Latest Institutional Purchases of Northern Lts Fd Tr Iv Inspire (IBD)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (IBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
244K+ 8.86% |
$5.68M - $5.86M
|
3M
$69.9M
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
234K+ 190.93% |
$5.44M - $5.61M
|
356K
$8.3M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
90.5KNew |
$2.11M - $2.17M
|
90.5K
$2.11M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.5KNew |
$1.66M - $1.72M
|
71.5K
$1.67M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
57.2K+ 12.55% |
$1.33M - $1.37M
|
512K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.1KNew |
$1.31M - $1.35M
|
56.1K
$1.31M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 2.16% |
$318K - $328K
|
647K
$15.1M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.6KNew |
$270K - $279K
|
11.6K
$271K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.4KNew |
$265K - $274K
|
11.4K
$266K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$237K - $245K
|
10.2K
$238K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 71.34% |
$236K - $243K
|
24.4K
$568K
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
9.95KNew |
$231K - $239K
|
9.95K
$232K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.53K+ 25.3% |
$222K - $229K
|
47.2K
$1.1M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.45K+ 6.76% |
$220K - $227K
|
149K
$3.48M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
8.02K+ 4.81% |
$186K - $192K
|
175K
$4.07M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.66K+ 0.33% |
$108K - $112K
|
1.42M
$33M
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.52K+ 3.64% |
$105K - $108K
|
128K
$2.99M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.38K+ 4.25% |
$102K - $105K
|
107K
$2.5M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.43K+ 20.23% |
$79.7K - $82.2K
|
20.4K
$475K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.42K+ 8.9% |
$79.6K - $82.1K
|
41.8K
$975K
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.7K+ 4.08% |
$62.8K - $64.7K
|
68.8K
$1.6M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.25K+ 14.72% |
$52.2K - $53.9K
|
17.5K
$408K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 12.79% |
$47.2K - $48.7K
|
17.9K
$417K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 2.83% |
$37.3K - $38.4K
|
58.2K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 2.9% |
$29.7K - $30.6K
|
45.3K
$1.06M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 3.09% |
$25.6K - $26.4K
|
36.7K
$855K
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
688+ 4.76% |
$16K - $16.5K
|
15.1K
$353K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
371New |
$8.63K - $8.9K
|
371
$8.64K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
341New |
$7.93K - $8.18K
|
341
$7.95K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.46% |
$4.26K - $4.39K
|
12.7K
$295K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100New |
$2.33K - $2.4K
|
100
$2.33K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15+ 0.16% |
$349 - $360
|
9.38K
$218K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.47% |
$140 - $144
|
1.29K
$30K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.67% |
$23.3 - $24
|
150
$3.5K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
69K+ 168.0% |
$1.53M - $1.64M
|
110K
$2.57M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.6KNew |
$1.06M - $1.13M
|
47.6K
$1.11M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
16.3KNew |
$362K - $386K
|
16.3K
$380K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16K+ 96.53% |
$354K - $378K
|
32.5K
$757K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.35KNew |
$208K - $222K
|
9.35K
$218K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$105K - $112K
|
4.74K
$110K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.66K+ 11.14% |
$81.3K - $86.7K
|
36.5K
$851K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53KNew |
$56.2K - $59.9K
|
2.53K
$58.9K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
808New |
$18K - $19.1K
|
808
$18.8K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
203New |
$4.51K - $4.81K
|
203
$4.73K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
141+ 1.09% |
$3.13K - $3.34K
|
13.1K
$304K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 1.44% |
$622 - $663
|
1.98K
$46.1K
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20+ 0.08% |
$444 - $474
|
23.8K
$554K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.2KNew |
$253K - $262K
|
11.2K
$261K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.3KNew |
$513K - $525K
|
22.3K
$520K
|