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 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$72.2 - $74.7
|
2
$73.5
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-200K- 56.98% |
$7.22M - $7.47M
|
151K
$5.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.2KNew |
$585K - $605K
|
16.2K
$595K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
129New |
$4.66K - $4.82K
|
129
$4.74K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11- 0.17% |
$397 - $411
|
6.57K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
268K+ 9.34% |
$9.67M - $10M
|
3.14M
$115M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-312- 4.41% |
$11.3K - $11.7K
|
6.77K
$248K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30New |
$891 - $1.09K
|
30
$1.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.78K- 90.71% |
$142K - $175K
|
490
$18K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19KNew |
$29.8K - $34.6K
|
1.19K
$43.7K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.11K- 26.02% |
$131K - $141K
|
14.5K
$534K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.61K+ 85.09% |
$203K - $219K
|
18.7K
$688K
|
|
| 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
|
|