Purchases and Sales Made in Q2 2023 in Northern Lts Fd Tr Iv Monarch (MBCC)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Monarch (MBCC) during Q2 2023. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MONARCH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
623New |
$15.5K - $16.8K
|
623
$22.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-633- 3.12% |
$15.8K - $17K
|
19.6K
$704K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33.8K- 2.43% |
$840K - $908K
|
1.35M
$48.6M
|