Latest Institutional Purchases of Northern Lts Fd Tr Iv (ISMD)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (ISMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.1K+ 146.02% |
$919K - $1.06M
|
45.7K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.7K+ 89.63% |
$498K - $572K
|
31.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.5K+ 262975.0% |
$356K - $409K
|
10.5K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5KNew |
$355K - $408K
|
10.5K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10KNew |
$339K - $389K
|
10K
$350K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.75K+ 3.77% |
$330K - $379K
|
269K
$9.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.16K+ 5.54% |
$310K - $356K
|
175K
$6.11M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.59K+ 109.47% |
$291K - $334K
|
16.4K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.32KNew |
$282K - $324K
|
8.32K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.91K+ 82.64% |
$234K - $269K
|
15.3K
$534K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 108.96% |
$233K - $268K
|
13.2K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.89K+ 17.11% |
$233K - $268K
|
47.2K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.8K+ 4.77% |
$230K - $264K
|
149K
$5.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.51KNew |
$220K - $253K
|
6.51K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.43KNew |
$218K - $250K
|
6.43K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.75K+ 160.88% |
$127K - $146K
|
6.08K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.2K+ 33.83% |
$108K - $125K
|
12.7K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 17.89% |
$97.8K - $112K
|
19K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45K+ 14.69% |
$83K - $95.3K
|
19.1K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.22K+ 62.71% |
$75.3K - $86.5K
|
5.77K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.18K+ 8.83% |
$73.8K - $84.8K
|
26.9K
$940K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 470.53% |
$60.6K - $69.6K
|
2.17K
$75.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.7K+ 20.93% |
$57.7K - $66.2K
|
9.84K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.69K+ 9.53% |
$57.3K - $65.9K
|
19.5K
$681K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.68K+ 4.04% |
$56.8K - $65.3K
|
43.2K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
939+ 11.11% |
$31.8K - $36.5K
|
9.39K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
645New |
$21.8K - $25.1K
|
645
$22.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
582+ 4.17% |
$19.7K - $22.6K
|
14.5K
$509K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
483+ 7.24% |
$16.4K - $18.8K
|
7.16K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$11.1K - $12.8K
|
329
$11.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
278+ 0.71% |
$9.42K - $10.8K
|
39.4K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
168+ 2.92% |
$5.69K - $6.54K
|
5.92K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24+ 4.8% |
$813 - $934
|
524
$18.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 0.39% |
$542 - $622
|
4.14K
$145K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29KNew |
$1.07M - $1.18M
|
29K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
20.7K+ 9.66% |
$760K - $842K
|
234K
$8.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$432K - $478K
|
11.7K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.83KNew |
$362K - $401K
|
9.83K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.66KNew |
$208K - $230K
|
5.66K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
822New |
$30.3K - $33.5K
|
822
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
457+ 80.04% |
$16.8K - $18.6K
|
1.03K
$36K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$11K - $12.2K
|
300
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.99K - $2.2K
|
54
$1.89K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$36.8 - $40.8
|
234
$8.19K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.68KNew |
$295K - $333K
|
8.68K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.64KNew |
$192K - $217K
|
5.64K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.92KNew |
$99.2K - $112K
|
2.92K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 35.29% |
$5.1K - $5.76K
|
575
$20.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.55K - $2.88K
|
75
$2.62K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$352K - $386K
|
10.7K
$374K
|
|