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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04KNew |
$16.1K - $24.2K
|
1.04K
$24.2K
|
|
|
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
$26K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.04K- 6.12% |
$36.1K - $47.6K
|
31.3K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.4K- 1.64% |
$732K - $966K
|
2.48M
$57.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$88.4 - $117
|
5
$117
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 0.28% |
$143K - $189K
|
2.92M
$68M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23.5KNew |
$415K - $548K
|
23.5K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
389New |
$6.88K - $9.08K
|
389
$9.07K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.31KNew |
$23.1K - $30.5K
|
1.31K
$30.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 2.73% |
$34K - $44.9K
|
72.4K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.25K+ 1.22% |
$22K - $29.1K
|
104K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
165New |
$2.92K - $3.85K
|
165
$3.85K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.6% |
$53 - $70
|
497
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-210- 1.71% |
$3.71K - $4.9K
|
12.1K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-8.2K- 12.61% |
$145K - $191K
|
56.9K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 3.38% |
$35.1K - $46.4K
|
60.8K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86K+ 12.42% |
$85.9K - $113K
|
43.9K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-8.83K- 39.12% |
$156K - $206K
|
13.7K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.07K+ 2.96% |
$18.9K - $24.9K
|
37.2K
$867K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
760+ 22.38% |
$13.4K - $17.7K
|
4.16K
$96.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 93.58% |
$178K - $235K
|
691
$16.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73K+ 88.11% |
$1.29M - $1.7M
|
156K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177New |
$3.13K - $4.13K
|
177
$4.13K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-76- 16.67% |
$1.34K - $1.77K
|
380
$8.86K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.5KNew |
$521K - $688K
|
29.5K
$688K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 15.53% |
$283 - $373
|
119
$2.78K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6- 1.44% |
$106 - $140
|
410
$9.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 14.58% |
$204K - $269K
|
90.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
856+ 2.67% |
$15.1K - $20K
|
32.9K
$767K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.42K+ 15.58% |
$149K - $197K
|
62.5K
$1.46M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03M+ 3949.88% |
$17.9M - $23M
|
1.05M
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
454New |
$7.95K - $10.2K
|
454
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 44.97% |
$1.17K - $1.51K
|
216
$5.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10K+ 91.52% |
$175K - $225K
|
20.9K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.69KNew |
$99.5K - $128K
|
5.69K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
131New |
$2.29K - $2.94K
|
131
$3.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
323+ 144.84% |
$5.65K - $7.26K
|
546
$12.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$455 - $584
|
26
$606
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
179New |
$3.13K - $4.02K
|
179
$4.17K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08K- 98.45% |
$16.4K - $19.9K
|
17
$396
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78New |
$1.19K - $1.44K
|
78
$1.82K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
419New |
$6.37K - $7.73K
|
419
$9.77K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.9KNew |
$455K - $553K
|
29.9K
$698K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$228 - $277
|
15
$350
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-194- 1.07% |
$3.02K - $3.38K
|
18K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45New |
$701 - $783
|
45
$1.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
122New |
$1.9K - $2.12K
|
122
$2.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
55.1KNew |
$859K - $959K
|
55.1K
$1.29M
|
|