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
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