Purchases and Sales Made in Q2 2025 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 2025. 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 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64.6K+ 2.3% |
$1.92M - $2.36M
|
2.87M
$104M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.58KNew |
$195K - $240K
|
6.58K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30New |
$891 - $1.09K
|
30
$1.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-625- 8.11% |
$18.6K - $22.8K
|
7.08K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.78K- 90.71% |
$142K - $175K
|
490
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-400K- 53.26% |
$11.9M - $14.6M
|
351K
$12.7M
|