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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Top investors of Northern Lts Fd Tr Iv a stock
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 | 344k | $13M | 5% | Dec 2024 |
|
| Legacy Wealth Asset Management | 157k | $5.8M | 100% | Dec 2024 |
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| Inspire Advisors | 142k | $5.3M | 24% | Dec 2024 |
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| CWM | 142k | $5.3M | -4% | Dec 2024 |
|
| LPL Financial | 137k | $5.1M | 1% | Dec 2024 |
|
| OneAscent Financial Services | 123k | $4.5M | 100% | Dec 2024 |
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| UBS Group | 111k | $4.1M | 7% | Dec 2024 |
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| Atria Investments | 89k | $3.3M | 2% | Dec 2024 |
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| AlphaStar Capital Management | 83k | $3.1M | -1% | Dec 2024 |
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| Frontier Asset Management | 73k | $2.7M | -13% | Dec 2024 |
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| Belpointe Asset Management | 56k | $2.2M | 1% | Dec 2024 |
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| Financial Advocates Investment Management | 54k | $2.0M | -1% | Dec 2024 |
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| Pensionmark Financial Group | 50k | $1.9M | 100% | Dec 2024 |
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| Range Financial Group | 46k | $1.7M | 8% | Mar 2025 |
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| Keel Point | 42k | $1.6M | -12% | Dec 2024 |
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| CWM Advisors | 39k | $1.5M | -2% | Dec 2024 |
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| Strategic Blueprint | 37k | $1.4M | -16% | Dec 2024 |
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| Sowell Financial Services | 30k | $1.1M | 100% | Dec 2024 |
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| Envestnet Asset Management | 28k | $1.0M | -3% | Dec 2024 |
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| Cambridge Investment Research Advisors | 28k | $1.0M | -16% | Dec 2024 |
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| Raymond James Financial | 25k | $907k | 100% | Dec 2024 |
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| Strategic Equity Management | 22k | $838k | 100% | Mar 2025 |
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| Christian Investment Advisors | 20k | $752k | 4% | Mar 2025 |
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| Ridgeline Wealth | 19k | $716k | 0% | Mar 2025 |
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| Cetera Investment Advisers | 19k | $701k | 11% | Dec 2024 |
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| Jpmorgan Chase & Co | 19k | $700k | 1% | Dec 2024 |
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| Independent Advisor Alliance | 18k | $659k | 100% | Dec 2024 |
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| Amarillo National Bank | 18k | $653k | 0% | Dec 2024 |
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| Focus Financial Network | 17k | $639k | 100% | Mar 2025 |
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| Goldman Sachs Group | 16k | $584k | 100% | Dec 2024 |
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| EverSource Wealth Advisors | 16k | $579k | -27% | Dec 2024 |
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| Envestnet Portfolio Solutions | 14k | $522k | 7% | Dec 2024 |
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| Harvest Investment Services | 14k | $515k | -4% | Dec 2024 |
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| Commonwealth Equity Services | 13k | $494k | 1% | Dec 2024 |
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| PFG Financial Advisors | 13k | $461k | 5% | Dec 2024 |
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| Silver Oak Securities | 11k | $405k | 0% | Dec 2024 |
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| Advisor Group Holdings | 10k | $402k | 1% | Dec 2024 |
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| Royal Bank of Canada | 8.8k | $392k | 2% | Dec 2024 |
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| Whitaker-Myers Wealth Managers | 8.0k | $303k | 100% | Mar 2025 |
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| Captrust Financial Advisors | 7.1k | $262k | 3% | Dec 2024 |
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| Howe and Rusling | 6.5k | $241k | 0% | Dec 2024 |
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| LaSalle St. Investment Advisors | 5.9k | $219k | -2% | Dec 2024 |
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| Swisher Financial Concepts | 5.9k | $222k | 0% | Mar 2025 |
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| HHM Wealth Advisors | 5.2k | $193k | 9% | Dec 2024 |
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| Principal Securities | 4.3k | $160k | 1% | Dec 2024 |
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| Harbour Investments | 2.1k | $76k | -2% | Dec 2024 |
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| Geneos Wealth Management | 1.5k | $55k | 0% | Dec 2024 |
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| AE Wealth Management | 1.3k | $48k | 100% | Dec 2024 |
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| Goss Wealth Management | 1.0k | $37k | 0% | Dec 2024 |
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| Hollencrest Securities | 897.00 | $33k | 0% | Dec 2024 |
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| Continuum Advisory | 753.00 | $28k | 100% | Dec 2024 |
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| Wells Fargo & Company | 720.00 | $14k | 0% | Dec 2024 |
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| Venturi Wealth Management | 703.00 | $26k | 0% | Dec 2024 |
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| Glen Eagle Advisors | 456.00 | $17k | 1% | Dec 2024 |
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| Private Trust Co Na | 400.00 | $15k | 0% | Dec 2024 |
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| Mascagni Wealth Management | 354.00 | $13k | 100% | Dec 2024 |
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| Nbc Securities | 313.00 | $11k | 100% | Mar 2025 |
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| Winch Advisory Services | 233.00 | $8.6k | 1% | Dec 2024 |
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| IFP Advisors | 113.00 | $4.2k | 0% | Dec 2024 |
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| Summit Investment Advisors | 75.00 | $2.8k | -44% | Dec 2024 |
|
| FMR | 25.00 | $929.000000 | 0% | Dec 2024 |
|
Who sold out of Northern Lts Fd Tr Iv a?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2024 | 12k | $469k |
| Paradiem | Sep 2024 | 6.8k | $270k |
| Mml Investors Services | Sep 2024 | 5.7k | $224k |
| Kavar Capital Partners Group | Sep 2024 | 5.3k | $207k |
| Grandview Asset Management | Sep 2024 | 5.2k | $204k |
| GPS Wealth Strategies Group | Dec 2024 | 658.00 | $24k |