Latest Institutional Transactions on Northern Lts Fd Tr Iv (BIBL)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv (BIBL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.26KNew |
$204K - $223K
|
5.26K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.46K- 3.84% |
$56.7K - $62K
|
36.6K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-95- 7.47% |
$3.68K - $4.03K
|
1.18K
$45.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
14+ 0.2% |
$542 - $594
|
7.14K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.34K+ 2.15% |
$52.1K - $57K
|
63.7K
$2.47M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
135+ 42.45% |
$4.94K - $5.49K
|
453
$17.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5KNew |
$183K - $203K
|
5K
$194K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
601+ 8.88% |
$22K - $24.4K
|
7.37K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.58KNew |
$277K - $308K
|
7.58K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.05KNew |
$185K - $205K
|
5.05K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33K- 70.42% |
$1.21M - $1.34M
|
13.9K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.76K+ 2438.96% |
$138K - $153K
|
3.91K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.44K- 33.62% |
$89.4K - $99.3K
|
4.82K
$187K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2New |
$73.2 - $81.3
|
2
$77.4
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1K+ 12.99% |
$36.6K - $40.7K
|
8.7K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
5.08KNew |
$186K - $207K
|
5.08K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$73.2 - $81.3
|
5.34K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.05K+ 17.34% |
$258K - $287K
|
47.7K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6+ 0.08% |
$220 - $244
|
7.49K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.13KNew |
$188K - $209K
|
5.13K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-544- 6.02% |
$19.9K - $22.1K
|
8.49K
$329K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
4+ 0.02% |
$146 - $163
|
20.5K
$792K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-799- 61.46% |
$28.8K - $30.9K
|
501
$19.4K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$5.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.4K- 26.33% |
$303K - $325K
|
23.5K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 6.67% |
$4.8K - $5.15K
|
2.13K
$82.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.4K- 3.18% |
$231K - $248K
|
195K
$7.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
46New |
$1.66K - $1.78K
|
46
$1.78K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
104+ 1.78% |
$3.75K - $4.03K
|
5.96K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-18- 40.0% |
$650 - $697
|
27
$1.05K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
281+ 2.95% |
$10.1K - $10.9K
|
9.8K
$379K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
143New |
$5.16K - $5.54K
|
143
$5.54K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.19K- 4.92% |
$115K - $124K
|
61.7K
$2.39M
|
|
| Q1 2024 | |||||||
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
459New |
$15.6K - $17.9K
|
459
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9KNew |
$844K - $967K
|
24.9K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-215- 3.22% |
$7.3K - $8.37K
|
6.46K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.11KNew |
$207K - $238K
|
6.11K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
250+ 3.45% |
$8.49K - $9.73K
|
7.49K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-67- 0.67% |
$2.28K - $2.61K
|
9.89K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-213- 1.69% |
$7.23K - $8.29K
|
12.4K
$479K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.29M - $1.47M
|
37.9K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 4.17% |
$679 - $778
|
500
$19.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-479- 2.46% |
$16.3K - $18.6K
|
19K
$737K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.48K- 4.99% |
$102K - $122K
|
66.1K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-250- 12.5% |
$7.31K - $8.78K
|
1.75K
$67.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17K+ 74.49% |
$496K - $595K
|
39.7K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.79KNew |
$199K - $238K
|
6.79K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
276New |
$8.07K - $9.69K
|
276
$10.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
240New |
$7.02K - $8.42K
|
240
$9.29K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-7.33K- 51.58% |
$214K - $257K
|
6.88K
$266K
|
|