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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
149New |
$1.88K - $2.51K
|
149
$3.47K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$656 - $876
|
52
$1.21K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.58KNew |
$57.8K - $77.1K
|
4.58K
$107K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.9KNew |
$437K - $534K
|
32.9K
$766K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
90New |
$1.19K - $1.46K
|
90
$2.09K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
55New |
$712 - $829
|
55
$1.28K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 7.92% |
$10.1K - $12.4K
|
11.1K
$258K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
57New |
$707 - $868
|
57
$1.33K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
273New |
$3.39K - $4.16K
|
273
$6.35K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$267 - $316
|
23
$535
|
|
| 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
$33K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
171KNew |
$2.57M - $3.53M
|
171K
$3.98M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-35- 79.55% |
$525 - $721
|
9
$209
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-13.2KClosed |
$197K - $271K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.55KClosed |
$185K - $204K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-40Closed |
$867 - $954
|
0
$0
|
|