Purchases and Sales Made in Q3 2024 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 2024. 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 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
48.2K+ 1.69% |
$733K - $890K
|
2.9M
$65.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.6K+ 99.01% |
$542K - $658K
|
71.6K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.9KNew |
$455K - $553K
|
29.9K
$673K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
17.9KNew |
$272K - $331K
|
17.9K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$166K - $202K
|
10.9K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.15K+ 9.02% |
$139K - $169K
|
111K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.67K+ 63.36% |
$132K - $160K
|
22.4K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 13.13% |
$118K - $144K
|
67.1K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.93K+ 6.18% |
$44.6K - $54.1K
|
50.4K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3K+ 3.77% |
$35K - $42.5K
|
63.4K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15K+ 5.73% |
$32.7K - $39.7K
|
39.7K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
994+ 1.16% |
$15.1K - $18.3K
|
86.8K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
755+ 2.15% |
$11.5K - $13.9K
|
35.8K
$806K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
419New |
$6.37K - $7.73K
|
419
$9.43K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
223New |
$3.39K - $4.12K
|
223
$5.02K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142New |
$2.16K - $2.62K
|
142
$3.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78New |
$1.19K - $1.44K
|
78
$1.76K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$228 - $277
|
15
$338
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 0.65% |
$395 - $480
|
3.97K
$89.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 12.08% |
$2.74K - $3.32K
|
1.31K
$29.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-361- 33.86% |
$5.49K - $6.66K
|
705
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08K- 98.45% |
$16.4K - $19.9K
|
17
$383
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.9K- 24.91% |
$211K - $257K
|
41.9K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.2K- 2.62% |
$490K - $595K
|
1.2M
$26.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-93.2K- 2.93% |
$1.42M - $1.72M
|
3.09M
$69.5M
|