Latest Institutional Purchases of Northern Lts Fd Tr Iv Inspire (BLES)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (BLES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
123KNew |
$4.53M - $4.84M
|
123K
$4.74M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
50.1KNew |
$1.85M - $1.98M
|
50.1K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.4KNew |
$1.12M - $1.2M
|
30.4K
$1.17M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27.3K+ 23.74% |
$1.01M - $1.08M
|
142K
$5.5M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.5KNew |
$906K - $969K
|
24.5K
$948K
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
18.9KNew |
$700K - $748K
|
18.9K
$732K
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
18.8KNew |
$695K - $743K
|
18.8K
$727K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$659K - $704K
|
17.8K
$689K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16.5K+ 5.03% |
$608K - $650K
|
343K
$13.3M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8KNew |
$584K - $624K
|
15.8K
$611K
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
13.2KNew |
$488K - $522K
|
13.2K
$511K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.63K+ 7.42% |
$282K - $301K
|
111K
$4.27M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.19KNew |
$155K - $166K
|
4.19K
$162K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.9K+ 11.12% |
$70.1K - $74.9K
|
18.9K
$732K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 2.19% |
$69.9K - $74.7K
|
88.5K
$3.42M
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.57K+ 1.01% |
$58K - $62K
|
157K
$6.07M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$47.5K - $50.8K
|
1.29K
$49.7K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02K+ 0.75% |
$37.7K - $40.3K
|
137K
$5.3M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
960+ 7.3% |
$35.5K - $37.9K
|
14.1K
$546K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
753New |
$27.8K - $29.7K
|
753
$29.1K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
606+ 1.09% |
$22.4K - $23.9K
|
56.2K
$2.17M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
588+ 4.95% |
$21.7K - $23.2K
|
12.5K
$482K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
445+ 9.31% |
$16.4K - $17.6K
|
5.23K
$202K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
198+ 2.3% |
$7.32K - $7.82K
|
8.81K
$341K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174+ 2.52% |
$6.43K - $6.87K
|
7.08K
$273K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158+ 1.2% |
$5.84K - $6.24K
|
13.4K
$516K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
147+ 0.78% |
$5.43K - $5.81K
|
18.9K
$732K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92+ 0.91% |
$3.4K - $3.63K
|
10.2K
$393K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 0.58% |
$924 - $988
|
4.34K
$168K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18+ 0.17% |
$665 - $711
|
10.9K
$421K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.66% |
$111 - $119
|
456
$17.6K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$73.9 - $79
|
233
$9.01K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$427K - $471K
|
11.9K
$459K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66KNew |
$203K - $224K
|
5.66K
$219K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.25KNew |
$189K - $208K
|
5.25K
$203K
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.16KNew |
$185K - $205K
|
5.16K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
719+ 71900.0% |
$25.8K - $28.5K
|
720
$27.8K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
113New |
$4.06K - $4.48K
|
113
$4.37K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.96K+ 112.08% |
$283K - $303K
|
15.1K
$582K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$14.2K - $15.2K
|
400
$15.5K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 5.23% |
$2.63K - $2.82K
|
1.49K
$57.5K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$213 - $228
|
6
$232
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.3K+ 65.49% |
$1.31M - $1.44M
|
96.8K
$3.74M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.8KNew |
$301K - $331K
|
8.8K
$340K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 8.15% |
$1.81K - $1.99K
|
703
$27.2K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108K+ 1697.29% |
$3.27M - $3.88M
|
115K
$4.43M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$597K - $709K
|
19.8K
$765K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.24K+ 44.18% |
$218K - $259K
|
23.6K
$913K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.89KNew |
$178K - $211K
|
5.89K
$228K
|