Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (FDLS)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (FDLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
276+ 0.23% |
N/A
|
122K
$0
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$0
|
|
Q2 2025 | |||||||
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-720- 22.71% |
N/A
|
2.45K
$0
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7+ 140.0% |
N/A
|
12
$0
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.29K+ 1930.37% |
N/A
|
6.62K
$0
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.64K- 9.26% |
N/A
|
16K
$0
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$0
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1+ 0.14% |
N/A
|
717
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
858+ 1.16% |
N/A
|
75.1K
$0
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.99K- 5.31% |
N/A
|
53.4K
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 68.46% |
N/A
|
13.2K
$0
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.67KNew |
N/A
|
7.67K
$0
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-11.9K- 1.61% |
N/A
|
731K
$0
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-900- 28.47% |
N/A
|
2.26K
$0
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-63.3K- 36.91% |
N/A
|
108K
$0
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.26K+ 19.3% |
N/A
|
26.3K
$0
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
144K+ 1942.75% |
N/A
|
151K
$0
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 4.19% |
N/A
|
35.7K
$0
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.65KNew |
N/A
|
6.65K
$0
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
202New |
N/A
|
202
$0
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$0
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.46K+ 18.49% |
N/A
|
9.37K
$0
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$0
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
182+ 1.26% |
N/A
|
14.7K
$0
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
747New |
N/A
|
747
$0
|
|
Q2 2024 | |||||||
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
204New |
N/A
|
204
$0
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
29New |
N/A
|
29
$0
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
204New |
N/A
|
204
$0
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.77K+ 17.11% |
N/A
|
25.8K
$0
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
94New |
N/A
|
94
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.1KNew |
N/A
|
21.1K
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40New |
N/A
|
40
$0
|