Institutional Ownership Northern Lts Fd Tr Iv Sterling (LCG)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Sterling (LCG). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 567,261 shares, which have been reported (via 13F filing form) to have a value of $18.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
129,867
shares
|
$4.22 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
96,848
shares
|
$3.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
87,089
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
71,255
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
62,040
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
58,356
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
19,716
shares
|
$641,164
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
10,162
shares
|
$330,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
7,319
shares
|
$238,013
0.11% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,172
shares
|
$233,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
7,169
shares
|
$233,135
0.0% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,550
shares
|
$213,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,871
shares
|
$93,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
847
shares
|
$27,544
0.0% of portfolio
|
Q2 2025
Added 64.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|