Institutional Ownership Northern Lts Fd Tr Iv Inspire (GLRY)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (GLRY). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 1.77 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ambassador Advisors, LLC
Lancaster, PA |
May 15, 2024 Q1 2024 |
856,467
shares
|
$25.5 Million
4.72% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
742,471
shares
|
$22.1 Million
2.13% of portfolio
|
Q1 2024
Added 115.4%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
74,680
shares
|
$2.22 Million
0.25% of portfolio
|
Q1 2024
Added 242.9%
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2024 Q1 2024 |
30,257
shares
|
$901,053
0.13% of portfolio
|
Q1 2024
Added 8.04%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
18,349
shares
|
$546,433
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,996
shares
|
$446,580
0.0% of portfolio
|
Q1 2024
Reduced 46.13%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
12,903
shares
|
$384,251
0.0% of portfolio
|
Q1 2024
Added 13.21%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 18, 2024 Q1 2024 |
9,103
shares
|
$271,087
0.05% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
3,514
shares
|
$104,646
0.0% of portfolio
|
Q1 2024
Reduced 10.56%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
856
shares
|
$25,491
0.0% of portfolio
|
Q1 2024
Added 46.08%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
791
shares
|
$23,555
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
719
shares
|
$21,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
96
shares
|
$2,858
0.0% of portfolio
|
Q2 2022
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
91
shares
|
$2,709
0.0% of portfolio
|
Q1 2024
Reduced 91.85%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
27
shares
|
$804
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|