Latest Institutional Purchases of Northern Lts Fd Tr Iv Main The (TMAT)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Main The (TMAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.9KNew |
$455K - $553K
|
29.9K
$559K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15K+ 5.73% |
$32.7K - $39.7K
|
39.7K
$742K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
223New |
$3.39K - $4.12K
|
223
$4.17K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142New |
$2.16K - $2.62K
|
142
$2.65K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$228 - $277
|
15
$280
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
824K+ 203.67% |
$12.8M - $14.3M
|
1.23M
$23M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1KNew |
$951K - $1.06M
|
61.1K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
55.1KNew |
$859K - $959K
|
55.1K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1K+ 40.51% |
$251K - $280K
|
55.8K
$1.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10KNew |
$156K - $174K
|
10K
$187K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.59K+ 10.44% |
$149K - $167K
|
101K
$1.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.41K+ 10.22% |
$68.6K - $76.6K
|
47.5K
$888K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 95.12% |
$30.4K - $33.9K
|
4K
$74.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.88K+ 2.24% |
$29.3K - $32.7K
|
85.8K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.5K+ 12.35% |
$23.4K - $26.2K
|
13.7K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.02% |
$18.3K - $20.4K
|
59.3K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
797+ 15940.0% |
$12.4K - $13.9K
|
802
$15K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
558+ 103.53% |
$8.69K - $9.71K
|
1.1K
$20.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$2.96K - $3.31K
|
190
$3.55K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
166New |
$2.59K - $2.89K
|
166
$3.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
139+ 0.4% |
$2.17K - $2.42K
|
35.1K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
122New |
$1.9K - $2.12K
|
122
$2.28K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45New |
$701 - $783
|
45
$841
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500New |
$7.6K - $8.78K
|
500
$9.35K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$3.04K - $3.51K
|
200
$3.74K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151New |
$2.29K - $2.65K
|
151
$2.82K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
112+ 35.44% |
$1.7K - $1.97K
|
428
$8K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.58KNew |
$57.8K - $77.1K
|
4.58K
$85.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.67KNew |
$21.1K - $28.2K
|
1.67K
$31.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
149New |
$1.88K - $2.51K
|
149
$2.78K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$656 - $876
|
52
$972
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37New |
$467 - $623
|
37
$692
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.9KNew |
$437K - $534K
|
32.9K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$147K - $180K
|
11.1K
$207K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
90New |
$1.19K - $1.46K
|
90
$1.68K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
55New |
$712 - $829
|
55
$1.03K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 7.92% |
$10.1K - $12.4K
|
11.1K
$208K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
273New |
$3.39K - $4.16K
|
273
$5.1K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
57New |
$707 - $868
|
57
$1.07K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$267 - $316
|
23
$430
|
|
| Q2 2022 | |||||||
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
108+ 8.24% |
$1.37K - $1.95K
|
1.42K
$26.5K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
171KNew |
$2.57M - $3.53M
|
171K
$3.2M
|
|