Latest Institutional Transactions on Northern Lts Fd Tr Iv Sterling (LCG)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Sterling (LCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26K+ 26.87% |
$812K - $873K
|
123K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$666K - $716K
|
21.3K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.87KNew |
$152K - $163K
|
4.87K
$161K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
145+ 17.12% |
$4.53K - $4.87K
|
992
$32.8K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.15KNew |
$254K - $274K
|
8.15K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.79K- 7.54% |
$305K - $328K
|
120K
$3.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.43K- 10.43% |
$232K - $249K
|
63.8K
$2.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 12.5% |
$340K - $365K
|
76.2K
$2.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.95K- 15.34% |
$279K - $300K
|
49.4K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
625+ 1.01% |
$19.5K - $21K
|
62.7K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-655- 8.95% |
$20.4K - $22K
|
6.66K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6- 0.08% |
$187 - $201
|
7.16K
$237K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.87KNew |
$71K - $90.8K
|
2.87K
$95K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.55KNew |
$162K - $207K
|
6.55K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
19.7KNew |
$547K - $650K
|
19.7K
$653K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$252K - $296K
|
10.2K
$336K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.17KNew |
$178K - $209K
|
7.17K
$237K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.27K - $2.69K
|
100
$3.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2K+ 37.04% |
$45.4K - $53.8K
|
7.4K
$245K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.6KNew |
$373K - $447K
|
20.6K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
750New |
$13.6K - $16.3K
|
750
$24.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-600- 36.59% |
$11.3K - $14.5K
|
1.04K
$34.4K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1KClosed |
$18.5K - $26.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-200Closed |
$4.69K - $6.06K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-305KClosed |
$7.65M - $8.46M
|
0
$0
|
|