Latest Institutional Purchases of Northern Lts Fd Tr Iv Sterling (LCG)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Sterling (LCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
76.7KNew |
$2M - $2.35M
|
76.7K
$2.12M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.7KNew |
$1.04M - $1.22M
|
39.7K
$1.1M
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.26K+ 23.01% |
$216K - $253K
|
44.2K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.03K+ 351450.0% |
$184K - $215K
|
7.03K
$194K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.61K+ 6.85% |
$173K - $202K
|
103K
$2.85M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.89K+ 7.32% |
$154K - $180K
|
86.3K
$2.38M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
173+ 0.13% |
$4.52K - $5.3K
|
131K
$3.63M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2K+ 37.04% |
$45.4K - $53.8K
|
7.4K
$204K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.27K - $2.69K
|
100
$2.76K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8KNew |
$176K - $206K
|
8K
$221K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.6KNew |
$382K - $447K
|
20.6K
$569K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
750New |
$13.9K - $16.3K
|
750
$20.7K
|