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 62 institutions that hold shares in the stock, with a total of 63 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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,274
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 87.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,038
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,020
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
989
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
788
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 57.6%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
537
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
456
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
186
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 51.22%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
130
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
116
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 36.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6900.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|