Who owns Northern Lts Fd Tr Iv a?
- Ticker: BLES
- CUSIP Number: 66538h658
Tip: Access positions for across all investors
Analyze quarterly positions in Northern Lts Fd Tr Iv a with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Northern Lts Fd Tr Iv a this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Creative Financial Designs | 327k | $13M | 4% | Sep 2024 |
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Legacy Wealth Asset Management | 154k | $5.6M | 3% | Jun 2024 |
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CWM | 148k | $5.9M | 8% | Sep 2024 |
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LPL Financial | 136k | $5.4M | -2% | Sep 2024 |
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Inspire Advisors | 115k | $4.5M | 48% | Sep 2024 |
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Atria Investments | 87k | $3.4M | -1% | Sep 2024 |
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AlphaStar Capital Management | 84k | $3.3M | -7% | Sep 2024 |
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Frontier Asset Management | 84k | $3.3M | -20% | Sep 2024 |
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Belpointe Asset Management | 55k | $2.0M | 1% | Jun 2024 |
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Financial Advocates Investment Management | 54k | $2.1M | 0% | Sep 2024 |
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Keel Point | 48k | $1.8M | -62% | Jun 2024 |
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Range Financial Group | 45k | $1.8M | -1% | Sep 2024 |
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Strategic Blueprint | 44k | $1.8M | -8% | Sep 2024 |
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CWM Advisors | 40k | $1.6M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 33k | $1.3M | -14% | Sep 2024 |
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Envestnet Asset Management | 29k | $1.1M | -5% | Sep 2024 |
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EverSource Wealth Advisors | 22k | $850k | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 21k | $827k | -2% | Sep 2024 |
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Jpmorgan Chase & Co | 19k | $742k | 44% | Sep 2024 |
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Amarillo National Bank | 18k | $697k | 0% | Sep 2024 |
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Cetera Investment Advisers | 16k | $576k | 44% | Jun 2024 |
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Harvest Investment Services | 15k | $573k | -3% | Sep 2024 |
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Goldman Sachs Group | 13k | $482k | 100% | Jun 2024 |
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Commonwealth Equity Services | 13k | $522k | 3% | Sep 2024 |
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Envestnet Portfolio Solutions | 13k | $520k | -37% | Sep 2024 |
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Flow Traders US | 12k | $469k | 100% | Sep 2024 |
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PFG Financial Advisors | 12k | $469k | 4% | Sep 2024 |
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Silver Oak Securities | 11k | $432k | 0% | Sep 2024 |
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Advisor Group Holdings | 10k | $398k | -75% | Sep 2024 |
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Royal Bank of Canada | 8.6k | $287k | 47% | Sep 2024 |
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Captrust Financial Advisors | 6.9k | $273k | 0% | Sep 2024 |
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Paradiem | 6.8k | $270k | -34% | Sep 2024 |
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Howe and Rusling | 6.5k | $258k | 0% | Sep 2024 |
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LaSalle St. Investment Advisors | 6.1k | $239k | 1% | Sep 2024 |
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Swisher Financial Concepts | 5.9k | $229k | 0% | Sep 2024 |
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Mml Investors Services | 5.7k | $224k | 100% | Sep 2024 |
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Kavar Capital Partners Group | 5.3k | $207k | 100% | Sep 2024 |
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Grandview Asset Management | 5.2k | $204k | 100% | Sep 2024 |
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HHM Wealth Advisors | 4.8k | $189k | -4% | Sep 2024 |
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Principal Securities | 4.3k | $170k | 9% | Sep 2024 |
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Harbour Investments | 2.1k | $83k | 3177% | Sep 2024 |
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Geneos Wealth Management | 1.5k | $54k | 5% | Jun 2024 |
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Goss Wealth Management | 1.0k | $37k | 0% | Jun 2024 |
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Hollencrest Securities | 897.00 | $35k | 0% | Sep 2024 |
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Wells Fargo & Company | 720.00 | $28k | 71900% | Sep 2024 |
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Venturi Wealth Management | 703.00 | $28k | 0% | Sep 2024 |
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GPS Wealth Strategies Group | 658.00 | $26k | 0% | Sep 2024 |
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Glen Eagle Advisors | 453.00 | $18k | 6% | Sep 2024 |
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Private Trust Co Na | 400.00 | $15k | 100% | Jun 2024 |
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Nbc Securities | 313.00 | $12k | 0% | Sep 2024 |
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Winch Advisory Services | 231.00 | $9.1k | 1% | Sep 2024 |
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Summit Investment Advisors | 135.00 | $5.3k | 0% | Sep 2024 |
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Morgan Stanley | 1.00 | $49.000000 | -100% | Jun 2024 |
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Who sold out of Northern Lts Fd Tr Iv a?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
PAX Financial Group | Mar 2024 | 299k | $11M |
OneAscent Financial Services | Jun 2024 | 114k | $4.2M |
Focus Financial Network | Jun 2024 | 44k | $1.7M |
Old Mission Capital | Mar 2024 | 24k | $891k |
Sowell Financial Services | Jun 2024 | 16k | $572k |
Susquehanna International | Jun 2024 | 15k | $550k |
Oliver Lagore Vanvalin Investment Group | Jun 2024 | 100.00 | $3.7k |
Gradient Investments | Jun 2024 | 6.00 | $219.000000 |