Purchases and Sales Made in Q3 2022 in Northern Lts Fd Tr Iv Sterling (LCG)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Sterling (LCG) during Q3 2022. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV STERLING.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
47K+ 2.92% |
$883K - $1.13M
|
1.65M
$51.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.6K+ 48.31% |
$801K - $1.03M
|
131K
$4.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24.3K+ 11.09% |
$456K - $586K
|
243K
$7.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
11.8KNew |
$221K - $284K
|
11.8K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
234+ 75.73% |
$4.4K - $5.65K
|
543
$16.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-457- 1.19% |
$8.59K - $11K
|
37.8K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-600- 36.59% |
$11.3K - $14.5K
|
1.04K
$32.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 7.93% |
$287K - $369K
|
177K
$5.52M
|