Institutional Ownership Northern Lts Fd Tr Iv Inspire (GLRY)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (GLRY). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 2.05 Million shares, which have been reported (via 13F filing form) to have a value of $60.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
786,747
shares
|
$23.3 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
712,390
shares
|
$21.1 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
177,280
shares
|
$5.24 Million
0.67% of portfolio
|
Q1 2025
Added 192.41%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
134,738
shares
|
$3.98 Million
0.25% of portfolio
|
Q1 2025
Added 0.32%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
56,409
shares
|
$1.67 Million
0.09% of portfolio
|
Q1 2025
Added 3.5%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,509
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 10.37%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
24,262
shares
|
$717,427
0.0% of portfolio
|
Q1 2025
Added 4.02%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,450
shares
|
$663,846
0.0% of portfolio
|
Q1 2025
Added 39.41%
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
20,303
shares
|
$600,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,823
shares
|
$438,316
0.0% of portfolio
|
Q1 2025
Added 4.45%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,457
shares
|
$368,353
0.0% of portfolio
|
Q1 2025
Added 26.4%
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
11,955
shares
|
$353,509
0.35% of portfolio
|
Q4 2024
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,678
shares
|
$315,748
0.01% of portfolio
|
Q1 2025
Added 5.65%
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
10,503
shares
|
$310,573
0.08% of portfolio
|
Q4 2024
Added 28.52%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,164
shares
|
$241,409
0.0% of portfolio
|
Q4 2024
Reduced 46.26%
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
7,944
shares
|
$234,904
0.01% of portfolio
|
Q4 2024
Reduced 79.5%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,267
shares
|
$214,885
0.02% of portfolio
|
Q1 2025
Added 4.02%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,455
shares
|
$161,304
0.0% of portfolio
|
Q1 2025
Reduced 56.23%
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
4,605
shares
|
$136,169
0.12% of portfolio
|
Q4 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,449
shares
|
$72,416
0.0% of portfolio
|
Q1 2025
Added 22.21%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,239
shares
|
$66,207
0.0% of portfolio
|
Q3 2024
Added 15.47%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,475
shares
|
$43,615
0.0% of portfolio
|
Q4 2024
Added 280.15%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
862
shares
|
$25,489
0.0% of portfolio
|
Q4 2024
Added 43.91%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
844
shares
|
$24,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
413
shares
|
$12,212
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|