Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
37.4K+ 48.23% |
$1.35M - $1.48M
|
115K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
14.8K+ 16.75% |
$530K - $585K
|
103K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$427K - $471K
|
11.9K
$445K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11.5K+ 3.65% |
$414K - $457K
|
327K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
10.9K+ 7.91% |
$390K - $430K
|
148K
$5.55M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.72K+ 43.81% |
$206K - $227K
|
18.8K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.72K+ 43.81% |
$206K - $227K
|
18.8K
$704K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66KNew |
$203K - $224K
|
5.66K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.25KNew |
$189K - $208K
|
5.25K
$197K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.16KNew |
$185K - $205K
|
5.16K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.75K+ 46.78% |
$98.6K - $109K
|
8.61K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 3176.56% |
$73K - $80.6K
|
2.1K
$78.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.41K+ 0.91% |
$50.5K - $55.7K
|
156K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 8.11% |
$46K - $50.7K
|
17.1K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
719+ 71900.0% |
$25.8K - $28.5K
|
720
$27K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
584+ 1.06% |
$21K - $23.1K
|
55.6K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
513+ 5.37% |
$18.4K - $20.3K
|
10.1K
$377K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
505+ 4.44% |
$18.1K - $20K
|
11.9K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
428+ 3.35% |
$15.4K - $17K
|
13.2K
$495K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
345+ 8.7% |
$12.4K - $13.7K
|
4.31K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
60+ 1.0% |
$2.16K - $2.38K
|
6.05K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.38% |
$934 - $1.03K
|
6.9K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24+ 5.59% |
$862 - $951
|
453
$17K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.21% |
$826 - $912
|
10.9K
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$71.9 - $79.3
|
231
$8.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$35.9 - $39.6
|
2
$74.9
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-46- 0.1% |
$1.65K - $1.82K
|
48.1K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-58- 0.27% |
$2.08K - $2.3K
|
21.5K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-180- 3.63% |
$6.47K - $7.14K
|
4.78K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-246- 0.45% |
$8.84K - $9.75K
|
54.3K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-368- 1.73% |
$13.2K - $14.6K
|
20.9K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-455- 3.04% |
$16.3K - $18K
|
14.5K
$543K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-501- 1.24% |
$18K - $19.9K
|
39.9K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-539- 1.2% |
$19.4K - $21.4K
|
44.5K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 1.28% |
$40.4K - $44.6K
|
86.6K
$3.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49K- 4.89% |
$53.4K - $58.9K
|
28.9K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.25K- 1.63% |
$81K - $89.3K
|
136K
$5.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-3.58K- 34.39% |
$129K - $142K
|
6.83K
$256K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 8.05% |
$140K - $154K
|
44.3K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.45K- 14.26% |
$196K - $216K
|
32.8K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.15K- 6.84% |
$221K - $244K
|
83.7K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.83K- 37.32% |
$281K - $310K
|
13.2K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.2K- 20.21% |
$762K - $840K
|
83.7K
$3.13M
|