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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 0.22% |
$2.57K - $2.78K
|
41K
$1.34M
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
608+ 3.59% |
$17.5K - $19K
|
17.5K
$570K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28+ 0.25% |
$808 - $875
|
11.3K
$368K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
712+ 6.55% |
$20.5K - $22.2K
|
11.6K
$377K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-234- 0.73% |
$6.75K - $7.31K
|
31.6K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 5.36% |
$2.63K - $2.84K
|
1.79K
$58.2K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
23.6K+ 183.44% |
$680K - $737K
|
36.4K
$1.19M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 44.43% |
$322K - $348K
|
13.9K
$454K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
938+ 3.74% |
$27.1K - $29.3K
|
26K
$846K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
873New |
$25.2K - $27.3K
|
873
$28.4K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
69New |
$1.99K - $2.16K
|
69
$2.25K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
585+ 0.64% |
$16.9K - $18.3K
|
92.2K
$3M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-37- 0.21% |
$1.07K - $1.16K
|
17.9K
$584K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27- 1.91% |
$779 - $843
|
1.39K
$45.2K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.5KNew |
$332K - $359K
|
11.5K
$374K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-786- 14.05% |
$22.7K - $24.6K
|
4.81K
$156K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.5K+ 3.46% |
$302K - $327K
|
313K
$10.2M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54+ 9.82% |
$1.51K - $1.63K
|
604
$19.7K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
28.4KNew |
$795K - $859K
|
28.4K
$924K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$296K - $319K
|
10.6K
$344K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.55K- 7.8% |
$183K - $198K
|
77.5K
$2.52M
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
281+ 2.8% |
$7.87K - $8.5K
|
10.3K
$336K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.73KNew |
$76.4K - $82.5K
|
2.73K
$88.8K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.61K- 15.3% |
$269K - $291K
|
53.2K
$1.73M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-45- 0.27% |
$1.26K - $1.36K
|
16.9K
$548K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.6KNew |
$1.75M - $1.89M
|
62.6K
$2.04M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
471New |
$13.2K - $14.3K
|
471
$15.3K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34+ 17.89% |
$952 - $1.03K
|
224
$7.29K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47K- 82.82% |
$1.18M - $1.39M
|
9.75K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
390+ 2.27% |
$9.81K - $11.6K
|
17.6K
$573K
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
16.7K+ 93.67% |
$421K - $495K
|
34.6K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9KNew |
$226K - $267K
|
9K
$293K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-676- 96.57% |
$17K - $20K
|
24
$781
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.4K- 65.97% |
$338K - $398K
|
6.94K
$226K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
265New |
$6.67K - $7.85K
|
265
$8.62K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
455New |
$11.4K - $13.5K
|
455
$14.8K
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
635New |
$16.5K - $18.4K
|
635
$20.7K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
309+ 2.47% |
$8.05K - $8.95K
|
12.8K
$418K
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
51+ 0.57% |
$1.33K - $1.48K
|
8.95K
$291K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 95.42% |
$52.2K - $57.2K
|
96
$3.12K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
127New |
$3.31K - $3.63K
|
127
$4.13K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
665+ 72.6% |
$14.7K - $17.8K
|
1.58K
$51.4K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78New |
$1.94K - $2.34K
|
78
$2.54K
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
808New |
$20.1K - $24.2K
|
808
$26.3K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
110New |
$2.74K - $3.3K
|
110
$3.58K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-918Closed |
$22.8K - $27.5K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-456Closed |
$11.3K - $13.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5KNew |
$40.9K - $47.5K
|
1.5K
$48.8K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.9KClosed |
$650K - $756K
|
0
$0
|