Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
140K+ 5.0% |
$4.04M - $4.55M
|
2.93M
$85.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.1K+ 2381.94% |
$957K - $1.08M
|
34.5K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28.4K+ 7.03% |
$820K - $923K
|
432K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 6.84% |
$800K - $901K
|
433K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.5K+ 86.66% |
$651K - $733K
|
48.5K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
18.3K+ 4.22% |
$529K - $596K
|
452K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
14.2KNew |
$411K - $462K
|
14.2K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
8.04K+ 8.89% |
$232K - $262K
|
98.5K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.52KNew |
$217K - $245K
|
7.52K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.3K+ 11.64% |
$211K - $238K
|
70.1K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.14K+ 9.58% |
$206K - $232K
|
81.6K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.82KNew |
$197K - $222K
|
6.82K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.5KNew |
$188K - $212K
|
6.5K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.91K+ 30.9% |
$142K - $160K
|
20.8K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.86K+ 7.57% |
$141K - $158K
|
69K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.84K+ 42.04% |
$140K - $157K
|
16.3K
$479K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.53K+ 1.44% |
$131K - $147K
|
318K
$9.32M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 37.91% |
$127K - $143K
|
16K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.35K+ 11.94% |
$126K - $141K
|
40.8K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.03K+ 2.78% |
$117K - $131K
|
149K
$4.36M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.69KNew |
$107K - $120K
|
3.69K
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 11.46% |
$95.8K - $108K
|
32.2K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.11K+ 10.15% |
$89.8K - $101K
|
33.7K
$987K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.74KNew |
$79.2K - $89.1K
|
2.74K
$80.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.2K+ 53.34% |
$63.7K - $71.7K
|
6.33K
$186K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.87K+ 18.24% |
$54K - $60.8K
|
12.1K
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 3.05% |
$43.6K - $49.1K
|
51K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.39K+ 16.46% |
$40.2K - $45.2K
|
9.83K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
918+ 33.65% |
$26.5K - $29.9K
|
3.65K
$107K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
407New |
$11.8K - $13.2K
|
407
$11.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
356New |
$10.3K - $11.6K
|
356
$10.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
351+ 2.0% |
$10.1K - $11.4K
|
17.9K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
342+ 35.63% |
$9.89K - $11.1K
|
1.3K
$38.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
317+ 1.0% |
$9.16K - $10.3K
|
32K
$936K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
274+ 3.75% |
$7.92K - $8.92K
|
7.59K
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
170+ 0.56% |
$4.91K - $5.53K
|
30.6K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
143+ 1.38% |
$4.13K - $4.65K
|
10.5K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
103+ 72.54% |
$2.98K - $3.35K
|
245
$7.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
91New |
$2.63K - $2.96K
|
91
$2.67K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
89+ 0.79% |
$2.57K - $2.9K
|
11.4K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
18+ 0.23% |
$520 - $586
|
7.81K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 3.74% |
$491 - $553
|
472
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.06% |
$86.7 - $97.6
|
287
$8.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.85% |
$28.9 - $32.5
|
119
$3.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19- 0.08% |
$549 - $618
|
23K
$674K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26- 0.19% |
$752 - $846
|
13.9K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-49- 1.06% |
$1.42K - $1.59K
|
4.57K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-234- 2.94% |
$6.76K - $7.61K
|
7.72K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-377- 0.7% |
$10.9K - $12.3K
|
53.6K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-799- 2.04% |
$23.1K - $26K
|
38.3K
$1.12M
|