Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 20.08% |
$52.8K - $53.9K
|
9.12K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.27K- 1.87% |
$75.4K - $76.9K
|
171K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.94K- 33.2% |
$137K - $140K
|
11.9K
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.54K- 13.76% |
$197K - $201K
|
53.5K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 7.68% |
$264K - $270K
|
138K
$3.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.4K- 16.96% |
$354K - $361K
|
75.2K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-22.9K- 4.4% |
$527K - $538K
|
498K
$11.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.7K- 81.05% |
$847K - $864K
|
8.59K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44.5K- 71.64% |
$1.03M - $1.05M
|
17.6K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-53.9K- 67.64% |
$1.24M - $1.27M
|
25.8K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-58.9K- 9.1% |
$1.36M - $1.38M
|
588K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.4K- 62.76% |
$1.46M - $1.49M
|
37.6K
$883K
|