Who owns NORTHERN LTS FD TR IV?
- Ticker: PTL
- CUSIP Number: 66537j796
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| OneAscent Financial Services | 235k | $50M | 100% | Dec 2024 |
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| Inspire Advisors | 209k | $45M | 7% | Dec 2024 |
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| Strategic Equity Management | 97k | $21M | 17% | Dec 2024 |
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| Christian Investment Advisors | 64k | $14M | 100% | Dec 2024 |
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| Moneywise | 54k | $12M | 25% | Dec 2024 |
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| PAX Financial Group | 35k | $7.5M | -6% | Dec 2024 |
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| LPL Financial | 34k | $7.2M | 57% | Dec 2024 |
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| CWM Advisors | 30k | $6.5M | 12% | Dec 2024 |
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| Silver Oak Securities | 29k | $6.3M | 10% | Dec 2024 |
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| Belpointe Asset Management | 20k | $4.1M | -10% | Dec 2024 |
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| Citadel Advisors | 17k | $3.5M | 100% | Dec 2024 |
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| Commonwealth Equity Services | 15k | $3.2M | 1% | Dec 2024 |
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| Geneos Wealth Management | 15k | $3.1M | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 11k | $2.4M | 214% | Dec 2024 |
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| ValMark Advisers | 8.5k | $1.8M | 77% | Dec 2024 |
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| Raymond James Financial | 7.6k | $1.6M | 100% | Dec 2024 |
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| United Capital Financial Advisers | 6.9k | $1.5M | 100% | Dec 2024 |
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| Raymond James Financial Services Advisors | 6.8k | $1.5M | 100% | Sep 2024 |
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| CWM | 5.5k | $1.2M | 11% | Dec 2024 |
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| Old Mission Capital | 5.0k | $1.1M | 18% | Dec 2024 |
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| Creative Financial Designs | 3.7k | $785k | 62% | Dec 2024 |
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| Pensionmark Financial Group | 2.3k | $484k | 100% | Dec 2024 |
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| IFG Advisory | 2.1k | $457k | 100% | Dec 2024 |
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| Financial Advocates Investment Management | 2.1k | $451k | 100% | Dec 2024 |
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| PFG Investments | 2.0k | $437k | 100% | Dec 2024 |
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| Schwallier Wealth Management | 2.0k | $426k | 63% | Dec 2024 |
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| Goldman Sachs Group | 2.0k | $418k | 45% | Dec 2024 |
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| Arete Wealth Advisors | 1.8k | $388k | 86% | Dec 2024 |
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| Continuum Advisory | 1.8k | $381k | 4% | Dec 2024 |
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| First American Trust | 1.7k | $361k | 100% | Dec 2024 |
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| Gts Securities | 1.6k | $340k | -88% | Dec 2024 |
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| CFO4Life | 1.5k | $319k | 1% | Dec 2024 |
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| AE Wealth Management | 1.1k | $239k | 100% | Dec 2024 |
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| Mosaic Family Wealth Partners | 938.00 | $200k | 100% | Dec 2024 |
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| Creekmur Asset Management | 929.00 | $198k | 30% | Sep 2024 |
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| Transce3nd | 398.00 | $85k | 100% | Dec 2024 |
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| IFP Advisors | 283.00 | $60k | 125% | Dec 2024 |
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| Bare Financial Services | 171.00 | $37k | 32% | Dec 2024 |
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| Jones Financial Companies, L.L | 162.00 | $35k | 100% | Dec 2024 |
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| Mattson Financial Services | 55.00 | $11k | 0% | Sep 2024 |
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| Transcendent Capital Group | 35.00 | $7.5k | 100% | Sep 2024 |
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| EverSource Wealth Advisors | 33.00 | $7.1k | 100% | Dec 2024 |
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| Ronald Blue Trust | 28.00 | $6.0k | 100% | Dec 2024 |
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| Principal Securities | 4.00 | $853.000000 | 0% | Dec 2024 |
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Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Simplicity Wealth | Sep 2024 | 1.1k | $225k |
| Golden State Equity Partners | Sep 2024 | 383.00 | $82k |