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 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
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
130K+ 273.9% |
N/A
|
177K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
73K+ 70.91% |
N/A
|
176K
$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
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
18.7K+ 42.65% |
N/A
|
62.5K
$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
|
Pfg Advisors
|
BUY
|
- |
8.23K+ 39.62% |
N/A
|
29K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
167New |
N/A
|
167
$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
|
|
|
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
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-270K- 47.64% |
N/A
|
297K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-588K- 65.71% |
N/A
|
307K
$0
|