Northern Lts Fd Tr Iv Inspire BLES

BLES Quotes by TradingView
Institutional shares held 2.27 Million
0 calls
0 puts
Total value of holdings $85.9M
$0 calls
$0 puts
# of Institutions 67

Quarterly Institutional Activity in BLES

Shares Bought
Shares Sold
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Top Institutions Holding BLES

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Latest Institutional Activity in BLES

Top Purchases

Q1 2025
Sowell Financial Services LLC Shares Held: 78.2K ($2.95M)
47.8K Shares purchased
157.63% Added
Q1 2025
Strategic Equity Management Shares Held: 22.2K ($839K)
22.2K Shares purchased
New Holding
Q1 2025
Focus Financial Network, Inc. Shares Held: 16.9K ($638K)
16.9K Shares purchased
New Holding
Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 8.02K ($303K)
8.02K Shares purchased
New Holding
Q1 2025
Legacy Wealth Asset Management, LLC Shares Held: 162K ($6.13M)
5.29K Shares purchased
3.37% Added
View All Buyers

Top Sells

Q4 2024
Frontier Asset Management, LLC Shares Held: 73.2K ($2.76M)
10.5K Shares sold
12.54% Reduced
Q4 2024
Strategic Blueprint, LLC Shares Held: 37.3K ($1.41M)
7.01K Shares sold
15.82% Reduced
Q4 2024
Cwm, LLC Shares Held: 142K ($5.36M)
6.08K Shares sold
4.1% Reduced
Q4 2024
Keel Point, LLC Shares Held: 42.1K ($1.59M)
5.99K Shares sold
12.46% Reduced
Q4 2024
Ever Source Wealth Advisors, LLC Shares Held: 15.7K ($591K)
5.85K Shares sold
27.22% Reduced
View All Sellers

About BLES

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BLES Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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