Institutional Ownership Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,280
shares
|
$30,348
0.0% of portfolio
|
Q4 2024
Added 275.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,095
shares
|
$25,962
0.0% of portfolio
|
Q2 2024
Added 35.52%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$23,710
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
904
shares
|
$21,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
637
shares
|
$15,103
0.0% of portfolio
|
Q4 2024
Reduced 26.36%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
394
shares
|
$9,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
384
shares
|
$9,104
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
256
shares
|
$6,069
0.0% of portfolio
|
Q4 2024
Reduced 59.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
226
shares
|
$5,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
202
shares
|
$4,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
58
shares
|
$1,375
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|