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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
331+ 64.15% |
$8.19K - $10.5K
|
847
$27.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16.5K- 14.59% |
$409K - $523K
|
96.8K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.55KNew |
$162K - $207K
|
6.55K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-207- 2.75% |
$5.12K - $6.55K
|
7.32K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.87K- 4.25% |
$95.7K - $122K
|
87.1K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.7K- 7.41% |
$141K - $180K
|
71.3K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-713- 1.14% |
$17.6K - $22.6K
|
62K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.2K- 14.31% |
$29.6K - $37.9K
|
7.17K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.99K- 2.98% |
$98.8K - $126K
|
130K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.1K- 23.7% |
$449K - $573K
|
58.4K
$1.88M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.85KNew |
$246K - $292K
|
8.85K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
19.7KNew |
$547K - $650K
|
19.7K
$636K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.5K- 45.45% |
$266K - $306K
|
11.4K
$368K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$252K - $296K
|
10.2K
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.17KNew |
$178K - $209K
|
7.17K
$231K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.27K - $2.69K
|
100
$3.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2K+ 37.04% |
$45.4K - $53.8K
|
7.4K
$239K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8KNew |
$176K - $206K
|
8K
$258K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
750New |
$13.6K - $16.3K
|
750
$24.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.6KNew |
$373K - $447K
|
20.6K
$664K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-600- 36.59% |
$11.3K - $14.5K
|
1.04K
$33.6K
|
|
| 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
|
|