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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
17.9KNew |
$272K - $331K
|
17.9K
$384K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
48.2K+ 1.69% |
$733K - $890K
|
2.9M
$62.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-93.2K- 2.93% |
$1.42M - $1.72M
|
3.09M
$66.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78New |
$1.19K - $1.44K
|
78
$1.67K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.67K+ 63.36% |
$132K - $160K
|
22.4K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$166K - $202K
|
10.9K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08K- 98.45% |
$16.4K - $19.9K
|
17
$364
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.2K- 2.62% |
$490K - $595K
|
1.2M
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
994+ 1.16% |
$15.1K - $18.3K
|
86.8K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.6K+ 99.01% |
$542K - $658K
|
71.6K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 13.13% |
$118K - $144K
|
67.1K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3K+ 3.77% |
$35K - $42.5K
|
63.4K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.9K- 24.91% |
$211K - $257K
|
41.9K
$899K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.15K+ 9.02% |
$139K - $169K
|
111K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
419New |
$6.37K - $7.73K
|
419
$8.98K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
755+ 2.15% |
$11.5K - $13.9K
|
35.8K
$768K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 0.65% |
$395 - $480
|
3.97K
$85.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.93K+ 6.18% |
$44.6K - $54.1K
|
50.4K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 12.08% |
$2.74K - $3.32K
|
1.31K
$28.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15K+ 5.73% |
$32.7K - $39.7K
|
39.7K
$851K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
223New |
$3.39K - $4.12K
|
223
$4.78K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.9KNew |
$455K - $553K
|
29.9K
$642K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142New |
$2.16K - $2.62K
|
142
$3.04K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$228 - $277
|
15
$322
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-361- 33.86% |
$5.49K - $6.66K
|
705
$15.1K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-194- 1.07% |
$3.02K - $3.38K
|
18K
$386K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18- 10.78% |
$280 - $313
|
149
$3.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45New |
$701 - $783
|
45
$965
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
122New |
$1.9K - $2.12K
|
122
$2.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
797+ 15940.0% |
$12.4K - $13.9K
|
802
$17.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
55.1KNew |
$859K - $959K
|
55.1K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
166New |
$2.59K - $2.89K
|
166
$3.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$2.96K - $3.31K
|
190
$4.07K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10KNew |
$156K - $174K
|
10K
$215K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500New |
$7.6K - $8.78K
|
500
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
112+ 35.44% |
$1.7K - $1.97K
|
428
$9.18K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$3.04K - $3.51K
|
200
$4.29K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151New |
$2.29K - $2.65K
|
151
$3.24K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37New |
$467 - $623
|
37
$793
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.67KNew |
$21.1K - $28.2K
|
1.67K
$35.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
149New |
$1.88K - $2.51K
|
149
$3.19K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$656 - $876
|
52
$1.11K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.58KNew |
$57.8K - $77.1K
|
4.58K
$98.1K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.9KNew |
$437K - $534K
|
32.9K
$706K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
90New |
$1.19K - $1.46K
|
90
$1.93K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 27.27% |
$278 - $340
|
56
$1.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 5.45% |
$358 - $438
|
468
$10K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
55New |
$712 - $829
|
55
$1.18K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 7.92% |
$10.1K - $12.4K
|
11.1K
$238K
|
|