Purchases and Sales Made in Q3 2025 in Northern Lts Fd Tr Iv Monarch (MBCC)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Monarch (MBCC) during Q3 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MONARCH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
268K+ 9.34% |
$9.67M - $10M
|
3.14M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.2KNew |
$585K - $605K
|
16.2K
$595K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
129New |
$4.66K - $4.82K
|
129
$4.74K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$72.2 - $74.7
|
2
$73.5
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11- 0.17% |
$397 - $411
|
6.57K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-312- 4.41% |
$11.3K - $11.7K
|
6.77K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-200K- 56.98% |
$7.22M - $7.47M
|
151K
$5.55M
|
|