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
SRS Capital Advisors 123k $4.0M 27% Sep 2025
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B.O.S.S. Retirement Advisors 120k $3.9M -8% Sep 2025
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AE Wealth Management 76k $2.5M -13% Sep 2025
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Envestnet Asset Management 64k $2.1M -10% Sep 2025
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D.A. Davidson & Co. 63k $2.1M 1% Sep 2025
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Branch Banking & Trust Company 49k $1.6M -15% Sep 2025
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Susquehanna International 21k $701k 100% Sep 2025
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Sterling Capital Management 10k $334k 0% Sep 2025
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United Advisor Group 8.2k $268k 100% Sep 2025
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Davenport & Co 7.2k $235k 0% Sep 2025
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BluePath Capital Management 6.7k $219k -9% Sep 2025
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LPL Financial 6.6k $215k 0% Sep 2025
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Rockefeller Capital Management 4.9k $160k 100% Sep 2025
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UBS Group 992.00 $33k 17% 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
Tounjian Advisory Partners Jun 2025 20k $547k
Raymond James Financial Jun 2025 2.9k $91k