Latest Institutional Purchases of Northern Lts Fd Tr Iv Main The (TMAT)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Main The (TMAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73K+ 88.11% |
$1.29M - $1.7M
|
156K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.5KNew |
$521K - $688K
|
29.5K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23.5KNew |
$415K - $548K
|
23.5K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 14.58% |
$204K - $269K
|
90.6K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.42K+ 15.58% |
$149K - $197K
|
62.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 0.28% |
$143K - $189K
|
2.92M
$54.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86K+ 12.42% |
$85.9K - $113K
|
43.9K
$816K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 3.38% |
$35.1K - $46.4K
|
60.8K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 2.73% |
$34K - $44.9K
|
72.4K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.31KNew |
$23.1K - $30.5K
|
1.31K
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.25K+ 1.22% |
$22K - $29.1K
|
104K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.07K+ 2.96% |
$18.9K - $24.9K
|
37.2K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
856+ 2.67% |
$15.1K - $20K
|
32.9K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
760+ 22.38% |
$13.4K - $17.7K
|
4.16K
$77.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
389New |
$6.88K - $9.08K
|
389
$7.22K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177New |
$3.13K - $4.13K
|
177
$3.29K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
165New |
$2.92K - $3.85K
|
165
$3.06K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 15.53% |
$283 - $373
|
119
$2.21K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$88.4 - $117
|
5
$92.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10K+ 91.52% |
$175K - $225K
|
20.9K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.69KNew |
$99.5K - $128K
|
5.69K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
454New |
$7.95K - $10.2K
|
454
$8.43K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
323+ 144.84% |
$5.65K - $7.26K
|
546
$10.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
179New |
$3.13K - $4.02K
|
179
$3.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
131New |
$2.29K - $2.94K
|
131
$2.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 44.97% |
$1.17K - $1.51K
|
216
$4.01K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$455 - $584
|
26
$483
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.9KNew |
$455K - $553K
|
29.9K
$556K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
17.9KNew |
$272K - $331K
|
17.9K
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
419New |
$6.37K - $7.73K
|
419
$7.78K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142New |
$2.16K - $2.62K
|
142
$2.64K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78New |
$1.19K - $1.44K
|
78
$1.45K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$228 - $277
|
15
$278
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
55.1KNew |
$859K - $959K
|
55.1K
$1.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10KNew |
$156K - $174K
|
10K
$186K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$2.96K - $3.31K
|
190
$3.53K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
166New |
$2.59K - $2.89K
|
166
$3.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
122New |
$1.9K - $2.12K
|
122
$2.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45New |
$701 - $783
|
45
$835
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$3.04K - $3.51K
|
200
$3.71K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151New |
$2.29K - $2.65K
|
151
$2.8K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
112+ 35.44% |
$1.7K - $1.97K
|
428
$7.94K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.58KNew |
$57.8K - $77.1K
|
4.58K
$84.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.67KNew |
$21.1K - $28.2K
|
1.67K
$31.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
149New |
$1.88K - $2.51K
|
149
$2.77K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$656 - $876
|
52
$965
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.9KNew |
$437K - $534K
|
32.9K
$611K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
90New |
$1.19K - $1.46K
|
90
$1.67K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
55New |
$712 - $829
|
55
$1.02K
|
|