Purchases and Sales Made in Q2 2023 in Northern Lts Fd Tr Iv (ISMD)

ISMD Quotes by TradingView

This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q2 2023. 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
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
242K
+ 2983.57%
$7.07M - $7.76M
250K $9.44M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
104K
+ 44.25%
$3.03M - $3.33M
338K $12.8M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
45.6K
New
$1.33M - $1.47M
45.6K $1.72M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
35K
+ 16.01%
$1.03M - $1.13M
254K $9.59M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
28.8K
+ 16.21%
$844K - $927K
207K $7.82M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
23.6K
+ 59.8%
$692K - $759K
63.1K $2.39M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
21.6K
+ 342.52%
$631K - $693K
27.9K $1.05M
Jul 31, 2023 Q2 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
18K
+ 8.11%
$528K - $579K
240K $9.08M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
12.8K
+ 86.51%
$373K - $410K
27.5K $1.04M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
9.83K
New
$288K - $316K
9.83K $372K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
7.15K
New
$209K - $230K
7.15K $270K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
6.41K
+ 58.77%
$188K - $206K
17.3K $655K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
5.97K
+ 55.03%
$175K - $192K
16.8K $636K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
4.07K
New
$119K - $131K
4.07K $154K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
3.63K
+ 43.38%
$106K - $117K
12K $453K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.14K
+ 6.05%
$91.9K - $101K
55K $2.08M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.88K
New
$54.9K - $60.3K
1.88K $70.9K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.87K
+ 13.53%
$54.7K - $60K
15.7K $593K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.62K
New
$47.4K - $52K
1.62K $61.2K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.25K
New
$36.6K - $40.2K
1.25K $47.3K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.24K
+ 18.02%
$36.2K - $39.7K
8.1K $306K
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
1.18K
+ 1.1%
$34.6K - $37.9K
109K $4.11M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
904
+ 1291.43%
$26.5K - $29K
974 $36.8K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
646
+ 4.83%
$18.9K - $20.8K
14K $530K
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
518
+ 1.64%
$15.2K - $16.6K
32.1K $1.22M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
289
+ 3.59%
$8.46K - $9.29K
8.35K $316K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
287
+ 2.66%
$8.4K - $9.22K
11.1K $418K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
185
New
$5.41K - $5.94K
185 $6.99K
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
56
+ 32.37%
$1.64K - $1.8K
229 $8.66K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
34
New
$995 - $1.09K
34 $1.29K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
4
New
$117 - $129
4 $151
Aug 02, 2023 Q2 2023
Values First Advisors, Inc.

BUY
 -
1
+ 0.32%
$29.3 - $32.1
312 $11.8K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1
+ 0.01%
$29.3 - $32.1
10.8K $407K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2023 Q2 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
SELL
 -
-33
- 0.42%
$966 - $1.06K
7.74K $293K
Jul 18, 2023 Q2 2023
Paradiem, LLC

SELL
 -
-129
- 0.06%
$3.78K - $4.14K
224K $8.49M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-171
- 8.24%
$5.01K - $5.49K
1.91K $72K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-309
- 0.49%
$9.04K - $9.93K
62.3K $2.35M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-455
- 1.48%
$13.3K - $14.6K
30.3K $1.14M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-592
- 26.25%
$17.3K - $19K
1.66K $62.9K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

SELL
 -
-620
- 12.45%
$18.1K - $19.9K
4.36K $165K
Aug 04, 2023 Q2 2023
Legacy Wealth Asset Management, LLC

SELL
 -
-1.3K
- 1.08%
$38K - $41.7K
119K $4.51M
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

SELL
 -
-1.51K
- 14.53%
$44.1K - $48.4K
8.86K $335K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.71K
- 16.07%
$50.1K - $55K
8.94K $338K
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-3.32K
- 5.04%
$97.1K - $107K
62.5K $2.36M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-4.09K
- 99.83%
$120K - $132K
7 $265
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-4.16K
- 12.96%
$122K - $134K
27.9K $1.06M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

SELL
 -
-6.13K
- 7.09%
$179K - $197K
80.3K $3.04M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-7.33K
- 83.42%
$214K - $235K
1.46K $55.1K

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