Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
399K+ 28.61% |
$10.8M - $11.4M
|
1.79M
$52.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
265KNew |
$7.16M - $7.59M
|
265K
$7.76M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
123K+ 41.14% |
$3.33M - $3.54M
|
423K
$12.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
78.7K+ 209.48% |
$2.13M - $2.26M
|
116K
$3.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
57.6K+ 13.56% |
$1.56M - $1.65M
|
483K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.2K+ 177.88% |
$1.2M - $1.27M
|
69.1K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
36.2K+ 12.18% |
$978K - $1.04M
|
333K
$9.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30.3K+ 83.08% |
$818K - $868K
|
66.7K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6K+ 71.15% |
$449K - $476K
|
40K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
16.2KNew |
$437K - $463K
|
16.2K
$473K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
15.5K+ 49.32% |
$418K - $443K
|
46.8K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 9.64% |
$381K - $404K
|
160K
$4.69M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$339K - $359K
|
12.5K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.6KNew |
$286K - $304K
|
10.6K
$310K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 135.0% |
$281K - $298K
|
18.1K
$530K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.86KNew |
$267K - $283K
|
9.86K
$289K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.62K+ 49.26% |
$152K - $161K
|
17K
$499K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.43K+ 5.94% |
$147K - $156K
|
96.9K
$2.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.26K+ 7.37% |
$115K - $122K
|
62.1K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.05K+ 4.99% |
$82.4K - $87.4K
|
64.2K
$1.88M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 7.22% |
$77.8K - $82.5K
|
42.7K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.75KNew |
$74.4K - $78.9K
|
2.75K
$80.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.27KNew |
$61.2K - $64.9K
|
2.27K
$66.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.19K+ 12.2% |
$59.1K - $62.6K
|
20.1K
$589K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2KNew |
$54.1K - $57.3K
|
2K
$58.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.92K+ 13.72% |
$52K - $55.1K
|
15.9K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.91K+ 1188.2% |
$51.7K - $54.8K
|
2.07K
$60.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 70.54% |
$32.4K - $34.3K
|
2.89K
$84.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
701+ 6.91% |
$18.9K - $20.1K
|
10.8K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
683+ 2.8% |
$18.5K - $19.6K
|
25.1K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
575+ 1916.67% |
$15.5K - $16.5K
|
605
$17.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
323+ 38.22% |
$8.73K - $9.26K
|
1.17K
$34.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
226+ 0.87% |
$6.11K - $6.48K
|
26.3K
$771K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148+ 1.39% |
$4K - $4.24K
|
10.8K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69New |
$1.87K - $1.98K
|
69
$2.02K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
60+ 27.78% |
$1.62K - $1.72K
|
276
$8.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.44% |
$81.1 - $86
|
692
$20.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90- 10.0% |
$2.43K - $2.58K
|
810
$23.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-214- 1.83% |
$5.78K - $6.14K
|
11.5K
$337K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-312- 0.45% |
$8.43K - $8.95K
|
68.3K
$2M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-567- 5.99% |
$15.3K - $16.3K
|
8.9K
$261K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-874- 30.41% |
$23.6K - $25.1K
|
2K
$58.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.42K- 10.87% |
$38.5K - $40.8K
|
11.7K
$342K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.76K- 7.21% |
$47.5K - $50.4K
|
22.6K
$663K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.84K- 15.41% |
$49.7K - $52.7K
|
10.1K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.62K- 2.12% |
$70.8K - $75.1K
|
121K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.6K- 34.94% |
$394K - $418K
|
27.1K
$795K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-26.4K- 43.49% |
$713K - $757K
|
34.3K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-38.8K- 11.46% |
$1.05M - $1.11M
|
300K
$8.78M
|