Purchases and Sales Made in Q1 2024 in Northern Lts Fd Tr Iv Inspire (GLRY)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (GLRY) during Q1 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
398K+ 115.4% |
$10.4M - $12M
|
742K
$23.3M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
52.9K+ 242.9% |
$1.39M - $1.59M
|
74.7K
$2.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.3KNew |
$481K - $551K
|
18.3K
$577K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.25K+ 8.04% |
$59K - $67.7K
|
30.3K
$951K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 13.21% |
$39.4K - $45.3K
|
12.9K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
791New |
$20.7K - $23.8K
|
791
$24.9K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
719New |
$18.8K - $21.6K
|
719
$22.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
270+ 46.08% |
$7.07K - $8.11K
|
856
$26.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
120+ 20.03% |
$3.14K - $3.61K
|
719
$22.6K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
120+ 20.03% |
$3.14K - $3.61K
|
719
$22.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-415- 10.56% |
$10.9K - $12.5K
|
3.51K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.03K- 91.85% |
$26.9K - $30.8K
|
91
$2.86K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.24K- 12.0% |
$32.5K - $37.3K
|
9.1K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.8K- 46.13% |
$336K - $386K
|
15K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-135K- 13.64% |
$3.54M - $4.07M
|
856K
$26.9M
|