Latest Institutional Transactions on Northern Lts Fd Tr Iv Sterling (LCG)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Sterling (LCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
20.9KNew |
$517K - $609K
|
20.9K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-28.5K- 64.6% |
$706K - $832K
|
15.6K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26.8K- 74.7% |
$662K - $780K
|
9.06K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.17KNew |
$178K - $209K
|
7.17K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-15.4K- 20.1% |
$382K - $450K
|
61.3K
$1.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.61K+ 6.85% |
$173K - $202K
|
103K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.03K+ 351450.0% |
$184K - $215K
|
7.03K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
173+ 0.13% |
$4.52K - $5.3K
|
131K
$3.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.89K+ 7.32% |
$154K - $180K
|
86.3K
$2.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.7KNew |
$1.04M - $1.22M
|
39.7K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-34.2K- 18.14% |
$894K - $1.05M
|
154K
$4.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.09K- 6.11% |
$107K - $125K
|
62.9K
$1.79M
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 64.41% |
$350K - $401K
|
7.15K
$204K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.27K - $2.69K
|
100
$2.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2K+ 37.04% |
$45.4K - $53.8K
|
7.4K
$211K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8KNew |
$176K - $206K
|
8K
$228K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
750New |
$13.6K - $16.3K
|
750
$21.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.6KNew |
$373K - $447K
|
20.6K
$587K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-600- 36.59% |
$11.3K - $14.5K
|
1.04K
$29.7K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1KClosed |
$18.5K - $26.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-200Closed |
$4.69K - $6.06K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-305KClosed |
$7.65M - $8.46M
|
0
$0
|
|