Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
102KNew |
$1.79M - $2.3M
|
102K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 30.72% |
$341K - $437K
|
82.8K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
12.3KNew |
$215K - $276K
|
12.3K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 2199.79% |
$180K - $231K
|
10.8K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.69KNew |
$99.5K - $128K
|
5.69K
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.62K+ 7.18% |
$63.3K - $81.3K
|
54K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
456New |
$7.98K - $10.2K
|
456
$10.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
323+ 144.84% |
$5.65K - $7.26K
|
546
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
257+ 0.72% |
$4.5K - $5.77K
|
36.1K
$812K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
202+ 0.9% |
$3.54K - $4.54K
|
22.6K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
179New |
$3.13K - $4.02K
|
179
$4.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
131New |
$2.29K - $2.94K
|
131
$2.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
103New |
$1.8K - $2.31K
|
103
$2.32K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$455 - $584
|
26
$585
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-142- 10.84% |
$2.49K - $3.19K
|
1.17K
$26.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-289- 40.99% |
$5.06K - $6.49K
|
416
$9.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-578- 14.54% |
$10.1K - $13K
|
3.4K
$76.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 1.57% |
$19.7K - $25.2K
|
70.5K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.82K- 6.73% |
$49.4K - $63.4K
|
39.1K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.65K- 19.27% |
$134K - $172K
|
32.1K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.23K- 12.27% |
$144K - $185K
|
58.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-21.7K- 25.04% |
$380K - $488K
|
65.1K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.6K- 28.54% |
$553K - $709K
|
79.1K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 11.22% |
$2.35M - $3.02M
|
1.06M
$23.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-566K- 18.31% |
$9.9M - $12.7M
|
2.52M
$56.8M
|