Latest Institutional Transactions on Northern Lts Fd Tr Iv Main The (TMAT)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Main The (TMAT) 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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-194- 1.07% |
$3.02K - $3.38K
|
18K
$322K
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-9.27K- 0.32% |
$144K - $161K
|
2.86M
$51M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18- 10.78% |
$280 - $313
|
149
$2.66K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.88K+ 2.24% |
$29.3K - $32.7K
|
85.8K
$1.53M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
122New |
$1.9K - $2.12K
|
122
$2.18K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 25.5% |
$192K - $214K
|
36K
$643K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45New |
$701 - $783
|
45
$804
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
797+ 15940.0% |
$12.4K - $13.9K
|
802
$14.3K
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
55.1KNew |
$859K - $959K
|
55.1K
$985K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
824K+ 203.67% |
$12.8M - $14.3M
|
1.23M
$22M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50.3K- 1.56% |
$784K - $875K
|
3.18M
$56.9M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.02% |
$18.3K - $20.4K
|
59.3K
$1.06M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
139+ 0.4% |
$2.17K - $2.42K
|
35.1K
$627K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.59K+ 10.44% |
$149K - $167K
|
101K
$1.81M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1KNew |
$951K - $1.06M
|
61.1K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.49KNew |
$23.2K - $25.9K
|
1.49K
$26.6K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.49K+ 17.14% |
$85.6K - $95.6K
|
37.5K
$671K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 95.12% |
$30.4K - $33.9K
|
4K
$71.5K
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.5K+ 12.35% |
$23.4K - $26.2K
|
13.7K
$245K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
166New |
$2.59K - $2.89K
|
166
$2.97K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1K+ 40.51% |
$251K - $280K
|
55.8K
$998K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.41K+ 10.22% |
$68.6K - $76.6K
|
47.5K
$849K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$2.96K - $3.31K
|
190
$3.4K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10KNew |
$156K - $174K
|
10K
$179K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-17- 1.57% |
$265 - $296
|
1.07K
$19K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66+ 13.95% |
$1K - $1.16K
|
539
$9.63K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500New |
$7.6K - $8.78K
|
500
$8.94K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
112+ 35.44% |
$1.7K - $1.97K
|
428
$7.65K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$3.04K - $3.51K
|
200
$3.57K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151New |
$2.29K - $2.65K
|
151
$2.7K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37New |
$467 - $623
|
37
$661
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.67KNew |
$21.1K - $28.2K
|
1.67K
$29.9K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
149New |
$1.88K - $2.51K
|
149
$2.66K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$656 - $876
|
52
$929
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.58KNew |
$57.8K - $77.1K
|
4.58K
$81.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$147K - $180K
|
11.1K
$198K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.9KNew |
$437K - $534K
|
32.9K
$589K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
90New |
$1.19K - $1.46K
|
90
$1.61K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 27.27% |
$278 - $340
|
56
$1K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 5.45% |
$358 - $438
|
468
$8.36K
|
|
Q2 2023 | |||||||
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
55New |
$712 - $829
|
55
$983
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 7.92% |
$10.1K - $12.4K
|
11.1K
$198K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
57New |
$707 - $868
|
57
$1.02K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
273New |
$3.39K - $4.16K
|
273
$4.88K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
169New |
$2.1K - $2.57K
|
169
$3.02K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$267 - $316
|
23
$411
|
|
Q2 2022 | |||||||
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-92Closed |
$1.16K - $1.66K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
108+ 8.24% |
$1.37K - $1.95K
|
1.42K
$25.3K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
171KNew |
$2.57M - $3.53M
|
171K
$3.06M
|