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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 66.08% |
$342K - $377K
|
27.7K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
319New |
$9.89K - $10.9K
|
319
$12.4K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
562New |
$17.4K - $19.2K
|
562
$21.8K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 64.8% |
$444K - $485K
|
8.01K
$310K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.17K- 20.21% |
$126K - $137K
|
16.5K
$637K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.88KNew |
$237K - $259K
|
7.88K
$305K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$2.96K - $3.33K
|
100
$3.87K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.48K - $1.66K
|
50
$1.94K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
211New |
$6.25K - $7.02K
|
211
$8.17K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-72.3KClosed |
$1.96M - $2.3M
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100+ 41.67% |
$2.71K - $3.18K
|
340
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
287New |
$7.79K - $9.14K
|
287
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.77KNew |
$184K - $215K
|
6.77K
$262K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-728- 94.67% |
$19.8K - $23.2K
|
41
$1.59K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7- 0.07% |
$190 - $223
|
10.8K
$416K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50New |
$1.38K - $1.69K
|
50
$1.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-74- 44.85% |
$2.05K - $2.51K
|
91
$3.52K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
17+ 0.21% |
$471 - $576
|
8.02K
$310K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
360New |
$9.96K - $12.2K
|
360
$13.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.46KNew |
$123K - $151K
|
4.46K
$173K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
4.29KNew |
$122K - $156K
|
4.29K
$166K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.47KClosed |
$184K - $235K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21Closed |
$597 - $764
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-19KClosed |
$539K - $690K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-6.37KClosed |
$181K - $232K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.52KClosed |
$185K - $237K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.9K- 25.22% |
$82.4K - $106K
|
8.6K
$333K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
89New |
$2.53K - $3.24K
|
89
$3.45K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$36.6K - $46.8K
|
1.29K
$49.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-400Closed |
$11.4K - $14.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57KClosed |
$44.5K - $57.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.44KClosed |
$213K - $253K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-41.3KClosed |
$1.36M - $1.62M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
335+ 13.7% |
$11.1K - $13.2K
|
2.78K
$108K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-4.61KClosed |
$152K - $181K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
109New |
$3.6K - $4.28K
|
109
$4.22K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.48KClosed |
$181K - $215K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-4.87KClosed |
$182K - $227K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.77KClosed |
$215K - $268K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.5KClosed |
$168K - $209K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.08KClosed |
$339K - $422K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.96KClosed |
$185K - $230K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-242Closed |
$10.1K - $11K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-58.9KClosed |
$2.47M - $2.69M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26Closed |
$1.02K - $1.11K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.54KClosed |
$60.7K - $65.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.8KClosed |
$536K - $580K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.36KClosed |
$41.6K - $47.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.17K+ 84.71% |
$45.1K - $70.6K
|
4.73K
$183K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.37KClosed |
$226K - $255K
|
0
$0
|
|