Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
84.4KNew |
$1.06M - $1.34M
|
84.4K
$1.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9K+ 0.86% |
$174K - $220K
|
1.63M
$34.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.95KNew |
$99.7K - $126K
|
7.95K
$170K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.06K+ 16.3% |
$88.5K - $112K
|
50.3K
$1.08M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.62K+ 29.47% |
$83K - $105K
|
29.1K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.85K+ 5.16% |
$35.7K - $45.1K
|
58.1K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01K+ 307.27% |
$12.7K - $16K
|
1.34K
$28.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
309+ 43.28% |
$3.87K - $4.89K
|
1.02K
$21.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 6.74% |
$15.9K - $20.1K
|
17.6K
$376K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.65KClosed |
$20.7K - $26.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 0.76% |
$193K - $243K
|
2M
$42.8M
|