Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
41.3K+ 7.96% |
$931K - $964K
|
560K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
41.1KNew |
$927K - $960K
|
41.1K
$965K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 9.3% |
$711K - $736K
|
370K
$8.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18.2K+ 3.96% |
$410K - $425K
|
477K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$373K - $386K
|
16.5K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 11.5% |
$366K - $378K
|
157K
$3.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$275K - $285K
|
12.2K
$287K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.8K+ 55.97% |
$266K - $275K
|
32.9K
$772K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.7KNew |
$265K - $274K
|
11.7K
$275K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.2KNew |
$253K - $262K
|
11.2K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
10.1K+ 76.76% |
$229K - $237K
|
23.4K
$548K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
8.03K+ 16.85% |
$181K - $187K
|
55.7K
$1.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
7.85K+ 154.68% |
$177K - $183K
|
12.9K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.67K+ 20.94% |
$105K - $109K
|
27K
$633K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
4.23K+ 7.19% |
$95.4K - $98.8K
|
63K
$1.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.99K+ 1.92% |
$45K - $46.5K
|
106K
$2.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 5.94% |
$43K - $44.5K
|
34K
$798K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.84K+ 12.19% |
$41.5K - $43K
|
16.9K
$398K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.79K+ 4.82% |
$40.5K - $41.9K
|
39K
$916K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.63K+ 4.02% |
$36.7K - $37.9K
|
42K
$987K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58K+ 6.51% |
$35.7K - $37K
|
25.9K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
1.55K+ 0.97% |
$35.1K - $36.3K
|
163K
$3.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.53K+ 362.09% |
$34.5K - $35.7K
|
1.95K
$45.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.01K+ 17.84% |
$22.7K - $23.5K
|
6.65K
$156K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
894New |
$20.2K - $20.9K
|
894
$21K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
742+ 3.03% |
$16.7K - $17.3K
|
25.2K
$592K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
220+ 0.94% |
$4.96K - $5.14K
|
23.7K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.48% |
$135 - $140
|
1.27K
$29.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2+ 0.2% |
$45.1 - $46.7
|
1.02K
$23.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$22.6 - $23.4
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97- 4.84% |
$2.19K - $2.26K
|
1.91K
$44.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-367- 2.71% |
$8.28K - $8.57K
|
13.2K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-376- 0.4% |
$8.48K - $8.78K
|
94.2K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-393- 2.56% |
$8.87K - $9.18K
|
14.9K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-442- 3.33% |
$9.97K - $10.3K
|
12.8K
$301K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-524- 2.36% |
$11.8K - $12.2K
|
21.7K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.09K- 8.75% |
$24.7K - $25.5K
|
11.4K
$268K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 46.94% |
$30.5K - $31.5K
|
1.53K
$35.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.47K- 3.19% |
$33.3K - $34.4K
|
44.8K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.38K- 95.84% |
$53.6K - $55.5K
|
103
$2.42K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.47K- 3.06% |
$55.6K - $57.6K
|
78.1K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.91K- 8.03% |
$88.1K - $91.2K
|
44.7K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4.13K- 3.15% |
$93.2K - $96.4K
|
127K
$2.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.44K- 12.12% |
$213K - $221K
|
68.5K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.1K- 2.94% |
$453K - $469K
|
663K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-29.7K- 2.11% |
$671K - $694K
|
1.38M
$32.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-84.3K- 75.84% |
$1.9M - $1.97M
|
26.9K
$631K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-91.8K- 8.12% |
$2.07M - $2.14M
|
1.04M
$24.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-92.9K- 2.53% |
$2.1M - $2.17M
|
3.58M
$84M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-373K- 78.58% |
$8.41M - $8.7M
|
102K
$2.39M
|