Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
403K+ 85.0% |
$8.88M - $10.8M
|
877K
$26.3M
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
38.6K+ 3.4% |
$852K - $1.04M
|
1.18M
$35.2M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38.4K+ 11.47% |
$847K - $1.03M
|
373K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.8K+ 78.4% |
$678K - $825K
|
70K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18.9KNew |
$418K - $508K
|
18.9K
$568K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 5.2% |
$339K - $413K
|
311K
$9.33M
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
13.5K+ 12.73% |
$297K - $361K
|
119K
$3.57M
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.5K+ 1.74% |
$252K - $307K
|
671K
$20.1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 102.81% |
$224K - $272K
|
20K
$600K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.75K+ 36.29% |
$149K - $181K
|
25.4K
$760K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
5.7KNew |
$126K - $153K
|
5.7K
$171K
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.42K+ 3.81% |
$97.3K - $118K
|
120K
$3.6M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.11K+ 17.43% |
$68.4K - $83.2K
|
20.9K
$627K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.69K+ 10.53% |
$59.2K - $72K
|
28.2K
$845K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.61K+ 6.86% |
$57.5K - $69.9K
|
40.6K
$1.22M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 19.42% |
$46.7K - $56.8K
|
13K
$391K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.38K+ 9.88% |
$30.3K - $36.9K
|
15.3K
$459K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.36K+ 1.93% |
$30K - $36.5K
|
72K
$2.16M
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
945+ 3.2% |
$20.8K - $25.3K
|
30.5K
$914K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
665+ 3911.76% |
$14.7K - $17.8K
|
682
$20.4K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
665+ 72.6% |
$14.7K - $17.8K
|
1.58K
$47.4K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
407+ 3.57% |
$8.97K - $10.9K
|
11.8K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
396+ 33.93% |
$8.73K - $10.6K
|
1.56K
$46.8K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
265New |
$5.84K - $7.1K
|
265
$7.94K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$2.2K - $2.68K
|
100
$3K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77+ 0.45% |
$1.7K - $2.06K
|
17.3K
$517K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 4.1% |
$1.06K - $1.29K
|
1.22K
$36.5K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
26+ 1.06% |
$573 - $697
|
2.48K
$74.2K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-421- 2.75% |
$9.28K - $11.3K
|
14.9K
$446K
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-491- 1.95% |
$10.8K - $13.2K
|
24.7K
$740K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-715- 28.43% |
$15.8K - $19.2K
|
1.8K
$53.9K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-918- 8.0% |
$20.2K - $24.6K
|
10.6K
$316K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.16K- 6.98% |
$25.5K - $31K
|
15.4K
$463K
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
SELL
|
- |
-1.39K- 12.67% |
$30.6K - $37.2K
|
9.58K
$287K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 22.46% |
$232K - $283K
|
36.4K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.8K- 42.64% |
$612K - $745K
|
37.4K
$1.12M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-111K- 95.69% |
$2.45M - $2.98M
|
5.01K
$150K
|