Purchases and Sales Made in Q1 2022 in Northern Lts Fd Tr Iv Main The (TMAT)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main The (TMAT) during Q1 2022. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MAIN THE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
624K+ 44.94% |
$9.35M - $12.8M
|
2.01M
$43.2M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
171KNew |
$2.57M - $3.53M
|
171K
$3.68M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.2K+ 1.53% |
$363K - $499K
|
1.61M
$34.5M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.5KNew |
$337K - $462K
|
22.5K
$482K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.46K+ 36.69% |
$112K - $154K
|
27.8K
$597K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.35K+ 15.99% |
$95.1K - $131K
|
46K
$989K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.29KNew |
$34.3K - $47.1K
|
2.29K
$49.1K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
936+ 4.35% |
$14K - $19.3K
|
22.5K
$482K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
314+ 2.06% |
$4.71K - $6.47K
|
15.5K
$334K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
101+ 2.61% |
$1.51K - $2.08K
|
3.97K
$85.3K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101New |
$1.51K - $2.08K
|
101
$2.17K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-22- 10.23% |
$330 - $453
|
193
$4.15K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 2.24% |
$450 - $618
|
1.31K
$28.2K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-35- 79.55% |
$525 - $721
|
9
$193
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101Closed |
$1.51K - $2.08K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.6K- 20.29% |
$23.9K - $32.9K
|
6.27K
$135K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-13.2KClosed |
$197K - $271K
|
0
$0
|