Purchases and Sales Made in Q1 2023 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 2023. 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 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
517K+ 19.53% |
$11.8M - $12.2M
|
3.16M
$74.3M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
111K+ 7.81% |
$2.53M - $2.62M
|
1.53M
$35.9M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
82.7K+ 19.71% |
$1.89M - $1.96M
|
502K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
42KNew |
$958K - $994K
|
42K
$987K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
38.4K+ 196.56% |
$877K - $909K
|
58K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.2K+ 12.11% |
$826K - $856K
|
335K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
35.1K+ 172.88% |
$800K - $829K
|
55.4K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
33.2KNew |
$757K - $785K
|
33.2K
$780K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
14.7K+ 52.32% |
$336K - $349K
|
42.9K
$1.01M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$317K - $328K
|
13.9K
$326K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.4KNew |
$259K - $269K
|
11.4K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
11.2KNew |
$256K - $265K
|
11.2K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.93K+ 56.02% |
$227K - $235K
|
27.7K
$649K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.69KNew |
$221K - $229K
|
9.69K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.46K+ 71.7% |
$170K - $176K
|
17.9K
$420K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.65K+ 1230.07% |
$129K - $134K
|
6.11K
$143K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.52K+ 4.01% |
$126K - $130K
|
143K
$3.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.82K+ 32.12% |
$110K - $114K
|
19.8K
$466K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.21K+ 9.38% |
$96K - $99.5K
|
49.1K
$1.15M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.42K+ 556.1% |
$78K - $80.9K
|
4.04K
$94.7K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 34.8% |
$74.9K - $77.7K
|
12.7K
$299K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.82K+ 8.01% |
$64.3K - $66.7K
|
38K
$893K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.81K+ 2.82% |
$64.1K - $66.5K
|
103K
$2.41M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.5K+ 397.46% |
$57K - $59.1K
|
3.13K
$73.5K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2.16K+ 3.19% |
$49.4K - $51.2K
|
70.1K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.9K+ 21.24% |
$43.3K - $44.9K
|
10.8K
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
1.35K+ 1.69% |
$30.8K - $32K
|
81.3K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24KNew |
$28.4K - $29.4K
|
1.24K
$29.2K
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.12K+ 10.8% |
$25.5K - $26.5K
|
11.5K
$270K
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
732+ 1.22% |
$16.7K - $17.3K
|
60.6K
$1.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
465+ 4.23% |
$10.6K - $11K
|
11.5K
$269K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
437+ 0.9% |
$9.97K - $10.3K
|
49.1K
$1.15M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
371+ 0.85% |
$8.46K - $8.77K
|
43.9K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
357+ 2.49% |
$8.14K - $8.44K
|
14.7K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74New |
$1.69K - $1.75K
|
74
$1.74K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$22.8 - $23.7
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.24% |
$1.14K - $1.18K
|
3.99K
$93.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-224- 1.06% |
$5.11K - $5.3K
|
21K
$492K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-459- 0.17% |
$10.5K - $10.9K
|
275K
$6.46M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-588- 4.1% |
$13.4K - $13.9K
|
13.8K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-746- 5.58% |
$17K - $17.6K
|
12.6K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.2K- 5.0% |
$27.3K - $28.3K
|
22.8K
$535K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.81K- 2.12% |
$41.2K - $42.8K
|
83.5K
$1.96M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.21K- 8.58% |
$96K - $99.5K
|
44.9K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.82K- 0.68% |
$110K - $114K
|
703K
$16.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-5.31K- 3.97% |
$121K - $126K
|
129K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 14.49% |
$360K - $373K
|
93.2K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16K- 56.16% |
$366K - $379K
|
12.5K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 92.99% |
$3.17M - $3.28M
|
10.5K
$246K
|