Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
18.9KNew |
$700K - $748K
|
18.9K
$730K
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
18.8KNew |
$695K - $743K
|
18.8K
$725K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 2.19% |
$69.9K - $74.7K
|
88.5K
$3.41M
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.57K+ 1.01% |
$58K - $62K
|
157K
$6.06M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
588+ 4.95% |
$21.7K - $23.2K
|
12.5K
$480K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
445+ 9.31% |
$16.4K - $17.6K
|
5.23K
$201K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 0.58% |
$924 - $988
|
4.34K
$167K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18+ 0.17% |
$665 - $711
|
10.9K
$420K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$73.9 - $79
|
233
$8.98K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-616- 0.74% |
$22.8K - $24.3K
|
83.1K
$3.2M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-662- 1.22% |
$24.5K - $26.1K
|
53.6K
$2.07M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-674- 1.69% |
$24.9K - $26.6K
|
39.2K
$1.51M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-2.29K- 5.14% |
$84.5K - $90.4K
|
42.2K
$1.63M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.08K- 4.1% |
$225K - $240K
|
142K
$5.47M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.01K- 15.82% |
$259K - $277K
|
37.3K
$1.44M
|