Institutional Ownership Northern Lts Fd Tr Iv Global D (GDVD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Global D (GDVD). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 937,136 shares, which have been reported (via 13F filing form) to have a value of $24.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
762,512
shares
|
$19.7 Million
1.35% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
100,075
shares
|
$2.59 Million
0.18% of portfolio
|
Q3 2023
Added 15.93%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
29,827
shares
|
$771,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,663
shares
|
$689,238
0.0% of portfolio
|
Q2 2024
Reduced 9.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
13,838
shares
|
$357,712
0.0% of portfolio
|
Q2 2024
Reduced 59.17%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
3,781
shares
|
$97,738
0.02% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
440
shares
|
$11,374
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|