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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Top investors of Northern Lts Fd Tr Iv stock
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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions | 11M | $146M | 30% | Dec 2023 |
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| Main Management | 6.0M | $81M | -2% | Dec 2023 |
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| Encompass More Asset Management | 910k | $12M | 100% | Dec 2023 |
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| Madrona Financial Services | 454k | $6.2M | -8% | Mar 2024 |
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| Advisor Group Holdings | 403k | $5.4M | 15% | Dec 2023 |
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| Echo45 Advisors | 285k | $3.9M | 1% | Mar 2024 |
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| Atria Wealth Solutions | 275k | $3.7M | 753% | Dec 2023 |
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| Balyasny Asset Management | 249k | $3.4M | 100% | Dec 2023 |
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| Columbia Advisory Partners | 223k | $3.0M | 12% | Mar 2024 |
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| Atria Investments | 170k | $2.3M | 100% | Dec 2023 |
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| Townsquare Capital | 87k | $1.2M | 17% | Dec 2023 |
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| Atlas Financial Advisors | 60k | $814k | -46% | Dec 2023 |
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| Allen Mooney & Barnes Investment Advisors | 42k | $574k | 100% | Mar 2024 |
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| Feltz Wealth PLAN | 41k | $552k | 5% | Dec 2023 |
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| Envestnet Portfolio Solutions | 39k | $524k | 100% | Dec 2023 |
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| Advisory Services Network | 27k | $369k | 100% | Dec 2023 |
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| CWM | 27k | $362k | 100% | Mar 2024 |
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| Jane Street | 24k | $325k | -81% | Dec 2023 |
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| Mutual Advisors | 23k | $312k | 5% | Dec 2023 |
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| FTB Advisors | 17k | $228k | 100% | Dec 2023 |
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| Change Path | 17k | $223k | 100% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 16k | $215k | 0% | Dec 2023 |
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| Whittier Trust | 15k | $201k | 100% | Dec 2023 |
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| Axiom Advisory | 12k | $170k | 0% | Mar 2024 |
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| IFP Advisors | 11k | $149k | 5534% | Dec 2023 |
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| Cambridge Investment Research Advisors | 10k | $137k | -28% | Dec 2023 |
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| ICA Group Wealth Management | 4.5k | $61k | 100% | Dec 2023 |
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| Royal Bank of Canada | 3.4k | $46k | 100% | Dec 2023 |
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| Harbour Investments | 2.3k | $31k | -9% | Dec 2023 |
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| Tennessee Valley Asset Management Partners | 1.3k | $18k | 100% | Dec 2023 |
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| Proequities | 1.0k | $14M | 100% | Dec 2023 |
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| Gradient Investments | 47.00 | $634.001800 | 100% | Dec 2023 |
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| Bank of America Corporation | 42.00 | $566.000400 | 100% | Dec 2023 |
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| Coppell Advisory Solutions | 17.00 | $229.000200 | -66% | Dec 2023 |
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Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Sep 2023 | 24k | $321k |
| UBS Group | Sep 2023 | 20k | $267k |
| EverSource Wealth Advisors | Sep 2023 | 1.4k | $19k |
| Hanson McClain Advisors | Sep 2023 | 364.00 | $4.8k |
| Impact Partnership Wealth | Sep 2023 | 198.00 | $2.6k |