Institutional Ownership Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
5,327
shares
|
$207,699
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,291
shares
|
$206,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,127
shares
|
$199,901
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
5,082
shares
|
$198,147
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,076
shares
|
$197,913
0.02% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
5,046
shares
|
$196,743
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
5,000
shares
|
$194,950
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,922
shares
|
$191,908
0.03% of portfolio
|
Q1 2024
Reduced 14.22%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,819
shares
|
$187,892
0.05% of portfolio
|
Q3 2024
Reduced 33.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,910
shares
|
$152,450
0.0% of portfolio
|
Q3 2024
Added 2438.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,905
shares
|
$152,255
0.04% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,381
shares
|
$131,825
0.01% of portfolio
|
Q1 2024
Added 8.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,762
shares
|
$107,690
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,558
shares
|
$99,736
0.0% of portfolio
|
Q1 2020
Added 84.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,462
shares
|
$95,993
0.0% of portfolio
|
Q3 2024
Added 30.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,128
shares
|
$82,970
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$68,232
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,536
shares
|
$59,888
0.0% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,395
shares
|
$54,391
0.0% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,378
shares
|
$53,728
0.0% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,271
shares
|
$49,556
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,141
shares
|
$44,487
0.0% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
550
shares
|
$21,444
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
501
shares
|
$19,533
0.0% of portfolio
|
Q2 2024
Reduced 61.46%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
500
shares
|
$19,495
0.0% of portfolio
|
Q1 2024
Added 4.17%
|