Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6K+ 16.13% |
$422K - $513K
|
90.8K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
5.43KNew |
$181K - $221K
|
5.43K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
5.18KNew |
$173K - $211K
|
5.18K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.17K+ 4.77% |
$72.5K - $88.2K
|
47.7K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.74K+ 9.32% |
$58K - $70.6K
|
20.4K
$834K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.08K+ 8.31% |
$36K - $43.9K
|
14.1K
$575K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-307- 3.83% |
$10.3K - $12.5K
|
7.71K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-326- 2.99% |
$10.9K - $13.3K
|
10.6K
$433K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.83K- 9.64% |
$61.1K - $74.4K
|
17.1K
$702K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.74K- 28.03% |
$158K - $193K
|
12.2K
$498K
|