Purchases and Sales Made in Q4 2024 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
367+ 4.37% |
$14.2K - $15.6K
|
8.76K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
351+ 4.04% |
$13.6K - $14.9K
|
9.04K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
208+ 0.67% |
$8.06K - $8.82K
|
31.4K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159New |
$6.16K - $6.74K
|
159
$6.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
134+ 58.77% |
$5.19K - $5.68K
|
362
$14.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
133+ 9.53% |
$5.15K - $5.64K
|
1.53K
$62.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
132+ 2.49% |
$5.11K - $5.6K
|
5.42K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
97+ 6.32% |
$3.76K - $4.11K
|
1.63K
$66.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63+ 4.57% |
$2.44K - $2.67K
|
1.44K
$58.8K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
38+ 0.35% |
$1.47K - $1.61K
|
10.9K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31+ 0.45% |
$1.2K - $1.31K
|
6.96K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
14+ 0.2% |
$542 - $594
|
7.14K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.55% |
$116 - $127
|
553
$22.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.54% |
$38.7 - $42.4
|
187
$7.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$38.7 - $42.4
|
6.93K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 1.01% |
$1.32K - $1.44K
|
3.35K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 1.81% |
$1.94K - $2.12K
|
2.71K
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-55- 0.85% |
$2.13K - $2.33K
|
6.38K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-95- 7.47% |
$3.68K - $4.03K
|
1.18K
$48K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-127- 0.3% |
$4.92K - $5.39K
|
42.1K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-133- 1.58% |
$5.15K - $5.64K
|
8.29K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-157- 2.35% |
$6.08K - $6.66K
|
6.53K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-221- 1.64% |
$8.56K - $9.37K
|
13.3K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-241- 4.52% |
$9.33K - $10.2K
|
5.09K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-260- 1.36% |
$10.1K - $11K
|
18.9K
$770K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-291- 7.45% |
$11.3K - $12.3K
|
3.61K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-345- 30.24% |
$13.4K - $14.6K
|
796
$32.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-392- 1.31% |
$15.2K - $16.6K
|
29.5K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-448- 1.87% |
$17.4K - $19K
|
23.5K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-516- 1.6% |
$20K - $21.9K
|
31.7K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-541- 6.71% |
$21K - $22.9K
|
7.52K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-863- 0.7% |
$33.4K - $36.6K
|
122K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-998- 11.92% |
$38.7K - $42.3K
|
7.38K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.46K- 3.84% |
$56.7K - $62K
|
36.6K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.46K- 29.31% |
$95.4K - $104K
|
5.94K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 27.24% |
$117K - $128K
|
8.08K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.06K- 10.29% |
$119K - $130K
|
26.7K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.2K- 1.73% |
$124K - $136K
|
181K
$7.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.25K- 12.11% |
$164K - $180K
|
30.8K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.26K- 4.76% |
$165K - $181K
|
85.3K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.7K- 45.76% |
$182K - $199K
|
5.57K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 5.12% |
$186K - $203K
|
88.8K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.31K- 25.55% |
$206K - $225K
|
15.5K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.37K- 20.29% |
$208K - $228K
|
21.1K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.61K- 16.21% |
$217K - $238K
|
29K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.12K- 6.06% |
$276K - $302K
|
110K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-7.23K- 19.58% |
$280K - $306K
|
29.7K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-13.5K- 3.18% |
$522K - $571K
|
410K
$16.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17.7K- 32.77% |
$686K - $751K
|
36.3K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.7K- 24.18% |
$803K - $879K
|
65K
$2.65M
|