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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.5K+ 86.66% |
$651K - $733K
|
48.5K
$1.62M
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
873New |
$25.2K - $27.3K
|
873
$29.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$855K - $926K
|
29.6K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
176+ 45.71% |
$5.08K - $5.5K
|
561
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
42New |
$1.21K - $1.31K
|
42
$1.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.25K- 12.06% |
$36.1K - $39.1K
|
9.12K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.31K- 45.69% |
$37.9K - $41K
|
1.56K
$52.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
873New |
$25.2K - $27.3K
|
873
$29.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
69New |
$1.99K - $2.16K
|
69
$2.31K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.5K- 99.75% |
$1.67M - $1.8M
|
148
$4.96K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
28.4KNew |
$795K - $859K
|
28.4K
$951K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$296K - $319K
|
10.6K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.55K- 7.8% |
$183K - $198K
|
77.5K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.6KNew |
$1.75M - $1.89M
|
62.6K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
471New |
$13.2K - $14.3K
|
471
$15.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34+ 17.89% |
$952 - $1.03K
|
224
$7.5K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
16.7K+ 93.67% |
$421K - $495K
|
34.6K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.4K- 65.97% |
$338K - $398K
|
6.94K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9KNew |
$226K - $267K
|
9K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-676- 96.57% |
$17K - $20K
|
24
$804
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
265New |
$6.67K - $7.85K
|
265
$8.87K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
635New |
$16.5K - $18.4K
|
635
$21.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
309+ 2.47% |
$8.05K - $8.95K
|
12.8K
$430K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
51+ 0.57% |
$1.33K - $1.48K
|
8.95K
$300K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
127New |
$3.31K - $3.63K
|
127
$4.25K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
665+ 72.6% |
$14.7K - $17.8K
|
1.58K
$52.9K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
808New |
$20.1K - $24.2K
|
808
$27.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
110New |
$2.74K - $3.3K
|
110
$3.68K
|
|
|
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
$50.2K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.9KClosed |
$650K - $756K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-16.1KClosed |
$439K - $510K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-382Closed |
$12.8K - $13.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-31.3KClosed |
$1.05M - $1.13M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31Closed |
$1.03K - $1.14K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-68.4KClosed |
$2.27M - $2.51M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
SELL
|
- |
-29.8KClosed |
$916K - $994K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.45KClosed |
$230K - $294K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5Closed |
$119 - $133
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-69.2KClosed |
$1.31M - $1.79M
|
0
$0
|
|