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 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$396K - $407K
|
17K
$411K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7K+ 61.16% |
$249K - $256K
|
28.2K
$680K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 15.22% |
$30.3K - $31.1K
|
9.84K
$238K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$23.3K - $24K
|
1K
$24.2K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
732New |
$17K - $17.5K
|
732
$17.7K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
250+ 1.18% |
$5.82K - $5.99K
|
21.4K
$518K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
36+ 0.42% |
$838 - $862
|
8.69K
$210K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.52% |
$46.6 - $47.9
|
386
$9.32K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.64KNew |
$38.4K - $39.6K
|
1.64K
$39.6K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.33K+ 423.32% |
$31K - $32.1K
|
1.64K
$39.6K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
939+ 275.37% |
$22K - $22.7K
|
1.28K
$30.9K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
286+ 3.19% |
$6.7K - $6.92K
|
9.24K
$223K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
166+ 1.27% |
$3.89K - $4.02K
|
13.2K
$320K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 62.95% |
$674K - $705K
|
75.1K
$1.81M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$259K - $271K
|
11.1K
$269K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.44KNew |
$33.5K - $35K
|
1.44K
$34.8K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
394New |
$9.16K - $9.57K
|
394
$9.52K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.1KNew |
$1.31M - $1.35M
|
56.1K
$1.36M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$237K - $245K
|
10.2K
$246K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
69K+ 168.0% |
$1.53M - $1.64M
|
110K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.6KNew |
$1.06M - $1.13M
|
47.6K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.35KNew |
$208K - $222K
|
9.35K
$226K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$105K - $112K
|
4.74K
$114K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.66K+ 11.14% |
$81.3K - $86.7K
|
36.5K
$882K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65New |
$1.5K - $1.53K
|
65
$1.57K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.5K+ 397.46% |
$57K - $59.1K
|
3.13K
$75.6K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600New |
$13.3K - $14K
|
600
$14.5K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
10.4KNew |
$235K - $250K
|
10.4K
$252K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.12KNew |
$70.3K - $74.8K
|
3.12K
$75.4K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
188New |
$4.23K - $4.5K
|
188
$4.54K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
770New |
$17.7K - $18.7K
|
770
$18.6K
|
|
Q3 2021 | |||||||
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 8.52% |
$783 - $796
|
382
$9.23K
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.3K+ 117.81% |
N/A
|
50.4K
$1.22M
|