Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
30.2K+ 3.27% |
$833K - $1.01M
|
951K
$35.6M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
25.3K+ 7.15% |
$698K - $846K
|
378K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
24.8K+ 11.74% |
$684K - $830K
|
236K
$8.83M
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
18K+ 3.48% |
$497K - $603K
|
535K
$20.1M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
16.1K+ 14.4% |
$444K - $539K
|
128K
$4.79M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 46.65% |
$348K - $422K
|
39.6K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2KNew |
$309K - $375K
|
11.2K
$419K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.78K+ 9.99% |
$270K - $328K
|
108K
$4.03M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.71K+ 10.45% |
$268K - $325K
|
103K
$3.85M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.42KNew |
$205K - $249K
|
7.42K
$278K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
6.24K+ 7.42% |
$172K - $209K
|
90.3K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.6K+ 35.58% |
$155K - $188K
|
21.4K
$800K
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.01K+ 2.46% |
$83.2K - $101K
|
126K
$4.7M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$77.6K - $94.1K
|
2.81K
$105K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.45K+ 1.32% |
$67.6K - $82K
|
188K
$7.03M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.97K+ 196.02% |
$54.4K - $66K
|
2.98K
$111K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.78K+ 9.63% |
$49.2K - $59.6K
|
20.3K
$759K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.22K+ 17.25% |
$33.7K - $40.9K
|
8.29K
$311K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
490New |
$13.5K - $16.4K
|
490
$18.4K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
433+ 58.75% |
$12K - $14.5K
|
1.17K
$43.8K
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
421+ 3.17% |
$11.6K - $14.1K
|
13.7K
$514K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
387+ 40.95% |
$10.7K - $13K
|
1.33K
$49.9K
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
BUY
|
- |
382+ 0.2% |
$10.6K - $12.8K
|
191K
$7.15M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
314+ 1.77% |
$8.68K - $10.5K
|
18.1K
$677K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
208+ 1.8% |
$5.75K - $6.97K
|
11.8K
$441K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
143+ 0.91% |
$3.95K - $4.79K
|
15.8K
$592K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
65New |
$1.8K - $2.18K
|
65
$2.43K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.09% |
$55.3 - $67
|
185
$6.93K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 1.2% |
$55.3 - $67
|
169
$6.33K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$27.6 - $33.5
|
1
$37.5
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-30Closed |
$829 - $1.01K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-85- 0.08% |
$2.35K - $2.85K
|
108K
$4.06M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-196- 1.93% |
$5.42K - $6.57K
|
9.98K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-240- 3.36% |
$6.63K - $8.04K
|
6.9K
$258K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-329- 4.13% |
$9.09K - $11K
|
7.63K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-376- 5.77% |
$10.4K - $12.6K
|
6.14K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-550- 8.66% |
$15.2K - $18.4K
|
5.8K
$217K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-713- 26.46% |
$19.7K - $23.9K
|
1.98K
$74.2K
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-827- 2.99% |
$22.9K - $27.7K
|
26.8K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 2.33% |
$37K - $44.8K
|
56K
$2.1M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.36K- 2.5% |
$37.7K - $45.7K
|
53.2K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.1K- 7.94% |
$58.1K - $70.4K
|
24.4K
$913K
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.04K- 52.74% |
$112K - $135K
|
3.62K
$135K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7K- 54.33% |
$380K - $461K
|
11.6K
$433K
|