Who owns NORTHERN LTS FD TR IV?
- Ticker: BUYW
- CUSIP Number: 66538h179
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Analyze quarterly positions in Northern Lts Fd Tr Iv 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 this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Orion Portfolio Solutions | 14M | $193M | 13% | Sep 2024 |
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Main Management | 6.7M | $94M | 6% | Sep 2024 |
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Advisor Group Holdings | 4.8M | $67M | 213% | Sep 2024 |
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Encompass More Asset Management | 1.5M | $20M | -4% | Sep 2024 |
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LPL Financial | 1.2M | $17M | 91% | Sep 2024 |
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Envestnet Asset Management | 1.2M | $17M | 19% | Sep 2024 |
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Virtue Capital Management | 1.2M | $17M | 19% | Sep 2024 |
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Madrona Financial Services | 894k | $13M | 86% | Sep 2024 |
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Echo45 Advisors | 566k | $7.9M | 6% | Sep 2024 |
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Columbia Advisory Partners | 226k | $3.1M | -4% | Sep 2024 |
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Change Path | 192k | $2.7M | 16% | Sep 2024 |
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CWM | 136k | $1.9M | 88% | Sep 2024 |
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Atria Investments | 112k | $1.6M | -29% | Sep 2024 |
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Copley Financial Group | 105k | $1.5M | 100% | Sep 2024 |
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Atria Wealth Solutions | 103k | $1.4M | 37% | Sep 2024 |
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H D Vest Advisory Services | 100k | $1.4M | 304% | Jun 2024 |
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Townsquare Capital | 90k | $1.3M | -4% | Sep 2024 |
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GeoWealth Management | 67k | $928k | 16% | Sep 2024 |
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Envestnet Portfolio Solutions | 51k | $707k | 7% | Sep 2024 |
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Sigma Planning | 50k | $695k | 100% | Sep 2024 |
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FTB Advisors | 47k | $660k | -4% | Sep 2024 |
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Feltz Wealth PLAN | 47k | $660k | 4% | Sep 2024 |
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Mutual Advisors | 46k | $637k | 5% | Sep 2024 |
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Cooper Financial Group | 42k | $579k | 100% | Jun 2024 |
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Atlas Financial Advisors | 41k | $570k | 10% | Sep 2024 |
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Cambridge Investment Research Advisors | 39k | $538k | 149% | Sep 2024 |
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Kestra Advisory Services | 24k | $329k | 18% | Sep 2024 |
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Dynamic Advisors Solutions | 21k | $289k | 100% | Sep 2024 |
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PFG Advisors | 21k | $289k | 100% | Sep 2024 |
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IFP Advisors | 17k | $228k | 16% | Jun 2024 |
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Whittier Trust Co. of Nevada | 16k | $223k | 0% | Sep 2024 |
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Cetera Investment Advisers | 12k | $162k | -25% | Jun 2024 |
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TCP Asset Management | 10k | $141k | 100% | Sep 2024 |
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Goldman Sachs Group | 10k | $137k | 100% | Jun 2024 |
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Global Retirement Partners | 7.8k | $109k | 100% | Sep 2024 |
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Harbour Investments | 3.7k | $51k | 0% | Sep 2024 |
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Proequities | 1.8k | $25M | 0% | Sep 2024 |
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CoreCap Advisors | 1.3k | $18k | -88% | Sep 2024 |
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Farther Finance Advisors | 1.2k | $17k | -12% | Sep 2024 |
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Peterson Financial Group | 1.0k | $14k | 100% | Sep 2024 |
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Royal Bank of Canada | 961.00 | $13k | 2244% | Sep 2024 |
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Hanson McClain Advisors | 495.00 | $6.9k | 100% | Sep 2024 |
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EverSource Wealth Advisors | 458.00 | $6.4k | 0% | Sep 2024 |
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Morgan Stanley | 200.00 | $2.7k | -100% | Jun 2024 |
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Signature | 130.00 | $1.8k | 100% | Sep 2024 |
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Continuum Advisory | 74.00 | $1.0k | 100% | Sep 2024 |
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Toth Financial Advisory Corporation | 14.00 | $196.000000 | 100% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $10.000000 | 100% | Sep 2024 |
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Who sold out of Northern Lts Fd Tr Iv?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Axiom Advisory | Jun 2024 | 734k | $10M |
Balyasny Asset Management | Mar 2024 | 229k | $3.1M |
Jpmorgan Chase & Co | Jun 2024 | 111k | $1.5M |
Jane Street | Jun 2024 | 35k | $484k |
Susquehanna International | Jun 2024 | 27k | $373k |
ICA Group Wealth Management | Mar 2024 | 4.6k | $63k |
Goss Wealth Management | Mar 2024 | 4.1k | $56k |
Sound Income Strategies | Jun 2024 | 174.00 | $2.4k |
RFP Financial Group | Jun 2024 | 154.00 | $2.1k |
Ashton Thomas Private Wealth | Jun 2024 | 50.00 | $686.000000 |
Gradient Investments | Jun 2024 | 47.00 | $644.999800 |
GHP Investment Advisors | Jun 2024 | 20.00 | $275.000000 |