Purchases and Sales Made in Q1 2023 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q1 2023. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
274K+ 35.86% |
$8.1M - $9.45M
|
1.04M
$38.4M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
39.9K+ 22.35% |
$1.18M - $1.38M
|
219K
$8.09M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.1K+ 12.71% |
$593K - $693K
|
178K
$6.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$323K - $377K
|
10.9K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.64KNew |
$226K - $264K
|
7.64K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.86KNew |
$203K - $237K
|
6.86K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 16.69% |
$167K - $195K
|
39.5K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.38KNew |
$99.9K - $117K
|
3.38K
$125K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.54K+ 5.14% |
$75K - $87.5K
|
51.9K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.49K+ 100.0% |
$73.6K - $85.9K
|
4.98K
$184K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49KNew |
$44.1K - $51.5K
|
1.49K
$55.2K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.3K+ 17.9% |
$38.4K - $44.9K
|
8.56K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.13K+ 8.16% |
$33.3K - $38.9K
|
14.9K
$552K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
792+ 1.22% |
$23.4K - $27.3K
|
65.8K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
670+ 9.07% |
$19.8K - $23.1K
|
8.06K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
643+ 1.04% |
$19K - $22.2K
|
62.6K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
493+ 4.81% |
$14.6K - $17K
|
10.8K
$398K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
106+ 0.09% |
$3.13K - $3.66K
|
121K
$4.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
91New |
$2.69K - $3.14K
|
91
$3.37K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
64+ 0.77% |
$1.89K - $2.21K
|
8.36K
$309K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
27+ 0.35% |
$798 - $932
|
7.77K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26+ 0.24% |
$769 - $897
|
10.7K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 0.24% |
$444 - $518
|
6.3K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$29.6 - $34.5
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4Closed |
$118 - $138
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20- 0.95% |
$591 - $690
|
2.08K
$76.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 0.91% |
$2.4K - $2.8K
|
8.78K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-90- 0.29% |
$2.66K - $3.11K
|
30.7K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
SELL
|
- |
-243- 0.11% |
$7.19K - $8.39K
|
225K
$8.31M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-288- 0.52% |
$8.52K - $9.94K
|
55.3K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-400- 8.89% |
$11.8K - $13.8K
|
4.1K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-431- 16.05% |
$12.7K - $14.9K
|
2.26K
$83.4K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-675- 5.9% |
$20K - $23.3K
|
10.8K
$399K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-682- 2.08% |
$20.2K - $23.5K
|
32.1K
$1.19M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-742- 4.73% |
$21.9K - $25.6K
|
14.9K
$552K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.13K- 7.54% |
$33.3K - $38.9K
|
13.8K
$511K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.77K- 16.7% |
$52.5K - $61.2K
|
8.85K
$327K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.36K- 17.85% |
$69.8K - $81.4K
|
10.9K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.32K- 18.37% |
$98.1K - $115K
|
14.7K
$546K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.65K- 4.05% |
$108K - $126K
|
86.4K
$3.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.89K- 1.63% |
$115K - $134K
|
234K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-6.71K- 95.57% |
$198K - $232K
|
311
$11.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-9.35K- 7.99% |
$276K - $323K
|
108K
$3.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-164K- 42.46% |
$4.85M - $5.66M
|
222K
$8.22M
|