Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
980K+ 224.21% |
$22.8M - $23.8M
|
1.42M
$33.5M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
458K+ 254.1% |
$10.6M - $11.1M
|
638K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
113K+ 20.29% |
$2.62M - $2.74M
|
668K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.9KNew |
$1.56M - $1.63M
|
66.9K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 34.99% |
$1.36M - $1.42M
|
225K
$5.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52.5K+ 8.94% |
$1.22M - $1.28M
|
640K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45.8K+ 10.26% |
$1.07M - $1.11M
|
492K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
43.2K+ 256.36% |
$1M - $1.05M
|
60.1K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.6K+ 67.2% |
$688K - $719K
|
73.6K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 62.95% |
$674K - $705K
|
75.1K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
26.6KNew |
$618K - $646K
|
26.6K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$484K - $506K
|
20.8K
$492K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 136.99% |
$440K - $460K
|
32.7K
$774K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.6KNew |
$339K - $354K
|
14.6K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$314K - $328K
|
13.5K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 31.91% |
$279K - $292K
|
49.6K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$259K - $271K
|
11.1K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10.8KNew |
$251K - $262K
|
10.8K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.8KNew |
$251K - $262K
|
10.8K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.2K+ 94.66% |
$237K - $247K
|
20.9K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.6KNew |
$223K - $233K
|
9.6K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.95KNew |
$208K - $218K
|
8.95K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.48K+ 10.1% |
$197K - $206K
|
92.5K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
7.58K+ 12.31% |
$176K - $184K
|
69.1K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.33K+ 48.12% |
$170K - $178K
|
22.6K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
7.19K+ 9.67% |
$167K - $175K
|
81.5K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.65K+ 132.01% |
$61.7K - $64.4K
|
4.66K
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.25K+ 9.6% |
$52.2K - $54.6K
|
25.6K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.91K+ 10.78% |
$44.4K - $46.4K
|
19.6K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.84K+ 15.42% |
$42.8K - $44.8K
|
13.8K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.7K+ 1.24% |
$39.6K - $41.4K
|
139K
$3.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.44KNew |
$33.5K - $35K
|
1.44K
$34K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.38K+ 5.33% |
$32.1K - $33.5K
|
27.2K
$644K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.16K+ 0.83% |
$26.9K - $28.1K
|
141K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 5.7% |
$23.3K - $24.4K
|
18.6K
$440K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
991+ 11.53% |
$23K - $24.1K
|
9.58K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
926+ 2.35% |
$21.5K - $22.5K
|
40.4K
$955K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
662+ 326.11% |
$15.4K - $16.1K
|
865
$20.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
394New |
$9.16K - $9.57K
|
394
$9.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
313New |
$7.28K - $7.61K
|
313
$7.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
311+ 1.81% |
$7.23K - $7.56K
|
17.5K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
269+ 0.48% |
$6.25K - $6.54K
|
56.4K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
207+ 16.57% |
$4.81K - $5.03K
|
1.46K
$34.4K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
102+ 1.12% |
$2.37K - $2.48K
|
9.22K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8+ 0.03% |
$186 - $194
|
25.8K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 1.07% |
$93 - $97.2
|
378
$8.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.02% |
$23.3 - $24.3
|
4.77K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$23.3 - $24.3
|
1
$23.6
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.3 - $24.3
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-84- 11.83% |
$1.95K - $2.04K
|
626
$14.8K
|