Purchases and Sales Made in Q2 2025 in Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES) during Q2 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
240KNew |
$8.02M - $9.76M
|
240K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.2K+ 437.45% |
$1.65M - $2M
|
60.5K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16KNew |
$535K - $651K
|
16K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 14.32% |
$507K - $618K
|
121K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 62.44% |
$424K - $516K
|
33K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6K+ 16.13% |
$422K - $513K
|
90.8K
$3.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 11.99% |
$346K - $421K
|
96.6K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.87K+ 7.41% |
$296K - $361K
|
129K
$5.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
5.43KNew |
$181K - $221K
|
5.43K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.4KNew |
$181K - $220K
|
5.4K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
5.18KNew |
$173K - $211K
|
5.18K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.1K+ 2.89% |
$137K - $167K
|
146K
$6.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.11K+ 16.51% |
$104K - $126K
|
21.9K
$934K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.48KNew |
$83K - $101K
|
2.48K
$106K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.17K+ 4.77% |
$72.5K - $88.2K
|
47.7K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
2.15K+ 9.68% |
$71.9K - $87.5K
|
24.4K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.74K+ 9.32% |
$58K - $70.6K
|
20.4K
$867K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 8.44% |
$36.9K - $44.9K
|
14.2K
$604K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.1K+ 85.96% |
$36.8K - $44.8K
|
2.38K
$101K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.08K+ 8.31% |
$36K - $43.9K
|
14.1K
$598K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
923+ 1.71% |
$30.8K - $37.5K
|
54.9K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
267+ 0.51% |
$8.92K - $10.9K
|
52.4K
$2.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 561.11% |
$3.38K - $4.11K
|
119
$5.07K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30New |
$1K - $1.22K
|
30
$1.28K
|
|
|
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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1- 0.01% |
$33.4 - $40.7
|
13.9K
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-86- 0.42% |
$2.87K - $3.5K
|
20.2K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-97- 1.59% |
$3.24K - $3.95K
|
5.99K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-158- 3.64% |
$5.28K - $6.43K
|
4.18K
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-250- 25.0% |
$8.36K - $10.2K
|
750
$31.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-254- 0.33% |
$8.49K - $10.3K
|
77.5K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-307- 3.83% |
$10.3K - $12.5K
|
7.71K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-326- 2.99% |
$10.9K - $13.3K
|
10.6K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-346- 2.55% |
$11.6K - $14.1K
|
13.2K
$563K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-423- 2.0% |
$14.1K - $17.2K
|
20.7K
$881K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-438- 0.3% |
$14.6K - $17.8K
|
146K
$6.21M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-498- 2.27% |
$16.6K - $20.3K
|
21.4K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-672- 2.88% |
$22.5K - $27.3K
|
22.7K
$965K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 99.91% |
$36K - $43.9K
|
1
$42.6
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.08K- 2.31% |
$36.2K - $44.1K
|
45.9K
$1.95M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.42K- 15.8% |
$47.5K - $57.8K
|
7.58K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.53K- 3.77% |
$51K - $62K
|
38.9K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.83K- 9.64% |
$61.1K - $74.4K
|
17.1K
$730K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.62K- 10.25% |
$87.4K - $106K
|
22.9K
$975K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.74K- 28.03% |
$158K - $193K
|
12.2K
$518K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-6.31K- 16.08% |
$211K - $257K
|
32.9K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-13.3K- 14.7% |
$443K - $539K
|
76.9K
$3.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.4K- 46.19% |
$449K - $546K
|
15.6K
$666K
|
|