Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.7KNew |
$1.48M - $1.64M
|
56.7K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.4KNew |
$1.34M - $1.49M
|
51.4K
$1.54M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47.3K+ 70.86% |
$1.23M - $1.37M
|
114K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
41.4K+ 8.57% |
$1.08M - $1.2M
|
524K
$15.7M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.4K+ 130.41% |
$921K - $1.02M
|
62.5K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.9K+ 16.2% |
$675K - $751K
|
186K
$5.58M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.1KNew |
$653K - $726K
|
25.1K
$751K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 31715.94% |
$570K - $634K
|
22K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.8KNew |
$465K - $517K
|
17.8K
$535K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.5KNew |
$403K - $448K
|
15.5K
$464K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 3.53% |
$388K - $432K
|
438K
$13.1M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 57.25% |
$374K - $416K
|
39.5K
$1.18M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.97K+ 29.06% |
$260K - $289K
|
44.3K
$1.33M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.26K+ 36.11% |
$189K - $210K
|
27.4K
$820K
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.85K+ 30.02% |
$126K - $141K
|
21K
$630K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.7K+ 1.41% |
$122K - $136K
|
338K
$10.1M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
4.24K+ 9.07% |
$110K - $123K
|
51K
$1.53M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.7K+ 1.4% |
$96.3K - $107K
|
268K
$8.05M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.35K+ 19.67% |
$87.2K - $97K
|
20.4K
$611K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 7.19% |
$80K - $89K
|
45.8K
$1.37M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.04K+ 7.6% |
$79.1K - $88K
|
43K
$1.29M
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.76K+ 2.28% |
$71.8K - $79.9K
|
124K
$3.7M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.31K+ 84.01% |
$60.2K - $66.9K
|
5.06K
$152K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 18.07% |
$26.3K - $29.3K
|
6.61K
$198K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
874+ 43.7% |
$22.8K - $25.3K
|
2.87K
$86.1K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
874+ 43.7% |
$22.8K - $25.3K
|
2.87K
$86.1K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
750+ 6.96% |
$19.5K - $21.7K
|
11.5K
$345K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
682+ 6.91% |
$17.8K - $19.8K
|
10.5K
$316K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
635New |
$16.5K - $18.4K
|
635
$19K
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
446+ 0.46% |
$11.6K - $12.9K
|
97.4K
$2.92M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
399+ 34.16% |
$10.4K - $11.6K
|
1.57K
$47K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
360+ 2.26% |
$9.37K - $10.4K
|
16.3K
$488K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
309+ 2.47% |
$8.05K - $8.95K
|
12.8K
$385K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
100+ 0.38% |
$2.6K - $2.9K
|
26.4K
$792K
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
51+ 0.57% |
$1.33K - $1.48K
|
8.95K
$268K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
33New |
$859 - $956
|
33
$989
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17+ 0.02% |
$443 - $492
|
68.3K
$2.05M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 1.16% |
$208 - $232
|
700
$21K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5+ 0.62% |
$130 - $145
|
815
$24.4K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.09% |
$78.1 - $86.9
|
279
$8.36K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75- 28.3% |
$1.95K - $2.17K
|
190
$5.69K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-158- 0.77% |
$4.11K - $4.58K
|
20.3K
$609K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-188- 0.27% |
$4.9K - $5.45K
|
68.9K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-536- 5.06% |
$14K - $15.5K
|
10.1K
$301K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-820- 8.13% |
$21.4K - $23.8K
|
9.26K
$278K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-843- 7.77% |
$22K - $24.4K
|
10K
$300K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-886- 4.9% |
$23.1K - $25.7K
|
17.2K
$516K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 10.35% |
$31K - $34.5K
|
10.3K
$309K
|