Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.28M+ 213.13% |
N/A
|
4.82M
$0
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
997K+ 8.15% |
N/A
|
13.2M
$0
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
722K+ 5800.87% |
N/A
|
734K
$0
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
251K+ 87.89% |
N/A
|
536K
$0
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
234K+ 18.08% |
N/A
|
1.53M
$0
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 24.6% |
N/A
|
1.02M
$0
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 46.04% |
N/A
|
636K
$0
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
179K+ 17.91% |
N/A
|
1.18M
$0
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
147K+ 2.37% |
N/A
|
6.37M
$0
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
117K+ 241.81% |
N/A
|
165K
$0
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
111KNew |
N/A
|
111K
$0
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
111KNew |
N/A
|
111K
$0
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.4K+ 303.99% |
N/A
|
100K
$0
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
45.9K+ 173.38% |
N/A
|
72.4K
$0
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
42.2KNew |
N/A
|
42.2K
$0
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2KNew |
N/A
|
27.2K
$0
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
27.1K+ 5.97% |
N/A
|
481K
$0
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.4K+ 122.58% |
N/A
|
35.2K
$0
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.7K+ 5.23% |
N/A
|
235K
$0
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.84K+ 18.52% |
N/A
|
43.8K
$0
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.92K+ 8.68% |
N/A
|
49.1K
$0
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.74K+ 22.93% |
N/A
|
20.1K
$0
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.6K+ 6.04% |
N/A
|
45.7K
$0
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 4.41% |
N/A
|
57.3K
$0
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.32K+ 5.17% |
N/A
|
47.2K
$0
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.32K+ 16.24% |
N/A
|
16.6K
$0
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.19K+ 16.48% |
N/A
|
15.5K
$0
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.85K+ 101.65% |
N/A
|
3.67K
$0
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$0
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.16K+ 1.23% |
N/A
|
95K
$0
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
800+ 80.0% |
N/A
|
1.8K
$0
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
798New |
N/A
|
798
$0
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
174New |
N/A
|
174
$0
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
154New |
N/A
|
154
$0
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
50New |
N/A
|
50
$0
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41New |
N/A
|
41
$0
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20New |
N/A
|
20
$0
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-272- 2.58% |
N/A
|
10.3K
$0
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.38K- 3.59% |
N/A
|
37.1K
$0
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.92K- 24.88% |
N/A
|
11.8K
$0
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.18K- 2.6% |
N/A
|
157K
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 20.88% |
N/A
|
75K
$0
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-612K- 99.97% |
N/A
|
200
$0
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-612K- 99.97% |
N/A
|
200
$0
|