Institutional Ownership Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,809
shares
|
$143,067
0.0% of portfolio
|
Q2 2024
Reduced 14.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,565
shares
|
$135,808
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,023
shares
|
$119,684
0.04% of portfolio
|
Q3 2024
Reduced 35.33%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
3,688
shares
|
$109,718
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,646
shares
|
$108,468
0.02% of portfolio
|
Q3 2024
Added 33.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,476
shares
|
$103,411
0.0% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,739
shares
|
$81,485
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,788
shares
|
$53,193
0.0% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,302
shares
|
$38,734
0.01% of portfolio
|
Q3 2024
Added 35.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,145
shares
|
$34,063
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
873
shares
|
$25,971
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
561
shares
|
$16,689
0.0% of portfolio
|
Q2 2024
Added 45.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
550
shares
|
$16,362
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
472
shares
|
$14,042
0.0% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
471
shares
|
$14,012
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
407
shares
|
$12,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
356
shares
|
$10,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
287
shares
|
$8,538
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
245
shares
|
$7,288
0.0% of portfolio
|
Q3 2024
Added 72.54%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
224
shares
|
$6,664
0.0% of portfolio
|
Q1 2024
Added 17.89%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
119
shares
|
$3,540
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
91
shares
|
$2,707
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
78
shares
|
$2,320
0.0% of portfolio
|
Q2 2022
New holding
|