Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
928K+ 3575.87% |
$14.4M - $21.7M
|
954K
$23.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 96.41% |
$2.33M - $3.51M
|
306K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7KNew |
$680K - $1.02M
|
43.7K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 18.93% |
$266K - $400K
|
108K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 21.99% |
$208K - $312K
|
74.2K
$1.83M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.2K+ 1618.67% |
$174K - $261K
|
11.9K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
4.66K+ 4.5% |
$72.5K - $109K
|
108K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04KNew |
$16.1K - $24.2K
|
1.04K
$25.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
510+ 124.39% |
$7.93K - $11.9K
|
920
$22.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
333+ 0.9% |
$5.17K - $7.78K
|
37.5K
$927K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
258+ 0.36% |
$4.01K - $6.02K
|
72.7K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
221+ 56.81% |
$3.43K - $5.16K
|
610
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62New |
$963 - $1.45K
|
62
$1.53K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
60+ 15.79% |
$932 - $1.4K
|
440
$10.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 14.69% |
$404 - $607
|
203
$5.02K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 3.82% |
$77.7 - $117
|
136
$3.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 4.45% |
$808 - $1.21K
|
1.12K
$27.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121- 99.18% |
$1.88K - $2.83K
|
1
$24.7
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-158Closed |
$2.46K - $3.69K
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-249- 0.76% |
$3.87K - $5.81K
|
32.7K
$807K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-327- 7.87% |
$5.08K - $7.64K
|
3.83K
$94.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.05K- 7.62% |
$16.3K - $24.4K
|
12.7K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.99K- 9.54% |
$46.4K - $69.7K
|
28.3K
$700K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.1K- 46.62% |
$452K - $680K
|
33.3K
$824K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.7K- 74.45% |
$508K - $764K
|
11.2K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.47M- 99.5% |
$38.4M - $57.7M
|
12.5K
$308K
|