Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
63.2K+ 151.63% |
$2.25M - $2.41M
|
105K
$4.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.8K+ 80.62% |
$2.2M - $2.35M
|
138K
$5.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
34.1K+ 12.1% |
$1.21M - $1.3M
|
315K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.1K+ 71.29% |
$713K - $764K
|
48.2K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 139.28% |
$628K - $673K
|
30.4K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.2KNew |
$470K - $503K
|
13.2K
$513K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1KNew |
$464K - $497K
|
13.1K
$507K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 114.23% |
$398K - $426K
|
21K
$815K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
10.2K+ 8.05% |
$364K - $389K
|
137K
$5.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.96K+ 112.08% |
$283K - $303K
|
15.1K
$585K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.99KNew |
$213K - $228K
|
5.99K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.92K+ 3.3% |
$175K - $187K
|
154K
$5.98M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.83K+ 44.08% |
$172K - $184K
|
15.8K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 26.03% |
$158K - $170K
|
21.6K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.37K+ 5.21% |
$155K - $166K
|
88.1K
$3.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.75K+ 1753.27% |
$133K - $143K
|
3.97K
$154K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
920+ 22.77% |
$32.7K - $35K
|
4.96K
$193K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
907+ 0.8% |
$32.2K - $34.5K
|
114K
$4.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
472+ 0.86% |
$16.8K - $18K
|
55.1K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$14.2K - $15.2K
|
400
$15.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
380+ 3.46% |
$13.5K - $14.5K
|
11.4K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
259+ 1.23% |
$9.21K - $9.86K
|
21.3K
$827K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 5.23% |
$2.63K - $2.82K
|
1.49K
$57.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66+ 1.14% |
$2.35K - $2.51K
|
5.87K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
35+ 8.88% |
$1.24K - $1.33K
|
429
$16.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.17% |
$427 - $457
|
6.88K
$267K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$213 - $228
|
6
$233
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2+ 0.01% |
$71.1 - $76.2
|
15K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$35.6 - $38.1
|
1
$38.8
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.44% |
$35.6 - $38.1
|
229
$8.89K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-640- 1.4% |
$22.8K - $24.4K
|
45.1K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-693Closed |
$24.6K - $26.4K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 8.03% |
$39.6K - $42.5K
|
12.8K
$496K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.3K- 99.92% |
$46.2K - $49.5K
|
1
$38.8
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.3K- 99.92% |
$46.2K - $49.5K
|
1
$38.8
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.56K- 2.78% |
$55.4K - $59.3K
|
54.5K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.67K- 5.69% |
$95K - $102K
|
44.3K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.71K- 6.61% |
$96.2K - $103K
|
38.2K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.89K- 3.19% |
$103K - $110K
|
87.7K
$3.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-3.42K- 24.71% |
$122K - $130K
|
10.4K
$404K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.4K- 10.38% |
$370K - $396K
|
89.9K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.7K- 57.14% |
$737K - $789K
|
15.5K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.2K- 76.55% |
$1.11M - $1.19M
|
9.56K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-77.4K- 61.66% |
$2.75M - $2.95M
|
48.1K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-289K- 87.75% |
$10.3M - $11M
|
40.4K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.23M- 94.08% |
$43.9M - $47M
|
77.6K
$3.01M
|