Purchases and Sales Made in Q4 2024 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
259KNew |
$9.53M - $10.5M
|
259K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$1.32M - $1.46M
|
35.9K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.3K+ 14.46% |
$1.3M - $1.44M
|
280K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29KNew |
$1.07M - $1.18M
|
29K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27K+ 2.04% |
$994K - $1.1M
|
1.35M
$49.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.5K+ 603.45% |
$902K - $998K
|
28.6K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
20.7K+ 9.66% |
$760K - $842K
|
234K
$8.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.6KNew |
$684K - $758K
|
18.6K
$678K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
17.8KNew |
$654K - $724K
|
17.8K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.4KNew |
$604K - $668K
|
16.4K
$598K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1K+ 38.95% |
$594K - $657K
|
57.5K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16K+ 62.9% |
$590K - $654K
|
41.5K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$432K - $478K
|
11.7K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.83KNew |
$362K - $401K
|
9.83K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.58K+ 53.62% |
$316K - $350K
|
24.6K
$897K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.12KNew |
$262K - $290K
|
7.12K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.1K+ 4.48% |
$261K - $289K
|
165K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.33KNew |
$233K - $258K
|
6.33K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.66KNew |
$208K - $230K
|
5.66K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.53K+ 49.59% |
$204K - $225K
|
16.7K
$608K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.22K+ 9.44% |
$192K - $213K
|
60.6K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.76K+ 36.78% |
$138K - $153K
|
14K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.62K+ 7.19% |
$96.5K - $107K
|
39.1K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.45K+ 17.93% |
$90.3K - $100K
|
16.1K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.33KNew |
$85.8K - $95K
|
2.33K
$85K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
959New |
$35.3K - $39.1K
|
959
$35K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
856+ 8.77% |
$31.5K - $34.9K
|
10.6K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
822New |
$30.3K - $33.5K
|
822
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
579+ 19.52% |
$21.3K - $23.6K
|
3.55K
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
477+ 1.6% |
$17.6K - $19.4K
|
30.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
457+ 80.04% |
$16.8K - $18.6K
|
1.03K
$37.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
456+ 6.17% |
$16.8K - $18.6K
|
7.85K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
380New |
$14K - $15.5K
|
380
$13.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
366+ 0.47% |
$13.5K - $14.9K
|
78.9K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
313+ 0.58% |
$11.5K - $12.8K
|
54K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$11K - $12.2K
|
300
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
176+ 1.19% |
$6.48K - $7.17K
|
15K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
136+ 1.7% |
$5.01K - $5.54K
|
8.14K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
92+ 22.38% |
$3.39K - $3.75K
|
503
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$1.99K - $2.2K
|
54
$1.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 0.22% |
$331 - $367
|
4.12K
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$36.8 - $40.8
|
234
$8.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.2% |
$36.8 - $40.8
|
500
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22- 1.01% |
$810 - $897
|
2.15K
$78.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 31.82% |
$1.29K - $1.43K
|
75
$2.74K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-35- 0.61% |
$1.29K - $1.43K
|
5.67K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63- 0.74% |
$2.32K - $2.57K
|
8.45K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-220- 2.27% |
$8.1K - $8.97K
|
9.46K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-276- 4.58% |
$10.2K - $11.2K
|
5.75K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-327- 0.23% |
$12K - $13.3K
|
143K
$5.2M
|