Institutional Ownership Northern Lts Fd Tr Iv Main Buy (BUYW)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main Buy (BUYW). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
13,845,565
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
6,732,759
shares
|
$0
7.72% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,813,406
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
1,452,902
shares
|
$0
6.68% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,217,655
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 91.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,209,543
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,194,565
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
337,304
shares
|
$0
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
306,640
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 65.71%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
296,565
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 47.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
192,241
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
136,205
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 88.1%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
130,988
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
111,530
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
105,078
shares
|
$0
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
102,958
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.27%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
90,039
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
66,544
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
62,540
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 42.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
50,719
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
49,822
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
47,859
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
47,369
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
47,368
shares
|
$0
0.09% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
45,625
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 79.8%
|