Institutional Ownership Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
327,012
shares
|
$12.3 Million
1.12% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
155,506
shares
|
$5.87 Million
1.82% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
148,085
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
136,095
shares
|
$5.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
115,061
shares
|
$4.34 Million
0.62% of portfolio
|
Q3 2024
Added 48.23%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
102,882
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
86,563
shares
|
$3.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
83,740
shares
|
$3.16 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
83,689
shares
|
$3.16 Million
1.2% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
55,635
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
54,298
shares
|
$2.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
48,088
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
44,519
shares
|
$1.68 Million
2.43% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
44,339
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
39,909
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,780
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
28,880
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
21,504
shares
|
$811,776
0.06% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,939
shares
|
$790,447
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,781
shares
|
$746,732
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
18,783
shares
|
$709,058
0.0% of portfolio
|
Q3 2024
Added 43.81%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
17,644
shares
|
$666,061
0.13% of portfolio
|
Q4 2022
Added 3.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,053
shares
|
$643,750
0.0% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
14,495
shares
|
$547,186
0.19% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,205
shares
|
$498,488
0.0% of portfolio
|
Q3 2024
Added 3.35%
|