Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
59.3K+ 5.61% |
$1.87M - $2.07M
|
1.12M
$41.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.6K+ 8.15% |
$680K - $753K
|
286K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.7K+ 31.26% |
$623K - $689K
|
82.9K
$3.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
18.9K+ 19.5% |
$597K - $660K
|
116K
$4.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
10.4KNew |
$328K - $362K
|
10.4K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9K+ 27.26% |
$284K - $314K
|
42K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8.3K+ 2.45% |
$262K - $290K
|
348K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.9K+ 24.86% |
$218K - $241K
|
34.7K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.38KNew |
$201K - $223K
|
6.38K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.33KNew |
$200K - $221K
|
6.33K
$237K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.39K+ 12.62% |
$138K - $153K
|
39.2K
$1.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.23K+ 2.52% |
$102K - $113K
|
131K
$4.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
3.14K+ 7.94% |
$99K - $109K
|
42.7K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.58K+ 35.83% |
$81.5K - $90.1K
|
9.8K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 7.08% |
$58.2K - $64.4K
|
27.9K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.4K+ 3.26% |
$44.3K - $49K
|
44.5K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38K+ 5.81% |
$43.7K - $48.3K
|
25.2K
$945K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 19.19% |
$37.5K - $41.5K
|
7.39K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 8.65% |
$31.8K - $35.2K
|
12.7K
$475K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
654+ 2.89% |
$20.6K - $22.8K
|
23.3K
$872K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
313New |
$9.87K - $10.9K
|
313
$11.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
311+ 3.19% |
$9.81K - $10.8K
|
10.1K
$377K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
161+ 0.17% |
$5.08K - $5.62K
|
96.6K
$3.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.89% |
$63.1 - $69.8
|
227
$8.5K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.53% |
$31.5 - $34.9
|
188
$7.04K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82- 1.12% |
$2.59K - $2.86K
|
7.25K
$271K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-117- 0.2% |
$3.69K - $4.08K
|
57.1K
$2.14M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-196- 1.93% |
$6.18K - $6.84K
|
9.98K
$374K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202- 7.4% |
$6.37K - $7.05K
|
2.53K
$94.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-362- 4.86% |
$11.4K - $12.6K
|
7.08K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-579- 9.1% |
$18.3K - $20.2K
|
5.78K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-602- 85.75% |
$19K - $21K
|
100
$3.75K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-621- 41.13% |
$19.6K - $21.7K
|
889
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-698- 22.26% |
$22K - $24.3K
|
2.44K
$91.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-816- 0.51% |
$25.7K - $28.5K
|
158K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-884- 4.81% |
$27.9K - $30.8K
|
17.5K
$655K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.12K- 2.55% |
$35.3K - $39K
|
42.7K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.73K- 7.64% |
$54.7K - $60.4K
|
21K
$785K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.71K- 10.35% |
$117K - $129K
|
32.1K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.25K- 1.51% |
$134K - $148K
|
277K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.86K- 4.94% |
$153K - $170K
|
93.5K
$3.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.6K- 16.63% |
$429K - $474K
|
68.2K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.2K- 55.23% |
$637K - $705K
|
16.4K
$614K
|
|
|
Oct 30, 2023
Q3 2023
|
Paradiem, LLC
|
SELL
|
- |
-26.5K- 13.91% |
$835K - $923K
|
164K
$6.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.8K- 32.46% |
$876K - $969K
|
57.8K
$2.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28K- 25.29% |
$883K - $977K
|
82.7K
$3.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-65.8K- 80.94% |
$2.07M - $2.29M
|
15.5K
$580K
|