Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MAIN BUY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45M+ 13.4% |
N/A
|
12.2M
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14M+ 282.29% |
N/A
|
1.54M
$0
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1MNew |
N/A
|
1M
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
612K+ 305916.5% |
N/A
|
612K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
545K+ 807.58% |
N/A
|
612K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
545K+ 807.58% |
N/A
|
612K
$0
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
382K+ 42.04% |
N/A
|
1.29M
$0
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
189K+ 3.13% |
N/A
|
6.22M
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 38.17% |
N/A
|
435K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 16.26% |
N/A
|
819K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
42.2KNew |
N/A
|
42.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31.9K+ 193.14% |
N/A
|
48.4K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28.2K+ 166.65% |
N/A
|
45.2K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
23.3K+ 11.67% |
N/A
|
223K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 59.42% |
N/A
|
36.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 17.52% |
N/A
|
54.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.09K+ 8.18% |
N/A
|
93.8K
$0
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.03K+ 15.49% |
N/A
|
44.9K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.23K+ 29.24% |
N/A
|
14.3K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 31.26% |
N/A
|
13.3K
$0
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.12K+ 5.17% |
N/A
|
43.1K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2.06K+ 0.73% |
N/A
|
285K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.56KNew |
N/A
|
1.56K
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
458New |
N/A
|
458
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
184New |
N/A
|
184
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
102+ 2.26% |
N/A
|
4.61K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-140- 1.37% |
N/A
|
10.1K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-462- 20.25% |
N/A
|
1.82K
$0
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1K- 8.68% |
N/A
|
10.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.27K- 34.31% |
N/A
|
15.8K
$0
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.98K- 5.29% |
N/A
|
161K
$0
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-19.7K- 7.93% |
N/A
|
229K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-21.9K- 36.31% |
N/A
|
38.5K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-41.1K- 8.3% |
N/A
|
454K
$0
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54.9KClosed |
N/A
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-181K- 65.57% |
N/A
|
94.8K
$0
|