Purchases and Sales Made in Q1 2022 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q1 2022. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
59.9K+ 82.49% |
$1.9M - $2.14M
|
132K
$4.9M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
44.7K+ 12.46% |
$1.42M - $1.6M
|
404K
$14.9M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.6K+ 39.68% |
$1.06M - $1.2M
|
118K
$4.37M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 58.22% |
$1.04M - $1.17M
|
89.2K
$3.3M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 5425.71% |
$842K - $951K
|
27.1K
$1M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
20.6K+ 57.49% |
$651K - $736K
|
56.3K
$2.08M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.4KNew |
$583K - $659K
|
18.4K
$681K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.9KNew |
$376K - $425K
|
11.9K
$440K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.1KNew |
$288K - $325K
|
9.1K
$337K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.28KNew |
$262K - $296K
|
8.28K
$307K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7.76K+ 4.12% |
$246K - $277K
|
196K
$7.25M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.17K+ 168.44% |
$227K - $257K
|
11.4K
$423K
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.05K+ 6.96% |
$223K - $252K
|
108K
$4.01M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.98K+ 2010.37% |
$221K - $250K
|
7.32K
$271K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.4KNew |
$203K - $229K
|
6.4K
$237K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.08K+ 44.68% |
$192K - $217K
|
19.7K
$728K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.73K+ 222.65% |
$118K - $133K
|
5.4K
$200K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.27K+ 3.82% |
$104K - $117K
|
88.8K
$3.29M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.41K+ 30.38% |
$76.4K - $86.3K
|
10.4K
$383K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.29K+ 36.51% |
$72.5K - $81.9K
|
8.56K
$317K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.14K+ 12.61% |
$67.7K - $76.5K
|
19.1K
$707K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
784+ 2.16% |
$24.8K - $28.1K
|
37K
$1.37M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
572+ 4.94% |
$18.1K - $20.5K
|
12.2K
$450K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
483+ 2.75% |
$15.3K - $17.3K
|
18.1K
$668K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
459+ 39.67% |
$14.5K - $16.4K
|
1.62K
$59.8K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
165+ 2.31% |
$5.22K - $5.9K
|
7.32K
$271K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
50New |
$1.58K - $1.79K
|
50
$1.85K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 5.45% |
$950 - $1.07K
|
580
$21.5K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$31.7 - $35.8
|
1
$37
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4Closed |
$127 - $143
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-23- 0.72% |
$728 - $823
|
3.19K
$118K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 11.26% |
$792 - $895
|
197
$7.29K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-43Closed |
$1.36K - $1.54K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-350- 27.78% |
$11.1K - $12.5K
|
910
$33.7K
|
|
Apr 15, 2022
Q1 2022
|
Paradiem, LLC
|
SELL
|
- |
-580- 0.26% |
$18.4K - $20.8K
|
225K
$8.33M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-587- 1.43% |
$18.6K - $21K
|
40.4K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-634- 21.59% |
$20.1K - $22.7K
|
2.3K
$85.2K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-845- 2.74% |
$26.8K - $30.2K
|
30K
$1.11M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.54K- 11.06% |
$80.3K - $90.7K
|
20.4K
$755K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.92KClosed |
$92.4K - $104K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-5.28K- 4.42% |
$167K - $189K
|
114K
$4.22M
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-5.62K- 97.28% |
$178K - $201K
|
157
$5.81K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-14.5K- 21.59% |
$459K - $518K
|
52.6K
$1.95M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-301K- 28.05% |
$9.52M - $10.8M
|
771K
$28.5M
|