Latest Institutional Transactions on Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iv Inspire (WWJD) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 12.07% |
$46.6K - $51.5K
|
15.1K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8.93K- 26.53% |
$256K - $283K
|
24.7K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
25.6KNew |
$733K - $811K
|
25.6K
$783K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.7KNew |
$480K - $531K
|
16.7K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
4.15K+ 7.95% |
$119K - $132K
|
56.3K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.77K- 47.41% |
$251K - $278K
|
9.73K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 41.99% |
$399K - $442K
|
47.1K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.4K+ 3.53% |
$327K - $361K
|
335K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.69KNew |
$278K - $307K
|
9.69K
$297K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.32K+ 5.46% |
$238K - $264K
|
161K
$4.92M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.11K- 27.54% |
$31.9K - $35.8K
|
2.92K
$89.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.18KNew |
$34.1K - $38.2K
|
1.18K
$36.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
67.1KNew |
$1.93M - $2.16M
|
67.1K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.1K- 37.54% |
$1.07M - $1.2M
|
61.8K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
38.3KNew |
$1.1M - $1.24M
|
38.3K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
389New |
$11.2K - $12.6K
|
389
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
117+ 21.27% |
$3.36K - $3.78K
|
667
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.22K- 9.65% |
$63.8K - $71.7K
|
20.8K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.44K+ 11.87% |
$41.4K - $46.4K
|
13.6K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-462- 12.67% |
$13.3K - $14.9K
|
3.18K
$97.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.56K+ 70.18% |
$131K - $147K
|
11.1K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.98KNew |
$201K - $225K
|
6.98K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.8K- 10.65% |
$51.6K - $57.9K
|
15.1K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.26% |
$345 - $387
|
4.58K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 283.71% |
$29K - $32.6K
|
1.37K
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.86K+ 0.62% |
$111K - $125K
|
623K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.41KNew |
$184K - $207K
|
6.41K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 4.53% |
$564K - $633K
|
413K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
832+ 10.66% |
$23.9K - $26.9K
|
8.64K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$11.5K - $12.9K
|
400
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23.3KNew |
$669K - $751K
|
23.3K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-892- 8.04% |
$25.7K - $28.8K
|
10.2K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.86KNew |
$82.3K - $92.4K
|
2.86K
$87.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 7.85% |
$47K - $52.7K
|
19.2K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 5.88% |
$201 - $226
|
126
$3.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.93K+ 7.19% |
$84.3K - $94.6K
|
43.7K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
99.6KNew |
$2.87M - $3.22M
|
99.6K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-40.4K- 6.25% |
$1.16M - $1.3M
|
606K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
63.6KNew |
$1.83M - $2.05M
|
63.6K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 3.65% |
$33.9K - $38K
|
33.4K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 16.57% |
$389K - $437K
|
95.2K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.2K+ 29.22% |
$580K - $651K
|
89.2K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7KNew |
$338K - $379K
|
11.7K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 3.1% |
$62.4K - $70K
|
72.2K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 6.06% |
$66.8K - $74.9K
|
36K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
546+ 4.38% |
$15.7K - $17.6K
|
13K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
234+ 3.69% |
$6.73K - $7.55K
|
6.57K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.37K- 6.36% |
$39.4K - $44.3K
|
20.2K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
24.2KNew |
$695K - $780K
|
24.2K
$740K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177+ 0.53% |
$5.09K - $5.71K
|
33.9K
$1.04M
|
|