Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
101+ 0.6% |
$2.37K - $2.44K
|
17K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
83+ 1.74% |
$1.94K - $2.01K
|
4.86K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.07% |
$539 - $557
|
32.4K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 1.59% |
$141 - $145
|
384
$9.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$46.8 - $48.4
|
11.7K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11- 0.76% |
$258 - $266
|
1.45K
$34.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-16- 21.62% |
$375 - $387
|
58
$1.38K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-63- 0.04% |
$1.48K - $1.52K
|
141K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-113- 2.42% |
$2.65K - $2.73K
|
4.55K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-228- 26.36% |
$5.34K - $5.52K
|
637
$15.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-370- 59.11% |
$8.67K - $8.95K
|
256
$6.07K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-456- 0.76% |
$10.7K - $11K
|
59.6K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-676- 7.33% |
$15.8K - $16.4K
|
8.54K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-795- 4.55% |
$18.6K - $19.2K
|
16.7K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 5.42% |
$25.6K - $26.4K
|
19.1K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 8.22% |
$26.6K - $27.4K
|
12.7K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.16K- 6.22% |
$27.1K - $28K
|
17.5K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.15K- 11.55% |
$50.3K - $52K
|
16.5K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2.98K- 13.71% |
$69.7K - $72.1K
|
18.7K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.32K- 20.39% |
$77.6K - $80.2K
|
12.9K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.44K- 4.66% |
$80.4K - $83.1K
|
70.2K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.52K- 26.07% |
$82.3K - $85.1K
|
9.97K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-6.38K- 26.02% |
$149K - $154K
|
18.1K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.72K- 6.25% |
$204K - $211K
|
131K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 1.8% |
$270K - $278K
|
629K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 33.58% |
$278K - $288K
|
23.5K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-13.7K- 23.75% |
$321K - $332K
|
44K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.4K- 52.21% |
$408K - $421K
|
15.9K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-38K- 8.09% |
$889K - $918K
|
431K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-281K- 33.86% |
$6.58M - $6.8M
|
549K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-300K- 46.95% |
$7.02M - $7.25M
|
339K
$8.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-713K- 50.33% |
$16.7M - $17.3M
|
704K
$16.7M
|