Institutional Ownership Northern Lts Fd Tr Iv Monarch (MPRO)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Monarch (MPRO). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 4.86 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,834,096
shares
|
$142 Million
3.3% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,750
shares
|
$491,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,355
shares
|
$215,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
61
shares
|
$1,790
0.0% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|