Purchases and Sales Made in Q4 2025 in Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
53.2KNew |
$2.32M - $2.43M
|
53.2K
$2.36M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.1K+ 21.49% |
$527K - $553K
|
68.4K
$3.03M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
9.39K+ 5.03% |
$409K - $429K
|
196K
$8.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.7K+ 10.62% |
$74.1K - $77.8K
|
17.7K
$785K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.64K+ 2.38% |
$71.5K - $75.1K
|
70.5K
$3.13M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
836+ 18.51% |
$36.4K - $38.2K
|
5.35K
$237K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
822+ 288.42% |
$35.8K - $37.6K
|
1.11K
$49.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
607+ 13.27% |
$26.4K - $27.8K
|
5.18K
$230K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500+ 62.81% |
$21.8K - $22.9K
|
1.3K
$57.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
285+ 5.25% |
$12.4K - $13K
|
5.71K
$253K
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
87+ 0.22% |
$3.79K - $3.98K
|
39.3K
$1.75M
|
|
|
Jan 21, 2026
Q4 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
11+ 0.2% |
$479 - $503
|
5.54K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.02% |
$43.6 - $45.7
|
4.72K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.01% |
$43.6 - $45.7
|
7.1K
$315K
|
|
|
Jan 06, 2026
Q4 2025
|
Paradiem, LLC
|
SELL
|
- |
-2- 0.04% |
$87.1 - $91.5
|
5.48K
$243K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32- 0.35% |
$1.39K - $1.46K
|
9.04K
$401K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-66- 1.01% |
$2.88K - $3.02K
|
6.47K
$287K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-66- 1.44% |
$2.88K - $3.02K
|
4.51K
$200K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-144- 4.43% |
$6.27K - $6.59K
|
3.1K
$138K
|
|
|
Jan 23, 2026
Q4 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-299- 5.52% |
$13K - $13.7K
|
5.12K
$227K
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-626- 4.01% |
$27.3K - $28.6K
|
15K
$665K
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-989- 1.51% |
$43.1K - $45.2K
|
64.4K
$2.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.59K- 11.76% |
$113K - $118K
|
19.4K
$862K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.44K- 14.92% |
$150K - $157K
|
19.6K
$871K
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-47.8K- 90.59% |
$2.08M - $2.19M
|
4.97K
$220K
|
|