Purchases and Sales Made in Q1 2024 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q1 2024. 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 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
125K+ 340.1% |
$4.1M - $4.5M
|
162K
$5.98M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
43.4K+ 70.29% |
$1.42M - $1.56M
|
105K
$3.89M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.8K+ 56.49% |
$946K - $1.04M
|
79.8K
$2.95M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
23KNew |
$756K - $829K
|
23K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.1KNew |
$692K - $759K
|
21.1K
$780K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 17.21% |
$469K - $515K
|
97.4K
$3.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$467K - $512K
|
14.2K
$527K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$369K - $405K
|
11.2K
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
11.2K+ 85.51% |
$368K - $404K
|
24.3K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$350K - $384K
|
10.7K
$394K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$334K - $366K
|
10.2K
$377K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.46K+ 6.6% |
$278K - $304K
|
136K
$5.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.63KNew |
$185K - $203K
|
5.63K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.61K+ 14.27% |
$151K - $166K
|
36.9K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.89K+ 9.76% |
$128K - $140K
|
43.7K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.54K+ 13.93% |
$116K - $127K
|
28.9K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.07K+ 1.19% |
$101K - $111K
|
261K
$9.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 18.5% |
$50.8K - $55.7K
|
9.91K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.28K+ 19.4% |
$42K - $46.1K
|
7.87K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
798+ 2.93% |
$26.2K - $28.7K
|
28.1K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
623+ 22.71% |
$20.5K - $22.4K
|
3.37K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
571New |
$18.7K - $20.6K
|
571
$21.1K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
446+ 3.73% |
$14.6K - $16.1K
|
12.4K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
404+ 4.07% |
$13.3K - $14.5K
|
10.3K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
377New |
$12.4K - $13.6K
|
377
$13.9K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
294+ 10.44% |
$9.65K - $10.6K
|
3.11K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
199+ 1.59% |
$6.53K - $7.17K
|
12.7K
$471K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
139+ 0.47% |
$4.56K - $5.01K
|
29.9K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
86+ 0.54% |
$2.82K - $3.1K
|
16.2K
$598K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23+ 1.03% |
$755 - $828
|
2.25K
$83.1K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 0.37% |
$492 - $540
|
4.09K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.26% |
$263 - $288
|
3.11K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.8 - $36
|
1
$37
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-625- 9.77% |
$20.5K - $22.5K
|
5.77K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-857- 4.74% |
$28.1K - $30.9K
|
17.2K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-979- 29.3% |
$32.1K - $35.3K
|
2.36K
$87.4K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.51K- 4.35% |
$49.6K - $54.4K
|
33.2K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-1.52K- 8.07% |
$49.7K - $54.6K
|
17.3K
$639K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.02K- 2.47% |
$66.4K - $72.8K
|
80K
$2.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.49K- 97.53% |
$81.7K - $89.7K
|
63
$2.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-4.49K- 86.53% |
$147K - $162K
|
699
$25.9K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.1K- 23.9% |
$167K - $184K
|
16.2K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.8K- 3.75% |
$355K - $390K
|
278K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-19.8K- 6.76% |
$649K - $712K
|
272K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-21.6K- 52.47% |
$709K - $778K
|
19.6K
$724K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-26.6K- 24.18% |
$872K - $956K
|
83.3K
$3.08M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-29.8K- 44.2% |
$979K - $1.07M
|
37.6K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-73.6K- 5.25% |
$2.42M - $2.65M
|
1.33M
$49.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 62.2% |
$3.32M - $3.64M
|
61.4K
$2.27M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-316K- 93.66% |
$10.4M - $11.4M
|
21.4K
$791K
|