Purchases and Sales Made in Q4 2025 in Northern Lts Fd Tr Iv Main The (TMAT)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main The (TMAT) during Q4 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MAIN THE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17KNew |
$434K - $486K
|
17K
$434K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.12K+ 4.48% |
$54.2K - $60.8K
|
49.6K
$1.27M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-285- 30.84% |
$7.28K - $8.16K
|
639
$16.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-4.18K- 20.43% |
$107K - $120K
|
16.3K
$416K
|