Who owns NORTHERN LTS FD TR IV?

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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
Ambassador Advisors 779k $29M 0% Sep 2025
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Creative Financial Designs 315k $12M 2% Sep 2025
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OneAscent Financial Services 214k $8.0M 47% Sep 2025
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Inspire Advisors 195k $7.2M 2% Sep 2025
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PFG Advisors 60k $2.2M -2% Sep 2025
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LPL Financial 60k $2.2M 40% Sep 2025
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Jones Financial Companies, L.L 41k $1.5M 142% Sep 2025
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Cambridge Investment Research Advisors 40k $1.5M -11% Sep 2025
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Nations Financial Group 28k $1.1M 100% Sep 2025
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CWM 27k $1.0M 10% Sep 2025
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AE Wealth Management 20k $733k 25% Sep 2025
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Advisor Group Holdings 15k $547k 21% Sep 2025
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Gts Securities 14k $521k -32% Sep 2025
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Harvest Investment Services 11k $418k -38% Sep 2025
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Commonwealth Equity Services 10k $378k 16% Sep 2025
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Susquehanna International 9.0k $334k -24% Sep 2025
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Turning Point Benefit Group 8.7k $324k -17% Sep 2025
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OneAscent Wealth Management 7.3k $272k 100% Sep 2025
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Focus Financial Network 7.2k $267k 100% Sep 2025
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Cyndeo Wealth Partners 6.0k $222k -5% Sep 2025
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Harbour Investments 3.6k $133k -35% Sep 2025
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UBS Group 3.1k $114k 100% Sep 2025
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Centaurus Financial 2.9k $109k 100% Sep 2025
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Geneos Wealth Management 2.3k $86k -5% Sep 2025
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EverSource Wealth Advisors 1.6k $60k 225% Sep 2025
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Assetmark 928.00 $35k 100% Sep 2025
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IFP Advisors 693.00 $26k -93% Sep 2025
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Morgan Stanley 600.00 $23k 100% Jun 2025
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Smartleaf Asset Management 73.00 $2.7k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 51.00 $1.9k 100% Sep 2025
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Signature 40.00 $1.5k 0% Sep 2025
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Principal Securities 17.00 $632.000500 100% Sep 2025
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Creekmur Asset Management 8.00 $298.000000 0% Sep 2025
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Who sold out of Northern Lts Fd Tr Iv?

Fund or Company Name Date Sold Shares Held Valued At
Goldman Sachs Group Mar 2025 20k $586k
Financial Advocates Investment Management Jun 2025 19k $625k
Summit Wealth Group Llc / Co Jun 2025 8.8k $289k
Citadel Advisors Jun 2025 6.9k $227k
Ameritas Advisory Services Jun 2025 1.9k $63k
Transce3nd Jun 2025 257.00 $8.5k