Institutional Ownership Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $83.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
343,476
shares
|
$13.3 Million
1.06% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
157,075
shares
|
$6.06 Million
1.79% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
142,374
shares
|
$5.5 Million
0.73% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
142,008
shares
|
$5.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
137,116
shares
|
$5.29 Million
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
122,612
shares
|
$4.73 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
110,514
shares
|
$4.27 Million
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
88,455
shares
|
$3.41 Million
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
83,124
shares
|
$3.21 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
73,196
shares
|
$2.83 Million
1.22% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
56,241
shares
|
$2.17 Million
0.14% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
53,636
shares
|
$2.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
50,068
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
42,231
shares
|
$1.63 Million
0.73% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
42,098
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
39,235
shares
|
$1.51 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
37,325
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
30,355
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,943
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
27,610
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
24,524
shares
|
$946,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,939
shares
|
$808,245
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$763,546
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,949
shares
|
$731,431
0.0% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
18,931
shares
|
$730,736
0.57% of portfolio
|
Q4 2024
New holding
|