Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
108KNew |
$4.38M - $4.64M
|
108K
$4.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
31KNew |
$1.25M - $1.33M
|
31K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.4KNew |
$784K - $829K
|
19.4K
$825K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 10.52% |
$621K - $657K
|
161K
$6.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.82K+ 14.88% |
$276K - $292K
|
52.7K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.81KNew |
$235K - $249K
|
5.81K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.09K+ 18.03% |
$165K - $175K
|
26.8K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.67K+ 15.6% |
$108K - $114K
|
19.8K
$843K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
2.52K+ 10.32% |
$102K - $108K
|
26.9K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.23K+ 10.75% |
$90K - $95.2K
|
22.9K
$976K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.19K+ 10.74% |
$88.5K - $93.6K
|
22.6K
$960K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 1.95% |
$76.3K - $80.7K
|
98.5K
$4.19M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.4KNew |
$56.7K - $60K
|
1.4K
$59.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
969+ 1.07% |
$39.2K - $41.5K
|
91.8K
$3.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
883+ 1.14% |
$35.7K - $37.8K
|
78.4K
$3.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
844+ 4.45% |
$34.1K - $36.1K
|
19.8K
$843K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
820New |
$33.2K - $35.1K
|
820
$34.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
811+ 19.41% |
$32.8K - $34.7K
|
4.99K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
748+ 9.7% |
$30.2K - $32K
|
8.46K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
606New |
$24.5K - $25.9K
|
606
$25.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
301+ 2.17% |
$12.2K - $12.9K
|
14.2K
$604K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
197+ 0.16% |
$7.96K - $8.43K
|
121K
$5.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
195New |
$7.88K - $8.34K
|
195
$8.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
169+ 11.35% |
$6.83K - $7.23K
|
1.66K
$70.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
105+ 1.39% |
$4.25K - $4.49K
|
7.68K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
65+ 2.73% |
$2.63K - $2.78K
|
2.45K
$104K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
60+ 0.43% |
$2.43K - $2.57K
|
14.1K
$601K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46+ 0.44% |
$1.86K - $1.97K
|
10.6K
$452K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7+ 0.1% |
$283 - $299
|
6.78K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.29% |
$121 - $128
|
236
$10K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$40.4 - $42.8
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70- 58.82% |
$2.83K - $2.99K
|
49
$2.09K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-104- 1.74% |
$4.2K - $4.45K
|
5.88K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-328- 6.04% |
$13.3K - $14K
|
5.1K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-482- 1.85% |
$19.5K - $20.6K
|
25.6K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-608- 4.29% |
$24.6K - $26K
|
13.6K
$578K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-914- 2.78% |
$37K - $39.1K
|
32K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.06K- 56.96% |
$42.9K - $45.3K
|
801
$34.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 5.29% |
$45.8K - $48.5K
|
20.3K
$864K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 5.71% |
$46.7K - $49.4K
|
19.1K
$812K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 9.61% |
$51.4K - $54.4K
|
12K
$509K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.07K- 4.34% |
$83.7K - $88.6K
|
45.6K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.93K- 2.01% |
$119K - $125K
|
143K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.52K- 15.38% |
$142K - $151K
|
19.4K
$825K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.49K- 11.54% |
$181K - $192K
|
34.4K
$1.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.55K- 45.61% |
$224K - $237K
|
6.61K
$281K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.67K- 4.61% |
$229K - $243K
|
117K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.06K- 44.16% |
$286K - $302K
|
8.93K
$380K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.94K- 57.11% |
$361K - $382K
|
6.71K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-10.9K- 14.1% |
$439K - $464K
|
66.1K
$2.81M
|
|