Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
460K+ 26.7% |
$11.6M - $13.6M
|
2.18M
$65M
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
101KNew |
$2.55M - $3M
|
101K
$3.01M
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
91.9K+ 27.19% |
$2.31M - $2.72M
|
430K
$12.8M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.4KNew |
$2.2M - $2.59M
|
87.4K
$2.6M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
84KNew |
$2.11M - $2.49M
|
84K
$2.5M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
69.8KNew |
$1.76M - $2.07M
|
69.8K
$2.08M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
51.1K+ 1019.34% |
$1.29M - $1.51M
|
56.1K
$1.67M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.6K+ 110.65% |
$1.2M - $1.41M
|
90.5K
$2.7M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.1K+ 155.15% |
$857K - $1.01M
|
56K
$1.67M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25.8K+ 22.61% |
$648K - $764K
|
140K
$4.16M
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
25.7K+ 9.58% |
$647K - $762K
|
294K
$8.76M
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
24.5K+ 4.67% |
$615K - $725K
|
549K
$16.3M
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
22.4K+ 23.02% |
$564K - $664K
|
120K
$3.57M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18.6KNew |
$469K - $553K
|
18.6K
$555K
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
16.7K+ 93.67% |
$421K - $495K
|
34.6K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7KNew |
$419K - $494K
|
16.7K
$496K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 29.56% |
$329K - $388K
|
57.3K
$1.71M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8KNew |
$297K - $350K
|
11.8K
$352K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$271K - $320K
|
10.8K
$321K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
10KNew |
$252K - $297K
|
10K
$298K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9KNew |
$226K - $267K
|
9K
$268K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.82K+ 4.71% |
$147K - $173K
|
129K
$3.85M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.39K+ 34.8% |
$136K - $160K
|
20.9K
$621K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 1.2% |
$133K - $156K
|
443K
$13.2M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.85KNew |
$96.8K - $114K
|
3.85K
$115K
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.54K+ 16.87% |
$89.2K - $105K
|
24.6K
$731K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.67KNew |
$67.2K - $79.1K
|
2.67K
$79.5K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 4.06% |
$46.8K - $55.1K
|
47.7K
$1.42M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.8K+ 114.74% |
$45.2K - $53.3K
|
3.37K
$100K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.71K+ 14.81% |
$42.9K - $50.6K
|
13.2K
$394K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 2.72% |
$36.2K - $42.6K
|
54.3K
$1.62M
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.33K+ 2.61% |
$33.5K - $39.4K
|
52.4K
$1.56M
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
942+ 1.38% |
$23.7K - $27.9K
|
69.2K
$2.06M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
562+ 2.24% |
$14.1K - $16.7K
|
25.6K
$763K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
538+ 5.38% |
$13.5K - $15.9K
|
10.5K
$314K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
455New |
$11.4K - $13.5K
|
455
$13.5K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
390+ 2.27% |
$9.81K - $11.6K
|
17.6K
$524K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
385New |
$9.69K - $11.4K
|
385
$11.5K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
265New |
$6.67K - $7.85K
|
265
$7.89K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
221New |
$5.56K - $6.55K
|
221
$6.58K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
154New |
$3.87K - $4.56K
|
154
$4.58K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51+ 0.49% |
$1.28K - $1.51K
|
10.4K
$309K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.99% |
$151 - $178
|
611
$18.2K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.43% |
$101 - $119
|
283
$8.42K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9- 0.09% |
$226 - $267
|
10.1K
$299K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 1.19% |
$1.51K - $1.78K
|
5K
$149K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-106- 0.39% |
$2.67K - $3.14K
|
27.3K
$811K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.01% |
$2.67K - $3.14K
|
10.4K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-176- 2.29% |
$4.43K - $5.21K
|
7.52K
$224K
|