Purchases and Sales Made in Q3 2025 in Northern Lts Fd Tr Iv Sterling (LCG)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Sterling (LCG) during Q3 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV STERLING.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26K+ 26.87% |
$812K - $873K
|
123K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$666K - $716K
|
21.3K
$707K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.15KNew |
$254K - $274K
|
8.15K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.87KNew |
$152K - $163K
|
4.87K
$161K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
625+ 1.01% |
$19.5K - $21K
|
62.7K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
145+ 17.12% |
$4.53K - $4.87K
|
992
$32.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6- 0.08% |
$187 - $201
|
7.16K
$237K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-655- 8.95% |
$20.4K - $22K
|
6.66K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.43K- 10.43% |
$232K - $249K
|
63.8K
$2.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.95K- 15.34% |
$279K - $300K
|
49.4K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.79K- 7.54% |
$305K - $328K
|
120K
$3.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 12.5% |
$340K - $365K
|
76.2K
$2.52M
|
|