Purchases and Sales Made in Q1 2024 in Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD) during Q1 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
148K+ 145.73% |
$4.13M - $4.47M
|
249K
$7.31M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.6KNew |
$1.75M - $1.89M
|
62.6K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34.3K+ 59.83% |
$961K - $1.04M
|
91.6K
$2.69M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
28.4KNew |
$795K - $859K
|
28.4K
$833K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$436K - $471K
|
15.6K
$457K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.2K+ 70.88% |
$370K - $400K
|
31.9K
$936K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$296K - $319K
|
10.6K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.93K+ 10.97% |
$278K - $301K
|
100K
$2.95M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.99K+ 6.43% |
$252K - $272K
|
149K
$4.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8.79K+ 6.79% |
$246K - $266K
|
138K
$4.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.76K+ 2.98% |
$245K - $265K
|
303K
$8.9M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
8.05KNew |
$225K - $243K
|
8.05K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.73K+ 22.41% |
$105K - $113K
|
20.4K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.44K+ 0.78% |
$96.3K - $104K
|
447K
$13.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.83K+ 28.19% |
$79.2K - $85.5K
|
12.9K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.73KNew |
$76.4K - $82.5K
|
2.73K
$80.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.46K+ 20.8% |
$68.8K - $74.4K
|
14.3K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.36K+ 4.22% |
$66.2K - $71.5K
|
58.4K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.34K+ 4.47% |
$65.5K - $70.8K
|
54.7K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 7.25% |
$49.9K - $53.9K
|
26.3K
$773K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.75K+ 4.52% |
$48.9K - $52.8K
|
40.3K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.49K+ 9.68% |
$41.8K - $45.2K
|
16.9K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.25K+ 25.05% |
$35.1K - $37.9K
|
6.26K
$184K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 2.16% |
$32.8K - $35.4K
|
55.5K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 31.62% |
$29.8K - $32.2K
|
4.43K
$130K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
737+ 6.99% |
$20.6K - $22.3K
|
11.3K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
604New |
$16.9K - $18.3K
|
604
$17.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
471New |
$13.2K - $14.3K
|
471
$13.8K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
423+ 4.05% |
$11.8K - $12.8K
|
10.9K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
375+ 4.99% |
$10.5K - $11.3K
|
7.89K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
281+ 2.8% |
$7.87K - $8.5K
|
10.3K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148New |
$4.15K - $4.48K
|
148
$4.35K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54+ 9.82% |
$1.51K - $1.63K
|
604
$17.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54+ 9.82% |
$1.51K - $1.63K
|
604
$17.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40+ 18.1% |
$1.12K - $1.21K
|
261
$7.66K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34+ 17.89% |
$952 - $1.03K
|
224
$6.58K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9+ 6.34% |
$252 - $272
|
151
$4.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3- 1.95% |
$84 - $90.8
|
151
$4.43K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-45- 0.27% |
$1.26K - $1.36K
|
16.9K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-322- 0.55% |
$9.02K - $9.74K
|
58.1K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-566- 2.21% |
$15.9K - $17.1K
|
25.1K
$736K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-726- 9.19% |
$20.3K - $22K
|
7.17K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.11K- 28.74% |
$31K - $33.5K
|
2.74K
$80.5K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.14K- 9.91% |
$31.8K - $34.4K
|
10.3K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.16K- 7.91% |
$60.4K - $65.2K
|
25.1K
$737K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.88K- 13.8% |
$80.6K - $87.1K
|
18K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.21K- 7.11% |
$89.9K - $97.1K
|
42K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.23K- 0.51% |
$90.4K - $97.6K
|
634K
$18.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.55K- 13.73% |
$183K - $198K
|
41.1K
$1.21M
|