Institutional shares held 659,373
0 calls
0 puts
Total value of holdings $18.7M
$0 calls
$0 puts
# of Institutions 13


Latest Institutional Activity in LCG

Top Purchases

Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 19.7K ($559K)
Q4 2024
Ubs Group Ag Shares Held: 115 ($3.26K)
Q4 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q3 2024
Susquehanna International Group, LLP Shares Held: 47.2K ($1.34M)
Q3 2024
Sterling Capital Management LLC Shares Held: 10.2K ($288K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 77K ($2.18M)
Q1 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 134K ($3.8M)
Q1 2025
Truist Financial Corp Shares Held: 76.5K ($2.17M)
Q1 2025
D.A. Davidson & Co. Shares Held: 62.8K ($1.78M)
Q1 2025
Davenport & CO LLC Shares Held: 8.37K ($237K)

About LCG

Track Institutional and Insider Activities on LCG

Follow NORTHERN LTS FD TR IV STERLING and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells LCG shares.

Notify only if
Any

Insider Trading

Get notified when an Northern Lts Fd Tr Iv Sterling insider buys or sells LCG shares.

Notify only if
Any
Any
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×
20 item(s) selected

News

Receive news related to NORTHERN LTS FD TR IV STERLING

Track Activities on LCG