Institutional Ownership Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,687
shares
|
$62,419
0.0% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,535
shares
|
$56,795
0.0% of portfolio
|
Q2 2024
Added 5.43%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
939
shares
|
$34,743
0.02% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
681
shares
|
$25,197
0.0% of portfolio
|
Q2 2024
Reduced 45.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
571
shares
|
$21,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
516
shares
|
$19,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
500
shares
|
$18,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
480
shares
|
$17,760
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
425
shares
|
$15,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
411
shares
|
$15,207
0.0% of portfolio
|
Q3 2024
Reduced 78.09%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
358
shares
|
$13,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
329
shares
|
$12,173
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
233
shares
|
$8,621
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
110
shares
|
$4,070
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
82
shares
|
$3,034
0.0% of portfolio
|
Q2 2024
Reduced 96.53%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
75
shares
|
$2,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
74
shares
|
$2,738
0.0% of portfolio
|
Q2 2024
Reduced 80.37%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
63
shares
|
$2,331
0.0% of portfolio
|
Q1 2024
Reduced 97.53%
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
37
shares
|
$1,369
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
4
shares
|
$148
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q1 2024
New holding
|