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 43 institutions that hold shares in the stock, with a total of 26.2 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
|
May 09, 2024 Q1 2024 |
12,234,052
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 13.4%
|
|
|
Main Management LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
6,224,065
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,539,758
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 282.29%
|
|
|
Encompass More Asset Management
Danville, CA |
May 10, 2024 Q1 2024 |
1,291,791
shares
|
$0
14.63% of portfolio
|
Q1 2024
Added 42.04%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
1,001,814
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
818,526
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 16.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
612,033
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 807.58%
|
|
|
Madrona Financial Services, LLC
|
Apr 19, 2024 Q1 2024 |
453,545
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 8.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
435,445
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 38.17%
|
|
|
Echo45 Advisors LLC
|
Apr 18, 2024 Q1 2024 |
285,054
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
229,335
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.93%
|
|
|
Columbia Advisory Partners LLC
|
Apr 12, 2024 Q1 2024 |
223,003
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 11.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
160,808
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
94,796
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 65.57%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
93,796
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 8.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
54,871
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
48,371
shares
|
$0
0.03% of portfolio
|
Q1 2024
Added 193.14%
|
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
45,167
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 166.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
44,917
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 15.49%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
43,065
shares
|
$0
0.06% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 12, 2024 Q1 2024 |
42,245
shares
|
$0
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
May 13, 2024 Q1 2024 |
38,453
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 36.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
36,933
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 59.42%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
26,488
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
24,797
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|