Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (WWJD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.69KNew |
$107K - $120K
|
3.69K
$110K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
918+ 33.65% |
$26.5K - $29.9K
|
3.65K
$108K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.63K- 19.15% |
$76K - $85.5K
|
11.1K
$330K
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
143+ 1.38% |
$4.13K - $4.65K
|
10.5K
$312K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19- 0.08% |
$549 - $618
|
23K
$684K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.03K- 0.65% |
$116K - $131K
|
619K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
18+ 0.23% |
$520 - $586
|
7.81K
$232K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.85% |
$28.9 - $32.5
|
119
$3.54K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-29.1K- 4.31% |
$842K - $947K
|
646K
$19.2M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.5KNew |
$188K - $212K
|
6.5K
$193K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-49- 1.06% |
$1.42K - $1.59K
|
4.57K
$136K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-799- 2.04% |
$23.1K - $26K
|
38.3K
$1.14M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.11K+ 10.15% |
$89.8K - $101K
|
33.7K
$1M
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28.4K+ 7.03% |
$820K - $923K
|
432K
$12.8M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
103+ 72.54% |
$2.98K - $3.35K
|
245
$7.29K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.91K+ 30.9% |
$142K - $160K
|
20.8K
$619K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 6.84% |
$800K - $901K
|
433K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-234- 2.94% |
$6.76K - $7.61K
|
7.72K
$230K
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
8.04K+ 8.89% |
$232K - $262K
|
98.5K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.39K+ 16.46% |
$40.2K - $45.2K
|
9.83K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.86K+ 7.57% |
$141K - $158K
|
69K
$2.05M
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.5K- 5.71% |
$188K - $211K
|
107K
$3.19M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21.9K- 12.63% |
$633K - $712K
|
151K
$4.51M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.14K+ 9.58% |
$206K - $232K
|
81.6K
$2.43M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26- 0.19% |
$752 - $846
|
13.9K
$414K
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.87K+ 18.24% |
$54K - $60.8K
|
12.1K
$360K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 11.46% |
$95.8K - $108K
|
32.2K
$959K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.35K+ 11.94% |
$126K - $141K
|
40.8K
$1.21M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.82KNew |
$197K - $222K
|
6.82K
$203K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 3.74% |
$491 - $553
|
472
$14K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.2K- 35.33% |
$63.5K - $71.5K
|
4.02K
$120K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
274+ 3.75% |
$7.92K - $8.92K
|
7.59K
$226K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 3.05% |
$43.6K - $49.1K
|
51K
$1.52M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
91New |
$2.63K - $2.96K
|
91
$2.71K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.48K- 30.54% |
$158K - $178K
|
12.5K
$371K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.74KNew |
$79.2K - $89.1K
|
2.74K
$81.5K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $245K
|
7.52K
$224K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 37.91% |
$127K - $143K
|
16K
$475K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-815- 18.99% |
$23.6K - $26.5K
|
3.48K
$103K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.2K+ 53.34% |
$63.7K - $71.7K
|
6.33K
$188K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.74K- 8.11% |
$253K - $284K
|
99K
$2.94M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
89+ 0.79% |
$2.57K - $2.9K
|
11.4K
$339K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.47K- 23.08% |
$274K - $308K
|
31.6K
$939K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
342+ 35.63% |
$9.89K - $11.1K
|
1.3K
$38.7K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.03K+ 2.78% |
$117K - $131K
|
149K
$4.43M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.1K+ 2381.94% |
$957K - $1.08M
|
34.5K
$1.03M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
407New |
$11.8K - $13.2K
|
407
$12.1K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.06% |
$86.7 - $97.6
|
287
$8.54K
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.03K- 23.62% |
$58.5K - $65.9K
|
6.55K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.3K+ 11.64% |
$211K - $238K
|
70.1K
$2.08M
|