Latest Institutional Purchases of Northern Lts Fd Tr Iv Inspire (WWJD)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (WWJD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
270New |
$7.79K - $8.43K
|
270
$8.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
176+ 45.71% |
$5.08K - $5.5K
|
561
$16.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 5.36% |
$2.63K - $2.84K
|
1.79K
$53.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
69New |
$1.99K - $2.16K
|
69
$2.05K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
42New |
$1.21K - $1.31K
|
42
$1.25K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.6KNew |
$1.75M - $1.89M
|
62.6K
$1.86M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
28.4KNew |
$795K - $859K
|
28.4K
$845K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$296K - $319K
|
10.6K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
471New |
$13.2K - $14.3K
|
471
$14K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34+ 17.89% |
$952 - $1.03K
|
224
$6.67K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
16.7K+ 93.67% |
$421K - $495K
|
34.6K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9KNew |
$226K - $267K
|
9K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
390+ 2.27% |
$9.81K - $11.6K
|
17.6K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
265New |
$6.67K - $7.85K
|
265
$7.89K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
635New |
$16.5K - $18.4K
|
635
$18.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
309+ 2.47% |
$8.05K - $8.95K
|
12.8K
$382K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
51+ 0.57% |
$1.33K - $1.48K
|
8.95K
$267K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
127New |
$3.31K - $3.63K
|
127
$3.78K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
665+ 72.6% |
$14.7K - $17.8K
|
1.58K
$47.1K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
808New |
$20.1K - $24.2K
|
808
$24.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
110New |
$2.74K - $3.3K
|
110
$3.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78New |
$1.94K - $2.34K
|
78
$2.32K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5KNew |
$40.9K - $47.5K
|
1.5K
$44.7K
|
|