Purchases and Sales Made in Q1 2022 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 2022. 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 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
195K+ 13.71% |
$4.71M - $5M
|
1.61M
$38M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
106K+ 7.15% |
$2.56M - $2.71M
|
1.58M
$37.3M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
91.9K+ 50.18% |
$2.22M - $2.36M
|
275K
$6.48M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
85.4K+ 4.01% |
$2.07M - $2.19M
|
2.22M
$52.2M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.9K+ 41.4% |
$1.35M - $1.43M
|
191K
$4.5M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.2KNew |
$876K - $929K
|
36.2K
$852K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.6K+ 4.55% |
$862K - $914K
|
819K
$19.3M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2KNew |
$392K - $416K
|
16.2K
$382K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.7KNew |
$356K - $378K
|
14.7K
$347K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.9K+ 10.45% |
$312K - $331K
|
136K
$3.21M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.3K+ 23.04% |
$298K - $316K
|
65.7K
$1.55M
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10.8K+ 7.27% |
$262K - $278K
|
160K
$3.76M
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
10.2K+ 42.7% |
$247K - $261K
|
34K
$802K
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.93KNew |
$240K - $255K
|
9.93K
$234K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.35K+ 39.46% |
$154K - $163K
|
22.4K
$529K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.01K+ 73.13% |
$145K - $154K
|
14.2K
$335K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.85K+ 12.78% |
$142K - $150K
|
51.6K
$1.22M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.59K+ 6.76% |
$135K - $144K
|
88.3K
$2.08M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.78K+ 18.42% |
$116K - $123K
|
30.7K
$724K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.72K+ 32.5% |
$89.9K - $95.4K
|
15.1K
$357K
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
3.52K+ 5.66% |
$85.3K - $90.5K
|
65.8K
$1.55M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.08K+ 6.03% |
$74.6K - $79.1K
|
54.2K
$1.28M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.22K+ 137.7% |
$53.7K - $56.9K
|
3.83K
$90.2K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$48.4K - $51.3K
|
2K
$47.1K
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
1.77K+ 2.36% |
$42.7K - $45.3K
|
76.5K
$1.8M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.72K+ 12.79% |
$41.5K - $44K
|
15.1K
$356K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
868New |
$21K - $22.3K
|
868
$20.5K
|
|
Apr 15, 2022
Q1 2022
|
Paradiem, LLC
|
BUY
|
- |
550+ 0.7% |
$13.3K - $14.1K
|
79.4K
$1.87M
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
343+ 2.58% |
$8.3K - $8.8K
|
13.7K
$322K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
323+ 1.98% |
$7.82K - $8.29K
|
16.6K
$392K
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
233+ 10.12% |
$5.64K - $5.98K
|
2.54K
$59.7K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
140+ 0.4% |
$3.39K - $3.59K
|
34.9K
$822K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37New |
$895 - $950
|
37
$872
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$24.2 - $25.7
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-297- 1.36% |
$7.19K - $7.62K
|
21.6K
$509K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-558- 10.94% |
$13.5K - $14.3K
|
4.54K
$107K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.94KClosed |
$47K - $49.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.94KClosed |
$47K - $49.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-10.3KClosed |
$248K - $263K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-11.2K- 48.51% |
$271K - $287K
|
11.9K
$280K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.5K- 50.91% |
$350K - $371K
|
13.9K
$328K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-42.2KClosed |
$1.02M - $1.08M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66KClosed |
$1.6M - $1.69M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-109K- 89.85% |
$2.63M - $2.79M
|
12.3K
$289K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-189K- 49.99% |
$4.56M - $4.84M
|
189K
$4.45M
|