Latest Institutional Transactions on Northern Lts Fd Tr Iv Monarch (MBCC)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Monarch (MBCC) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
205K+ 7.05% |
$6.39M - $7.16M
|
3.11M
$111M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4New |
$114 - $131
|
4
$143
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19KNew |
$29.8K - $34.6K
|
1.19K
$42.4K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
139New |
$3.48K - $4.04K
|
139
$4.95K
|
|
Q3 2023 | |||||||
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.11K- 26.02% |
$131K - $141K
|
14.5K
$518K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.61K+ 85.09% |
$203K - $219K
|
18.7K
$667K
|
|
Q4 2022 | |||||||
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.98KNew |
$210K - $245K
|
9.98K
$356K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.1KClosed |
$243K - $301K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-12.7KClosed |
$304K - $377K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.52KNew |
$41.7K - $45.1K
|
1.52K
$54K
|