Purchases and Sales Made in Q2 2022 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 2022. 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 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
79.5K+ 60.48% |
$2.37M - $2.88M
|
211K
$7.9M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
76.8K+ 17.42% |
$2.29M - $2.78M
|
517K
$19.4M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
34.6K+ 3.9% |
$1.03M - $1.25M
|
921K
$34.5M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$470K - $571K
|
15.7K
$590K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 16.0% |
$460K - $559K
|
112K
$4.18M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.4K+ 9.06% |
$459K - $558K
|
185K
$6.94M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15K+ 4.45% |
$449K - $545K
|
353K
$13.2M
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
13.3KNew |
$397K - $482K
|
13.3K
$498K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5K+ 22.71% |
$149K - $181K
|
27K
$1.01M
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.4K+ 2.85% |
$101K - $123K
|
123K
$4.59M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.29K+ 21.62% |
$98K - $119K
|
18.5K
$692K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.87K+ 3.54% |
$85.7K - $104K
|
84.1K
$3.15M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 40.97% |
$56.5K - $68.6K
|
6.51K
$244K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 10.54% |
$44.5K - $54.1K
|
15.7K
$587K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32K+ 5.5% |
$39.3K - $47.8K
|
25.3K
$948K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.01KNew |
$30K - $36.4K
|
1.01K
$37.6K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
737New |
$22K - $26.7K
|
737
$27.6K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
535+ 0.55% |
$16K - $19.4K
|
97.8K
$3.67M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
377+ 5.63% |
$11.2K - $13.7K
|
7.07K
$265K
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
314+ 1.52% |
$9.37K - $11.4K
|
20.9K
$785K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
302+ 12.62% |
$9.01K - $10.9K
|
2.7K
$101K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
165+ 0.94% |
$4.92K - $5.98K
|
17.8K
$665K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 8.37% |
$4.24K - $5.15K
|
1.84K
$68.9K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64New |
$1.91K - $2.32K
|
64
$2.4K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.1% |
$59.7 - $72.5
|
183
$6.86K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10- 0.13% |
$298 - $363
|
7.65K
$287K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-138- 0.13% |
$4.12K - $5K
|
108K
$4.06M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-167- 0.18% |
$4.98K - $6.05K
|
93K
$3.48M
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-209- 0.11% |
$6.23K - $7.58K
|
190K
$7.13M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-704- 9.98% |
$21K - $25.5K
|
6.35K
$238K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-704- 9.98% |
$21K - $25.5K
|
6.35K
$238K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-737Closed |
$22K - $26.7K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 1.83% |
$30.3K - $36.8K
|
54.6K
$2.04M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.13K- 12.44% |
$33.7K - $41K
|
7.96K
$298K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.7K- 11.5% |
$50.6K - $61.4K
|
13.1K
$489K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.93KClosed |
$57.6K - $70K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.04K- 7.16% |
$60.9K - $74K
|
26.5K
$992K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.27K- 16.41% |
$67.8K - $82.4K
|
11.6K
$433K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.9K- 25.78% |
$86.4K - $105K
|
8.34K
$313K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.38K- 13.96% |
$101K - $123K
|
20.9K
$781K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.19K- 6.81% |
$125K - $152K
|
57.3K
$2.15M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.63KClosed |
$198K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-7.24K- 20.74% |
$216K - $263K
|
27.7K
$1.04M
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-7.89KClosed |
$235K - $286K
|
0
$0
|