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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13K- 38.95% |
$299K - $365K
|
20.4K
$576K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
20.5KNew |
$471K - $575K
|
20.5K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.49KNew |
$196K - $239K
|
8.49K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.3K+ 120.4% |
$329K - $402K
|
26.2K
$740K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.22KNew |
$51.2K - $62.4K
|
2.22K
$62.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
768+ 6.05% |
$17.7K - $21.6K
|
13.5K
$380K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 0.43% |
$92.1 - $112
|
924
$26.1K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.5K+ 58.47% |
$403K - $492K
|
47.4K
$1.34M
|
|
| Q2 2025 | |||||||
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
4.66K+ 4.5% |
$72.5K - $109K
|
108K
$3.06M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.07K+ 0.32% |
$47.6K - $71.6K
|
957K
$27.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.46M+ 19733.57% |
$38.2M - $57.5M
|
2.47M
$69.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121- 99.18% |
$1.88K - $2.83K
|
1
$28.3
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7KNew |
$680K - $1.02M
|
43.7K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62New |
$963 - $1.45K
|
62
$1.75K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 21.99% |
$208K - $312K
|
74.2K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
221+ 56.81% |
$3.43K - $5.16K
|
610
$17.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 3.82% |
$77.7 - $117
|
136
$3.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 96.41% |
$2.33M - $3.51M
|
306K
$8.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
258+ 0.36% |
$4.01K - $6.02K
|
72.7K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.99K- 9.54% |
$46.4K - $69.7K
|
28.3K
$801K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
60+ 15.79% |
$932 - $1.4K
|
440
$12.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 14.69% |
$404 - $607
|
203
$5.74K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 18.93% |
$266K - $400K
|
108K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
333+ 0.9% |
$5.17K - $7.78K
|
37.5K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-249- 0.76% |
$3.87K - $5.81K
|
32.7K
$924K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-327- 7.87% |
$5.08K - $7.64K
|
3.83K
$108K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.7K- 74.45% |
$508K - $764K
|
11.2K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04KNew |
$16.1K - $24.2K
|
1.04K
$29.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-158Closed |
$2.46K - $3.69K
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 4.45% |
$808 - $1.21K
|
1.12K
$31.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 0.28% |
$143K - $189K
|
2.92M
$82.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$88.4 - $117
|
5
$141
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.4K- 1.64% |
$732K - $966K
|
2.48M
$70.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.31KNew |
$23.1K - $30.5K
|
1.31K
$36.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
165New |
$2.92K - $3.85K
|
165
$4.67K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.6% |
$53 - $70
|
497
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-210- 1.71% |
$3.71K - $4.9K
|
12.1K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-8.2K- 12.61% |
$145K - $191K
|
56.9K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 15.53% |
$283 - $373
|
119
$3.37K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.5KNew |
$521K - $688K
|
29.5K
$834K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
454New |
$7.95K - $10.2K
|
454
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 44.97% |
$1.17K - $1.51K
|
216
$6.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.69KNew |
$99.5K - $128K
|
5.69K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
323+ 144.84% |
$5.65K - $7.26K
|
546
$15.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$455 - $584
|
26
$735
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
179New |
$3.13K - $4.02K
|
179
$5.06K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78New |
$1.19K - $1.44K
|
78
$2.21K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
419New |
$6.37K - $7.73K
|
419
$11.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$228 - $277
|
15
$424
|
|