Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 87.77% |
N/A
|
2.29M
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1M+ 7.22% |
N/A
|
14.8M
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
736K+ 15.29% |
N/A
|
5.55M
$0
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
337KNew |
N/A
|
337K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
304K+ 4.51% |
N/A
|
7.04M
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
282KNew |
N/A
|
282K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
258K+ 21.3% |
N/A
|
1.47M
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
135KNew |
N/A
|
135K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
130K+ 273.9% |
N/A
|
177K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
113KNew |
N/A
|
113K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
80.4K+ 158.62% |
N/A
|
131K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
73K+ 70.91% |
N/A
|
176K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.4KNew |
N/A
|
45.4K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.9K+ 84.04% |
N/A
|
91.7K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35.7KNew |
N/A
|
35.7K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.5K+ 430.35% |
N/A
|
41.3K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
26.1KNew |
N/A
|
26.1K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
18.7K+ 42.65% |
N/A
|
62.5K
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.1K+ 1.35% |
N/A
|
1.21M
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15.4K+ 11.31% |
N/A
|
152K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 9.71% |
N/A
|
144K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.65K+ 10.71% |
N/A
|
99.7K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.92K+ 4.64% |
N/A
|
201K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.23K+ 39.62% |
N/A
|
29K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.23K+ 39.62% |
N/A
|
29K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.84KNew |
N/A
|
7.84K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.92K+ 6.2% |
N/A
|
118K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.7K+ 9.92% |
N/A
|
52.1K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.98K+ 4.32% |
N/A
|
47.9K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
811+ 4.6% |
N/A
|
18.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
692+ 1.79% |
N/A
|
39.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
305+ 1.29% |
N/A
|
23.9K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
207+ 5.63% |
N/A
|
3.88K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
167New |
N/A
|
167
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85+ 42.5% |
N/A
|
285
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
65New |
N/A
|
65
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42+ 8.48% |
N/A
|
537
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27New |
N/A
|
27
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
24New |
N/A
|
24
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 4.05% |
N/A
|
77
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-130- 10.68% |
N/A
|
1.09K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-133- 1.31% |
N/A
|
10K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.66K- 29.21% |
N/A
|
11.3K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.69K- 11.56% |
N/A
|
58.9K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-8.39K- 0.57% |
N/A
|
1.45M
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-180K- 79.8% |
N/A
|
45.6K
$0
|