Purchases and Sales Made in Q1 2023 in Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD) during Q1 2023. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
191K+ 15.88% |
$4.98M - $5.47M
|
1.39M
$41.5M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
67.4K+ 18.86% |
$1.76M - $1.93M
|
425K
$12.7M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.6KNew |
$980K - $1.08M
|
37.6K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.7K+ 28.8% |
$852K - $935K
|
146K
$4.35M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 118.27% |
$817K - $896K
|
57.8K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$614K - $674K
|
23.5K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.3K+ 68.69% |
$555K - $609K
|
52.3K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.2K+ 585.99% |
$554K - $608K
|
24.9K
$741K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.3K+ 39.96% |
$452K - $496K
|
60.7K
$1.81M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.9K+ 480.84% |
$442K - $485K
|
20.5K
$609K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3K+ 46.99% |
$348K - $381K
|
41.7K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 23.84% |
$307K - $337K
|
61.2K
$1.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$298K - $327K
|
11.4K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.98K+ 32.69% |
$234K - $257K
|
36.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.2K+ 1.87% |
$162K - $178K
|
339K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.36K+ 69.25% |
$140K - $153K
|
13.1K
$390K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.81K+ 13.73% |
$125K - $138K
|
39.9K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.19K+ 3.61% |
$83.2K - $91.3K
|
91.5K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16K+ 14.86% |
$82.4K - $90.4K
|
24.4K
$727K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.74K+ 2.61% |
$45.4K - $49.9K
|
68.6K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
993+ 10.3% |
$25.9K - $28.4K
|
10.6K
$317K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
649+ 2.12% |
$16.9K - $18.6K
|
31.3K
$933K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
537+ 3.0% |
$14K - $15.4K
|
18.5K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
485+ 2.01% |
$12.6K - $13.9K
|
24.6K
$732K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
438+ 1.91% |
$11.4K - $12.5K
|
23.3K
$695K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
127New |
$3.31K - $3.63K
|
127
$3.78K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
31+ 0.22% |
$808 - $887
|
14K
$417K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
22+ 0.02% |
$574 - $630
|
123K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 2.82% |
$522 - $572
|
689
$20.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34- 0.29% |
$887 - $973
|
11.7K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-54- 25.12% |
$1.41K - $1.55K
|
161
$4.79K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54- 3.08% |
$1.41K - $1.55K
|
1.7K
$50.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-132- 1.37% |
$3.44K - $3.78K
|
9.47K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-205- 1.98% |
$5.35K - $5.87K
|
10.1K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-243- 2.0% |
$6.34K - $6.95K
|
11.9K
$355K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-375- 30.74% |
$9.78K - $10.7K
|
845
$25.2K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-537- 2.91% |
$14K - $15.4K
|
17.9K
$534K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.45K- 5.61% |
$37.8K - $41.5K
|
24.4K
$726K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 8.2% |
$43K - $47.2K
|
18.5K
$550K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 95.42% |
$52.2K - $57.2K
|
96
$2.86K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.29K- 29.91% |
$85.7K - $94K
|
7.7K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-174K- 19.08% |
$4.55M - $4.99M
|
739K
$22M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-356K- 54.53% |
$9.29M - $10.2M
|
297K
$8.85M
|