Institutional Ownership Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 3.27 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
15,512
shares
|
$568,359
0.1% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
14,816
shares
|
$542,858
0.05% of portfolio
|
Q2 2024
Reduced 46.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,785
shares
|
$541,722
0.0% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,687
shares
|
$501,491
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
13,132
shares
|
$481,156
0.31% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,150
shares
|
$408,536
0.0% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,211
shares
|
$374,131
0.0% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
9,763
shares
|
$357,716
0.04% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
9,684
shares
|
$354,821
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
8,701
shares
|
$318,804
0.11% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,681
shares
|
$318,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,512
shares
|
$311,879
0.0% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
8,317
shares
|
$304,734
0.29% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,999
shares
|
$293,083
0.0% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
7,597
shares
|
$278,354
0.15% of portfolio
|
Q2 2024
Reduced 20.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,392
shares
|
$270,842
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
6,542
shares
|
$239,698
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,029
shares
|
$220,902
0.01% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
5,707
shares
|
$209,104
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,644
shares
|
$206,796
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
4,115
shares
|
$150,773
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,059
shares
|
$148,721
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,378
shares
|
$123,769
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,966
shares
|
$108,674
0.0% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,916
shares
|
$106,842
0.06% of portfolio
|
Q3 2024
New holding
|