Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (BLES) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.67K+ 15.6% |
$108K - $114K
|
19.8K
$843K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.55K- 45.61% |
$224K - $237K
|
6.61K
$281K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.42K- 15.8% |
$47.5K - $57.8K
|
7.58K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-250- 25.0% |
$8.36K - $10.2K
|
750
$31.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.1% |
$66.8 - $81.4
|
1.95K
$83.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
923+ 1.71% |
$30.8K - $37.5K
|
54.9K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.4KNew |
$181K - $220K
|
5.4K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
267+ 0.51% |
$8.92K - $10.9K
|
52.4K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30New |
$1K - $1.22K
|
30
$1.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
240KNew |
$8.02M - $9.76M
|
240K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.48KNew |
$83K - $101K
|
2.48K
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
5.18KNew |
$173K - $211K
|
5.18K
$220K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-35.8K- 63.7% |
$1.32M - $1.41M
|
20.4K
$869K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.61KNew |
$59.3K - $63.1K
|
1.61K
$68.5K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.5KNew |
$423K - $451K
|
11.5K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-7.49K- 56.7% |
$276K - $294K
|
5.72K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
844+ 4.49% |
$31.1K - $33.1K
|
19.7K
$837K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
313New |
$11.5K - $12.3K
|
313
$13.3K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
354New |
$13.1K - $14K
|
354
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
753New |
$27.8K - $29.7K
|
753
$32.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174+ 2.52% |
$6.43K - $6.87K
|
7.08K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 44.44% |
$2.22K - $2.37K
|
75
$3.19K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8KNew |
$584K - $624K
|
15.8K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.19KNew |
$155K - $166K
|
4.19K
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$659K - $704K
|
17.8K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
445+ 9.31% |
$16.4K - $17.6K
|
5.23K
$222K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
113New |
$4.06K - $4.48K
|
113
$4.81K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66KNew |
$203K - $224K
|
5.66K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.25KNew |
$189K - $208K
|
5.25K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-3.58K- 34.39% |
$129K - $142K
|
6.83K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-368- 1.73% |
$13.2K - $14.6K
|
20.9K
$891K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.96K+ 112.08% |
$283K - $303K
|
15.1K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-693Closed |
$24.6K - $26.4K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$14.2K - $15.2K
|
400
$17K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$213 - $228
|
6
$255
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-10.9K- 31.44% |
$372K - $408K
|
23.7K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.8KNew |
$301K - $331K
|
8.8K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20- 0.09% |
$684 - $752
|
22.1K
$940K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.03K- 2.29% |
$240K - $264K
|
299K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 7.06% |
$1.71K - $1.88K
|
658
$28K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 8.15% |
$1.81K - $1.99K
|
703
$29.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.14K- 87.61% |
$64.4K - $76.6K
|
302
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.89KNew |
$178K - $211K
|
5.89K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$597K - $709K
|
19.8K
$842K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-602- 85.75% |
$19K - $21K
|
100
$4.26K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.17KNew |
$292K - $309K
|
9.17K
$390K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.52KNew |
$203K - $225K
|
6.52K
$278K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
257New |
$8.01K - $8.86K
|
257
$10.9K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
897New |
$24.6K - $29.2K
|
897
$38.2K
|
|