Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49.4KNew |
$1.09M - $1.32M
|
49.4K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.4K+ 61.9% |
$954K - $1.16M
|
113K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36.9K+ 4.21% |
$811K - $986K
|
914K
$26.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27.8K+ 2.36% |
$611K - $743K
|
1.2M
$35.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$530K - $644K
|
24.1K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 6.82% |
$467K - $568K
|
332K
$9.69M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14KNew |
$308K - $374K
|
14K
$407K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.87K+ 75.7% |
$217K - $264K
|
22.9K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.64KNew |
$212K - $258K
|
9.64K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.23K+ 53.52% |
$203K - $247K
|
26.5K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.73KNew |
$170K - $207K
|
7.73K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.14K+ 37.7% |
$157K - $191K
|
26.1K
$760K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.95K+ 19.1% |
$153K - $186K
|
43.4K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.63KNew |
$79.8K - $97K
|
3.63K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52KNew |
$77.5K - $94.2K
|
3.52K
$103K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.24K+ 2.69% |
$71.2K - $86.6K
|
123K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.61K+ 17.03% |
$57.4K - $69.7K
|
17.9K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 8.26% |
$46.1K - $56.1K
|
27.5K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1KNew |
$46.1K - $56.1K
|
2.1K
$61.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24K+ 6.18% |
$27.2K - $33.1K
|
21.3K
$619K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.14K+ 4.61% |
$25K - $30.4K
|
25.8K
$753K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
344+ 2.91% |
$7.57K - $9.2K
|
12.2K
$354K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
216New |
$4.75K - $5.78K
|
216
$6.29K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
197+ 0.65% |
$4.33K - $5.27K
|
30.7K
$894K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
188+ 12.03% |
$4.14K - $5.03K
|
1.75K
$51K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
179+ 0.64% |
$3.94K - $4.79K
|
28.4K
$827K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$1.32K - $1.61K
|
60
$1.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30New |
$660 - $803
|
30
$874
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
23+ 0.24% |
$506 - $615
|
9.6K
$280K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.16% |
$44 - $53.5
|
1.22K
$35.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-109- 1.91% |
$2.4K - $2.92K
|
5.6K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-207- 1.96% |
$4.55K - $5.54K
|
10.4K
$302K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-467- 68.48% |
$10.3K - $12.5K
|
215
$6.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-900- 50.0% |
$19.8K - $24.1K
|
900
$26.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.77K- 71.37% |
$38.9K - $47.3K
|
709
$20.7K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.19K- 10.87% |
$48.1K - $58.4K
|
17.9K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.13K- 21.04% |
$68.9K - $83.8K
|
11.8K
$343K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.45K- 28.82% |
$97.9K - $119K
|
11K
$320K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.2K- 7.22% |
$114K - $139K
|
66.8K
$1.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.59K- 13.76% |
$123K - $150K
|
35K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.38K- 17.08% |
$140K - $171K
|
31K
$903K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15.8K- 4.23% |
$348K - $423K
|
358K
$10.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-17.7K- 2.63% |
$389K - $473K
|
653K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-18.4K- 87.81% |
$404K - $491K
|
2.55K
$74.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-31K- 25.96% |
$681K - $828K
|
88.3K
$2.57M
|