Purchases and Sales Made in Q2 2024 in Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
79.8K+ 49.32% |
$2.63M - $2.89M
|
242K
$9.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 70.15% |
$1.85M - $2.02M
|
136K
$5.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
38.5KNew |
$1.27M - $1.39M
|
38.5K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
34.5KNew |
$1.14M - $1.25M
|
34.5K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
31.4KNew |
$1.03M - $1.13M
|
31.4K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.9KNew |
$624K - $684K
|
18.9K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 33.59% |
$417K - $457K
|
50.3K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$352K - $386K
|
10.7K
$404K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10KNew |
$331K - $363K
|
10K
$379K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
8.92K+ 9.16% |
$294K - $323K
|
106K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.21K+ 3.82% |
$172K - $189K
|
142K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.89K+ 17.44% |
$161K - $177K
|
32.9K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.18K+ 7.28% |
$105K - $115K
|
46.9K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22KNew |
$73.3K - $80.4K
|
2.22K
$84.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.97K+ 94.89% |
$64.9K - $71.2K
|
4.04K
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 959.76% |
$51.9K - $56.9K
|
1.74K
$65.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.21K+ 10.75% |
$39.8K - $43.7K
|
12.4K
$470K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
611+ 4.92% |
$20.2K - $22.1K
|
13K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
516New |
$17K - $18.7K
|
516
$19.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
500New |
$16.5K - $18.1K
|
500
$18.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
480New |
$15.8K - $17.4K
|
480
$18.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
425New |
$14K - $15.4K
|
425
$16.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
397+ 4.01% |
$13.1K - $14.4K
|
10.3K
$390K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
358New |
$11.8K - $12.9K
|
358
$13.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
358New |
$11.8K - $12.9K
|
358
$13.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
355+ 1.66% |
$11.7K - $12.8K
|
21.7K
$822K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
237+ 3.01% |
$7.82K - $8.57K
|
8.11K
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
204+ 29.18% |
$6.73K - $7.38K
|
903
$34.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
103+ 1.78% |
$3.4K - $3.73K
|
5.88K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
79+ 5.43% |
$2.61K - $2.86K
|
1.54K
$58K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50+ 0.48% |
$1.65K - $1.81K
|
10.4K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
37New |
$1.22K - $1.34K
|
37
$1.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 0.42% |
$561 - $615
|
4.1K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.02% |
$66 - $72.3
|
12.7K
$482K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$33 - $36.2
|
232
$8.77K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 0.56% |
$627 - $687
|
3.35K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 35.29% |
$1.98K - $2.17K
|
110
$4.16K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-67- 0.22% |
$2.21K - $2.42K
|
29.8K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-294- 9.45% |
$9.7K - $10.6K
|
2.82K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-303- 80.37% |
$9.99K - $11K
|
74
$2.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-569- 45.52% |
$18.8K - $20.6K
|
681
$25.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-742- 2.01% |
$24.5K - $26.8K
|
36.2K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.15K- 6.69% |
$38K - $41.6K
|
16.1K
$607K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-2.11K- 20.29% |
$69.6K - $76.3K
|
8.28K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.28K- 96.53% |
$75.2K - $82.5K
|
82
$3.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.79K- 3.35% |
$92K - $101K
|
80.5K
$3.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.29K- 32.56% |
$174K - $191K
|
10.9K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.58K- 31.2% |
$217K - $238K
|
14.5K
$548K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.87K- 9.84% |
$260K - $285K
|
72.1K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.25K- 38.0% |
$305K - $334K
|
15.1K
$570K
|