Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.63M+ 98.36% |
$36.8M - $39.1M
|
3.3M
$77.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
682KNew |
$15.3M - $16.3M
|
682K
$16.1M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
341KNew |
$7.67M - $8.16M
|
341K
$8.02M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
313KNew |
$7.05M - $7.5M
|
313K
$7.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
78.6K+ 3.3% |
$1.77M - $1.88M
|
2.46M
$58M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.4KNew |
$1.18M - $1.26M
|
52.4K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.4KNew |
$1.18M - $1.26M
|
52.4K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.5K+ 21.92% |
$1.16M - $1.23M
|
287K
$6.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
40.1K+ 11.75% |
$904K - $961K
|
382K
$8.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
39.3KNew |
$886K - $942K
|
39.3K
$927K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.2K+ 61.6% |
$748K - $796K
|
87.2K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.3K+ 3.1% |
$501K - $533K
|
740K
$17.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6KNew |
$373K - $396K
|
16.6K
$390K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.1KNew |
$340K - $361K
|
15.1K
$356K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
10.4KNew |
$235K - $250K
|
10.4K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.67KNew |
$218K - $232K
|
9.67K
$228K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.72K+ 27.31% |
$129K - $137K
|
26.7K
$629K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5.15K+ 2.58% |
$116K - $123K
|
205K
$4.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
5.08KNew |
$114K - $122K
|
5.08K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.6K+ 38.85% |
$103K - $110K
|
16.4K
$387K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.15KNew |
$71K - $75.5K
|
3.15K
$74.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.12KNew |
$70.3K - $74.8K
|
3.12K
$73.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.21K+ 12.01% |
$49.8K - $53K
|
20.6K
$486K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
750+ 86.41% |
$16.9K - $18K
|
1.62K
$38.1K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
730+ 1.08% |
$16.4K - $17.5K
|
68.3K
$1.61M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
500+ 18.46% |
$11.3K - $12K
|
3.21K
$75.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
433+ 1.18% |
$9.75K - $10.4K
|
37.2K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
188New |
$4.23K - $4.5K
|
188
$4.43K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
48+ 0.32% |
$1.08K - $1.15K
|
15.1K
$355K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18+ 0.09% |
$405 - $431
|
19.5K
$459K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4- 0.03% |
$90.1 - $95.8
|
11.9K
$279K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-81- 0.11% |
$1.82K - $1.94K
|
74.9K
$1.77M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 0.8% |
$2.61K - $2.78K
|
14.5K
$341K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-280- 1.97% |
$6.31K - $6.71K
|
14K
$329K
|
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
SELL
|
- |
-996- 1.57% |
$22.4K - $23.9K
|
62.5K
$1.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.33K- 4.56% |
$29.9K - $31.8K
|
27.7K
$653K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-1.86K- 2.37% |
$41.8K - $44.4K
|
76.3K
$1.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.46K- 2.79% |
$55.3K - $58.8K
|
85.6K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.79K- 9.31% |
$62.8K - $66.7K
|
27.1K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.92K- 4.43% |
$133K - $142K
|
128K
$3.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.93K- 24.69% |
$156K - $166K
|
21.1K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.1K- 7.49% |
$182K - $194K
|
100K
$2.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-19.6K- 12.81% |
$440K - $468K
|
133K
$3.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.4K- 38.97% |
$504K - $536K
|
35.1K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.5K- 66.18% |
$507K - $539K
|
11.5K
$271K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-23.2K- 1.39% |
$522K - $555K
|
1.65M
$38.9M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-84.3K- 75.84% |
$1.9M - $2.02M
|
26.9K
$633K
|