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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.87K+ 18.24% |
$54K - $60.8K
|
12.1K
$364K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 11.46% |
$95.8K - $108K
|
32.2K
$969K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.82KNew |
$197K - $222K
|
6.82K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.35K+ 11.94% |
$126K - $141K
|
40.8K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.2K- 35.33% |
$63.5K - $71.5K
|
4.02K
$121K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.48K- 30.54% |
$158K - $178K
|
12.5K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $245K
|
7.52K
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.74KNew |
$79.2K - $89.1K
|
2.74K
$82.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.2K+ 53.34% |
$63.7K - $71.7K
|
6.33K
$190K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.74K- 8.11% |
$253K - $284K
|
99K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
342+ 35.63% |
$9.89K - $11.1K
|
1.3K
$39.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
407New |
$11.8K - $13.2K
|
407
$12.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.03K- 23.62% |
$58.5K - $65.9K
|
6.55K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.85K- 18.36% |
$140K - $158K
|
21.6K
$648K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.5K+ 86.66% |
$651K - $733K
|
48.5K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.3K+ 11.64% |
$211K - $238K
|
70.1K
$2.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
356New |
$10.3K - $11.6K
|
356
$10.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.84K+ 42.04% |
$140K - $157K
|
16.3K
$491K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.21K- 8.51% |
$34.9K - $37.8K
|
13K
$391K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54- 8.94% |
$1.56K - $1.69K
|
550
$16.5K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
873New |
$25.2K - $27.3K
|
873
$26.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$855K - $926K
|
29.6K
$891K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.8K- 46.76% |
$340K - $368K
|
13.4K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52K+ 444.39% |
$1.5M - $1.62M
|
63.7K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.6KNew |
$1.08M - $1.17M
|
37.6K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
270New |
$7.79K - $8.43K
|
270
$8.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
176+ 45.71% |
$5.08K - $5.5K
|
561
$16.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
42New |
$1.21K - $1.31K
|
42
$1.26K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.25K- 12.06% |
$36.1K - $39.1K
|
9.12K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.31K- 45.69% |
$37.9K - $41K
|
1.56K
$46.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 5.36% |
$2.63K - $2.84K
|
1.79K
$53.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
873New |
$25.2K - $27.3K
|
873
$26.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
69New |
$1.99K - $2.16K
|
69
$2.07K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
585+ 0.64% |
$16.9K - $18.3K
|
92.2K
$2.77M
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.5K- 99.75% |
$1.67M - $1.8M
|
148
$4.45K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
28.4KNew |
$795K - $859K
|
28.4K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$296K - $319K
|
10.6K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.55K- 7.8% |
$183K - $198K
|
77.5K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.61K- 15.3% |
$269K - $291K
|
53.2K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-45- 0.27% |
$1.26K - $1.36K
|
16.9K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.6KNew |
$1.75M - $1.89M
|
62.6K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
471New |
$13.2K - $14.3K
|
471
$14.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34+ 17.89% |
$952 - $1.03K
|
224
$6.73K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47K- 82.82% |
$1.18M - $1.39M
|
9.75K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
390+ 2.27% |
$9.81K - $11.6K
|
17.6K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
16.7K+ 93.67% |
$421K - $495K
|
34.6K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9KNew |
$226K - $267K
|
9K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.4K- 65.97% |
$338K - $398K
|
6.94K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-676- 96.57% |
$17K - $20K
|
24
$721
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
265New |
$6.67K - $7.85K
|
265
$7.97K
|
|