Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
199K+ 17.84% |
$6.01M - $7.14M
|
1.32M
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108K+ 1697.29% |
$3.27M - $3.88M
|
115K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
73.6K+ 26.59% |
$2.22M - $2.64M
|
350K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
43K+ 277.57% |
$1.3M - $1.54M
|
58.5K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
19.9K+ 6.96% |
$601K - $714K
|
306K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$597K - $709K
|
19.8K
$768K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 10.57% |
$308K - $366K
|
107K
$4.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.15K+ 9.79% |
$276K - $328K
|
103K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.7K+ 978.18% |
$262K - $312K
|
9.59K
$372K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.13K+ 7.01% |
$245K - $291K
|
124K
$4.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.77K+ 5.92% |
$234K - $279K
|
139K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.72K+ 9.33% |
$233K - $277K
|
90.5K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.24K+ 44.18% |
$218K - $259K
|
23.6K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.89KNew |
$178K - $211K
|
5.89K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.57K+ 17.33% |
$168K - $200K
|
37.7K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.54K+ 7.85% |
$137K - $163K
|
62.4K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.35K+ 7.97% |
$101K - $120K
|
45.4K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.81K+ 44.4% |
$84.8K - $101K
|
9.15K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.6K+ 5.85% |
$78.4K - $93.2K
|
47.1K
$1.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.99K+ 1.26% |
$59.9K - $71.1K
|
160K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 15.41% |
$58.9K - $70K
|
14.6K
$568K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 179900.0% |
$54.3K - $64.5K
|
1.8K
$69.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 3.64% |
$30.6K - $36.4K
|
28.9K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
925+ 2.17% |
$27.9K - $33.2K
|
43.6K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
835+ 8.52% |
$25.2K - $29.9K
|
10.6K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
650New |
$19.6K - $23.3K
|
650
$25.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
635+ 1.11% |
$19.2K - $22.8K
|
57.7K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
625+ 6.21% |
$18.9K - $22.4K
|
10.7K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
549+ 7.43% |
$16.6K - $19.7K
|
7.94K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
462+ 2.21% |
$13.9K - $16.6K
|
21.4K
$831K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
268+ 2.69% |
$8.08K - $9.61K
|
10.2K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
214New |
$6.45K - $7.67K
|
214
$8.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2+ 0.03% |
$60.3 - $71.7
|
5.78K
$225K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.53% |
$30.2 - $35.8
|
189
$7.34K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.44% |
$30.2 - $35.8
|
228
$8.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26- 1.8% |
$784 - $932
|
1.42K
$54.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 20.59% |
$1.06K - $1.25K
|
135
$5.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-100- 0.29% |
$3.02K - $3.58K
|
34.6K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-727- 28.77% |
$21.9K - $26.1K
|
1.8K
$69.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-1.07K- 0.65% |
$32.3K - $38.4K
|
163K
$6.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.18K- 5.06% |
$35.5K - $42.2K
|
22.1K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.34K- 18.52% |
$40.5K - $48.1K
|
5.91K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.14K- 87.61% |
$64.4K - $76.6K
|
302
$11.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.36K- 13.48% |
$71.1K - $84.5K
|
15.1K
$587K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.94K- 0.85% |
$88.8K - $105K
|
345K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4K- 5.87% |
$121K - $144K
|
64.2K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.94K- 11.56% |
$149K - $177K
|
37.8K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.96K- 23.64% |
$180K - $214K
|
19.3K
$748K
|