Latest Institutional Transactions on Northern Lts Fd Tr Iv (ISMD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (ISMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48- 64.86% |
$1.63K - $1.84K
|
26
$1.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 63.01% |
$706K - $797K
|
53.7K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.71KNew |
$194K - $219K
|
5.71K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.2% |
$34 - $38.4
|
501
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.68KNew |
$330K - $372K
|
9.68K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-546- 3.4% |
$18.6K - $21K
|
15.5K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150+ 5.33% |
$5.1K - $5.76K
|
2.97K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.68KNew |
$295K - $333K
|
8.68K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 16.02% |
$69.5K - $78.4K
|
14.8K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 35.29% |
$5.1K - $5.76K
|
575
$22.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-13.3K- 4.97% |
$454K - $512K
|
255K
$9.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-918- 5.42% |
$31.2K - $35.2K
|
16K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.39K+ 238600.0% |
$81.2K - $91.6K
|
2.39K
$93.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 2.25% |
$5.55K - $6.25K
|
7.39K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 34.65% |
$154K - $173K
|
8.51K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.25K+ 10.01% |
$42.4K - $47.8K
|
13.7K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.34K+ 3.54% |
$284K - $320K
|
244K
$9.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41.4KNew |
$1.41M - $1.59M
|
41.4K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-9.19K- 21.78% |
$313K - $352K
|
33K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.4K+ 7.69% |
$47.5K - $53.6K
|
19.6K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.07K+ 7.97% |
$104K - $118K
|
41.5K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
420+ 1.22% |
$14.3K - $16.1K
|
34.9K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.7K- 7.9% |
$194K - $219K
|
66.4K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54- 2.43% |
$1.84K - $2.07K
|
2.17K
$84.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.95K- 12.94% |
$66.4K - $74.9K
|
13.1K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 16.64% |
$769K - $867K
|
158K
$6.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 28.74% |
$492K - $554K
|
35.8K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-738- 6.74% |
$25.1K - $28.3K
|
10.2K
$399K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.29% |
$408 - $460
|
4.12K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.37% |
$510 - $576
|
4.06K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
153+ 2.6% |
$5.21K - $5.87K
|
6.03K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 35.91% |
$40.9K - $46.1K
|
2.15K
$83.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.55K - $2.88K
|
75
$2.93K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.04K- 20.28% |
$69.3K - $78.1K
|
8K
$313K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.92KNew |
$99.2K - $112K
|
2.92K
$114K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51- 2.93% |
$1.74K - $1.96K
|
1.69K
$65.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.77K+ 17.32% |
$128K - $144K
|
25.5K
$997K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 0.14% |
$2.18K - $2.46K
|
46.8K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.15% |
$1.5K - $1.69K
|
29.9K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-249- 1.32% |
$8.47K - $9.55K
|
18.7K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.91K- 2.37% |
$64.9K - $73.2K
|
78.6K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
36+ 3.99% |
$1.23K - $1.38K
|
939
$36.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-607- 5.85% |
$20.7K - $23.3K
|
9.76K
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.17K+ 0.82% |
$39.6K - $44.7K
|
143K
$5.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 0.41% |
$1.16K - $1.3K
|
8.32K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$34 - $38.4
|
233
$9.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
842+ 8.17% |
$28.7K - $32.3K
|
11.2K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.64KNew |
$192K - $217K
|
5.64K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
591+ 7.29% |
$20.1K - $22.7K
|
8.7K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.12K- 16.32% |
$174K - $196K
|
26.3K
$1.03M
|