Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.99M+ 87.18% |
N/A
|
4.28M
$0
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
731K+ 4.93% |
N/A
|
15.6M
$0
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
689K+ 454.68% |
N/A
|
841K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
246K+ 16.76% |
N/A
|
1.71M
$0
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
226KNew |
N/A
|
226K
$0
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
193K+ 2.74% |
N/A
|
7.23M
$0
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
145K+ 600.22% |
N/A
|
169K
$0
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
131K+ 46.29% |
N/A
|
413K
$0
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
90.4K+ 59.68% |
N/A
|
242K
$0
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
56.3K+ 16.68% |
N/A
|
394K
$0
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54.6K+ 30.82% |
N/A
|
232K
$0
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53.7K+ 58.55% |
N/A
|
145K
$0
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.5K+ 167.18% |
N/A
|
77.4K
$0
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
47.6K+ 45.27% |
N/A
|
153K
$0
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.4K+ 20.12% |
N/A
|
158K
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 142.31% |
N/A
|
38.2K
$0
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.3K+ 14.83% |
N/A
|
165K
$0
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.2KNew |
N/A
|
21.2K
$0
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.3K+ 16.27% |
N/A
|
138K
$0
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
18.8K+ 16.6% |
N/A
|
132K
$0
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.6K+ 3.77% |
N/A
|
318K
$0
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.81K+ 26.93% |
N/A
|
36.8K
$0
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37K+ 3.05% |
N/A
|
181K
$0
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.85KNew |
N/A
|
4.85K
$0
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.49K+ 13.38% |
N/A
|
29.6K
$0
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 3.71% |
N/A
|
61K
$0
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$0
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 26.22% |
N/A
|
4.9K
$0
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
989New |
N/A
|
989
$0
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
698+ 1.46% |
N/A
|
48.6K
$0
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
123New |
N/A
|
123
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.44% |
N/A
|
456
$0
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 3.9% |
N/A
|
74
$0
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 70.18% |
N/A
|
85
$0
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-369- 0.59% |
N/A
|
62.2K
$0
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-978- 0.33% |
N/A
|
296K
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.81K- 3.48% |
N/A
|
50.3K
$0
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.65K- 11.08% |
N/A
|
21.3K
$0
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-3.78K- 2.48% |
N/A
|
149K
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.53K- 11.53% |
N/A
|
34.8K
$0
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.63K- 0.39% |
N/A
|
1.45M
$0
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6K- 0.5% |
N/A
|
1.2M
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.74K- 3.35% |
N/A
|
194K
$0
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.3K- 64.6% |
N/A
|
4K
$0
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-13.4K- 29.37% |
N/A
|
32.2K
$0
|