Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
207K+ 12.73% |
$2.41M - $2.85M
|
1.84M
$39.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.8KNew |
$416K - $492K
|
35.8K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$219K - $259K
|
18.8K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$134K - $159K
|
11.6K
$246K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.17K+ 36.38% |
$94.9K - $112K
|
30.6K
$653K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.2K+ 14.31% |
$83.7K - $98.9K
|
57.5K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.67KNew |
$31K - $36.6K
|
2.67K
$56.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.57K+ 14.66% |
$29.9K - $35.3K
|
20.1K
$429K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.34K+ 29.45% |
$27.2K - $32.1K
|
10.3K
$220K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 625.2% |
$18.5K - $21.8K
|
1.84K
$39.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 5.35% |
$18.1K - $21.3K
|
30.6K
$653K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 118.38% |
$14.1K - $16.6K
|
2.23K
$47.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
106New |
$1.23K - $1.46K
|
106
$2.26K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 21.24% |
$476 - $563
|
234
$4.99K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$267 - $316
|
23
$491
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23New |
$267 - $316
|
23
$491
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 0.91% |
$418 - $494
|
3.94K
$84K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.16K- 86.16% |
$13.5K - $15.9K
|
186
$3.97K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.25K- 2.15% |
$14.5K - $17.1K
|
56.8K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-69.4K- 82.21% |
$806K - $953K
|
15K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-138K- 6.92% |
$1.61M - $1.9M
|
1.86M
$39.6M
|