Purchases and Sales Made in Q3 2025 in Northern Lts Fd Tr Iv Main The (TMAT)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main The (TMAT) during Q3 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MAIN THE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 39.09% |
$2.75M - $3.36M
|
426K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5K+ 28.33% |
$702K - $857K
|
138K
$3.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
25.1K+ 1.01% |
$577K - $704K
|
2.5M
$63.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
20.5KNew |
$471K - $575K
|
20.5K
$523K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.5K+ 58.47% |
$403K - $492K
|
47.4K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.8KNew |
$364K - $444K
|
15.8K
$404K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.3K+ 120.4% |
$329K - $402K
|
26.2K
$669K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
13K+ 0.45% |
$300K - $366K
|
2.93M
$74.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7KNew |
$246K - $300K
|
10.7K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.31KNew |
$214K - $261K
|
9.31K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.49KNew |
$196K - $239K
|
8.49K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.22KNew |
$51.2K - $62.4K
|
2.22K
$56.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.47KNew |
$33.8K - $41.2K
|
1.47K
$37.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 1.97% |
$33.6K - $41K
|
75.7K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
768+ 6.05% |
$17.7K - $21.6K
|
13.5K
$344K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
582+ 132.27% |
$13.4K - $16.3K
|
1.02K
$26.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
501+ 13.08% |
$11.5K - $14.1K
|
4.33K
$111K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
381New |
$8.77K - $10.7K
|
381
$9.73K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
81New |
$1.86K - $2.28K
|
81
$2.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41New |
$944 - $1.15K
|
41
$1.05K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 0.43% |
$92.1 - $112
|
924
$23.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$23 - $28.1
|
496
$12.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34- 0.05% |
$783 - $955
|
72.6K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-259- 42.46% |
$5.96K - $7.28K
|
351
$8.97K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-377- 69.05% |
$8.68K - $10.6K
|
169
$4.32K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-980- 3.0% |
$22.6K - $27.5K
|
31.7K
$809K
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.98K- 10.52% |
$68.6K - $83.7K
|
25.3K
$648K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-3.12K- 2.88% |
$71.8K - $87.6K
|
105K
$2.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13K- 38.95% |
$299K - $365K
|
20.4K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.1K- 7.84% |
$1.73M - $2.11M
|
882K
$22.5M
|
|