Purchases and Sales Made in Q1 2021 in Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2021
Q1 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
127K+ 20.02% |
$3.27M - $3.37M
|
760K
$18.3M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
106K+ 31.92% |
$2.74M - $2.82M
|
438K
$10.6M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.6K+ 127.37% |
$2.42M - $2.49M
|
167K
$4.04M
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
72.7K+ 6.43% |
$1.88M - $1.93M
|
1.2M
$29M
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
57.1K+ 4.62% |
$1.47M - $1.52M
|
1.29M
$31.2M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 44.38% |
$785K - $807K
|
98.9K
$2.39M
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
30.1K+ 227.96% |
$778K - $800K
|
43.3K
$1.05M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.3KNew |
$499K - $513K
|
19.3K
$466K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.4KNew |
$422K - $435K
|
16.4K
$395K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
15.8K+ 4.72% |
$407K - $419K
|
350K
$8.45M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.4K+ 13.03% |
$397K - $408K
|
133K
$3.22M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.3K+ 65.75% |
$318K - $327K
|
31K
$749K
|
|
Apr 20, 2021
Q1 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11.9K+ 10.75% |
$306K - $315K
|
122K
$2.95M
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
8KNew |
$207K - $213K
|
8K
$193K
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
BUY
|
- |
7.25K+ 15.07% |
$187K - $193K
|
55.3K
$1.34M
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
6.33K+ 20.07% |
$163K - $168K
|
37.9K
$914K
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.94K+ 15.39% |
$154K - $158K
|
44.6K
$1.08M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.93K+ 30.55% |
$153K - $158K
|
25.3K
$612K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$132K - $136K
|
5.12K
$124K
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.94K+ 7.43% |
$102K - $105K
|
56.9K
$1.37M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.76KNew |
$97.2K - $100K
|
3.76K
$90.9K
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.11K+ 38.59% |
$80.4K - $82.7K
|
11.2K
$270K
|
|
May 13, 2021
Q1 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.73K+ 96.17% |
$44.8K - $46.1K
|
3.54K
$85.4K
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
BUY
|
- |
955+ 9.7% |
$24.7K - $25.4K
|
10.8K
$261K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
235+ 0.68% |
$6.07K - $6.24K
|
34.8K
$840K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-98Closed |
$2.53K - $2.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-99Closed |
$2.56K - $2.63K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-235- 1.31% |
$6.07K - $6.24K
|
17.7K
$427K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-322Closed |
$8.32K - $8.56K
|
0
$0
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-326- 87.87% |
$8.42K - $8.66K
|
45
$1.09K
|
|
May 18, 2021
Q1 2021
|
Paradiem, LLC
|
SELL
|
- |
-738- 0.92% |
$19.1K - $19.6K
|
79.5K
$1.92M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.07K- 14.09% |
$105K - $108K
|
24.8K
$600K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.77K- 4.14% |
$123K - $127K
|
111K
$2.67M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.5KClosed |
$296K - $304K
|
0
$0
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.7KClosed |
$354K - $364K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15.2KClosed |
$392K - $403K
|
0
$0
|
|
Nov 15, 2022
Q1 2021
|
Values First Advisors, Inc.
|
SELL
|
- |
-19.8K- 29.34% |
$512K - $527K
|
47.7K
$1.15M
|
|
Apr 27, 2021
Q1 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-419K- 95.48% |
$10.8M - $11.1M
|
19.8K
$478K
|
|
Apr 27, 2021
Q1 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-937K- 97.64% |
$24.2M - $24.9M
|
22.6K
$546K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04MClosed |
$27M - $27.7M
|
0
$0
|