
|
|
Aug 16, 2021
Q2 2021
|
Paradiem, LLC
|
SELL
|
- |
-6.54K- 3.25% |
$240K - $261K
|
194K
$7.53M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.6K- 58.17% |
$463K - $505K
|
9.08K
$352K
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-43.3KClosed |
$1.59M - $1.73M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-48.3KClosed |
$1.77M - $1.93M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-162KClosed |
$5.95M - $6.48M
|
0
$0
|