Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
507K+ 16.01% |
$11.7M - $11.9M
|
3.67M
$86.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
464K+ 4428.27% |
$10.7M - $10.9M
|
474K
$11.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
184K+ 66.84% |
$4.23M - $4.32M
|
459K
$10.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
79.7K+ 98.04% |
$1.83M - $1.87M
|
161K
$3.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
53.2K+ 91.66% |
$1.22M - $1.25M
|
111K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.2K+ 45.54% |
$580K - $592K
|
80.6K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 3.33% |
$538K - $549K
|
726K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.3KNew |
$513K - $525K
|
22.3K
$526K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
20.6K+ 103.69% |
$473K - $484K
|
40.4K
$952K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
16.5K+ 3.29% |
$381K - $389K
|
519K
$12.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
15.9K+ 37.01% |
$365K - $373K
|
58.8K
$1.39M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
14.4K+ 43.46% |
$332K - $339K
|
47.6K
$1.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
12.1K+ 105.43% |
$278K - $284K
|
23.5K
$554K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 94.52% |
$272K - $278K
|
24.3K
$573K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.7K+ 85.32% |
$223K - $228K
|
21.1K
$496K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.44K+ 16.05% |
$102K - $104K
|
32.1K
$756K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42K+ 24.74% |
$102K - $104K
|
22.3K
$525K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.77K+ 8.41% |
$86.7K - $88.6K
|
48.6K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.74K+ 1.11% |
$85.9K - $87.8K
|
339K
$7.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.48K+ 16.62% |
$80.1K - $81.9K
|
24.5K
$576K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.5K+ 1.94% |
$57.5K - $58.8K
|
131K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.48KNew |
$57K - $58.2K
|
2.48K
$58.4K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.38K+ 21.91% |
$54.6K - $55.8K
|
13.2K
$311K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.33K+ 5.3% |
$53.6K - $54.7K
|
46.2K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69KNew |
$38.9K - $39.7K
|
1.69K
$39.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 1.54% |
$33.1K - $33.8K
|
94.6K
$2.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.39K+ 1.35% |
$31.9K - $32.6K
|
104K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
985+ 354.32% |
$22.7K - $23.1K
|
1.26K
$29.8K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
539+ 4.24% |
$12.4K - $12.7K
|
13.3K
$312K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
422+ 2.88% |
$9.71K - $9.92K
|
15.1K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
385+ 1040.54% |
$8.86K - $9.05K
|
422
$9.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65New |
$1.5K - $1.53K
|
65
$1.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13New |
$299 - $306
|
13
$306
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6+ 0.3% |
$138 - $141
|
2.01K
$47.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23 - $23.5
|
1
$23.6
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.54% |
$23 - $23.5
|
66
$1.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125- 0.99% |
$2.88K - $2.94K
|
12.5K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-227- 1.65% |
$5.22K - $5.33K
|
13.5K
$319K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-459- 7.52% |
$10.6K - $10.8K
|
5.65K
$133K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-600- 2.63% |
$13.8K - $14.1K
|
22.2K
$522K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-822- 2.16% |
$18.9K - $19.3K
|
37.2K
$876K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 27.87% |
$25.6K - $26.1K
|
2.88K
$67.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
SELL
|
- |
-1.67K- 2.76% |
$38.4K - $39.2K
|
58.9K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.93K- 1.35% |
$44.5K - $45.4K
|
141K
$3.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.59K- 6.69% |
$129K - $131K
|
77.9K
$1.84M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-11.5KClosed |
$264K - $270K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-26.7K- 63.53% |
$614K - $627K
|
15.3K
$361K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-43.1K- 5.93% |
$991K - $1.01M
|
683K
$16.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-69K- 98.55% |
$1.59M - $1.62M
|
1.02K
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-118K- 7.72% |
$2.71M - $2.77M
|
1.41M
$33.2M
|